Transcripts - AMA
Election Impact + PFE Weakness + Bitcoin Rally
Cody hits on the impact of Trump's victory, bitcoin's future in a Trump administration, and the future of the biotech sector in the age of AI.
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Biotech Basket, Financial Collapse Scenarios, ARM v QCOM, And Much More
From Tesla's Optimus timeline to pharma stock opportunities, today's chat covers the market landscape ahead. We dive into AI power plays, debate gold vs. bitcoin as inflation hedges, and explore what's next for tech stalwarts. Don't miss our live coverage of Tesla's earnings call today at 5:15 ET.
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Blow Off Top Or Something Else?, AirPod Hearing Aids, Crypto Winter Is Coming, Mortgage Rates, Much More
This is what we expected, no? We said the Fed would cut and it didn't matter much to us if it the cut were 25 bps or 50bps. So far the playbook for the Fed that we've outlined repeatedly for the last few weeks is playing out.
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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