Latest Positions: The AI Software Revolution
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History Rhymes: Trading Nvidia upon news of CEO Jensen Huang's resignation...
The most important part of these incredibly powerful platforms that we buy with our approach to revolution investing is that they are complete platforms and have entire ecosystems built around them that sustain.
The AI Revolution and Palantir And Their Transcendency
Politicians always promise things they don’t mean and/or that they won’t actually follow through on
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The AI Revolution Remains Inevitable And Cerebras Remains Greatly Positioned
Hard work, discipline, and vision make success inevitable.