Latest
Cody's Gulf Business Interview
The Boys Are Back In Town
We're Back
Cody In Dallas April 4 + CNBC Middle East Appearance
Let's Not Guess At This (Mostly) Sentiment-Driven Turn
Revolutions "Trump" The Short Term
Cody is running through the most important Revolutions happening right now, plus how they fit in with current near-term economic backdrop.
Tesla Partisanship (Or Not), Apple's Siri Delay, GTLB Pressure, And Much More
The Revolutions Change, But Revolution Investing Doesn't
Trade Alert: How Quickly Things Can Change
We're doing some more nibbling today as the markets are crashing.
Latest Positions: TSLA, Space, NFLX, and Bitcoin
We're rounding out our Latest Positions updates.
Recession Chances, Fake Humanoid Robots, Moon Landings, And Much More
Trade Alert: Tariff Playbook (We've Been Here Before) + CRWD Trade
We're running through our playbook for the Trump Tariff Trade War 2.0.
Latest Positions: The AI Software Revolution
Crypto Washout + Latest Positions: Cloud/Social Revolutions
We're looking back at the collapse in crypto over the last three months plus updating our Revolutionary ratings/analyses of few more of our longs.
Latest Positions: The Semiconductor Revolution
We're running through our latest positions and updating our Revolutionary ratings.
We've Been Cautious, Now Let's Not Be Scared
Trade Alert: Swapping Data Names
Trading Like Gretzky, TSLA Crash, NVDA Earnings, Space Cell Phones, And Much More
Market timing, AI investments, Bitcoin allocation, and space theme stocks dominate this week's Q&A session. The recurring advice: use tranche trading, maintain investment discipline, and keep some cash available for opportunities.
Trade Alert: The Resurgence Of Fear
The Pattern Recognition (AI) Revolution Is Accelerating
Where We'd Buy More Update + Deep AI Research
Latest Positions
Where We'd Buy More 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.