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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The Important 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
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.