Commoditized Markets, Bitcoin Treasury Companies, Meme Stocks (Again...!), And Much More
Read more
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.