Circular Deals, NVIDIA's Dominance, Semiconductor Cycles, and Much More

Key Points from Yesterday's AI Revolution Call

Value Investing Meets Revolution Technology

Highlights And Deep Thoughts From Our Trip Around The World + Trade Alert

An AI Bubble? Data Centers, SpaceX SPVs, ETH v BTC, and Much More

Tesla's Remaining 20x Potential

Why We're Focused On The US Right Now

NVDA vs AVGO, Electricity Hype, New Meta Glasses + Where We'd Buy More

Navigating The Hype and Panic Cycles in Tech Stocks

It's been a very busy week or so for Cody and I between London, Guernsey, back to London, and now Abu Dhabi. We've met with dozens of very interesting people and talked A LOT about Revolution Investing and our approach. We'll have much more

Trade Alert (A New AI Name) + No Chat Next Week + Cody on CNBC 9/15

Google ATHs, Software vs Semis, Macrohard, And Much More