There can be no other disruptor in Chief to focus on today, than Elon Musk and his various enterprises. Tesla is of course, his best known company and its publicly traded on the Nasdaq market, under the symbol TSLA. This is not a recommendation nor an endorsement of buying or selling any stock, bond or security but rather just...
The above photo is of Jensen Huang, CEO of NVIDIA. The Chip world has morphed quickly in recent years, yet it takes forever to build a foundry and set up shop in a particular Nation to manufacture these things. Everything today requires chips. We are living in what some call the 4th industrial revolution. Some define this era as the ...
Recently, I was at an investment meeting with one of the premier investment brokerage firms on Wall Street today. One of the key takeaways for investors was "not to get lost in the macro," in other words don't get carried away with focusing on the macro economic issues when selecting great stocks. Select great companies particularly if you have...
AI driven Robotics is a sector that in our view, will transform many industries, perhaps greater than any mechanical breakthrough in modern history. Increases in productivity will be massive as cost of production is driven down. This sector is disinflationary to boot. Weather it's in fast food, robotic surgery, or search and rescue - this is a sector that we research and invest in.
The space race is on.....It was jumpstarted after more than 50 years of relative dormancy, due to Elon Musk wanting to launch rockets into Space and navigate them back to earth making them reusable - a novel concept at the time. Musk's private company SpaceX, has been one of several companies making its way into orbit. There are dynamic business models supporting the viability of SpaceX, including 'Starlink' system in use right now! SpaceX intends to have 12,000 satellites in low orbit around planet earth to support the most dynamic scalable network in human history. This is yet another reason why private sector is the most essential way to move forward. When Gov't spends on infrastructure, can you imagine the political class sinking trillions of dollars of taxpayer money into cable or some other antiquated infrastructure thats already obsolete.