We will do this week’s chat on Wednesday, November 1, 2023, at the normal time (3:00pm ET) via YouTube live. If you’d like to join Cody and Bryce on this week’s livestream Q&A Chat, use this link. If you’d like to just watch the livestream on our YouTube channel, go here. As always, you can just email […]
Free Book: The Great Semiconductor Shift (Plus Trade Alert)
First off, Cody will do this week’s chat today at the regular time, 3:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. By popular demand, we will do next week’s chat on YouTube live. Bryce here. The markets are mostly down this week and are getting pretty ugly at the moment […]
Mini Zebus, Oil Prediction, RIVN v. TSLA, ARM, And Much More
Here’s the transcript from this week’s live Q&A chat: Q: If oil should fall to near $70, and inflation seems to be coming down some, shouldn’t the Fed stop raising or even cut rates in the coming months? A. I think the Fed should and will stop raising rates for a while. Not sure they […]
Trade Alert: Be Cool When Others Are Panicking
“The five day forecast, the Dow Jones average, The price of beer, cigarettes, bread, milk and pampers Life is a test and we all got the answers” – Mos Def The hardest trade to make is often the right one. Emotions are the enemy. Be cool when others are panicking. The consensus is usually wrong. […]
Who’s More Scared Right Now?, Fed Gibberish, Minor GSAT Trade Alert, And Much More
Here’s the transcript from today’s live Q&A chat. Q. Who’s more scared right now? Bulls or bears? A. Let’s put this question at the top of the chat transcript when we send it out. Let us know who you think is more scared right now by sending us an email at support@tradingwithcody.com or send us […]
Extra! Extra! DallasNews: An Old School Gem in the Age of AI
For the last few weeks or so, we have been building a position in a small-cap company, DallasNews Corporation (DALN), and today we are excited to release our report on it. As Bryce explains below, it is rare for us to find a company with this kind of a valuation with the potential to produce […]
Trade Alert: Be Cool
First off, we will do this week’s chat at our usual time — today (Wednesday, September 6) at 3pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Ugly day in the market, in large part because the ISM came in stronger at above 54 vs a 52 expectation. This is not the […]
Latest Positions: Bitcoin, Gold, Tesla, Uber, Rivian (And A Minor Trade Alert)
First off, we will do this week’s chat tomorrow at 10:00am ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Also, as you might have noticed, we gave the website a big makeover this weekend, one of the changes being the addition of a calendar on the front page and in the chat […]
Trade Alert: WOLF, Covering Some Shorts, Nibbling Some Longs
“If you have a butt-kicking coming, take it and move on.” -Grandaddy Stearns (My grandfather-in-law/Bryce’s great grandfather, God rest his soul). My job is not to make sure that every single investment/trade we ever do is profitable. My job is to maximize our upside through finding truly Revolutionary companies while trying minimize risk along the […]
Trade Alert on TSEM, Market Predictions, Reshoring Stocks, And Much More
The Tower Semi/Intel (TSEM/INTC) did not get approval from the Chinese regulators and the deal falling through is certainly disappointing. We had a thesis on it and it was a pretty good risk/reward setup for an arbitrage but it didn’t work out. The stock is down about $5 from where we sent the trade alert. […]
Trade Alert: Covering Solar Shorts And Buying A Little SEDG, HOOD, and BLDE
Good morning all, Bryce here – We will do chat this week tomorrow, 8/16 at 3:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Markets have pulled back quite a bit since we were writing trade alerts about staying cautious, trimming longs, and adding shorts back in of July. Markets […]
Trade Alert: Trimming Some Puts And A Few New Longs
Markets are down big this morning for the first time in what seems like months. Something about the jobs numbers coming in better than expected so now the Fed might have to raise again? Doesn’t matter. This market has felt pretty bubblicious for the last couple of months and the indexes have probably been due […]
EV Facts To A Candid World
“…let Facts be submitted to a candid world.” -Excerpted from the Declaration of Independence. Let’s start with a quick trade alert: we trimmed a tiny bit of RIVN today. Also, let’s do this week’s chat Wednesday at 3:00 p.m. EDT in the TWC Chat Room, or just email your question to support@tradingwithcody.com. As you all […]
A Few Trade Alerts Plus Chip Export Restrictions, Space FOMO, and Investing With Passion
Let’s start with a few quick trade alerts: we trimmed about 10% of our ROK position plus a little SNOW and some UBER. Now, here’s the transcript from this week’s live Q&A chat. And don’t forget to follow us on Twitter @TradingWithCody! Q. Based on your recent trade alerts, it seems like you have […]
Trade Alert: Portfolio Trims And Hedges Into The Spikey Rally
Good afternoon all – Bryce speaking here. Cody wanted me to write a quick trade alert as the markets are up again and many of our favorite longs are up nicely today.We did some trimming and put-buying this morning. Here are the trades we made (in alphabetical order): PL: We sold all of our Planet […]
Trade Alert on QCOM, Plus Inflation/Retail Pain, INTC’s “Good” Test Results, And Much More
First off, let’s do this week’s chat today at 3:00 EDT in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Secondly, we are selling the rest of our QCOM as the stock has rallied strong after crashing following disappointing quarterly results. QCOM has been a big winner for after we started buying it in […]
Trade Alert: This Hedgie Is Hedging As The Blow-Off Top Action Is Back
We’ll do this week’s Live Q&A Chat at 2pm ET in the TWC Chat Room or just email us your question to support@tradingwithcody.com. It’s been a wild year so far and the market has been completely dominated by the mega cap tech stocks as they’ve accounted for all of the broader market’s gains this year. Long-time Trading […]
Trade Alert: Solar and EV Shorts
Well, we are back at it with another busy week of earnings ahead. To start off, let’s get through a couple of trade alerts. We sold almost all of our remaining puts on the solar stocks (ENPH, FSLR, SPWR, and RUN) for a nice gain. Those stocks are all down big since we started betting […]
The Banking Crisis and Minor Trade Alerts on Solar Stocks, Space Stocks, COIN, UBER, and UPWK
“…the U.S. banking system is sound and resilient.” – Federal Reserve Chairman Jerome Powell yesterday at 2:30pm ET. Four hours later: Not four hours after Chairman Powell claimed that all was peachy in the banking system, we found out that two more large regional banks — PacWest and Western Alliance — are both exploring sales […]
Trade Alert: Bullish On Wolf, Rivian and Tesla; Bearish on Fisker and Lucid and GM etc
First off, let me mention that we are picking up a little bit of Wolfspeed pre-market with the stock getting hit this morning. WOLF actually beat topline and bottom line estimates for the quarter but the market is punishing the stock because management lowered their FY24 revenue guidance down to $1.0-$1.1bb from $1.6bb. The reason […]