Tidbits #35 – Semis, NFTs, Media, and More

I’m sure you already know the market had a crazy week. Maybe it’s tech (and frothy valuations). Maybe it’s interest rates. Maybe it’s ARK Invest?

Who knows.

What I know is that there are a lot of tech / tech-like things going up like rockets 🚀🚀🚀 that do not and are very unlikely to eventually have tech-like economics (e.g. EVs). If I’m proven wrong, great!… Read the rest “Tidbits #35 – Semis, NFTs, Media, and More”