Shiny Objects, Displine, And Patience
Let's talk about how overextended and overbought this market is in the near-term and, more importantly, why we're not chasing some of the highest momentum and shiniest object in the stock market room.
SpaceX IPO and Why Robotics Might Be The Next Big Thing In The Markets
SHOP Stock, Market Outlook, SATS Pre-IPO, SPCX vs RKLB, and Much More
First Inning Analysis: Compute Bottlenecks, Robots, and the Laser Age
SpaceXBoringTeslAINeuraXOpen, Commoditized Products Cycles, CPU vs GPU, And Much More
Here's the transcript from this week's Live Q&A Chat.
Trading One Stock For Another
We're mostly sitting tight with our longs overall and not doing much nibbling at all (yet?), but we indeed traded one stock for another.
Frothy Market, Earnings, Space Plays, and Much More
Don't Be Greedy, But We Probably Ain't Barely Seen Nothing Yet
Parallels and Inevitabilities In Revolution Investing
The Three Pillars of Revolutionary Wealth Creation
