Latest Positions
Latest Positions Part 1: TSLA, HOOD, NFLX, Bitcoin, and Space Stocks
We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.
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Trade Alert: Feels Like A Twitterpated Speculative Market
Let's Not Get Too Infatuated With Elon, Tesla, or This Speculative Market Right Here, Right Now
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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Patience Can Be Our Superpower
Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
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Small Cap Rally, Tesla LEAPS, TMDX Pullback, And Much More
We hit on everything from the recent rally in the Russell 2000 small-cap index to Cody's take on Tesla, TransMedics Group, and Startup Investing.
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"We, Elon." Where Does Tesla Go From Here?
We're sticking with Tesla and continuing to bet on Elon's brilliance.
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PFE's Activist, Google Breakup, Nuclear's Future, And Much More
We're dissecting market moves and calling out the Republican Democrat Regime's latest theatrics. From space stocks to social media giants, we're covering the gamut. And yeah, I'm still not eating my hat over any Google breakup nonsense.
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Setting Expectations For Tesla's Robotaxi/Cybercab/We, Robot Day
I expect that Tesla will announce that people in at least one US city (Austin, probably, maybe Phoenix and another city too) will be able to start using the Tesla app to summon a driverless Tesla Cybercab anytime.
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How The World Will Change In The Next 10,000 Days
Imagine a world where AI optimizes daily life, robots automate mundane tasks, and sustainable energy powers our homes. Over the next 10,000 days, revolutionary technologies will Reshape industries and transform society.
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From AI FUD to Tesla’s ASS: Hedging Strategies, Chinese Robots, and Much More
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
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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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What I Learned In NYC
We are sticking with our Fed Playbook + The Top Five Takeaways From Our NYC Trip