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

Why We Stick To The Revolution Investing Playbook

There isn't one right way to invest. As we might say in rural New Mexico, "There are more ways than one to skin a cat." Warren Buffett, George Soros, Jim Simons, Peter Lynch, and Paul Tudor Jones radically diverged in their approaches to investing, and all

Fed Cuts, Cash Position, INTC Socialism, And Much More

The Importance Of Understanding Valuations In A Revolution Investing Framework

We expect to make historic gains in many of our positions as The AI Revolution moves ever more toward Artificial General Intelligence and eventually onward on the spectrum toward Artificial Super Intelligence and as the Robotics and Space Revolutions hit full stride over the next few years too.

TWLO + VOYG Analysis

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