What The Hell Do We Do With CRWV
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Meme Stocks Rise Again, Antitrust Shenanigans, GTLB Thoughts, And Much More
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.
Trade Alert: Selling PSTG, Buying More CRM
We're Back! GOOG Calls, CRWV Trims, Elon Backlash + Updated Where We'd Buy More List
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)