Jul. 2 at 7:29 PM
[Link Below] We just posted the full replay of our Webcast Portfolio Update + AI + Macro— and there’s a lot in there.
This quarter was all about separating noise from signal:
• Portfolio update
• Macro views: (Sentiment, valuations, inflation, catalysts)
• Macro trends (AI, data centers, autonomous transportation)
• Company Insights: Fiverr, Meta, Zoom, Block
• Q&A
If you're curious how we think about investing where the world is headed, this one’s for you.
🎥 Watch the full webcast here: https://youtu.be/K_LJFFODmkE?si=Uwe9xVYMpvUMHbKx
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$XYZ $FVRR $ZM $IREN $META