Latest Positions
Latest Positions Part 1: TSLA, HOOD, NFLX, Bitcoin, and Space Stocks
We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.
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NVIDIA's Three-Peat in Progress: The New "Bull" Dynasty of Wall Street
Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls
Transcripts - AMA
Election Impact + PFE Weakness + Bitcoin Rally
Cody hits on the impact of Trump's victory, bitcoin's future in a Trump administration, and the future of the biotech sector in the age of AI.
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Election Nonsense Plus Life In 2054
The election results don't matter much to our long-term Revolutionary Investing Playbook.
Trade Alert
Chat Transcript + A Couple Trade Alerts + HOOD Earnings Preview + More
Note that we've got a couple of trade alerts mentioned below. Plus check out our earnings preview for Robinhood Markets, which reports tonight.
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Biotech Basket, Financial Collapse Scenarios, ARM v QCOM, And Much More
From Tesla's Optimus timeline to pharma stock opportunities, today's chat covers the market landscape ahead. We dive into AI power plays, debate gold vs. bitcoin as inflation hedges, and explore what's next for tech stalwarts. Don't miss our live coverage of Tesla's earnings call today at 5:15 ET.
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Small Cap Rally, Tesla LEAPS, TMDX Pullback, And Much More
We hit on everything from the recent rally in the Russell 2000 small-cap index to Cody's take on Tesla, TransMedics Group, and Startup Investing.
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PFE's Activist, Google Breakup, Nuclear's Future, And Much More
We're dissecting market moves and calling out the Republican Democrat Regime's latest theatrics. From space stocks to social media giants, we're covering the gamut. And yeah, I'm still not eating my hat over any Google breakup nonsense.
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Setting Expectations For Tesla's Robotaxi/Cybercab/We, Robot Day
I expect that Tesla will announce that people in at least one US city (Austin, probably, maybe Phoenix and another city too) will be able to start using the Tesla app to summon a driverless Tesla Cybercab anytime.
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Hedging China, Betting on Tesla, and Managing Risk (Plus a Lazy Pyrenees Cameo!)
From hedging China exposure to betting big on Tesla, here's our latest take on market moves, puts strategy, and the stocks we're eyeing — all while keeping risk in check. Plus, a glimpse into the ever-watchful (but lazy) life of Bernice the Pyrenees!
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China's New Bull Market? Small caps v Large Caps, Crypto Winter, And Much More
From China's stimulus impact on Tencent to Tesla's robotaxi plans, we cover market moves across tech, biotech, and crypto. Get insights on our current picks, reflections on past investments, and thoughts on navigating today's complex market landscape.
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Blow Off Top Or Something Else?, AirPod Hearing Aids, Crypto Winter Is Coming, Mortgage Rates, Much More
This is what we expected, no? We said the Fed would cut and it didn't matter much to us if it the cut were 25 bps or 50bps. So far the playbook for the Fed that we've outlined repeatedly for the last few weeks is playing out.