Latest Positions

Latest Positions: TSLA, Space, NFLX, and Bitcoin

We're rounding out our Latest Positions updates.

Bryce Smith

06 Mar 2025 — 12 min read

SpaceX's Starship on the launch pad prior to its eighth test flight just hours ago.

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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)