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.
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
Robotaxi in Vegas, MSFT, Inference, Memory, and Much More
Trade Alert: TTD
Iran War, SpaceX, SATS Trading, TSLA FSD, and Much More
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.
Crypto's Agentic Moment
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.
