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The AI Tech Stack
The AI Revolution is here, and just getting started. We are in the first innings of what will be one of the biggest technological shifts in history. Our best example of a technological Revolution of this scale is probably The Internet Revolution that took place in the late 1990s and early 2000s.
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Latest Positions: Bitcoin/Crypto, Space, Robin Hood, Disney, Rockwell, TenCent, More
Here is Part 4 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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Trade Alert: March 2024
This is a relatively small-cap stock and it is close to all-time highs, so we are not loading up on it just yet, but we are excited about this Revolutionary biotech company that we think has the potential to be a very high gross margin, multi-billion dollar revenue business in just a few years.
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Latest Positions: Semiconductors
$NVDA - Nvidia’s has been unstoppable for the last year.
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The Ultimate Tesla Book (And A Note About My Upcoming TV Appearance)
We compared our valuation estimates to those of other notable Tesla bulls like Ron Baron — billionaire fund manager — and Cathie Wood, CEO/CIO of ARK Invest. Ron Baron thinks that Tesla will get to a $4 trillion market cap within a decade, we think he's aiming too low!
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Position Sizing, Fed Funds, LUNR Beast Mode, Drinks With Subscribers in NYC, More
$LUNR Beast mode!
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A Few Trade Alerts Plus Drinks With Subs In NYC Next Week
A few trade alerts to note. We sold more Intuitive Machines (LUNR) above $10 today. The company’s Odysseus lander is currently in a 92 km circular lunar orbit and is scheduled to land on the Moon at around 5:49 ET tomorrow.
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Latest Revolutionary Ratings, UBER/HOOD Earnings, Best Dividend Stocks, And Much More
Case in point Meta (META). On October 22nd, Meta went down to about $89, then immediately after back to $470+. How does this happen? What are the market mechanics behind this? Apologies if my question is not clear.
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Trade Alert: Taking A Little Off The Table
We are doing some trimming and hedging today as this market feels pretty frothy and this might even be a blow-off top right here (although that is very hard to predict) with so many major moves in stocks this week.
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Life According CodyGPT, When To Take Profits, Cautious vs Bearish, Elon Thoughts, Etc
A brief word on the format of this transcript: the first answer below each question is from the real-life Cody Willard. The second answer (in italics) is the output from the brand-new CodyGPT The real Cody gives his review of the CodyGPT answer on a scale of 1 to 10 below each CodyGPT answer.
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Introducing AI Cody, The Trading With Cody GPT
Well, Trading With Cody is officially part of The AI Revolution now. Bryce and I have been working with ChatGPT to train it to think like me, talk like me and eventually even look like me. We uploaded every single article we’ve ever published on TradingWithCody.com to ChatGPT and instructed it to: