Open and Closed Positions
30% free cash flow margin. From a company that pulls rocks out of the ground.
The Two Stocks Behind Every AI Chip
The $15 trillion bottleneck between AI and reality...
They lose because they don’t define risk clearly enough...
This Is What Conviction Gets Tested On
But you also can’t grow food without this one ignored input...
It isn’t earnings. It’s materials.
Conviction is good. Greed is expensive.
A blood test, an AI, and a medical shift Wall Street hasn’t priced in yet
Most people missed it. Central banks didn’t.
A $500 Billion Trade Deal
