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TMDX’s Earnings, HOOD Call Options, Crypto Comeuppance And Much More
Apple will be asked about its AI strategies over and over on the earnings conference call and Timmy Apple (as Trump once called Tim Cook in public)
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Why The Sexy 6 (And The Mag 7) Are The Most Important Stocks On The Planet
There are seven US-based companies that have been worth a trillion dollars and we have been in six of them for many years, long before they were called the “Magnificent 7” (we also had you all in bitcoin back in 2013 at $120 too!).
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Trade Alert: Hard Choices To Reduce The Number of Names
It’s Fried-day. What a week of earnings reports, market volatility, hard work and I even went to a ballet at Spencer Theatre in Alto, NM last night. Made me miss living in NYC where you can buy a ticket to the greatest ballet performances on a whim. Long-time readers
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TSLA Earnings Thoughts, Meta LLaMA, Renting v. Owning, And Much More
And yes, the Republican-Democrat Regime has spent my entire lifetime running huge deficits because they all get greedy when they get into office and nobody in either party ever wants to do the right thing and stop spending/borrowing endless money from the people.
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Where We’d Buy More Of Each Of Our Positions
To be clear, much of the remaining premium that is still baked into Tesla (even though it is down 43% YTD) is because of the multiple trillion dollar kickers the company has like Robotaxi/FSD, Model 2, Optimus Robot, Dojo AI, Energy Storage, etc.
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A New Bear Market?, Tesla Earnings, CAVA, CELH, And Lots Of Other Analyses
I think most people will love their Cybertruck with its amazing technology, its functionality, and perhaps most of all, the fact that you can drive it around the countryside and not ding it from running over small trees or other obstacles.
Trade Alert
Trade Alert: Some Sells And Some Buys
We continued cutting down a number of our longs this morning but as the market has tanked so hard intraday here, we are also adding to some of our favorite longs now.
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MoneyShow Silicon Valley Invitation (And A Minor Trade Alert)
Most of you are probably familiar with Lululemon’s $LULU products, including its yoga pants which will definitely be used in space travel, on the Moon, and Mars (ha!). Jokes aside...
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Is The Bubble Over?, Tesla FSD Improvements, HOOD v. RKLB, And Much More
I am much more confident that Tesla will solve autonomous driving and sooner rather than later after having been driven around by Version 12.
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Perfusion Revolution, Tesla at $9000, Disney Vote And Other Headlines With Revolutionary Analysis
Remember that the whole point of Trading With Cody is to keep a running record of my analysis and investment processes as we seek to find the most Revolutionary technology trends changing the world.
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Crypto-Fraudo-Mania, HOOD’s New Gold Card, AI Disruption Puts, And Much More
Then again, this FSD 12.3 software is so good that Tesla started giving a one-month free trial to every Tesla owner who wants it and Tesla is giving it free for one month and a personalized test drive with it to all people who are buying a new Tesla
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The Endless Progress Of Technological Advancement And Wealth Creation
“The greatest shortcoming of the human race is our inability to understand the exponential function.”