If The AI Revolution impacts GDP the way we expect it to over the next 10-15 years, GDP growth will likely solve much of the US debt crisis. Meanwhile, we're trimming some CoreWeave after its rocket ride, staying bullish on our Top 5 (GOOG, META, NVDA, TSLA, TSM)
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We were steadily bullish and buying more throughout the panicky sell off last month even as most professionals were declaring an end to the US boom and preparing for a crash. As I noted in chat yesterday, we are simply taking the foot off the pedal here a bit.