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.

Bryce Smith

14 Aug 2024 — 12 min read

A comparison of the valuations of some large cap semiconductor companies, as discussed below.

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Iran War, SpaceX, SATS Trading, TSLA FSD, and Much More

Iran War, SpaceX, SATS Trading, TSLA FSD, and Much More

Where We'd Buy More Spreadsheet

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.

Crypto's Agentic Moment

Crypto's Agentic Moment

Technology Accelerates Through The Fog Of War

Technology Accelerates Through The Fog Of War