Latest Positions Part 1: TSLA, HOOD, NFLX, Bitcoin, and Space Stocks
We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.
Latest
NVIDIA's Three-Peat in Progress: The New "Bull" Dynasty of Wall Street
Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls
Trade Alert: Back To The Basics
We are going into The Great Reset 2.0 with our portfolio and the markets at all time highs.
Trade Alert: Feels Like A Twitterpated Speculative Market
Let's Not Get Too Infatuated With Elon, Tesla, or This Speculative Market Right Here, Right Now
Election Impact + PFE Weakness + Bitcoin Rally
Cody hits on the impact of Trump's victory, bitcoin's future in a Trump administration, and the future of the biotech sector in the age of AI.
Election Nonsense Plus Life In 2054
The election results don't matter much to our long-term Revolutionary Investing Playbook.
Chat Transcript + A Couple Trade Alerts + HOOD Earnings Preview + More
Note that we've got a couple of trade alerts mentioned below. Plus check out our earnings preview for Robinhood Markets, which reports tonight.
PFE Thoughts Plus Earnings Previews: FSLR, META, and AAPL
We picked up a few Pfizer calls. Plus check out our earnings previews for First Solar, Meta, and Apple.
Trade Alert: TMDX
Earnings Previews: TMDX, PFE, and GOOG
We're hitting on the first three companies in our portfolio that are reporting this week.
Biotech Basket, Financial Collapse Scenarios, ARM v QCOM, And Much More
From Tesla's Optimus timeline to pharma stock opportunities, today's chat covers the market landscape ahead. We dive into AI power plays, debate gold vs. bitcoin as inflation hedges, and explore what's next for tech stalwarts. Don't miss our live coverage of Tesla's earnings call today at 5:15 ET.
Patience Can Be Our Superpower
Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
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Trade Alert: The Most Revolutionary Chip Equipment Maker
We are adding a new position in the company that makes the most Revolutionary equipment used to make semiconductors for Nvidia, Apple, Tesla, and the like.
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Small Cap Rally, Tesla LEAPS, TMDX Pullback, And Much More
We hit on everything from the recent rally in the Russell 2000 small-cap index to Cody's take on Tesla, TransMedics Group, and Startup Investing.
Earnings Previews: NFLX, TSM, TSLA, and AMZN
Earnings season is upon us and we have four stocks in the portfolio (NFLX, TSM, TSLA, and AMZN) that will report over the next two weeks. We are going to provide earnings previews for each stock.
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"We, Elon." Where Does Tesla Go From Here?
We're sticking with Tesla and continuing to bet on Elon's brilliance.
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Trade Alert: Two New Positions
We're adding two names that we have followed for some time and are well-positioned in two of the most exciting Revolutions happening today: biotech and alternative energy.
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PFE's Activist, Google Breakup, Nuclear's Future, And Much More
We're dissecting market moves and calling out the Republican Democrat Regime's latest theatrics. From space stocks to social media giants, we're covering the gamut. And yeah, I'm still not eating my hat over any Google breakup nonsense.
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Setting Expectations For Tesla's Robotaxi/Cybercab/We, Robot Day
I expect that Tesla will announce that people in at least one US city (Austin, probably, maybe Phoenix and another city too) will be able to start using the Tesla app to summon a driverless Tesla Cybercab anytime.
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How The World Will Change In The Next 10,000 Days
Imagine a world where AI optimizes daily life, robots automate mundane tasks, and sustainable energy powers our homes. Over the next 10,000 days, revolutionary technologies will Reshape industries and transform society.
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Hedging China, Betting on Tesla, and Managing Risk (Plus a Lazy Pyrenees Cameo!)
From hedging China exposure to betting big on Tesla, here's our latest take on market moves, puts strategy, and the stocks we're eyeing — all while keeping risk in check. Plus, a glimpse into the ever-watchful (but lazy) life of Bernice the Pyrenees!
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UAE/HK Takeaways Part III: My Big Four Investing Implications
tl;dr: (1) the rate of technological change far outpaces the rate of technological adoption.; (2) AI's probably going to work out; (3) real-world experiences are here to stay; (4) the world will probably to continue to become more interconnected.
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China's New Bull Market? Small caps v Large Caps, Crypto Winter, And Much More
From China's stimulus impact on Tencent to Tesla's robotaxi plans, we cover market moves across tech, biotech, and crypto. Get insights on our current picks, reflections on past investments, and thoughts on navigating today's complex market landscape.
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UAE/HK Takeaways Part II: China, And The Power Of The Status Quo
Maybe things won't change as quickly as everyone expects.