Cody is going to be in San Francisco this week (giving the keynote and other talks Wednesday at the MoneyShow), and would be happy to meet up with some subscribers in SF, so if interested, please write us back. On that note, if anyone knows any robotics companies based in SF that Cody can meet […]
The AI Tech Stack
We’ll do this week’s chat at the standard time today at 3:00pm ET in the TradingWithCody.com Chat Room or as always feel free to email your questions to support@tradingwithcody.com. The AI Revolution is here, but it is just getting started. We are probably in the first inning of what will be one of the biggest […]
Anti-Elon Sentiment, AMD FOMO, NVDA’s Backlog, And Much More
Here’s the transcript from yesterday’s live Q&A chat: Q. With today’s pop, what are your favorite trims right now? A. I love my longs and I am not trimming much today. I would consider trimming ProShares Bitcoin Strategy ETF (BITO)/bitcoin if you haven’t yet. I almost would consider trimming a little Cloudflare (NET), Snowflake (SNOW), […]
Latest Positions: Semiconductor (NVDA, INTC, TSM) and Cloud (SNOW and NET) Stocks
Here is Part 2 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a […]
The AI Revolution Continues To Develop
First off, we will do this week’s Live Q&A Chat today as usual at 3:00 pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Markets are trying to bounce and there’s a possibility that they go full-on MOASS (mother of all short squeezes) if they don’t fade into the close today. We’re […]
Latest Positions: Semiconductors, Our Last Cloud Stock, And Meta
Here is Part 2 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a […]
Trade Alert: Raising Cash As Some Revolutionary Stocks Come Back Into Favor
First off, let’s do this week’s chat on Thursday 7/20, at 1:00pm EDT in the TradingWithCody.com Chat Room or just email us at support@tradingwithcody.com. Now let’s get into it. Wow. It’s been an amazing few trading days. Many of our favorite longs that we were buying heavily much lower have really taken off recently. Even though we […]
NVDA Earnings, INTC Discussion, RKLB Buys VRBO Assets, BKSY, And Much More
Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody! Q. Which stocks do you currently like the most? And the least? In your portfolio. A. Favorite right now are: RKLB, ROK, SMR, INTC, UPWK. Least favorite right now are: NVDA, AAPL, META, AMZN. Q. $NVDA Jensen Hwang […]
Bear Strategies, Real Estate Damage, Why Sell NVDA Not TSLA, And Much More
Here’s the transcript from today’s Live Q&A Chat. Q. Also, are you bearish from all of the greed right now? If so, where do you like PUTS (or maybe even CALLS on things like VIX). A. I’m not sure I’m out right bearish or anything but I’m definitely not an outright bull right now like […]
Latest Positions Part 2: Clouds, Semi’s and Bubbles
Here is a Part 2 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including another Trade Alert. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being […]
Latest Positions: Get Off Of My Cloud and Semi-Charmed Life
Here is a Part 2 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including another Trade Alert. I’m selling DIS. It’s been our only stock that hasn’t made us money this year, which is quite an amazing thing […]
Latest Positions: The Cloud Revolution Stocks
Here is a Part 2 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including a couple Trade Alerts. Well, that was another rather amazing day at the markets, with Tesla and Virgin Galactic leading the way higher. I […]
Latest Positions: WORK, PANW, SQ, NVDA, TSM, SEDG, FSLR, JD, BIDU
I just got scheduled to do a Fox Business hit to talk about the markets and earnings and what not today at around 2pm ET. Here is a Part 2 of 3 of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ll send […]
Latest Positions: Cloud Revolution, Energy Revolution, China Middle Class Revolution
“Man just wants to forget the bad stuff, and believe in the made-up good stuff. It’s easier that way. – A commoner in the play Rashomon. One of my favorite plays/movies, and one told in flash backs. (It’ll make sense below). Some day I’ll have to write up some analysis about how understanding the concepts […]
Is China’s slowdown priced in?, The Cloud Boom, Verizon’s 5G Timeline, and more
Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, do you think market has already priced in some of the slowdown in China? A. Great question. It all depends on whether China’s downturn here stabilizes and their economy bounces. If China’s downturn is just getting started, there’s probably much more downside here too. Q. […]
Cody’s Top 5 AI stocks, the future of RFID, AMZN/GOOG earnings
Here’s part 2 of 2 of the transcript from of this week’s Interactive Live Stream/Q&A Chat. You can also watch a replay of the discussion on The IAm Cody Willard App, on YouTube here, and listen to a podcast version of it on Soundcloud or iTunes. Subscriber: Cody, do you have any ideas for First […]
Trump vs FBI, Snap update, Why Nvidia rules the cloud and more
Click here to listen to an edited podcast version of this week’s Trading With Cody Q&A Conference Call or read on for the full transcript. Let’s talk markets. I guess right now you can’t talk markets without talking politics. Comey. Fired. The FBI Director fired by the President of the United States who is under investigation […]
Clouds, bubbles, Economic noise, Fiber optics and more
Here’s the transcript of this week’s Trading With Cody Conference Call Q&A. Hey everybody and welcome to the Trading With Cody live conference call, Cody Underground edition. I guess that makes it a potential podcast. Let’s jump right in with the market. The bulletins are hitting right now as I speak that that the Fed is […]
Meta Money, Or, The Influencers AGI
This is Part 6 of a series of articles breaking down and ranking the AI strategies of the Magnificent 7. “One thing that became clearer to me in the last year is that this next generation of services requires building full general intelligence. Previously I thought that because many of the tools were social, commerce, […]
Meme Stocks Are Back, Google I/O Thoughts, Elon’s Pay Package, And Much More
Here is the transcript from this week’s Live Q&A Chat. Also, be sure and Follow us on our new LinkedIn Page and Connect and follow Cody here. Q. Doesn’t it feel very toppy at the moment? I see a lot more downside than upside. Inflation is sticky, consumers are feeling the pain from inflation, debt […]