Trade Alert: Tariff Playbook (We've Been Here Before) + CRWD Trade
We're running through our playbook for the Trump Tariff Trade War 2.0.
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Forget About Search, Windows Is The Real AI Loser (And No Chat This Week)
Meme Stocks Rise Again, Antitrust Shenanigans, GTLB Thoughts, And Much More
What The Hell Do We Do With CRWV
The Big 3 Revolutions (AI ⇒ Robotics ⇒ Space)
It's hard to overstate just how big the opportunity for us as Revolutionary technology investors is at this moment.