Revolution Investing Research - Trading with Cody

aapl

Where We'd Buy More of Our Latest Positions + AAPL Highlight

We're rating our Latest Positions plus giving our thoughts on Apple.

Revolution Investing Research

DeepSeek Anyone?

We cut through the noise to examine what DeepSeek's advancements really mean for the AI industry, computational efficiency, and the future of machine learning infrastructure.

tsla

Mag 10 Concentration, Earnings Updates (TSLA, META, AAPL), and Much More

We hit on market concentration in mega-cap tech stocks, recent earnings from Tesla, Apple, and Meta, and our latest views on portfolio positions. We shared insights on our recent buys including Oracle, Salesforce, Apple, and GitLab, while highlighting trim targets in CrowdStrike, Robinhood, and LUNR

Trade Alert

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.

Trade Alert

Top AI Plays, Trump's Crypto Shenanigans, Apple's AI Potential, And Much More

We hit on everything from our favorites AI stocks, to the recent craziness in crypto with the $TRUMP and $MELANIA coins, to Apple's AI potential, to the threat of Chinese LLMs and their impact on American AI companies.

Revolution Investing Research

This Ain't Your Grandfather's Bubble

Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.