The creator mentions Rocket Lab as a past successful investment in their portfolio.
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The creator discusses three 'bear cases' for the current stock market, including rising Treasury yields, oi...
Aug 31, 2026
The creator discusses three 'bear cases' for the current stock market, including rising Treasury yields, oil-driven inflation, and seasonal weakness, while maintaining a defensive stance by holding more cash.
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The creator mentions Palantir as a past successful investment in their portfolio.
The creator mentions AMD as a past successful investment in their portfolio.
The creator mentions NVIDIA as a past successful investment in their portfolio.
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