Trading with Cody

Crypto's Agentic Moment

Technology Accelerates Through The Fog Of War

The AI and Robotics Revolutions Will Be Great For Society And The Economy (Especially For Revolution Investors)

The AI Revolution and The Robotics Revolution will CREATE more jobs than they destroy. They will enable everybody who works to do MORE work for MORE people MORE affordably.

Cody in NYC and on Fox next week, Citrini Article, Private Credit, and Much More

The Manus Moment: Meta’s Path To Become The OS Of The Enterprise

Claude, RAM Shortage, Tariffs, Robotaxis, and Much More

Latest Positions

Where We'd Buy More 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.

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Where We'd Buy More 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.

A Couple Quick Thoughts for 2025

Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.

Top 5 Mindblowing Thoughts From Our Trip Around The World

Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we went. We will write more about our experiences, learnings and analysis, but in the meantime, here are the Top 5 Mindblowing Thoughts I had on our trip.