Welcome Back To Reality
Hi everyone, what a week!
I was in Toronto to attend and present at JC’s Portfolio Accelerator event.
It was a great few days. I always enjoy getting together, breaking bread and sharing ideas. And we all know, JC can throw a party. Here are a few shots of the festivities.
Robots are coming…
eVTOLs start to make sense when you receive a bird’s eye view…
The Hockey Hall of Fame is fantastic. Check out the ceiling in the Great Hall.
We MUST rethink the commercial air travel experience…
Waymo home. First stop, neature…
Meanwhile, the market continues to march higher. Tesla closed at its highest weekly price since January. The nuclear names have been ballistic. The connectivity plays reiterated their relative strength. Quantum stocks are hot. And the $PONY galloped to its 3rd highest close of all-time.
Needless to say, there’s a lot of money being made.
For those unable to attend, here are my major takeaways from Toronto.
China
You may hate it, but China continues to trend. Oh - and the robots are coming…
Technological Innovation Still Excites
I’m like a kid in a candy store playing with the latest and greatest tech tools. The reaction I received from my presentation signals that I am not alone in this child-like behavior. Grown men like tech, too.
Nuclear, Autonomous Driving, Robots, eVTOLs and Gold. These are the trends to watch going into year-end.
Nuclear
The US Department of Energy is actively tweeting about a Nuclear Renaissance. Ride the wave.
Autonomous Driving
Autonomous driving is here to stay. Waymo is good, not great, but the trend remains intact.
Robots
Robots are coming… are you ready?
eVTOLs
The Flying Car Composite ($ACHR + $JOBY) held above its SPAC // IPO listing price of $10.
$JOBY is in pole position. I will accumulate and wait.
Will Archer play catch-up…?
Gold
What if there’s more to Gold than we currently perceive? It’s worth asking…
To reiterate - there is a lot of money being made in the market.
The social streams are littered with PnL screenshots as traders boast their gains. My spidey senses want to fade the greed. Maybe not yet. But I’m growing wary. I raised some cash on Friday going into the close. I’m not opposed to redipping my toes, but it’s too soon to say definitely. As JC says, “Let 'em dance!”
I hope y’all enjoy the weekend. Get outside and please step away from the screens. Until next week.
Godspeed,
Riley Rosebee.
Want more? Here are 10 great links hand-curated by Riley.
Watch Video: “Joby Completes Landmark U.S Defence Exercise with Autonomous Flight Technology”
Kodak’s Miniature Keychain Digital ‘Charmera’ Brings Back Retro Point-And-Shoot Photography
Cantilevered Glass Walkway By Archermit Hovers 130 Meters Over Tibet's Canyon
On Labs Tokyo Demonstrates Human-Centric Design Philosophy In Robotic World
Meta Launches AI Smart Glasses With Built-In Display
US Lighting Brands "Not Going Back To 20th-Century Manufacturing"
Nvidia Eyes $500M Investment Into Self-Driving Tech Startup Wayve
Uber Is Trying Drone Delivery Again
Tokyo To Nozawa Onsen By Train
Manual For Developing Humans (Amazon)
Disclosure: This is not financial advice.
