Revolution Investing Research
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).
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By popular demand, we now will send out an SMS when we make a trade. Only for those who specifically sign up.
Revolution Investing Research
Cody thinks Tesla COULD be worth $28 TRILLION by 2040 if current and future investments and technological initiatives pan out. He also thinks many private companies at the forefront of the Artificial Intelligence (AI) and robotics revolutions today could be the next big winners.
Revolution Investing Research
Tesla Beat Q2 Delivery Numbers, But Where Do We Go From Here?
Revolution Investing Research
We’ll do this week’s Live Q&A Chat tomorrow (Wednesday, June 26, 2024) at the standard time (3:00 pm ET) in the TradingWithCody.com chat room or as always you can email your questions to support@tradingwithcody.com. Bryce here. Cody and I spent the better
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Prompt CodyGPT to really learn what Cody thinks about the markets! Disclaimer for Use of CodyGPT: We are thrilled to offer our subscribers access to the innovative CodyGPT, a custom GPT-powered tool designed to provide insights and analysis in the world of investing.
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Meta $META and Tesla $TSLA are the only companies building "AI Factories" to develop their own AI products and services. That means Tesla is buying A LOT of NVIDIA chips for #FSD.
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.
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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.
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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.