Doing Some Trimming, Google, Latest Hedges, Etc
Here's the transcript from this week's Live Q&A Chat. Please note that we've been raising a little cash lately, trimming a little bit almost across the board. Easy does it.
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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.
