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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The Top 5 Reasons We’re Probably Not In A Bubble

The Top 5 Reasons We’re Probably Not In A Bubble

Everyone is looking for a bubble...which probably means we're not in one.

Circular Deals, NVIDIA's Dominance, Semiconductor Cycles, and Much More

Circular Deals, NVIDIA's Dominance, Semiconductor Cycles, and Much More

Key Points from Yesterday's AI Revolution Call

Key Points from Yesterday's AI Revolution Call

Value Investing Meets Revolution Technology

Value Investing Meets Revolution Technology