AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.
Tracking 25 Signals Across 9 of Our Investing Themes
Let’s check on the stories that speak to our Pro Portfolio investing themes.
Taiwan Semi Sends $13 Billion Revenue Update
These developments bring more support for our holdings despite Cloudflare’s sobering layoff announcement.
Chart of the Day: Updating Nvidia Before Earnings Run Up
The AI leader will be reporting in a few weeks so let’s take a closer look.