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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.
How Nvidia Revolutionized Computing Itself
Who's More Scared Poll + DOGE Cuts, Trade War, Space, And Much More
We're asking our subscribers who they think is more scared right now, the bulls or the bears? Plus we hit on everything happening with DOGE/Elon/Trump, the implications of tariffs, what's going on with space stocks, and much more.
Trade Alert: Buying Back This AI Winner
We are picking up some of one of our old names now that the accounting issue at the company seems to be mostly cleared up.
Summary of Monday's AI Revolution Call + GOOG Thoughts
Elon's New Political Role, Cybertruck v. GMC Debate, CPI Impact, And Much More
We dig into Tesla's wild ride, The AI Revolution's underappreciated impact on labor markets, and engage in a Cybertruck vs. traditional pickup debate. Plus, why I'm steering clear of healthcare stocks and wrapping up with NBA trade takes and a three-Tesla family photo from the Misfit Farm.
The Ultimate AI Project/Book
Wall Street's missing the big picture on AI, just like they did with Tesla. Here's a draft introduction to our new project/book, "The Ultimate AI Book," where we challenge conventional wisdom and explore the real potential of this Revolutionary technology (and how to invest in it obviously).
Google Selloff, Robotaxi Launch, Fake AI Companies, And Much More
Where We'd Buy More of Our Latest Positions + AAPL Highlight
We're rating our Latest Positions plus giving our thoughts on Apple.
DeepSeek Anyone?
We cut through the noise to examine what DeepSeek's advancements really mean for the AI industry, computational efficiency, and the future of machine learning infrastructure.
Mag 10 Concentration, Earnings Updates (TSLA, META, AAPL), and Much More
We hit on market concentration in mega-cap tech stocks, recent earnings from Tesla, Apple, and Meta, and our latest views on portfolio positions. We shared insights on our recent buys including Oracle, Salesforce, Apple, and GitLab, while highlighting trim targets in CrowdStrike, Robinhood, and LUNR
AI Revolution Call at 1:00PM ET Today + Chat On Friday
Trade Alert
Trade Alert: Doing A Little Nibbling In This DeepSeek-Driven AI Selloff
Trade Alert
Stargate, Inference, and Oracle’s Bold Leap into the Future
Per CodyGPT: Oracle is powering the AI Revolution—we don't want to overlook this cloud giant’s bold moves into the future.
Trade Alert
Top AI Plays, Trump's Crypto Shenanigans, Apple's AI Potential, And Much More
We hit on everything from our favorites AI stocks, to the recent craziness in crypto with the $TRUMP and $MELANIA coins, to Apple's AI potential, to the threat of Chinese LLMs and their impact on American AI companies.
Analyzing The Data-Driven Powerhouse of The AI Revolution
We let CodyGPT analyze and write about one of recent picks, Salesforce (CRM).
Trade Alert
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
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
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.
Trade Alert: Selling TMDX and PFE, buying CRM
Deep Thoughts from NYC
The Live Q&A Chat is back at its normal time + our deep thoughts on investing, the economy, and much more from our time in The Big Apple (pics below)!
Cody On TV Tuesday + Efficiency Rules The World
Cody will be on Fox Business on Tuesday, January 7th, during the 2pm ET hour. And we've identified the most impactful technological efficiencies out there today and we're making sure that we are investing in them.
TSLA Deliveries, Too Many Crappy Small Caps To Count, And Much More
We're pretty sure the 2% deliveries miss from Tesla will not matter much at all in the long run, and we're sure seeing lots of interest today about small-caps with poor fundamentals but rapidly rising stock prices (that's not good!).