First off, we will do this week’s chat on Friday, September 29 at 12:00 pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. As a reminder, Cody will be speaking at 12:30 pm ET on Wednesday, September 27th at the Investor Symposium hosted by the Ingenuity Venture Fund in Albuquerque, NM. He’ll […]
Who’s More Scared Right Now?, Fed Gibberish, Minor GSAT Trade Alert, And Much More
Here’s the transcript from today’s live Q&A chat. Q. Who’s more scared right now? Bulls or bears? A. Let’s put this question at the top of the chat transcript when we send it out. Let us know who you think is more scared right now by sending us an email at support@tradingwithcody.com or send us […]
Trade Alert: Cloudflare (NET) – The Infrastructure Powering The AI And Space Revolutions
First off, we will do this week’s chat at our usual time — (Wednesday, September 20) at 3:00 pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Secondly, let’s talk about RocketLab RKLB. We are holding tight on RKLB for now after trimming it when it was much higher earlier this year […]
War With China?, Pot Stocks, Tesla’s Dojo, Semi Shift, Baby Mini Bull And More
Here’s the transcript from today’s live Q&A chat. Q. Are you positioning or thinking about positioning for a war with China in the next 5 years? Obviously, we talk about onshoring, but any other investments right now that you can think of to be prepared for that? A. I’m always concerned about a war with […]
The Great Semiconductor Shift
First off, we will do this week’s chat at our usual time — (Wednesday, September 13) at 3pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. The world is in the midst of a multi-trillion-dollar shift in the semiconductor industry. The Semiconductor Revolution (which Cody has discussed for years) has enabled most […]
Extra! Extra! DallasNews: An Old School Gem in the Age of AI
For the last few weeks or so, we have been building a position in a small-cap company, DallasNews Corporation (DALN), and today we are excited to release our report on it. As Bryce explains below, it is rare for us to find a company with this kind of a valuation with the potential to produce […]
BRICS Thoughts, INTC Update, Disney, WBA, And Much More
Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. What do you know/think about BRICS and how much of a threat is it to the US Dollar? A. Brazil, Russia, India, China, and South Africa (aka BRICS) is not even close to being a single unified […]
Trade Alert: Be Cool
First off, we will do this week’s chat at our usual time — today (Wednesday, September 6) at 3pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Ugly day in the market, in large part because the ISM came in stronger at above 54 vs a 52 expectation. This is not the […]
Latest Positions: The Space Revolution, HOOD, BLDE, and UPWK
Here is a 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 […]
Latest Positions: The Trillion Dollar Club, Energy Revolution, and Reshoring Revolution
Here is a Part 3 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 […]
Latest Positions: Semiconductors, Our Last Cloud Stock, And Meta
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 […]
More Market Purgatory, Bitcoin, UBER, HOOD, And Much More
Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. Do you think this rally is short-lived and things are probably headed lower? Or are you dip buying? A. I still think the market is a bit in purgatory status where it can rally 3-5% or it […]
Latest Positions: Bitcoin, Gold, Tesla, Uber, Rivian (And A Minor Trade Alert)
First off, we will do this week’s chat tomorrow at 10:00am ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Also, as you might have noticed, we gave the website a big makeover this weekend, one of the changes being the addition of a calendar on the front page and in the chat […]
Gray Swans, Gold Outlook, TSLA’s AI, RIP Miel, And Much More
Here’s the transcript from today’s (quite short) live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. Looking ahead, what black swan events are more probable? China invasion of Taiwan, another bank fiasco, Russia dropping a nuke, global food shortage, critical water shortage, or others? A. I don’t think we get to […]
Navigating The Stock Market Twilight Zone/Purgatory
“It’s two a.m., The fear has gone, I’m, sittin’ here waitin’, The gun still warm, Maybe my connection is tired of takin’ chances, Yeah there’s a storm on the loose, sirens in my head, I’m wrapped up in silence, all circuits are dead, I cannot decode, my whole life spins into a frenzy, Help I’m […]
Trade Alert: WOLF, Covering Some Shorts, Nibbling Some Longs
“If you have a butt-kicking coming, take it and move on.” -Grandaddy Stearns (My grandfather-in-law/Bryce’s great grandfather, God rest his soul). My job is not to make sure that every single investment/trade we ever do is profitable. My job is to maximize our upside through finding truly Revolutionary companies while trying minimize risk along the […]
Trade Alert on TSEM, Market Predictions, Reshoring Stocks, And Much More
The Tower Semi/Intel (TSEM/INTC) did not get approval from the Chinese regulators and the deal falling through is certainly disappointing. We had a thesis on it and it was a pretty good risk/reward setup for an arbitrage but it didn’t work out. The stock is down about $5 from where we sent the trade alert. […]
Trade Alert: Covering Solar Shorts And Buying A Little SEDG, HOOD, and BLDE
Good morning all, Bryce here – We will do chat this week tomorrow, 8/16 at 3:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Markets have pulled back quite a bit since we were writing trade alerts about staying cautious, trimming longs, and adding shorts back in of July. Markets […]
Where I’d Buy More Of Each Of Our Longs
With markets in a downturn here, some of our stocks are getting more attractive as buys again — and some are at levels we have been adding to here as noted in yesterday’s chat. Here’s a list of all our longs in order of when we initially bought them with links to when I first […]
More On Immersed, RKLB, RIVN, And BLDE Earnings, 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. Q. Thank you for the update on Immersed and the opportunity. If we invested via WeFunder and Immersed does go public, do you know how we would be able to sell our shares after the lockup? Would we […]