Good day Gents, Ladies,I took the opportunity with today’s rally to trim some gains, doubling our cash position to just over 18%. This is a tactical move based on the recent stretched moves in many a momo name. I feel myself giddy when I talk to like minded market aficionados and I’d prefer to have...Read More

Cerberus is coming public on Thursday, a high growth competitor to NVDA. This is the second notable AI IPO coming public since Madison Air, MAIR. Barring geopolitical upheaval, we should see a lot of hype surrounding this IPO. I have a neocloud play that is tied to Cerebus but refuse to tell any of you...Read More