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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
Deep Dive Research provided to Trading with Cody subscribers.
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Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls
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The election results don't matter much to our long-term Revolutionary Investing Playbook.
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We picked up a few Pfizer calls. Plus check out our earnings previews for First Solar, Meta, and Apple.
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We're sticking with Tesla and continuing to bet on Elon's brilliance.
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Maybe things won't change as quickly as everyone expects.
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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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We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
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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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What does the uniformity of agreement regarding AI mean for the markets and for us?
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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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We are sticking with our Fed Playbook + The Top Five Takeaways From Our NYC Trip
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We're wrapping up the Latest Positions with NFLX, TCEHY, ACN, and IBIT.