Transcripts - AMA
The AI Revolution is driving hundreds of billions of dollars of incremental spending on data centers and the highest-end chips, and is likely to help profit margins in many industries in the next two to three years.
Revolution Investing Research
Anyway, Meta is actually one of our highest-rated AI companies because it is in the sweet spot of (1) having clear near-term monetization ability from AI; and (2) significant trillion-dollar upside potential with its Metaverse and AGI kickers.
Trade Alert
Over-diversification can actually become a hindrance to performance and part of good portfolio management is being disciplined enough to stay in the stocks that you have the highest conviction in and move on from those that you don’t.
Revolution Investing Research
Writing these helps us crystalize our thoughts and be more objective with respect to each company. The AI score definitely plays a role in our overall investment thesis, as it encompasses a lot of the standard things that we evaluate with any company, like its Revolutionary rating, ability to scale.
Trade Alert
EUV is a fascinating technology and there is a reason that no other chip equipment maker (aka SemiCap) like Lam Research (LRCX) or Applied Materials (AMAT) has been able to offer a competitor to ASML’s EUV machines.
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So after four days of using FSD 12.3.3 every day to navigate city streets, interstates, and rural dirt roads, I have to say that this version of FSD is impressive!
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This compounding effect is why we continue to invest in Revolutionary Technologies like AI, Semiconductors, Autonomous Vehicles, the Cloud, etc.
CodyArchives
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We also started trading out BITO for the new IBIT ETF from iShares/Blackrock. Not rushing in here.
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We will do chat at the regular time this week (Wednesday, January 4th at 3:00pm ET) in the TradingWithCody.com chat room or send your questions via email to support@tradingwithcody.com. Also, please Follow us on our LinkedIn Page and Connect and Follow Cody here. As promised, I’
CodyArchives
Here are some markets, economy and stock predictions for 2024 and I'll start by discussing what would probably be the most unexpected outcome for the US economy in 2024. I'd like to remind you all of something else I wrote in that predictions for 2023 piece from last year:
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The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment.” The positions that are bolded are those that I consider to be “core” holdings and am unlikely to ever sell out of them entirely.