Our 2026 Predictions

A picture of Cody from a high school dunk contest...most likely 2026 will be a dunk contest for Revolution investors as well.

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SHOP Stock, Market Outlook, SATS Pre-IPO, SPCX vs RKLB, and Much More

SHOP Stock, Market Outlook, SATS Pre-IPO, SPCX vs RKLB, and Much More

First Inning Analysis: Compute Bottlenecks, Robots, and the Laser Age

First Inning Analysis: Compute Bottlenecks, Robots, and the Laser Age

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.