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Market Update: A Few Portfolio Changes
Added to Tesla
Bought INOD
Bought SOLS
Bought APLD
Previous Updates
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- Weekly Market Update: Earnings Acceleration
- Market Update: The Next Generation of AI Infrastructure
- Weekly Market Update: New Highs
- Market Update: Nvidia’s Way Around Memory
- Weekly Market Update: LTCM 2.0
- Market Update: The Trajectory of AI Compute
- Weekly Market Update: Peak Earnings Season
- Market Update: Q2 Earnings Recap #1
- Market Update: DeepSeek 2.0
- Weekly Market Update: All Eyes On the Mag 7
- Weekly Market Update: Earnings Season Is Here
- Market Update: The FinTech Comeback
- Weekly Market Update: Halftime