Pubmatic
Again, lots of tech in my portfolio! My core holdings are largely tech/communications: Amazon, Tesla, Microsoft, Meta, Alphabet, Nvidia, along with Berkshire (which lends exposure to Apple,) and Bitcoin - that’s BBATMMAN. My logic os that technology is the future and these players own yhe most significant resource of all: all of our data (and context matters.) And Tesla is exposure to energy and robotics as well as data/AI, in a circuitous way (Twitter.) Context matters, as in scraping information from public sites only gives so much information - the web of connections and who is sharing what, is important.
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It’s a beautiful day!
Former scientist, enthusiastic reader and student of capital markets. LT/s-trade/options/crypto
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