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#225: The non-obvious trade on AI
When it comes to Artificial Intelligence, we often think of the obvious winners like Nvidia, Microsoft (OpenAI), Alphabet (Google), etc.
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Ape of Omaha
1
#241: Why I prefer QQQM to QQQ
In this email: What is QQQM? What’s the difference between QQQM and QQQ? Why do I like QQQM better than QQQ?
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Ape of Omaha
#240: What's happening to UUP?
In this email: What is UUP? Pre-Trump vs first two months of Trump 2.0 IMO: DCA UUP
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Ape of Omaha
#239: How "big" is this stock market sell off?
In this email:
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Ape of Omaha
#238: Electricity bills & AI
In this email: Outlook for AI in the new administration. The Utilities sector in relation to AI. Interesting ticker from the XLU ETF
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Ape of Omaha
#237: +4% for January?
In this email: It’s inauguration month - how does that look historically for stocks? What’s the key focus for January in macroeconomics? Earnings to…
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Ape of Omaha
#236: Hawkish Fed & Reactions
In this email: Why the sell off since Wednesday? Which sectors have remained resilient? What now?
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Ape of Omaha
#235: Why Australia's Social Media Ban Could Be Dangerous
In this email: Australia’s social media ban. The specifics and technology. What are the potential risks?
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Ape of the Emerald City
1
#234: Mega Meme Like No Other
In this email: What exactly is Dogecoin? What are the fundamentals Correlations: New presidency, Dogecoin, Bitcoin, Nasdaq…?
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Ape of Omaha
#233: Preciously Rising
In this email: How have gold prices moved this year so far? What’s driving the rally? Looking 6~12 months ahead...
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Ape of Omaha
1
#232: Open vs Closed AI
In this email: What is open source vs closed source AI? The good and bad of open source. The good and bad of closed source.
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Ape of Omaha
#231: Decrypting the Layers
In this email: Sony recently launched the Minato testnet, an Ethereum Layer 2 blockchain Why do blockchains have layers? Layer 1 vs Layer 2: What…
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Ape of Omaha
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