Trade Alert: The Most Revolutionary Chip Equipment Maker
We are adding a new position in the company that makes the most Revolutionary equipment used to make semiconductors for Nvidia, Apple, Tesla, and the like.
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Where We'd Buy More Update + Deep AI Research
Latest Positions Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
How Nvidia Revolutionized Computing Itself
Who's More Scared Poll + DOGE Cuts, Trade War, Space, And Much More
We're asking our subscribers who they think is more scared right now, the bulls or the bears? Plus we hit on everything happening with DOGE/Elon/Trump, the implications of tariffs, what's going on with space stocks, and much more.