First off, we will do this week’s chat at our usual time — (Wednesday, September 20) at 3:00 pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Secondly, let’s talk about RocketLab RKLB. We are holding tight on RKLB for now after trimming it when it was much higher earlier this year […]
The Great Semiconductor Shift
First off, we will do this week’s chat at our usual time — (Wednesday, September 13) at 3pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. The world is in the midst of a multi-trillion-dollar shift in the semiconductor industry. The Semiconductor Revolution (which Cody has discussed for years) has enabled most […]
Latest Positions: The Space Revolution, HOOD, BLDE, and UPWK
Here is a Part 4 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. 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 […]
Navigating The Stock Market Twilight Zone/Purgatory
“It’s two a.m., The fear has gone, I’m, sittin’ here waitin’, The gun still warm, Maybe my connection is tired of takin’ chances, Yeah there’s a storm on the loose, sirens in my head, I’m wrapped up in silence, all circuits are dead, I cannot decode, my whole life spins into a frenzy, Help I’m […]
Trade Alert: WOLF, Covering Some Shorts, Nibbling Some Longs
“If you have a butt-kicking coming, take it and move on.” -Grandaddy Stearns (My grandfather-in-law/Bryce’s great grandfather, God rest his soul). My job is not to make sure that every single investment/trade we ever do is profitable. My job is to maximize our upside through finding truly Revolutionary companies while trying minimize risk along the […]
Trade Alert on TSEM, Market Predictions, Reshoring Stocks, And Much More
The Tower Semi/Intel (TSEM/INTC) did not get approval from the Chinese regulators and the deal falling through is certainly disappointing. We had a thesis on it and it was a pretty good risk/reward setup for an arbitrage but it didn’t work out. The stock is down about $5 from where we sent the trade alert. […]
Trade Alert: Covering Solar Shorts And Buying A Little SEDG, HOOD, and BLDE
Good morning all, Bryce here – We will do chat this week tomorrow, 8/16 at 3:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Markets have pulled back quite a bit since we were writing trade alerts about staying cautious, trimming longs, and adding shorts back in of July. Markets […]
More On Immersed, RKLB, RIVN, And BLDE Earnings, And Much More
Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on X.com @TradingWithCody. Q. Thank you for the update on Immersed and the opportunity. If we invested via WeFunder and Immersed does go public, do you know how we would be able to sell our shares after the lockup? Would we […]
Immersed Going Public And Moving Chat
First off, Cody is caught up in meetings still and we need to move today’s chat to 6:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. We invested in a private company called Immersed via a WeFunder crowdfunding round back in March of 2021, as you might remember. By way […]
Blade, The “Uber” Of Air Mobility.
We started a small position in Blade early in July and have been working hard analyzing this stock since then. We have had several meetings with the management team (including the safety officer), one of which took place at Blade’s HQ in NYC, and we have been very impressed with the company thus far. While […]
