"If you're new to investing, look at the companies NVIDIA invests in and whenever the price goes below what NVIDIA invested at, you should probably start adding. They do better due diligence than basically anybody, they know what's good, which CEOs are trustworthy. If they put a couple billion in, I likely will tail them if it goes below or around their price."
For tech stocks to make another run at all time highs, we need lower Treasury yields and lower oil
The Venezuela deal announced yesterday could be a major step toward lower oil prices
Now we just need yields to cooperate
$RVII Technology Portfolio Report
I dug through RVII’s technology portfolio
It owns stakes in 55 tech startups spanning AI agents, infrastructure, robotics, semiconductors, cybersecurity, healthcare and scientific AI
Here’s what I found
The most important part of RVII may be how RVII gives public market investors access to private companies they normally couldn’t invest in.