CRWV Analysis, Elon's Potential Return to TSLA, Tariff Fears, And Much More
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
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.
CRWV is NVDA's ICBM Pointed At The Hyperscalers
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&
It's All About Tech? Always has been.
Trade Alert: A Little More Nibbling + CRWV Buy
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
Best Dividend Stocks, AI Electricity Demand (Or Lack Thereof), NKE Stock, And Much More
Cody's Gulf Business Interview
The Boys Are Back In Town
We're Back
Cody In Dallas April 4 + CNBC Middle East Appearance
Let's Not Guess At This (Mostly) Sentiment-Driven Turn
Revolutions "Trump" The Short Term
Cody is running through the most important Revolutions happening right now, plus how they fit in with current near-term economic backdrop.
