Deep Thoughts On Trump's Tariff Tiff And The AI Revolution

We will do the Live Q&A Chat on Wednesday (April 9th) at 12:00pm ET in the Discord Channel or you can email your questions to support@tradingwithcody.com. First of all, let’s remind ourselves to step back from watching every tick up or down, every tanking

The Fear Is Palpable, But Our Longs Continue To Revolutionize The World

Bryce here. I originally named this article "Where'd The Mojo Go?," but in reality the mojo for stocks – and AI stocks in particular – vanished over two months ago (we have DeepSeek to thank for that, see our recent article "It's All About Tech?

Tariff Crash + Where We'd Buy More Update

The markets are down big after hours after Trump just brought out a ton of new tariffs that are at much higher rates than just about even the highest expectations were looking for. Turns out, I was wrong earlier today when I wrote: "I don't think today&

CRWV Analysis, Elon's Potential Return to TSLA, Tariff Fears, And Much More

Here's the transcript from today's Live Q&A Chat: Q. I have lived through many bad market periods. Dotcom Bubble, 9/11, financial crisis (I remember the Nasdaq had 4 days in October 2007 where it lost 8% each day!), Covid, and probably missed a

CRWV is NVDA's ICBM Pointed At The Hyperscalers

Bryce here. I have a quasi-conspiracy theory: CoreWeave is Jensen Huang's nuclear ICBM aimed at none other than his largest customers: the hyperscalers (Amazon, Google, Microsoft, and Meta). Cody and I had thought, along with everybody else, that CoreWeave seemed fishy. Most analysts also though that the company&

It's All About Tech? Always has been.

Trade Alert: A Little More Nibbling + CRWV Buy

Bryce here. Cody is on the road today but we wanted to send out a brief trade alert with the markets tanking again here today. We are covering some of the hedges that we bought earlier this week and we are nibbling on some Google (GOOG), Robinhood (HOOD), Pure Storage

Best Dividend Stocks, AI Electricity Demand (Or Lack Thereof), NKE Stock, And Much More

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.

Recession Chances, Fake Humanoid Robots, Moon Landings, And Much More