PFE Thoughts Plus Earnings Previews: FSLR, META, and AAPL
We picked up a few Pfizer calls. Plus check out our earnings previews for First Solar, Meta, and Apple.
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TSLA Earnings, Sea Breeze (aka CBRS), Sizing and more
I've taken to calling Cerebras/CBRS "Sea Breeze" like the 1980s face wash because nobody can pronounce Cerebras easily and the stock symbol itself could probably be considered dyslexic as it should probably be CRBS and not CBRS.
Trade Alert: New Robotics Revolution Name
I'm headed to NYC with my wife tomorrow night, and I won't be writing up a big piece this week. That said, I did want to let you know that I've started a new position...
The Robotics Revolution App, CBRS, PLTR, SHOP, a Crystal Ball, and More
To be clear, I never recommend anything – I'm just telling you what I'm doing.
Beyond Training and HBM: Why Cerebras Is A Great Revolution Investment
One of the most important tenets of Revolution Investing is that the most energy and economic efficient solutions always win out over time. Right now, the entire tech industry is locked in a consensus trade: AI Datacenter Bottlenecks…