Latest Positions Latest Positions: The AI Software Revolution Bryce Smith 04 Mar 2025 β 9 min read The Nasdaq entered correction territory (down 10% from its highs) this morning before bouncing quickly.
Tech Revolutions Always Beat Near-term Macro/Geopolitical Uncertainty Overall, this quarter was just another good lesson that in the long run, geopolitics and macroeconomics make little difference to the business models of the most Revolutionary companies.