Let’s be brief, shall we? Are you normal? As much as I would like to tell you to just think long term. Or at some point, business fundamentals matter…
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SaaS for Gas!
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Own the Good Ones: That is the playbook! Did the Fed pivot? Didn’t they pivot? Hard to say, but did you pivot? That is the question. Hopefully, our…
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Commentary
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And $snpx conf call
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Things suck, look thru? Most of the time the stock market is blurry to its participants. If stocks are going up, which most prefer, the ease with which…
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As we intimated, the company is starting to play offense in front of the trial read out in 4Q, tell the story, explain the results and what seeing. They…
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Very positive read
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Adding today
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Balls to the Wall Long $TSLA and $NFLX into their prints!!?? You have our market view already, right? See the 2Q earnings flop (poker analogy) and…
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All About Positioning I thought today we would switch it up, take a step back and start with a top down view of the investing landscape. First, the…
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This is how the look thru begins
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