AUG 12 update
Market news and events impacting portfolio positions
We had a beautiful day yesterday with the majority of portfolio positions enjoying healthy gains. Strong CoreWeave’s Q2 numbers might push the whole AI ecosystem even further, indirectly impacting some of our holdings.
On the biotech side, for pre-sales companies, quarterly reports are meaningless, as we await much more important trial data, while for the others, on the contrary, revenue numbers are key to watch.
In focus: CRWV, MIST, SLS.
