Bryce Smith
Stock Scams, Elon/Trump Breakup, GEO vs SEO, Stablecoins, And Much More
Tech Revolutions Always Beat Near-term Macro/Geopolitical Uncertainty
Overall, this quarter was just another good lesson that in the long run, geopolitics and macroeconomics make little difference to the business models of the most Revolutionary companies.
RDR Grifting, LiDARLess Angst, Gemini, And Amaris Turned 10
Deep Thoughts On The AI Internet
Tesla Robotaxi Rollout, The Investability of Space Stocks, NVDA ATH, And Much More
Don't Wait for AGI - Computer Intelligence (CI) Is Already Here
Latest Positions (Full Portfolio)
Trade Alert (ADSK)+ Where We'd Buy More + Chat Transcript
Why Google AI Rocks, Or, Our Custom-Built "Ultimate Google Investment" Web App
Forget About Search, Windows Is The Real AI Loser (And No Chat This Week)
