Investing

May 11 Copper Is Becoming The Metal Of The AI Era

May 11 Direct indexing after large capital gain of near 600K

May 11 DRAM Hype appear to be the Next Bubble, Even Though the Bull Case Is Real. The trade is becoming crowded. Growth and Margins Unsustainable.

May 11 AI health apps are everywhere. the ones with actual revenue infrastructure underneath them are not.