Bulls undeterred by drones
Prospero.Ai 4/15/24 Trading Letter
Was chuckling to myself a little on this title as it is AI driving this Bull run so it is kind of fitting that drones powered by AI would turn a typically negative War story into a surprisingly positive reaction from the market.
At the bottom today we did a special update on the Magnificent 7 but overall this continues to be a trend where we’ve positioned this portfolio well and will just make some tweaks.
Covered in this letter:
Market Update
Sector Update
Cap/Growth & Value + Sector Update
Portfolio Drops
Best Screener
Special Magnificent Update