Fight the FED, Sea Breeze (aka CBRS) Earnings, Elon and more

Look, you either have to believe Elon's on our side as shareholders of each company and accept that there are some conflicts of interest because he's got more control of one than the other, or you have to move on from both TSLA and SPCX.

Top 5 Insightful Tweets About Revolution Investing (+ Trade Alert about DDOG)

In the midst of the post-dot-com bubble stock market crash of 2001, with Wall Street layoffs a weekly headline, Jim Cramer wrote an article that finished with a blurb about something like this...

Trade alert: Selling CRWV, Lots of SPCX Q&A, Earnings in full swing, etc

My team and I personally go build our revenue and profitability profile (sorta like EBITDA, I suppose) model and often even make Bull Case, Bear Case and Base Case models for each company to get an even better sense of possible outcomes.

The Irony Of Situational Awareness (and a Trade Alert)

...but what was little noticed at the time was how hard essentially each of Situational Awareness’ largest positions got crushed into that whoosh down after their already big recent drawdowns of 50-70%. 

Revolution Investing Analysis For Tesla And SpaceX

Let’s talk about our Elon-related stocks and why we want to build these positions up again. To do so, let’s look at both the near-term and, of course, the long-term to try to appreciate just how huge the Revolutions they are driving will become.

TSLA Earnings, Sea Breeze (aka CBRS), Sizing and more

I've taken to calling Cerebras/CBRS "Sea Breeze" like the 1980s face wash because nobody can pronounce Cerebras easily and the stock symbol itself could probably be considered dyslexic as it should probably be CRBS and not CBRS.

Trade Alert: New Robotics Revolution Name

I'm headed to NYC with my wife tomorrow night, and I won't be writing up a big piece this week. That said, I did want to let you know that I've started a new position...

The Robotics Revolution App, CBRS, PLTR, SHOP, a Crystal Ball, and More

To be clear, I never recommend anything – I'm just telling you what I'm doing.

Beyond Training and HBM: Why Cerebras Is A Great Revolution Investment

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…

Trade Alert: Cerebras (and Chat Transcript - Robots, Space, Bitcoin, Laziness, And More)

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.

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.

Accelerating GDP and Exploding Profits: Why The US Economy is Hitting 'Warp Speed'

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.