Nasdaq is fast-tracking the IPOs of OpenAI and SpaceX. We explain why these “trophy” listings might be valuation traps for long-term investors and why we prefer owning the “Sovereign Foundation” instead.
How to lock in a 123% gain in 18 months
Following a 47% gain, we explain why we moved the North Tech 15 to 100% cash on 3rd March. Learn why the conflict in Iran changed the risk profile for tech and why protecting capital is our #1 priority.