Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. Cody: Is it possible to get the rating for the stock when you send out the trade alert? This will help us to do the trade based on whether you […]
Facebook as a short candidate and other must-reads
Here are some very provocative articles that every investor and trader should be thinking about today. Can Apple Continue Its Parabolic Rise? and my Time to panic about Apple’s parabolic chart? – Apple’s AAPL been my biggest position for a long time but I do think I’m probably going to trim some of it in the […]
On the markets and the Facebook IPO
Where the heck did the trading day go? It’s already the contra hour and I’ve been pedal to the metal all day but this is the first time I’ve sat at the computer all day. The markets are flattish to down. Greece sovereign debt crisis is dominating the headlines. Shocker, I know. Let’s talk market […]
Meta Money, Or, The Influencers AGI
This is Part 6 of a series of articles breaking down and ranking the AI strategies of the Magnificent 7. “One thing that became clearer to me in the last year is that this next generation of services requires building full general intelligence. Previously I thought that because many of the tools were social, commerce, […]
The AI Revolution Ain’t Nothing Compared To The Robotics Revolution
Let me remind you all to be sure to join us for today’s AI Revolution webcast at 5pm ET on YouTube, Twitter, or Facebook. A couple weeks ago, I had an epiphany. The AI Revolution is actually all about The Robotics Revolution. Remember when the Internet Revolution hit in the late 1990s and by the […]
Amazon, The Robot King, Or: Amazon AI Services (AAIS)
This is Part 5 of a series of articles breaking down and ranking the AI strategies of the Magnificent 7. “All these services allow you to kind of have variable cost ways of doing things that would have been very expensive to do at large scale. So the goal is to make it easier for […]
TSLA Earnings Thoughts, Meta LLaMA, Renting v. Owning, And Much More
Below is the transcript from today’s Live Q&A Chat. And in case you missed it, be sure and check out the recording of our Tesla Earnings Livestream from last night. We’ll be doing another Livestream for Apple’s earnings call next week (Thursday, May 2nd at 5:00 pm ET), which you can watch on our Twitter, […]
Where We’d Buy More Of Each Of Our Positions
First off, we’ll do this week’s chat at the regular time on Wednesday (4/24/24) at 3:00 pm ET in the TradingWithCody.com Chat Room or as always you can email us at support@tradingwithcody.com. Also, Cody will be doing a live Twitter Spaces with @Wolf_Financial tomorrow at 11:00 am ET to discuss the upcoming MoneyShow. If you’re going to […]
Is The Bubble Over?, Tesla FSD Improvements, HOOD v. RKLB, And Much More
Here’s the transcript from today’s Live Q&A Chat. And don’t forget to follow us on X.com @TradingWithCody and Facebook TradingWithCody. Also, as previously discussed, we are now completely out of DallasNews (DALN). Q. Would you categorize this current bull market as a part of the 2011-2020 bubble-blowing bull market, or would you categorize it as […]
Where I’d Buy More Of Each Of Our Positions
Markets got hit after J Diggity Powell spoke about the Fed not being in a rush to cut until it’s clearer that inflation is indeed getting closer to 2%. That’s no surprise to our dear subscribers as that has been one of my predictions for this year. We’d been in a cash-raising mode for the […]
Trade Alert: Tencent, More Predictions, Top 5 Positions, Buys, and Trims + More
Here’s the transcript from this week’s live Q&A chat. Also, don’t forget to follow us on X (f/k/a Twitter) @TradingWithCody and on Facebook. You’ll notice below that we bought some Tencent Holdings ADR (TCEHY) today as well. Q. Feet to fire where do treasuries & mortgage rates go in 2024? A. Treasury rates will probably […]
An Open Discussion About The AI Revolution
Most Mondays at 5pm ET, Bryce and I do a livestream on YouTube with my old friend, John De Oliveira, who’s been working the the AI industry for decades (we won’t be doing the AI Livestream next week, as we travel to Dallas to meet Dallas News). I found today’s call to be very insightful […]
Latest Positions: Our Magnificent Seven Stocks, Reshoring, and Bitcoin
Here is Part 3 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 […]
Government Shutdown?, S&P 500 Predictions, NET, MP, And Much More
Here’s the transcript from this week’s live Q&A chat: Q. Following up on last week’s question. The Fed spouts gibberish, yes. But, their gibberish has caused a solid pullback/pain in stocks and a rise in yields. While it may be gibberish, shouldn’t we be paying more attention to the noise from the Fed? As many […]
Trade Alert: Cloudflare (NET) – The Infrastructure Powering The AI And Space Revolutions
First off, we will do this week’s chat at our usual time — (Wednesday, September 20) at 3:00 pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Secondly, let’s talk about RocketLab RKLB. We are holding tight on RKLB for now after trimming it when it was much higher earlier this year […]
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 […]
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 […]
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. […]
Are Money Markets Safe? FAANG (or is it MAAANN?), Gold, Real Estate, RKLB, UBER, and Much More
Here’s the transcript from today’s Q&A chat hosted live on YouTube. Big thanks to long-time subscriber @CabanaCrypto for taking the time to host this call! You can watch the full video using this link. And as always, make sure that you follow us on Twitter @TradingWithCody. Cabana Crypto: All right. All right. Good morning. Welcome […]
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 by SpaceX standards. And I […]