Latest
First Inning Analysis: Compute Bottlenecks, Robots, and the Laser Age
SpaceXBoringTeslAINeuraXOpen, Commoditized Products Cycles, CPU vs GPU, And Much More
Here's the transcript from this week's Live Q&A Chat.
Trading One Stock For Another
We're mostly sitting tight with our longs overall and not doing much nibbling at all (yet?), but we indeed traded one stock for another.
Frothy Market, Earnings, Space Plays, and Much More
Don't Be Greedy, But We Probably Ain't Barely Seen Nothing Yet
Parallels and Inevitabilities In Revolution Investing
The Three Pillars of Revolutionary Wealth Creation
Mythos & Cyber, AI Disruption, SATS Post IPO, and Much More
Business as Usual: Why Egregious Politics Won't Stop the Tech Boom
War Fears, Memory Madness, SpaceX IPO, and Much More
The AI Revolution And The Ease Of Use Oligopoly
SpaceX IPO, War Volatility, ARM AGI, and Much More
An AI Moment To Remember
Revolution Investing Research
Robotaxi in Vegas, MSFT, Inference, Memory, and Much More
Trade Alert
Trade Alert: TTD
Revolution Investing Research
Iran War, SpaceX, SATS Trading, TSLA FSD, and Much More
Latest Positions
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.
Revolution Investing Research
Crypto's Agentic Moment
Revolution Investing Research
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
