TWLO + VOYG Analysis
Trade Alert + Chat Transcript + Where We'd Buy More Update
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.
The Big Three Themes In Tech Stocks Right Now
Hedging Ideas, CRWV Earnings, ASTS, ETH, And Much More
Reflexive Thoughts And A Potential Opportunity In Software
Doing Some Trimming, Google, Latest Hedges, Etc
Here's the transcript from this week's Live Q&A Chat. Please note that we've been raising a little cash lately, trimming a little bit almost across the board. Easy does it.
The Timeline Of The Three Biggest Revolutions Of Our Lifetimes
I am, without a doubt, more excited than ever about The Tech Revolutions we are invested in — and about to invest in.
Cody As Fed Chair, CRWV Thoughts, and AI ETFs + Where We'd Buy More
Deep Thoughts On Software
Post-Earnings Quick Takes
