Macro Update

A crypto push, a massive Golden Dome program, and the uncertainty of tariffs. The market is full of both risks and opportunities

I’m not a macro investor. That doesn’t mean I don’t think it’s important, only that it’s unpredictable. I’d argue that predicting strong returns from Amazon, Microsoft, or Nvidia was easier than predicting the COVID crash or the 2008 recession. That’s exactly why I focus on micro analysis.

I don’t know exactly how the road will look, but I expect AMD, Ne…