A More Serious World + Our Top 11 Takeaways From Asia
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Trade Alert: Selling PSTG, Buying More CRM
We're Back! GOOG Calls, CRWV Trims, Elon Backlash + Updated Where We'd Buy More List
If The AI Revolution impacts GDP the way we expect it to over the next 10-15 years, GDP growth will likely solve much of the US debt crisis. Meanwhile, we're trimming some CoreWeave after its rocket ride, staying bullish on our Top 5 (GOOG, META, NVDA, TSLA, TSM)
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
Trade Alert: Foot Off The Gas (And Headed to Asia)
We were steadily bullish and buying more throughout the panicky sell off last month even as most professionals were declaring an end to the US boom and preparing for a crash. As I noted in chat yesterday, we are simply taking the foot off the pedal here a bit.