SpaceXBoringTeslAINeuraXOpen, Commoditized Products Cycles, CPU vs GPU, And Much More
Here's the transcript from this week's Live Q&A Chat.
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SHOP Stock, Market Outlook, SATS Pre-IPO, SPCX vs RKLB, and Much More
First Inning Analysis: Compute Bottlenecks, Robots, and the Laser Age
Trading One Stock For Another
We're mostly sitting tight with our longs overall and not doing much nibbling at all (yet?), but we indeed traded one stock for another.
