Here’s the transcript from these today’s live Q&A chat. As always, don’t forget to follow us on Twitter @TradingWithCody! Q. How sustainable is this rally? Feels very overdone. At the same time, the sell-off also felt very overdone. Analysts are now adjusting their year-end S&P targets. Feels like everyone is getting bullish again…which is concerning. […]
Robinhood, A Revolutionary Financial SuperApp.
We mentioned last week that we started buying Robinhood. Below is our in-depth analysis of HOOD and why we think it is such a great opportunity to invest in an extremely Revolutionary company with a huge addressable market ripe for disruption. Also, let’s do this week’s chat tomorrow, Friday, at 1:00pm EDT in the TradingWithCody.com […]
Trade Alert: Trimming Some Puts And A Few New Longs
Markets are down big this morning for the first time in what seems like months. Something about the jobs numbers coming in better than expected so now the Fed might have to raise again? Doesn’t matter. This market has felt pretty bubblicious for the last couple of months and the indexes have probably been due […]
Musk v. Zuck, How To Buy SpaceX, Plus Thoughts On MP, WOLF, And Much More
Before we get started, we have a quick question for all of you: Do you use the Robin Hood app for trading? If so, do you like it? Feel free to respond in the TWC Chat Room or email us at support@tradingwithcody.com. Now, here’s the transcript from today’s live Q&A chat. As always, don’t forget […]
EV Facts To A Candid World
“…let Facts be submitted to a candid world.” -Excerpted from the Declaration of Independence. Let’s start with a quick trade alert: we trimmed a tiny bit of RIVN today. Also, let’s do this week’s chat Wednesday at 3:00 p.m. EDT in the TWC Chat Room, or just email your question to support@tradingwithcody.com. As you all […]
A Few Trade Alerts Plus Chip Export Restrictions, Space FOMO, and Investing With Passion
Let’s start with a few quick trade alerts: we trimmed about 10% of our ROK position plus a little SNOW and some UBER. Now, here’s the transcript from this week’s live Q&A chat. And don’t forget to follow us on Twitter @TradingWithCody! Q. Based on your recent trade alerts, it seems like you have […]
Are We Gambling Or Investing? Staying Objective In A Frothy Market.
First off, let’s do this week’s chat Wednesday at 1:00 p.m. EDT in the TWC Chat Room, or just email us your question to support@tradingwithcody.com. Image Source: MyPokerCoaching.com “Stocks And Stud Poker. Frankly, there is no way to separate investing from gambling into those neat categories that are meant to reassure us. There’s simply no […]
Market In Rally Mode, UBER’s Ad Business, TSLA Cybertruck Timing, And Much More
Here’s the transcript from today’s live Q&A chat. As always, don’t forget to follow us on Twitter @TradingWithCody. Q. This rally has been incredible; especially in our names. What is driving this rally? AI? Earnings growth optimism? Eventual rate tightening? Optimism that the recession won’t be that bad? Market looking six months ahead? All of […]
Broken EVs, Empty Lots, And Other Anecdotes From Our Recent Automotive Field Trip
Image Source: Cleantechnica.com. Pop the champagne and break out the party hats because . . . it’s Fed Day! Wait, not really. There is always so much news around the Fed decisions that it almost feels like it’s a holiday of some sort. Anyways, with supposedly “cooling” inflation and a fresh new bull market, the […]
Trade Alert: Portfolio Trims And Hedges Into The Spikey Rally
Good afternoon all – Bryce speaking here. Cody wanted me to write a quick trade alert as the markets are up again and many of our favorite longs are up nicely today.We did some trimming and put-buying this morning. Here are the trades we made (in alphabetical order): PL: We sold all of our Planet […]
SEC Crypto Lawsuits, The Mega Cap Rally, AAPL’s Vision Pro, BKSY, RKLB, And Much More
Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody. Q. Is your blow-over-the-top alert still valid and will we see few more market upswings? Do you recommend selling all the portfolio and waiting for the downturn (even a 10%) down from here? A. I do think the […]
What does it mean to be a Revolution Investor?
First off, let’s do this week’s chat tomorrow at 1:00 p.m. EDT in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Also, I gave Bryce carte blanche to write an article for us about three hours ago. And this is a brilliant piece of analysis about Revolution Investing that he wrote for us. […]
Is AI A FAANNG Killer? TSLA Thoughts, UBER Valuation, META’s New Headset, And Much More
Here’s the transcript from today’s live Q&A chat. As always, don’t forget to follow us on Twitter @TradingWithCody! Q. Did you see Bill Gates’s comments on Amazon with regards to AI? I know you’re not bullish on the FAANG stocks and see limited upside but we’re still holding on to Amazon. Any credence to what […]
Trade Alert on QCOM, Plus Inflation/Retail Pain, INTC’s “Good” Test Results, And Much More
First off, let’s do this week’s chat today at 3:00 EDT in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Secondly, we are selling the rest of our QCOM as the stock has rallied strong after crashing following disappointing quarterly results. QCOM has been a big winner for after we started buying it in […]
NVDA Earnings, INTC Discussion, RKLB Buys VRBO Assets, BKSY, And Much More
Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody! Q. Which stocks do you currently like the most? And the least? In your portfolio. A. Favorite right now are: RKLB, ROK, SMR, INTC, UPWK. Least favorite right now are: NVDA, AAPL, META, AMZN. Q. $NVDA Jensen Hwang […]
Are Money Markets Safe? FAANG (or is it MAAANN?), Gold, Real Estate, RKLB, UBER, and Much More
Here’s the transcript from today’s Q&A chat hosted live on YouTube. Big thanks to long-time subscriber @CabanaCrypto for taking the time to host this call! You can watch the full video using this link. And as always, make sure that you follow us on Twitter @TradingWithCody. Cabana Crypto: All right. All right. Good morning. Welcome […]
Trade Alert: Solar and EV Shorts
Well, we are back at it with another busy week of earnings ahead. To start off, let’s get through a couple of trade alerts. We sold almost all of our remaining puts on the solar stocks (ENPH, FSLR, SPWR, and RUN) for a nice gain. Those stocks are all down big since we started betting […]
Fed Rate Hike, Debt-Ceiling Thoughts, WOLF, QCOM, And Much More
Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody! Q. Do you think the Fed has to stop raising? A. I think Powell is completely lost and in over his head and isn’t going to get his shit together ever. From “inflation is transitory” to “the banking […]
The Banking Crisis and Minor Trade Alerts on Solar Stocks, Space Stocks, COIN, UBER, and UPWK
“…the U.S. banking system is sound and resilient.” – Federal Reserve Chairman Jerome Powell yesterday at 2:30pm ET. Four hours later: Not four hours after Chairman Powell claimed that all was peachy in the banking system, we found out that two more large regional banks — PacWest and Western Alliance — are both exploring sales […]
Trade Alert: Bullish On Wolf, Rivian and Tesla; Bearish on Fisker and Lucid and GM etc
First off, let me mention that we are picking up a little bit of Wolfspeed pre-market with the stock getting hit this morning. WOLF actually beat topline and bottom line estimates for the quarter but the market is punishing the stock because management lowered their FY24 revenue guidance down to $1.0-$1.1bb from $1.6bb. The reason […]