Leopold Aschenbrenner and Situational Awareness have expressed interest in the $SKHY IPO at a reported $28B valuation.
This could be another addition to their ultra-long AI portfolio, which includes $NBIS, $CRWV, $IREN, and a recently added 19.9% stake in $SHAZ.
I do not see the vision on AI glasses. At all.
I think the tech companies are gaslighting us into thinking we need some new AI-wearable. We do not.
The phone is fine and will be at the center of AI usecases.
I really don't get the glasses hype.
My high-level workflow for finding the strongest themes + scanning for which stocks to actually enter:
1)
- go to finviz, click maps in the nav bar
- click "themes" in the left panel
- select 1-week (or month) from the dropdown
- observe what's strongest/greenest
2)
- go back to the nav bar
- click screener
- click "theme" box
- scroll all the way down, click custom
- select the strongest themes from step 1
3)
- add supporting filters
- performance
- market cap
- relationship with moving avgs
-etc (see mine attached)
Super high level, but this should give you a good starting point.
- Luc