One of the most important tenets of Revolution Investing is that the most energy and economic efficient solutions always win out over time. Right now, the entire tech industry is locked in a consensus trade: AI Datacenter Bottlenecks…
The growth in the economy is tangible and the earnings/margin expansion is likely to be increasingly obvious in coming quarters as more and more companies slowly but surely implement AI solutions throughout their businesses.
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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.
And the entirety of the economic, revenue and earnings/profitability acceleration is all based on Revolutionary Technology. It’s all built upon the technological platforms that enable all this magic to work and feed upon itself in a beautiful flywheel virtuous loop.
Here's the transcript from this week's Live Q&A Chat.
I also know from decades of experience that focusing on finding the biggest winners of Tech Revolutions that are measured in trillions of dollars and whose impact build over decades at a time, while staying disciplined about valuations, is the key to long-term outperformance.
We’re in this to build wealth riding Revolutionary Technology Platforms for the long-term. Or as Spock would say: “Infinite potential in infinite combinations.” Yea, SpaceX is that.
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
Let's talk about how overextended and overbought this market is in the near-term and, more importantly, why we're not chasing some of the highest momentum and shiniest object in the stock market room.
Here's the transcript from this week's Live Q&A Chat.
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.
