I was wrong on Netflix, but I was right on Nvidia, AMD, Microsoft, Meta, Shopify, Palunteer twice, Google, Robin Hood, Take Two on one of the positions I didn't do well on.
Let's go over AMD as well as Palunteer because these were two of my um interesting and more successful plays.
That's a direct quote from Palunteer CEO Alex Karp. And that was after his company just posted one of the best quarters in its history as a public company.
Uh we're going to take a closer look at Poundier. This is a company that has pretty much built this grow nar this growth narrative of its of of its business focused around AI and more importantly nations building their own AI solutions.
