01Core

Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)

Secular Opportunity Index is LIVE

Index #2: Opportunistic Secular Tailwinds

Perspective on tariffs + reviewing construction basket

QQQ Killer Index Day 1 Starting Allocation

01Core Indexes: Modified QQQ

A deep dive on Google

How AI might destroy apple

The difference time makes; Tech bro cognitive dissonance

What will happen when "Intelligence" is no longer a limiting resource? Does it end cyclicality for chips and energy? Why compute demand might increase 12,700% over the next 10 years

Driverless car costs have gotten low enough that we can expect exponential growth from here on out

Homebuilders/construction cos+ semiconductor capital equipment companies - the good kind of cyclical