AI Doomers, Investment Horizon, Stock Picks and more
Building sustainable wealth takes many years of good performance which is why I call my firm "10,000 Days Capital"
Revolution Investing, The Future, And You
I remember in college thinking about the economics that must have enabled the people (and aliens) in Star Trek and Star Wars to build the AI and Robotics and Spaceships that those formerly futuristic fantasies lived in.
Top 5 Best Earnings Reports
Despite Michael Furry (get it? the mindless stuffed bear who goes by Michael Burry, haha), promising and endlessly pontificating his silly thesis that AI is a bubble… apparently the company would actually more than double its topline if supply would allow. Be sure to check out my CNBC appearance too
My CNBC Appearance From Last Week In Abu Dhabi
I'm still running around the world, quite literally. I'm in Hong Kong this week and I get home Thursday night-ish. I was on CNBC last week from Abu Dhabi, talking about Nvidia's earnings, The AI Revolution and I even dropped a bomb or two on Sam Altman and Michael Burry.
Don't Fear AI As It Exists Only To Make Society More Prosperous
I am constantly reminded by most people I talk to that most of society is actually outright scared of The AI Revolution. I am genuinely shocked whenever someone, often someone I know well and love, are actually fearful or even explicitly angry about AI.
META Listlessness, US Debt Endlessness, RDR Silliness, Market Relentlessness, And More
The AIRS Revolutions are the biggest Revolutions in more than a century and that's going to be the primary story and driver of rates, economies, society, etc for the next 10-20 or even 50 years, IMHO.
Video (and Synopsis : What Revolution Investing Is
I call my management firm the 10,000 Days Management Company because we are looking out 27.4 years into the future. We want to buy the companies creating tens of trillions of dollars in revolutionary economic activity and own them forever.
Fight the FED, Sea Breeze (aka CBRS) Earnings, Elon and more
Look, you either have to believe Elon's on our side as shareholders of each company and accept that there are some conflicts of interest because he's got more control of one than the other, or you have to move on from both TSLA and SPCX.
Top 5 Insightful Tweets About Revolution Investing (+ Trade Alert about DDOG)
In the midst of the post-dot-com bubble stock market crash of 2001, with Wall Street layoffs a weekly headline, Jim Cramer wrote an article that finished with a blurb about something like this...
Trade alert: Selling CRWV, Lots of SPCX Q&A, Earnings in full swing, etc
My team and I personally go build our revenue and profitability profile (sorta like EBITDA, I suppose) model and often even make Bull Case, Bear Case and Base Case models for each company to get an even better sense of possible outcomes.
The Irony Of Situational Awareness (and a Trade Alert)
...but what was little noticed at the time was how hard essentially each of Situational Awareness’ largest positions got crushed into that whoosh down after their already big recent drawdowns of 50-70%.
Revolution Investing Analysis For Tesla And SpaceX
Let’s talk about our Elon-related stocks and why we want to build these positions up again. To do so, let’s look at both the near-term and, of course, the long-term to try to appreciate just how huge the Revolutions they are driving will become.