Trading with Cody (Page 20)

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Earnings Round Up, Tesla FSD and Elasticity, Apple’s Stretched Valuation, Etc

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody – Can you please provide your thoughts on the latest batch of earnings for some of our long positions? META (caution?), INTC (is the worst behind it?), AMZN (strong earnings but soft guidance) and GOOGL. A.

Trade Alert: Bullish On Wolf, Rivian and Tesla; Bearish on Fisker and Lucid and GM etc

First off, let me mention that we are picking up a little bit of Wolfspeed pre-market with the stock getting hit this morning. WOLF actually beat topline and bottom line estimates for the quarter but the market is punishing the stock because management lowered their FY24 revenue guidance down to

Latest Positions: AAPL, GOOG, AMZN, Energy/Materials Companies, ROK, And Shorts

Here is a Part 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell

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Tesla Earnings, MP and RIVN Lows, SpaceX Valuation, And Much More

Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter! Q. Good amount of mainstream (CNBC, FinTwit) fear in TSLA with concerns over possible price wars so I bought a tiny bit. For reference, the last of Cody’s

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Latest Positions: Crowded Semiconductors, Enterprise Software, and META

Source: ABC News. How about that Starship launch today? That was absolutely incredible. Seeing that gigantic rocket lift off and travel so high in the atmosphere was truly inspiring. As you all know, the fact that this thing did not blow up on the launch pad was a huge success

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Latest Positions: TSLA Earnings, The Driverless/EV Revolution, Space Baskets, And Inflation Hedges

Here is Part 1 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell

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The Most Important Shot

“The most important shot in golf is your next one.” – Ben Hogan “Achievements on the golf course are not what matters, decency and honesty are what matter.”-Tiger Woods I play golf by myself most of the time when I play. I like to be the first one off the

Trade Alerts, Solar Shorts, Beat-Up Space Stocks, Match Group, And Much More

Let me throw two Trade Alerts here at the top. I’m selling SWAV and VZ to free up more capital for other ideas and/or to just get out of them for now. I like each but SWAV is a biotech stock and I feel out of my comfort

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Trade Alert: The Inevitable March

“I can remember planning for leisure Living in peace and freedom from fear Science that promised to make us a new world Religion and prejudice disappear I can remember when this was the future Where it was gonna be at back then Now religion and nuclear energy have united To

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Interest Rate Predictions, Bankruptcy Trades, Software Names, And Much More

Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody. Q. I saw your bearish tweet. What is the state of the market and what makes you so bearish? A. What bearish tweet? Not sure I’d describe

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Fed Analysis

Baby, be the class clown, I’ll be the beauty queen in tears, It’s a new art form, showin’ people how little we care (yeah), We’re so happy, even when we’re smilin’ out of fear, Let’s go down to the tennis court and talk it up

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RKLB’s Neutron Dance, CRE Crashing, SVB Bailout, And Much More

Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody! Q. With rates confirmed to stay all year, what’s your sentiment towards the market? Do you like any shorts/options on things like TLT, GLD, QQQ? A.

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