The Next Nvidia Is… Nvidia
We don’t look for the shiniest pie-in-the-sky trends that have their hyped moment in the sun (to mix metaphors). And we don’t panic when others get scared.
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Neoclouds vs Hyperscalers, TSLA Roadster, and much more
Elon often Over Promises but it's part of how he motivates his teams to do the impossible like making a flying car.
It's a NO BS Stock Market Now
This is now officially a NO BS market. And for the long-term, it's actually incredibly healthy for the market to wash out the BS and let the real S (so to speak) do its magic.
Hyperscaler & Tech Debt, Cerebras Update, Anthropic in 3 Years, and Lots of Stock Q's
If I were to start buying something right now, I'd probably look to build up my GOOG and AMZN (my META position is larger than those two right now)
I Ain't No Permabull, But The AIRS Revolution Is Amazingly Bullish
Almost all of my analysis right tells me that the US economy, mostly directly because of The AIRS Revolutions, is as strong as it's ever been in my career and that the few indicators that are not wildly strong/bullish are not as weighted as the many that are.