Coming out of the 2008 Financial Crisis, we saw a shift from value to growth for the first time since the 90s.

After reaching a new all-time high of more than $61,200 per coin last weekend, Bitcoin is currently trading around $59,000.

Voyager Digital is a smaller cap that gives investors exposure to the Bitcoin and crypto trading trend at a reasonable valuation.

Last week, I wrote about the Nvidia-Arm acquisition, the politics involved as well as its chances of success. Nvidia announced last September that it reached a deal with Softbank to acquire U.K. based semiconductor and software design company Arm Ltd. for $40 billion, making it one of the biggest acquisitions in tech.

With the Nasdaq still in correction territory, renewable energy star, Plug Power (PLUG), is more than 35% off the all-time high. This is after a large bounce off the recent $34 low.

Recently I joined Tim Beyers and Brian Feroldi on The Motley Fool podcast. In the hour-long interview we discussed cloud stock valuations, trends I’m bullish on, why I thinkZoom VideoandShopifyare the best cloud stocks, my prediction that EVs would pullback (they later did) and why that’s a buying opportunity, and why I continue to be longFUBOdue to the company being centered between two important microtrends albeit extremely early.

With the NASDAQ100 down about 10%, the current bull market’s darling, Tesla, is down about 27%.

In my latest Forbes article, I cover the 2020 Q4 earnings for Shopify, Roku, Fiverr and Palantir.