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

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.