Stuff to Know…Stuff to Think About….Stuff that Matters…….Pattern Matching Portfolio’s…..Coreweave Takes….Cloudflare’s secret session….at Kubecon!!

STUFF TO KNOW. Bad day to for Contrarians. As highlighted by the Druckenmiller quote from 2009 I threw into a piece last week……Being Contrarian will mostly kill you or see you ‘asset lite’ by the time your right. Mag 7 went up 2.8% yesterday after being down 3.5% last week….worse if you missed the last...

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