Where We'd Buy More of Our Latest Positions + AAPL Highlight
We're rating our Latest Positions plus giving our thoughts on Apple.
We're rating our Latest Positions plus giving our thoughts on Apple.
Latest Positions
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.
We cut through the noise to examine what DeepSeek's advancements really mean for the AI industry, computational efficiency, and the future of machine learning infrastructure.
We hit on market concentration in mega-cap tech stocks, recent earnings from Tesla, Apple, and Meta, and our latest views on portfolio positions. We shared insights on our recent buys including Oracle, Salesforce, Apple, and GitLab, while highlighting trim targets in CrowdStrike, Robinhood, and LUNR
Per CodyGPT: Oracle is powering the AI Revolution—we don't want to overlook this cloud giant’s bold moves into the future.
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
We hit on everything from our favorites AI stocks, to the recent craziness in crypto with the $TRUMP and $MELANIA coins, to Apple's AI potential, to the threat of Chinese LLMs and their impact on American AI companies.
We let CodyGPT analyze and write about one of recent picks, Salesforce (CRM).
We think this company is well positioned to grow exponentially as the AI, Cloud, and Software Revolutions continue to gain steam.
We're moving on from TCEHY for a nice gain and putting some money to work in AAPL for the first time in a long time.
We're starting a new small position in Oracle (ORCL) and we hit on everything from the best ways to invest in SpaceX (spoiler: it's not easy) to why we are not messing with most small caps and biotech stocks.
The Live Q&A Chat is back at its normal time + our deep thoughts on investing, the economy, and much more from our time in The Big Apple (pics below)!
Cody will be on Fox Business on Tuesday, January 7th, during the 2pm ET hour. And we've identified the most impactful technological efficiencies out there today and we're making sure that we are investing in them.
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.
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.