Our major investment themes.
Nvidia just purchased 3% of Applied Digital ($7 Stock)
MAJOR THEMES TO FOCUS ON:
Bitcoin.
Higher Rates: Right now 10yr is 4.5% it can go to nominal GDP. Real growth rate is 3-4% so it can go to 6-7%.
Underestimated AI Impact: Investors may not fully grasp t…
Keep reading with a 7-day free trial
Subscribe to GMG Research to keep reading this post and get 7 days of free access to the full post archives.