Trading with Cody

Shiny Objects, Displine, And Patience

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.

SpaceX IPO and Why Robotics Might Be The Next Big Thing In The Markets

SHOP Stock, Market Outlook, SATS Pre-IPO, SPCX vs RKLB, and Much More

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

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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.

A Couple Quick Thoughts for 2025

Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.

Top 5 Mindblowing Thoughts From Our Trip Around The World

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.