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.
We think this company is well positioned to grow exponentially as the AI, Cloud, and Software Revolutions continue to gain steam.
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.
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.
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 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.
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!).
Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.
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.
Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.
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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.
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We are adding some crypto shorts as the speculation and greed in this asset-class has gotten out of hand.
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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.
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We're rounding out our Latest Positions write-ups with analysis of META, GOOG, AMZN, AAPL, TCEHY, and CRWD.
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We're updating our Revolutionary Ratings for NVDA, TSM, QCOM, PFE, and TMDX
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Latest Positions
We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.
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Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls
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We are going into The Great Reset 2.0 with our portfolio and the markets at all time highs.
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Let's Not Get Too Infatuated With Elon, Tesla, or This Speculative Market Right Here, Right Now
Transcripts - AMA
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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The election results don't matter much to our long-term Revolutionary Investing Playbook.