Latest Positions
Latest Positions: The Semiconductor Revolution
We're running through our latest positions and updating our Revolutionary ratings.
Latest Positions
We're running through our latest positions and updating our Revolutionary ratings.
Market timing, AI investments, Bitcoin allocation, and space theme stocks dominate this week's Q&A session. The recurring advice: use tranche trading, maintain investment discipline, and keep some cash available for opportunities.
We're asking our subscribers who they think is more scared right now, the bulls or the bears? Plus we hit on everything happening with DOGE/Elon/Trump, the implications of tariffs, what's going on with space stocks, and much more.
We are picking up some of one of our old names now that the accounting issue at the company seems to be mostly cleared up.
We dig into Tesla's wild ride, The AI Revolution's underappreciated impact on labor markets, and engage in a Cybertruck vs. traditional pickup debate. Plus, why I'm steering clear of healthcare stocks and wrapping up with NBA trade takes and a three-Tesla family photo from the Misfit Farm.