The Reverie Report

January 29, 2021

Comment: the $GME short squeeze was a brilliant trade

In the past two days many of us were left slack jawed after an unlikely team of retail investors from the wallstreetbets subreddit successfully short squeezed a number of billion dollar hedge funds on Wall Street. As of last night, the losses stood at over $70 billion! The truth is […]
January 20, 2021

Thesis: a bet on $PANW is a bet on AI network effects

When we hear “network effect” our minds jump to social networks. Instagram. Facebook. Twitter. LinkedIn. Snapchat. WhatsApp Signal. It’s not that surprising. Social network effects are the only ones the media ever talk about. This is unfortunate because there are far more interesting network effects being built right now. But […]
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