“Financial repression will come for us all.”
“Tech for the long run.”
“Apple services moat vs Microsoft AI premium”
“Intel is now a national champion like a defense contractor and won't be allowed to fail”
“Just heard about these guys from a recruiter and they seem like they are on a tear”
“Solar is getting so cheap that copper will be the bottleneck in electrification”
“Google has so many under priced assets.”
“Trump is a chaos agent, so vol will be high”
“Europe is going to have to rearm”
“Inflation is coming for us all.”
“People hate Elon and will vote with their feet on Tesla.”
“Copper is the bottleneck in the electrical buildout.”
“Trump is a chaos agent, VXX will be high.”