Market

“OpenAI acquired a popular podcast TBPN which made $5M in revenue for 2025 to ‘enable a positive AI conversation’ - which means no one knows why they bought it” 😊 😋

There are a lot of companies which are excellently priced for the next 5 years if you are patient and buy now, including $GOOGL ( ▼ 0.55% )  $META ( ▼ 0.82% )  $AMZN ( ▼ 0.38% ) and $MSFT ( ▲ 1.11% ) among the big names, while $CRWD ( ▲ 1.48% )  $KLAR ( ▲ 0.53% )  $RDDT ( ▼ 0.13% ) and $ALAB ( ▲ 10.17% ) are getting there.

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Insights from the portfolio

Video of the day

Today’s video is on Broadcom $AVGO ( ▲ 0.34% ) the semiconductor company.

Deep dive of the day

Good setups for swing