We're pretty sure the 2% deliveries miss from Tesla will not matter much at all in the long run, and we're sure seeing lots of interest today about small-caps with poor fundamentals but rapidly rising stock prices (that's not good!).
We think this company is well positioned to grow exponentially as the AI, Cloud, and Software Revolutions continue to gain steam.
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.
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.