- Joined Mar 29, 2008
cant wait to see how PINS does on earnings this week
Multi-TRILLION dollar market? Is there a company monopolizing oxygen?I had a day trade in CURI but sold it for a .30 scalp. Oh wells.
CML Pro members, at 8:30am PT we will release a new Spotlight Top Pick.
This may be the largest thematic we cover - a multi trillion dollar TAM.
The thematic is early, and non-obvious, and therefore finding companies that will drive it forward will take effort.
We like that version of the world. That’s our alpha.
This is our multi trillion dollar thematic and we will focus anew on opportunities with in it.
This is just one company. We will do our best to find more.
When I saw his post about TAM I pulled up U and saw the volume spike around 1030/11 and had a feeling. I bought more around 104. 7.4% position for me but I exited SQ to pay for the add and to buy more bitcoin. Trimmed nvta down to 1.8% to buy more bitcoin as well.
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