BIG TECH + BITCOIN
90d callExample
The companies that won, and the asset that ignores them.
- AAPL25%
- AMZN25%
- QQQ25%
- BTC25%
Not scored
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@sena
90d
Every one of these was published at a fixed moment and is measured from that moment against the market. Open one, or remix it into your own.
Most recently published.
10 calls · most remixed is AI ECONOMY
The companies that won, and the asset that ignores them.
Everything I would rather not have to trade.
Half the market, half the future. Sleep at night.
Drop the index. Concentrate where the compute is.
Mostly the index. A little conviction on the side.
If you believe it, hold more of it.
Machines that move, and the rails they settle on.
Same idea, but the chips matter more than the chain.
One scarce asset, held patiently, with a little company.
AI infrastructure and crypto grow together.