Why We Stick To The Revolution Investing Playbook
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Google ATHs, Software vs Semis, Macrohard, And Much More
Fed Cuts, Cash Position, INTC Socialism, And Much More
The Important Of Understanding Valuations In A Revolution Investing Framework
We expect to make historic gains in many of our positions as The AI Revolution moves ever more toward Artificial General Intelligence and eventually onward on the spectrum toward Artificial Super Intelligence and as the Robotics and Space Revolutions hit full stride over the next few years too.
