Latest
An AI Moment To Remember
Robotaxi in Vegas, MSFT, Inference, Memory, and Much More
Trade Alert: TTD
Iran War, SpaceX, SATS Trading, TSLA FSD, and Much More
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
Crypto's Agentic Moment
Technology Accelerates Through The Fog Of War
The AI and Robotics Revolutions Will Be Great For Society And The Economy (Especially For Revolution Investors)
The AI Revolution and The Robotics Revolution will CREATE more jobs than they destroy. They will enable everybody who works to do MORE work for MORE people MORE affordably.
Cody in NYC and on Fox next week, Citrini Article, Private Credit, and Much More
The Manus Moment: Meta’s Path To Become The OS Of The Enterprise
Claude, RAM Shortage, Tariffs, Robotaxis, and Much More
The Fog Of The Great AI War
War is the realm of uncertainty… – Carl von Clausewitz
Bullish, SATS Hype, Musk V OpenAI, and Much More
Some Thoughts on Earnings So Far And Other Things
SaaSpocalypse, Anti-Capexism, And A Crypto Winter.
Minor Trade Alert + Tech Crash, xAI Merger, Crypto Outlook, and Much More
Trade Alert
Trade Alert: Shuffling The Deck
Intuition and Reason
War In Greenland, SpaceX IPO, TSLA Volatility, and Much More
Trade Alert: Robotics + Software
Deep Thoughts On Tech Bubbles
TL;DR: they're not that common, and we're probably not in one (at least not yet)
The AIRS Revolution
Plus the coming explosion of Gross Galactic Product (GGP)
