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AI's Usefulness, SMCI Puts, New Teslas, And Much More
We hit on hedging strategies, where AI can go from here, Nvidia's upcoming earnings, the amazing quality of Tesla's cars, and so much more!
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Avoiding Cuteness; Semi Stocks; Bitcoin Funds; Jim, The Faultless Dog; Much More
We don’t want to be too darn cute by trying to time the top/Fed cut perfectly. I think raising some cash here is a good idea for most investors, and if stock markets spike into/when the Fed cuts, it probably would make sense to raise some more cash. Easy does it, though.
Transcripts - AMA
Rate Cut Rodeo, UBER Earnings, And Some Not-So-Soft Landings
We dive into the Fed's latest rate cut shenanigans, Tesla's rollercoaster future with robotaxis, and why Elon Musk's Twitter antics are giving us all a headache. From Google’s courtroom drama to Robinhood’s wild earnings, it's a financial circus you won't want to miss!
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Intel’s Foundry Losses, RKLB v. RDW, And The Town With The Best Mexican Food In The World!
I’ll leave you with a picture of a Cybertruck with a black wrap that I saw charging here in Las Cruces at one of Tesla’s Superchargers. The owner was from California and he was heading to Austin to watch the eclipse with his kids/grandkids.
Transcripts - AMA
Recession Playbook, PFE Earnings, NVDA's Moat, And Much More
We hit on the sectors of the economy that are probably already in a recession, Pfizer's earnings results, and NVIDIA's competitive edge.
Transcripts - AMA
Rate Cut Ruckus, Market Jitters, Tesla's Big Bets, And Much More
We’re diving into the Fed's rate cut potential, the market’s wild swings, and Tesla’s big ambitions.
Trade Alert
Minor Trade Alert: New Name, Plus Tech Trims, Rivian's (RIVN) VW Win And Much More
Transcripts - AMA
Small Cap Pops, Toasty Tranches, and Puppy Golf
Here's the transcript from this week's Live Q&A Chat: June 18, 2024 Q. This morning’s bump made me punny. Do you have general thoughts on the direction of the Russell 2000 for the remainder of the calendar year?
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Tesla Troubles, Software Weakness, Copper Hype, And Much More
Bryce here. I hosted Chat this week since Cody was on the road. Here’s the transcript from this week’s Live Q&A Chat: Q. In general, are you still raising cash these days? Or have recent trims been only because of ‘normal’ trimming’? A. We are not
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NVDA’s Stock Split, Software Softness, Dollar v. Bitcoin, And Much More
Here’s the transcript from today’s Live Q&A Chat: Q. Thoughts on where the 10-year Treasury heads in the near term? A. I would expect the 10-year yield to hang around the 4.5% to 5% range for the next few months at least. If inflation ticks
Elon’s Paycheck, Toast Robots, Short Ideas, And Much More
Here’s the transcript from today’s Live Q&A Chat:
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Stagflation, NVDA Earnings, Guitar Practice, And Much More
Here’s the transcript from today’s Live Q&A Chat: Q. Not to be negative/pessimistic but there are signs of stagflation around the world. Doesn’t it feel inevitable that it’s going to hit here as well? Inflation is being persistent/stubborn and economic output is