Trade Alert
Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
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Google Is All You Need, Or: The OG AI Company
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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Where We’d Buy More Of Each Of Our Positions
To be clear, much of the remaining premium that is still baked into Tesla (even though it is down 43% YTD) is because of the multiple trillion dollar kickers the company has like Robotaxi/FSD, Model 2, Optimus Robot, Dojo AI, Energy Storage, etc.
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Tesla’s Autonomy Moment (And How It Might Effect Uber)
So after four days of using FSD 12.3.3 every day to navigate city streets, interstates, and rural dirt roads, I have to say that this version of FSD is impressive!
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Perfusion Revolution, Tesla at $9000, Disney Vote And Other Headlines With Revolutionary Analysis
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.