Trade Alert
Markets In Panic Mode
It looks like we are finally getting the washout in tech stocks, small caps, commodities, and especially crypto, that we have been talking about for much of this year.
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Intel’s Foundry Losses, RKLB v. RDW, And The Town With The Best Mexican Food In The World!
I’ll leave you with a picture of a Cybertruck with a black wrap that I saw charging here in Las Cruces at one of Tesla’s Superchargers. The owner was from California and he was heading to Austin to watch the eclipse with his kids/grandkids.
Hot Takes
Market Update + How Jensen Huang and Mark Zuckerberg See The Future of AI and VR/AR
Spoiler: We're looking at a world where billions of people walk around with AI-enabled smart glasses on their heads, and every company has its own custom AI agent, just like every company has its own website today.
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Our Fed Playbook: Fight the Fed
We explain why the "Don't fight the Fed" adage is a myth and detail how to set up our portfolio for what the Fed does next.
Revolution Investing Research
Pfizer: The TSMC of The Biopharma Revolution 3.0
Propelled by AI, cloud computing, and the idea of personalized medicine, Pfizer is well-positioned to lead what we think will be the next great Revolution in Biopharma (the combination of biotech and pharmaceuticals).
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Tesla Troubles, Software Weakness, Copper Hype, And Much More
Bryce here. I hosted Chat this week since Cody was on the road. Here’s the transcript from this week’s Live Q&A Chat: Q. In general, are you still raising cash these days? Or have recent trims been only because of ‘normal’ trimming’? A. We are not
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Siri-ously Intelligent Apple AI
But perhaps it’s worth a trip down memory lane (or Infinite Loop rather) to help us understand where we are in Apple Intelligence timeline. Do you remember what the original iPhone was like?
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Our Latest Book: How To Invest In the AI Revolution
The AI Revolution, and more importantly the Robotics Revolution that AI will ultimately empower, might just be the second biggest technological Revolutions in human history after the Electricity Revolution that enabled our entire modern world!
NVDA’s Stock Split, Software Softness, Dollar v. Bitcoin, And Much More
Here’s the transcript from today’s Live Q&A Chat: Q. Thoughts on where the 10-year Treasury heads in the near term? A. I would expect the 10-year yield to hang around the 4.5% to 5% range for the next few months at least. If inflation ticks
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Should We Fight Short-Sellers?
I happened to catch the last hour of “Beverly Hills Cop 2” (BHC2) yesterday, and the suspension of disbelief that the movie requires reminds me of how people who are buying meme stocks also have to suspend their disbelief.
Elon’s Paycheck, Toast Robots, Short Ideas, And Much More
Here’s the transcript from today’s Live Q&A Chat:
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Trade Alert: It’s The Next Note (The Next Investment) That Makes Us Right Or Wrong
First off, we’ll do chat today at 3:00pm ET in the TradingWithCody.com Chat Room or as always you can email us at support@tradingwithcody.com. Also, please follow us on our new LinkedIn Page. “It’s not the note you play that’s the wrong note – it’