Bryce here. I originally named this article "Where'd The Mojo Go?," but in reality the mojo for stocks – and AI stocks in particular – vanished over two months ago (we have DeepSeek to thank for that, see our recent article "It's All About Tech?
The markets are down big after hours after Trump just brought out a ton of new tariffs that are at much higher rates than just about even the highest expectations were looking for. Turns out, I was wrong earlier today when I wrote: "I don't think today&
Here's the transcript from today's Live Q&A Chat: Q. I have lived through many bad market periods. Dotcom Bubble, 9/11, financial crisis (I remember the Nasdaq had 4 days in October 2007 where it lost 8% each day!), Covid, and probably missed a
Latest Positions
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.
Bryce here. I have a quasi-conspiracy theory: CoreWeave is Jensen Huang's nuclear ICBM aimed at none other than his largest customers: the hyperscalers (Amazon, Google, Microsoft, and Meta). Cody and I had thought, along with everybody else, that CoreWeave seemed fishy. Most analysts also though that the company&
Bryce here. Cody is on the road today but we wanted to send out a brief trade alert with the markets tanking again here today. We are covering some of the hedges that we bought earlier this week and we are nibbling on some Google (GOOG), Robinhood (HOOD), Pure Storage
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.
Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.
Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we went. We will write more about our experiences, learnings and analysis, but in the meantime, here are the Top 5 Mindblowing Thoughts I had on our trip.
What does the uniformity of agreement regarding AI mean for the markets and for us?
Revolution Investing with Cody Willard - Stocks, Options, Investments, Bitcoin
We're Back
Cody is running through the most important Revolutions happening right now, plus how they fit in with current near-term economic backdrop.
We're doing some more nibbling today as the markets are crashing.
We're rounding out our Latest Positions updates.
We're running through our playbook for the Trump Tariff Trade War 2.0.