SaaSpocalypse, Anti-Capexism, And A Crypto Winter.
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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…
Trade Alert: Cerebras (and Chat Transcript - Robots, Space, Bitcoin, Laziness, And More)
The growth in the economy is tangible and the earnings/margin expansion is likely to be increasingly obvious in coming quarters as more and more companies slowly but surely implement AI solutions throughout their businesses.