I am happy to report well tidings and gains of the extraordinary nature. Reasons for these gains are immaterial at this time. But feel comfort in knowing they are in fact happening and you made ~+2.83% today, or +144bps better than SPY. Also know we are up ~14.5% YTD, or nearly 7% better than SPY...Read More

Goldman is throwing in the towel tonight, upgrading AMD.The stock finished up 16.5% in the AH’s. It’s notable that the CEO said the current ratio of 1:8 for cpu to GPUs can flip to parity, which is bullish for ARM, another position of ours. “In the past, the CPU-to-GPU ratio was primarily just as a host...Read More