Trade Alert: Two New Positions
We're adding two names that we have followed for some time and are well-positioned in two of the most exciting Revolutions happening today: biotech and alternative energy.
Read more
Beyond Training and HBM: Why Cerebras Is A Great Revolution Investment
One of the most important tenets of Revolution Investing is that the most energy and economic efficient solutions always win out over time. Right now, the entire tech industry is locked in a consensus trade: AI Datacenter Bottlenecks…
Trade Alert: Cerebras (and Chat Transcript - Robots, Space, Bitcoin, Laziness, And More)
The growth in the economy is tangible and the earnings/margin expansion is likely to be increasingly obvious in coming quarters as more and more companies slowly but surely implement AI solutions throughout their businesses.
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.
Accelerating GDP and Exploding Profits: Why The US Economy is Hitting 'Warp Speed'
And the entirety of the economic, revenue and earnings/profitability acceleration is all based on Revolutionary Technology. It’s all built upon the technological platforms that enable all this magic to work and feed upon itself in a beautiful flywheel virtuous loop.