Stargate, Inference, and Oracle’s Bold Leap into the Future
Per CodyGPT: Oracle is powering the AI Revolution—we don't want to overlook this cloud giant’s bold moves into the future.
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Tariff Crash + Where We'd Buy More Update
The markets are down big after hours after Trump just brought out a ton of new tariffs that are at much higher rates than just about even the highest expectations were looking for. Turns out, I was wrong earlier today when I wrote: "I don't think today&
CRWV Analysis, Elon's Potential Return to TSLA, Tariff Fears, And Much More
Here's the transcript from today's Live Q&A Chat: Q. I have lived through many bad market periods. Dotcom Bubble, 9/11, financial crisis (I remember the Nasdaq had 4 days in October 2007 where it lost 8% each day!), Covid, and probably missed a
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
CRWV is NVDA's ICBM Pointed At The Hyperscalers
Bryce here. I have a quasi-conspiracy theory: CoreWeave is Jensen Huang's nuclear ICBM aimed at none other than his largest customers: the hyperscalers (Amazon, Google, Microsoft, and Meta). Cody and I had thought, along with everybody else, that CoreWeave seemed fishy. Most analysts also though that the company&