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. Updated October 9, 2024.
Read more
Trade Alert: A New AI Revolution Name
We think this company is well positioned to grow exponentially as the AI, Cloud, and Software Revolutions continue to gain steam.
Trade Alert: Selling TCEHY, Nibbling on AAPL
We're moving on from TCEHY for a nice gain and putting some money to work in AAPL for the first time in a long time.
Trade Alert (ORCL) + Trump Stocks, SpaceX Access, And Much More
We're starting a new small position in Oracle (ORCL) and we hit on everything from the best ways to invest in SpaceX (spoiler: it's not easy) to why we are not messing with most small caps and biotech stocks.