Revolution Investing Research - Trading with Cody

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.

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Trade Alert: pump.fun Is Everything That Is Wrong In Crypto Right Now (We're Short)

We are adding some crypto shorts as the speculation and greed in this asset-class has gotten out of hand.

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NVIDIA's Three-Peat in Progress: The New "Bull" Dynasty of Wall Street

Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls

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Election Nonsense Plus Life In 2054

The election results don't matter much to our long-term Revolutionary Investing Playbook.

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PFE Thoughts Plus Earnings Previews: FSLR, META, and AAPL

We picked up a few Pfizer calls. Plus check out our earnings previews for First Solar, Meta, and Apple.

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"We, Elon." Where Does Tesla Go From Here?

We're sticking with Tesla and continuing to bet on Elon's brilliance.

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UAE/HK Takeaways Part II: China, And The Power Of The Status Quo

Maybe things won't change as quickly as everyone expects.

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Top 5 Mindblowing Thoughts From Our Trip Around The World

Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we went. We will write more about our experiences, learnings and analysis, but in the meantime, here are the Top 5 Mindblowing Thoughts I had on our trip.

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A Busted Up Google

We analyze Google's potential value in the event of a forced anti-trust breakup of the company.

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Headed To Abu Dhabi, Dubai and Hong Kong (Plus Markets Commentary And A Little Put Selling)

We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.

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Almost Everyone Is All In On AI. What does that mean for us?

What does the uniformity of agreement regarding AI mean for the markets and for us?

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The Top 10 Reasons The Market Might Sell Off With The Fed Cutting Cycle

Here's some of the fundamental reasons the stock market might decline while the Fed is cutting interest rates, and how we can play it.

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