Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
Read more
Stock Scams, Elon/Trump Breakup, GEO vs SEO, Stablecoins, And Much More
Tech Revolutions Always Beat Near-term Macro/Geopolitical Uncertainty
Overall, this quarter was just another good lesson that in the long run, geopolitics and macroeconomics make little difference to the business models of the most Revolutionary companies.
RDR Grifting, LiDARLess Angst, Gemini, And Amaris Turned 10
