This Ain't Your Grandfather's Bubble
Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.
Latest
What I learned from creating an economic matrix was both shocking and expected
Luigi And The Sad State Of Crypto, Top (Nine!) Trims Here, And More
Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.
Trade Alert: Deep Thoughts on Tesla, SpaceX and Elon
Cash Cushions, Non-YOLO Crypto Bets, And Much More
Market outlook remains mixed as AI innovation provides support while crypto speculation raises concerns. Today's Q&A explores bubble risks, position management, and the psychology of missed opportunities, with strong warnings about current cryptocurrency market conditions.
Trade Alert: pump.fun Is Everything That Is Wrong In Crypto Right Now (We're Short)
We are adding some crypto shorts as the speculation and greed in this asset-class has gotten out of hand.
Minor Trade Alert + Chat Transcript With Too Many Names To Mention (p.s. That's Not Bullish)
We're covering some of our favorite names like TSLA, NVDA, and CRWD, but there seems to be a lot more bullishness (especially in small caps) and that makes me think this market is probably set up for a pullback.
Latest Positions: AI, Cloud, Social, and Cybersecurity Revolutions
We're rounding out our Latest Positions write-ups with analysis of META, GOOG, AMZN, AAPL, TCEHY, and CRWD.
Latest Positions: Semiconductor and BioPharma Revolutions
We're updating our Revolutionary Ratings for NVDA, TSM, QCOM, PFE, and TMDX
Trade Alert: Raising Serious Cash Here As The Market Avarice And Theme Stocks Go Vertical
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.
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
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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.
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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
Transcripts - AMA
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.
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Election Nonsense Plus Life In 2054
The election results don't matter much to our long-term Revolutionary Investing Playbook.
Trade Alert
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.
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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
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Earnings Previews: TMDX, PFE, and GOOG
We're hitting on the first three companies in our portfolio that are reporting this week.
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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.
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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.