Patience Can Be Our Superpower
Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
We are adding a new position in the company that makes the most Revolutionary equipment used to make semiconductors for Nvidia, Apple, Tesla, and the like.
We hit on everything from the recent rally in the Russell 2000 small-cap index to Cody's take on Tesla, TransMedics Group, and Startup Investing.
Earnings season is upon us and we have four stocks in the portfolio (NFLX, TSM, TSLA, and AMZN) that will report over the next two weeks. We are going to provide earnings previews for each stock.
We're sticking with Tesla and continuing to bet on Elon's brilliance.
We're adding two names that we have followed for some time and are well-positioned in two of the most exciting Revolutions happening today: biotech and alternative energy.
We're dissecting market moves and calling out the Republican Democrat Regime's latest theatrics. From space stocks to social media giants, we're covering the gamut. And yeah, I'm still not eating my hat over any Google breakup nonsense.
I expect that Tesla will announce that people in at least one US city (Austin, probably, maybe Phoenix and another city too) will be able to start using the Tesla app to summon a driverless Tesla Cybercab anytime.
Imagine a world where AI optimizes daily life, robots automate mundane tasks, and sustainable energy powers our homes. Over the next 10,000 days, revolutionary technologies will Reshape industries and transform society.
From hedging China exposure to betting big on Tesla, here's our latest take on market moves, puts strategy, and the stocks we're eyeing — all while keeping risk in check. Plus, a glimpse into the ever-watchful (but lazy) life of Bernice the Pyrenees!
tl;dr: (1) the rate of technological change far outpaces the rate of technological adoption.; (2) AI's probably going to work out; (3) real-world experiences are here to stay; (4) the world will probably to continue to become more interconnected.
From China's stimulus impact on Tencent to Tesla's robotaxi plans, we cover market moves across tech, biotech, and crypto. Get insights on our current picks, reflections on past investments, and thoughts on navigating today's complex market landscape.
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Maybe things won't change as quickly as everyone expects.
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We're putting on small positions in CrowdStrike and Intuitive Machines.
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It's one of those unknown, unknowns that absolutely no one is thinking about right now.
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This is what we expected, no? We said the Fed would cut and it didn't matter much to us if it the cut were 25 bps or 50bps. So far the playbook for the Fed that we've outlined repeatedly for the last few weeks is playing out.
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Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we went. We will write more about our experiences, learnings and analysis, but in the meantime, here are the Top 5 Mindblowing Thoughts I had on our trip.
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With the markets back to being close to their all-time highs, its probably a better time to be cautious than wildly bullish.
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No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.
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We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
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We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
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We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
Latest Positions
Top 5 buys in alphabetical order right now are:
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What does the uniformity of agreement regarding AI mean for the markets and for us?