Latest Positions

Latest Positions: The AI Software Revolution

The Nasdaq entered correction territory (down 10% from its highs) this morning before bouncing quickly.

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SpaceXBoringTeslAINeuraXOpen, Commoditized Products Cycles, CPU vs GPU, And Much More

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

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.

Frothy Market, Earnings, Space Plays, and Much More

Frothy Market, Earnings, Space Plays, and Much More

Don't Be Greedy, But We Probably Ain't Barely Seen Nothing Yet