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.
All
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.
All
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.
All
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.
All
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.
All
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.
All
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!
All
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.
All
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.
All
Top 5 Mindblowing Thoughts From Our Trip Around The World
Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we went. We will write more about our experiences, learnings and analysis, but in the meantime, here are the Top 5 Mindblowing Thoughts I had on our trip.
All
From AI FUD to Tesla’s ASS: Hedging Strategies, Chinese Robots, and Much More
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.