Latest
Tesla Robotaxi Rollout, The Investability of Space Stocks, NVDA ATH, And Much More
Don't Wait for AGI - Computer Intelligence (CI) Is Already Here
Latest Positions (Full Portfolio)
Trade Alert (ADSK)+ Where We'd Buy More + Chat Transcript
Why Google AI Rocks, Or, Our Custom-Built "Ultimate Google Investment" Web App
Forget About Search, Windows Is The Real AI Loser (And No Chat This Week)
Meme Stocks Rise Again, Antitrust Shenanigans, GTLB Thoughts, And Much More
What The Hell Do We Do With CRWV
The Big 3 Revolutions (AI ⇒ Robotics ⇒ Space)
It's hard to overstate just how big the opportunity for us as Revolutionary technology investors is at this moment.
Trade Alert: Selling PSTG, Buying More CRM
We're Back! GOOG Calls, CRWV Trims, Elon Backlash + Updated Where We'd Buy More List
If The AI Revolution impacts GDP the way we expect it to over the next 10-15 years, GDP growth will likely solve much of the US debt crisis. Meanwhile, we're trimming some CoreWeave after its rocket ride, staying bullish on our Top 5 (GOOG, META, NVDA, TSLA, TSM)