Good Thursday morning. Another day with Quick Hitters. There’s a lot going on with VRA Portfolio positions, as this market continues to look very much like the 1995-2000 melt-up.

1) We have our Members Only Zoom meeting tonight at 8PM EST with VRA 10-bagger Xtract One Tech (XTRAF) and CEO Peter Evans. We’ll email you Zoom link later in the day. Please email us your questions for Peter by replying to this Letter.

2) Market Update: the CPI-related freak-out helped to alleviate our extreme overbought readings on the VRA System. Remember, we never hit “extreme overbought on steroids” (EOBOS) readings. It looks very much to me like this market is headed higher into next weeks NVDA earnings report (2/21). Also remember that NVDA was the chip company that kicked-off the AI craze in Q2 2023, with their remarkable earnings report and guidance, where they announced that they were seeing unprecedented growth from AI-related orders. That announcement also marked the bottom of the regional ba...