Jun. 16 at 6:08 PM
End of day thoughts:
A few names caught my attention today:
$HOOD
$MRVL
$AXON
$NRED.CSE
Very different companies. Very different industries. Yet they all seem tied together by a similar idea.
Investors aren't just rewarding growth. They're rewarding businesses that are becoming increasingly important to larger trends. Financial infrastructure. AI infrastructure. Public safety infrastructure. Resource infrastructure.
Sometimes the most interesting market stories aren't about who is growing fastest. They're about who is becoming harder to replace.
What was the most interesting thing you watched today?
