Revolutions "Trump" The Short Term
Cody is running through the most important Revolutions happening right now, plus how they fit in with current near-term economic backdrop.
Tesla Partisanship (Or Not), Apple's Siri Delay, GTLB Pressure, And Much More
The Revolutions Change, But Revolution Investing Doesn't
Recession Chances, Fake Humanoid Robots, Moon Landings, And Much More
Trade Alert: Tariff Playbook (We've Been Here Before) + CRWD Trade
We're running through our playbook for the Trump Tariff Trade War 2.0.
We've Been Cautious, Now Let's Not Be Scared
Trading Like Gretzky, TSLA Crash, NVDA Earnings, Space Cell Phones, And Much More
Market timing, AI investments, Bitcoin allocation, and space theme stocks dominate this week's Q&A session. The recurring advice: use tranche trading, maintain investment discipline, and keep some cash available for opportunities.
Trade Alert: The Resurgence Of Fear
The Pattern Recognition (AI) Revolution Is Accelerating
Who's More Scared Poll + DOGE Cuts, Trade War, Space, And Much More
We're asking our subscribers who they think is more scared right now, the bulls or the bears? Plus we hit on everything happening with DOGE/Elon/Trump, the implications of tariffs, what's going on with space stocks, and much more.
Elon's New Political Role, Cybertruck v. GMC Debate, CPI Impact, And Much More
We dig into Tesla's wild ride, The AI Revolution's underappreciated impact on labor markets, and engage in a Cybertruck vs. traditional pickup debate. Plus, why I'm steering clear of healthcare stocks and wrapping up with NBA trade takes and a three-Tesla family photo from the Misfit Farm.
tsla
Mag 10 Concentration, Earnings Updates (TSLA, META, AAPL), and Much More
We hit on market concentration in mega-cap tech stocks, recent earnings from Tesla, Apple, and Meta, and our latest views on portfolio positions. We shared insights on our recent buys including Oracle, Salesforce, Apple, and GitLab, while highlighting trim targets in CrowdStrike, Robinhood, and LUNR