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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Trade Alert: A New AI Revolution Name
We think this company is well positioned to grow exponentially as the AI, Cloud, and Software Revolutions continue to gain steam.
Trade Alert: Selling TCEHY, Nibbling on AAPL
We're moving on from TCEHY for a nice gain and putting some money to work in AAPL for the first time in a long time.
Trade Alert (ORCL) + Trump Stocks, SpaceX Access, And Much More
We're starting a new small position in Oracle (ORCL) and we hit on everything from the best ways to invest in SpaceX (spoiler: it's not easy) to why we are not messing with most small caps and biotech stocks.