Latest Positions Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
![Latest Positions Spreadsheet](/content/images/size/w1200/2024/07/Pasted_Image_7_21_24__1_57-PM-2.png)
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
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.
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
What does the uniformity of agreement regarding AI mean for the markets and for us?