Deep Thoughts On Tech Bubbles
TL;DR: they're not that common, and we're probably not in one (at least not yet)
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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.