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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.
Revolution Investing Research
Deep Dive Research provided to Trading with Cody subscribers.
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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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What I Learned In NYC
We are sticking with our Fed Playbook + The Top Five Takeaways From Our NYC Trip
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Latest Positions: NFLX, Tencent, Accenture, and Bitcoin
We're wrapping up the Latest Positions with NFLX, TCEHY, ACN, and IBIT.
aapl
Nvidia Is Much More Than A Chipmaker, It's A Platform
Here's How The Nvidia Platform Will Propel The Company To Be The Apple Of The AI Revolution
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The Top 5 Reasons You Need To Be Invested In Revolutions
Here's WHY we stick with owning the best tech companies on the planet.
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What's The Playbook Here?
Most market participants seem lost right now. Let's set forth a framework to make sure we're not!
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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
The Tesla Optimus Skills Store Will Mimic The Apple App Store
Much like your smartphone, Optimus robots will have access to an app/skills store – the Tesla Optimus Skills Store. This platform allows developers to create specialized apps/skills for various tasks, from construction to healthcare.
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).
Revolution Investing Research
Profiting from the "Most Revolutionary Companies in the World": #Tesla, #Apple, #Nvidia, and More
Cody thinks Tesla COULD be worth $28 TRILLION by 2040 if current and future investments and technological initiatives pan out. He also thinks many private companies at the forefront of the Artificial Intelligence (AI) and robotics revolutions today could be the next big winners.