Stocks Mentioned Nvidia (NVDA), Glencore (GLEN.L), Canadian Natural Resources (CNQ), Cisco (CSCO), Silly-con Valley Bank (SIVB), Antero...

I'm having a pretty good day. Portfolio is up 4.5%, almost all of it attributable to SMCI. I'm up 57.6% on the short position, initiated...

There are 4 illegitimate ways a company can grow revenue and maintain margins the way Nvidia has. The first, subtle way, is by offering...

Stocks Mentioned Skeena Resources (SKE), Nvidia (NVDA), Blackstone (BX), Disney (DIS), Israel Chemicals (now ICL), Transocean Ltd (RIG),...

ANNOUNCEMENT : The paid newsletter  now has both yearly and monthly subscription option at $1500/year and $150/month. If you've profited...

ANNOUNCEMENT: The paid newsletter now has both yearly and monthly subscription option at $1500/year and $150/month. If you've profited...

ANNOUNCEMENT: The paid newsletter now has a monthly subscription option at $150/month. If you've profited from my analysis, I encourage...

June Crypto portfolio update I have completely exited Ordinal (ORDI) and Pyth Network (PYTH) and plowed the proceeds into acquiring more...

Stocks Mentioned: Corn (ZC_F), Core Scientific (CORZ), Cameco (CCJ), Nvidia (NVDA), Neo Performance Materials (NEO.TO), MicroStrategy...

To sign up, send me an email at hello@kashyapsriram.com I am offering discounted pricing while I build out the website. If you subscribe...

To sign up, send me an email at hello@kashyapsriram.com I am offering discounted pricing while I build out the website. If you subscribe...

To sign up, send me an email at hello@kashyapsriram.com I am offering discounted pricing while I build out the website. If you subscribe...