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Trade Alert + Chat Transcript + Where We'd Buy More Update
The Big Three Themes In Tech Stocks Right Now
Hedging Ideas, CRWV Earnings, ASTS, ETH, And Much More
Reflexive Thoughts And A Potential Opportunity In Software
Doing Some Trimming, Google, Latest Hedges, Etc
Here's the transcript from this week's Live Q&A Chat. Please note that we've been raising a little cash lately, trimming a little bit almost across the board. Easy does it.
The Timeline Of The Three Biggest Revolutions Of Our Lifetimes
I am, without a doubt, more excited than ever about The Tech Revolutions we are invested in β and about to invest in.
Cody As Fed Chair, CRWV Thoughts, and AI ETFs + Where We'd Buy More
Deep Thoughts On Software
Post-Earnings Quick Takes
Commoditized Markets, Bitcoin Treasury Companies, Meme Stocks (Again...!), And Much More