Here’s the transcript from today’s live Q&A chat. Q. Are you positioning or thinking about positioning for a war with China in the next 5 years? Obviously, we talk about onshoring, but any other investments right now that you can think of to be prepared for that? A. I’m always concerned about a war with […]
The Great Semiconductor Shift
First off, we will do this week’s chat at our usual time — (Wednesday, September 13) at 3pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. The world is in the midst of a multi-trillion-dollar shift in the semiconductor industry. The Semiconductor Revolution (which Cody has discussed for years) has enabled most […]
BRICS Thoughts, INTC Update, Disney, WBA, And Much More
Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on Twitter/X.com @TradingWithCody. Q. What do you know/think about BRICS and how much of a threat is it to the US Dollar? A. Brazil, Russia, India, China, and South Africa (aka BRICS) is not even close to being a single unified […]
Trade Alert: Be Cool
First off, we will do this week’s chat at our usual time — today (Wednesday, September 6) at 3pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Ugly day in the market, in large part because the ISM came in stronger at above 54 vs a 52 expectation. This is not the […]
Latest Positions: Semiconductors, Our Last Cloud Stock, And Meta
Here is Part 2 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 the farm, I’ve found a […]
Navigating The Stock Market Twilight Zone/Purgatory
“It’s two a.m., The fear has gone, I’m, sittin’ here waitin’, The gun still warm, Maybe my connection is tired of takin’ chances, Yeah there’s a storm on the loose, sirens in my head, I’m wrapped up in silence, all circuits are dead, I cannot decode, my whole life spins into a frenzy, Help I’m […]
Where I’d Buy More Of Each Of Our Longs
With markets in a downturn here, some of our stocks are getting more attractive as buys again — and some are at levels we have been adding to here as noted in yesterday’s chat. Here’s a list of all our longs in order of when we initially bought them with links to when I first […]
Everything You Need To Know About NYC Right Now
First off, let’s do this week’s chat on Tuesday 8/1, at 1:00pm EDT in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Bryce here. We are back in full swing here after an incredibly busy and insightful trip to NYC last week. Since it has been a while since I have […]
Near Holes-In-One, TSLA Earnings, Trimming Strategies, And Much More
Here’s the transcript from today’s live Q&A chat. Also, Bryce and I are going to be in NYC next week and I’ll be appearing on Fox Business with Charles Payne on Tuesday sometime around 2:00-3:00pm ET. And don’t forget to follow us on Twitter @TradingWithCody! Q. We have some good gains and the market seems […]
Trade Alert: Raising Cash As Some Revolutionary Stocks Come Back Into Favor
First off, let’s do this week’s chat on Thursday 7/20, at 1:00pm EDT in the TradingWithCody.com Chat Room or just email us at support@tradingwithcody.com. Now let’s get into it. Wow. It’s been an amazing few trading days. Many of our favorite longs that we were buying heavily much lower have really taken off recently. Even though we […]
Autonomous Truckers, A Resilient American Investor, Impact of A PFOF Ban On Hood, And Much More
Here’s the transcript from these today’s live Q&A chat. As always, don’t forget to follow us on Twitter @TradingWithCody! Q. How sustainable is this rally? Feels very overdone. At the same time, the sell-off also felt very overdone. Analysts are now adjusting their year-end S&P targets. Feels like everyone is getting bullish again…which is concerning. […]
Musk v. Zuck, How To Buy SpaceX, Plus Thoughts On MP, WOLF, And Much More
Before we get started, we have a quick question for all of you: Do you use the Robin Hood app for trading? If so, do you like it? Feel free to respond in the TWC Chat Room or email us at support@tradingwithcody.com. Now, here’s the transcript from today’s live Q&A chat. As always, don’t forget […]
A Few Trade Alerts Plus Chip Export Restrictions, Space FOMO, and Investing With Passion
Let’s start with a few quick trade alerts: we trimmed about 10% of our ROK position plus a little SNOW and some UBER. Now, here’s the transcript from this week’s live Q&A chat. And don’t forget to follow us on Twitter @TradingWithCody! Q. Based on your recent trade alerts, it seems like you have […]
Are We Gambling Or Investing? Staying Objective In A Frothy Market.
First off, let’s do this week’s chat Wednesday at 1:00 p.m. EDT in the TWC Chat Room, or just email us your question to support@tradingwithcody.com. Image Source: MyPokerCoaching.com “Stocks And Stud Poker. Frankly, there is no way to separate investing from gambling into those neat categories that are meant to reassure us. There’s simply no […]
Market In Rally Mode, UBER’s Ad Business, TSLA Cybertruck Timing, And Much More
Here’s the transcript from today’s live Q&A chat. As always, don’t forget to follow us on Twitter @TradingWithCody. Q. This rally has been incredible; especially in our names. What is driving this rally? AI? Earnings growth optimism? Eventual rate tightening? Optimism that the recession won’t be that bad? Market looking six months ahead? All of […]
SEC Crypto Lawsuits, The Mega Cap Rally, AAPL’s Vision Pro, BKSY, RKLB, 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. Is your blow-over-the-top alert still valid and will we see few more market upswings? Do you recommend selling all the portfolio and waiting for the downturn (even a 10%) down from here? A. I do think the […]
What does it mean to be a Revolution Investor?
First off, let’s do this week’s chat tomorrow at 1:00 p.m. EDT in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Also, I gave Bryce carte blanche to write an article for us about three hours ago. And this is a brilliant piece of analysis about Revolution Investing that he wrote for us. […]
Is AI A FAANNG Killer? TSLA Thoughts, UBER Valuation, META’s New Headset, And Much More
Here’s the transcript from today’s live Q&A chat. As always, don’t forget to follow us on Twitter @TradingWithCody! Q. Did you see Bill Gates’s comments on Amazon with regards to AI? I know you’re not bullish on the FAANG stocks and see limited upside but we’re still holding on to Amazon. Any credence to what […]
Trade Alert on QCOM, Plus Inflation/Retail Pain, INTC’s “Good” Test Results, And Much More
First off, let’s do this week’s chat today at 3:00 EDT in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Secondly, we are selling the rest of our QCOM as the stock has rallied strong after crashing following disappointing quarterly results. QCOM has been a big winner for after we started buying it in […]
Trade Alert: This Hedgie Is Hedging As The Blow-Off Top Action Is Back
We’ll do this week’s Live Q&A Chat at 2pm ET in the TWC Chat Room or just email us your question to support@tradingwithcody.com. It’s been a wild year so far and the market has been completely dominated by the mega cap tech stocks as they’ve accounted for all of the broader market’s gains this year. Long-time Trading […]