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Latest Positions: Semiconductor and BioPharma Revolutions
We're updating our Revolutionary Ratings for NVDA, TSM, QCOM, PFE, and TMDX
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NVIDIA's Three-Peat in Progress: The New "Bull" Dynasty of Wall Street
Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls
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How The World Will Change In The Next 10,000 Days
Imagine a world where AI optimizes daily life, robots automate mundane tasks, and sustainable energy powers our homes. Over the next 10,000 days, revolutionary technologies will Reshape industries and transform society.
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From AI FUD to Tesla’s ASS: Hedging Strategies, Chinese Robots, and Much More
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
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Almost Everyone Is All In On AI. What does that mean for us?
What does the uniformity of agreement regarding AI mean for the markets and for us?
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AI's Usefulness, SMCI Puts, New Teslas, And Much More
We hit on hedging strategies, where AI can go from here, Nvidia's upcoming earnings, the amazing quality of Tesla's cars, and so much more!
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What I Learned In NYC
We are sticking with our Fed Playbook + The Top Five Takeaways From Our NYC Trip
Trade Alert
Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
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Nvidia Is Much More Than A Chipmaker, It's A Platform
Here's How The Nvidia Platform Will Propel The Company To Be The Apple Of The AI Revolution
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The AI Juggernaut, Or: NVIDIA Is Almost “AI Diva” Spelled Backwards
NVIDIA’s AI strategy going forward is fairly simple and the company does not face the same question that is facing the Sexy 6 (which is how will they monetize AI?). GPUs will continue to be the most sought-after chips for AI processing.
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The AI Revolution Takes A Great Leap Forward (And A Couple Small Trade Alerts)
The AI Revolution continues to gain steam. For those that missed it, Jenson Huang — the CEO of NVIDIA (NVDA) — delivered an extremely impressive keynote address at NVIDIA’s GTC (which stands for GPU Technology Conference, in other words, its an acronym of an acronym) on Monday.