Deep Dive Research provided to Trading with Cody subscribers.
Revolution Investing Research
And it won't take eight or nine years for The AI Revolution to enable the new form factors (robots, most importantly, the humanoid robot form factors) that will change our world and society writ large forever.
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Google is tied for second (with Meta (META) and Tesla (TSLA)) in our AI Strategy Framework with an AI Rating of 8.1/10. We think Google’s holistic approach, unique platform, vertical integration, massive scale, and deep history and experience with AI will propel the company’s next leg of growth.
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NVIDIA’s AI strategy going forward is fairly simple and the company does not face the same question that is facing the Sexy 6 (which is how will they monetize AI?). GPUs will continue to be the most sought-after chips for AI processing.
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It’s fascinating to wonder where Apple would be today, and what it would be doing in AI, if Steve Jobs were still at the helm.
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There are seven US-based companies that have been worth a trillion dollars and we have been in six of them for many years, long before they were called the “Magnificent 7” (we also had you all in bitcoin back in 2013 at $120 too!).
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And yes, the Republican-Democrat Regime has spent my entire lifetime running huge deficits because they all get greedy when they get into office and nobody in either party ever wants to do the right thing and stop spending/borrowing endless money from the people.
Trade Alert
EUV is a fascinating technology and there is a reason that no other chip equipment maker (aka SemiCap) like Lam Research (LRCX) or Applied Materials (AMAT) has been able to offer a competitor to ASML’s EUV machines.
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Remember that the whole point of Trading With Cody is to keep a running record of my analysis and investment processes as we seek to find the most Revolutionary technology trends changing the world.
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“The greatest shortcoming of the human race is our inability to understand the exponential function.”
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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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We thought we’d put together a post explaining the problems of owning bitcoin directly and the differences between BITO, GBTC and the newly approved spot ETFs like IBIT.
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