We're pretty sure the 2% deliveries miss from Tesla will not matter much at all in the long run, and we're sure seeing lots of interest today about small-caps with poor fundamentals but rapidly rising stock prices (that's not good!).
Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.
Revolution Investing Research
Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.
Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.
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Market outlook remains mixed as AI innovation provides support while crypto speculation raises concerns. Today's Q&A explores bubble risks, position management, and the psychology of missed opportunities, with strong warnings about current cryptocurrency market conditions.
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?
Propelled by AI, cloud computing, and the idea of personalized medicine, Pfizer is well-positioned to lead what we think will be the next great Revolution in Biopharma (the combination of biotech and pharmaceuticals).
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. Updated October 9, 2024.
Revolution Investing with Cody Willard - Stocks, Options, Investments, Bitcoin
We are adding some crypto shorts as the speculation and greed in this asset-class has gotten out of hand.
We're covering some of our favorite names like TSLA, NVDA, and CRWD, but there seems to be a lot more bullishness (especially in small caps) and that makes me think this market is probably set up for a pullback.
We're rounding out our Latest Positions write-ups with analysis of META, GOOG, AMZN, AAPL, TCEHY, and CRWD.
We're updating our Revolutionary Ratings for NVDA, TSM, QCOM, PFE, and TMDX
We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.
Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls
We are going into The Great Reset 2.0 with our portfolio and the markets at all time highs.
Let's Not Get Too Infatuated With Elon, Tesla, or This Speculative Market Right Here, Right Now
Cody hits on the impact of Trump's victory, bitcoin's future in a Trump administration, and the future of the biotech sector in the age of AI.
The election results don't matter much to our long-term Revolutionary Investing Playbook.
Note that we've got a couple of trade alerts mentioned below. Plus check out our earnings preview for Robinhood Markets, which reports tonight.