Latest Positions

Latest Positions: The Semiconductor Revolution

We're running through our latest positions and updating our Revolutionary ratings.

Bryce Smith

28 Feb 2025 — 12 min read

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Intuition and Reason

War In Greenland, SpaceX IPO, TSLA Volatility, and Much More

War In Greenland, SpaceX IPO, TSLA Volatility, and Much More

Trade Alert: Robotics + Software

Trade Alert: Robotics + Software

Deep Thoughts On Tech Bubbles

Deep Thoughts On Tech Bubbles

TL;DR: they're not that common, and we're probably not in one (at least not yet)