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The “Fab 10” reshapes the AI trade… a connected billionaire’s quiet exit… why oil isn’t done yet… this bull market is broader than you think… why Louis says this is “a very special time” in the market
One of the most connected figures in Silicon Valley recently made a move most retail investors haven’t noticed yet.
He’s a legendary early-stage investor – someone who’s been ahead of every major tech wave of the last 25 years. And he recently filed paperwork showing he’s sold every publicly held share of Nvidia (NVDA), Apple (AAPL), and Microsoft (MSFT).
This wasn’t a trim. It was a full exit from the stocks that most retail investors are still holding.








