Welcome Avatar! It’s time for the monthly Q&A. Considering that we’re into Q4 and we’re seeing equities start to waver + crypto trade decently despite the noise, you can imagine we’ll be sticking to our plan. That said, there are a few things changing on the tech front. We won’t be backing off our “SMH topped in June” comment but there are a few interesting things to add to your radar beyond the two stocks we picked up in Summer (which have done pretty well).
The focus is moving to Q4 survival, getting the data on what items are hot to start a biz in 2027 and of course various headline news that could change things. Once again, we’re not responsible for things like nuclear war. We just know that wars cost a ton of money so if you buy the fear in that doomsday scenario, you’re likely coming out ahead (again). This post will be simpler since we announced what our plans were already and will focus on any individual questions.