As of Friday morning, the primary stock bought within the Patriot Portfolio was right-leaning video platform Rumble Inc. (RUM), followed by Black Rifle Coffee Company (BRCC), Tesla Inc. (TSLA), Trump ...

The best Stratechery content from the week of March 17, 2025, including why Nvidia’s response to ASICs, a fight with China over the Panama Canal, and an interview with Sam Altman.