Here’s the transcript from today’s Live Q&A Chat: Q. Are we hedging now with what’s happening in the Middle East? A. Not because of what’s happening in the M.E. per se, but we’ve been hedging a lot and writing about how we got outright bearish a couple of weeks ago BEFORE the market tanked in […]
Intel’s Foundry Losses, RKLB v. RDW, And The Town With The Best Mexican Food In The World!
Here’s the transcript from this week’s Live Q&A Chat hosted by Bryce: Q: If you take “revolutionary” out of the equation, what number or combination of numbers make you say “wow, this stock is a strong buy”? P/E, gross margins, etc.? A: Good question, and there is no simple answer. A hard lesson I’ve learned […]
Tesla’s Autonomy Moment (And How It Might Effect Uber)
Bryce here. Cody is on the road this week, so I’ll be hosting the Live Q&A Chat this week at the regular time (3:00 pm ET on Wednesday, April 10, 2024) in the TradingWithCody.com Chat Room or you can email us at support@tradingwithcody.com. After Cody downloaded the latest full self-driving (FSD) software for his Tesla, […]
MoneyShow Silicon Valley Invitation (And A Minor Trade Alert)
Cody will be in San Francisco May 7-9 at the MoneyShow’s Investment Masters Symposium. You are all invited and please use this link to register. Also, be sure and check out Cody’s interview with the MoneyShow’s Mike Larson on this week’s MoneyMasters Podcast: Lastly, we are picking up a little Lululemon Athletica (LULU) as the […]
Is The Bubble Over?, Tesla FSD Improvements, HOOD v. RKLB, And Much More
Here’s the transcript from today’s Live Q&A Chat. And don’t forget to follow us on X.com @TradingWithCody and Facebook TradingWithCody. Also, as previously discussed, we are now completely out of DallasNews (DALN). Q. Would you categorize this current bull market as a part of the 2011-2020 bubble-blowing bull market, or would you categorize it as […]
Perfusion Revolution, Tesla at $9000, Disney Vote And Other Headlines With Revolutionary Analysis
It’s been a while since I wrote a “Headlines With Revolutionary Analysis” and I’m going to start doing them more often as I find them helpful. 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 […]
Crypto-Fraudo-Mania, HOOD’s New Gold Card, AI Disruption Puts, And Much More
Here’s the transcript from this week’s Live Q&A Chat: Q. Someone has to ask (lol), so here it comes – top 5 buys/ratings at today’s prices? A. Top 5 stocks I’d nibble on right now are, in alphabetical order: Apple (AAPL), Crowdstrike (CRWD), Meta (META), Rocket Lab (RKLB), TransMedics (TMDX). Q. Regarding Tesla (TSLA): Full […]
The Endless Progress Of Technological Advancement And Wealth Creation
Please note, we’ll do this week’s chat on Thursday (3/28/24) at 10:00 am ET in the TradingWithCody.com Chat Room or as always you can email us at support@tradingwithcody.com. “The greatest shortcoming of the human race is our inability to understand the exponential function.” — Professor Albert Allen Bartlett Have you ever heard this old fable: […]
Potentially Rising Interest Rates, Cybertruck Sightings, BTC v ETH, And Much More
Here’s the transcript from this week’s Live Q&A Chat: Q. What is it going to take for the Fed to raise rates again? A. I like this question as it Flips It on the Fed’s head. Nobody is thinking that the Fed might have to actually raise rates further and not just leave them here […]
The AI Revolution Takes A Great Leap Forward (And A Couple Small Trade Alerts)
We’ll do this week’s chat at the standard time today at 3:00pm ET in the TradingWithCody.com Chat Room or as always feel free to email your questions to support@tradingwithcody.com. The AI Revolution continues to gain steam. For those that missed it, Jenson Huang — the CEO of NVIDIA (NVDA) — delivered an extremely impressive keynote address at NVIDIA’s […]
Kurzweil’s Exponential Rate Of Change And Tesla Stock’s Current Rate Of Decline
Cody is in Austin today with the rest of the family doing some physical therapy with Amaris. Lori and Amaris even saw a Cybertruck for the first time in person: Pretty awesome! We wanted to share this video of Ray Kurzweil speaking on the Joe Rogan podcast this week. Cody often references Kurzweil’s Exponential Rate […]
Elon v. Boeing CEO, Intel Subsidies, Small Cap AI Stocks, And Much More
Here’s the transcript from today’s Live Q&A chat: Q. You said you feel a correction is due, but we have a small position of calls out there. Do you feel the correction is more or less going to hit stocks like Tesla (TSLA) individually, or do you think we have a week or so of […]
The AI Tech Stack
We’ll do this week’s chat at the standard time today at 3:00pm ET in the TradingWithCody.com Chat Room or as always feel free to email your questions to support@tradingwithcody.com. The AI Revolution is here, but it is just getting started. We are probably in the first inning of what will be one of the biggest […]
Latest Positions: Bitcoin/Crypto, Space, Robin Hood, Disney, Rockwell, TenCent, More
Here is Part 4 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a […]
Trade Alert: TransMedics Group (TMDX)
We started buying shares in TransMedics Group (TMDX). This is a relatively small-cap stock and it is close to all-time highs, so we are not loading up on it just yet, but we are excited about this Revolutionary biotech company that we think has the potential to be a very high gross margin, multi-billion dollar […]
Latest Positions: Semiconductors
Here is Part 2 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a […]
The Ultimate Tesla Book (And A Note About My Upcoming TV Appearance)
First, we wanted to let you know that while we’ll be in NYC next week, I’ll be on Fox Business this coming Tuesday (2/27) at 2pm ET or so on my old friend, Charles Payne’s, show. (And don’t forget that if you’re in the NYC area to try to join us for a “Drinks with […]
Position Sizing, Fed Funds, LUNR Beast Mode, Drinks With Subscribers in NYC, More
Here’s the transcript for this week’s Live Q&A Chat. We won’t have a chat next week as Bryce and I will be on the road in NYC. We invite you all to a “Drinks with Subscribers” on Wednesday (2/28/24) at 3:00 pm – 4:30 pm at the Tommy Bahama Restaurant, Bar & Store located at […]
A Few Trade Alerts Plus Drinks With Subs In NYC Next Week
We’ll do this week’s Live Q&A Chat at the regular time today (Wednesday, February 21st) at 3:00 pm ET in the TradingWithCody.com chat room or as always you can email your questions to support@tradingwithcody.com. A few trade alerts to note. We sold more Intuitive Machines (LUNR) above $10 today. The company’s Odysseus lander is currently […]
Latest Revolutionary Ratings, UBER/HOOD Earnings, Best Dividend Stocks, And Much More
Here’s the transcript from today’s Live Q&A Chat. Also, be sure and join us on Monday’s at 5:00pm ET for the AI Revolution call on Twitter Spaces @TradingWithCody. And here is the recording of the call from this Monday. Q. Often times individual stocks get hammered and the recovery looks like a V-shaped recovery. Case […]