
Trade Alert: Buying Back This AI Winner
We are picking up some of one of our old names now that the accounting issue at the company seems to be mostly cleared up.
We are picking up some of one of our old names now that the accounting issue at the company seems to be mostly cleared up.
We dig into Tesla's wild ride, The AI Revolution's underappreciated impact on labor markets, and engage in a Cybertruck vs. traditional pickup debate. Plus, why I'm steering clear of healthcare stocks and wrapping up with NBA trade takes and a three-Tesla family photo from the Misfit Farm.
Wall Street's missing the big picture on AI, just like they did with Tesla. Here's a draft introduction to our new project/book, "The Ultimate AI Book," where we challenge conventional wisdom and explore the real potential of this Revolutionary technology (and how to invest in it obviously).
Trade Alert
aapl
We're rating our Latest Positions plus giving our thoughts on Apple.
Latest Positions
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.
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.
Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.
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.
What does the uniformity of agreement regarding AI mean for the markets and for us?
Revolution Investing with Cody Willard - Stocks, Options, Investments, Bitcoin
We cut through the noise to examine what DeepSeek's advancements really mean for the AI industry, computational efficiency, and the future of machine learning infrastructure.
We hit on market concentration in mega-cap tech stocks, recent earnings from Tesla, Apple, and Meta, and our latest views on portfolio positions. We shared insights on our recent buys including Oracle, Salesforce, Apple, and GitLab, while highlighting trim targets in CrowdStrike, Robinhood, and LUNR
Per CodyGPT: Oracle is powering the AI Revolution—we don't want to overlook this cloud giant’s bold moves into the future.
We hit on everything from our favorites AI stocks, to the recent craziness in crypto with the $TRUMP and $MELANIA coins, to Apple's AI potential, to the threat of Chinese LLMs and their impact on American AI companies.
We let CodyGPT analyze and write about one of recent picks, Salesforce (CRM).
We think this company is well positioned to grow exponentially as the AI, Cloud, and Software Revolutions continue to gain steam.
We're moving on from TCEHY for a nice gain and putting some money to work in AAPL for the first time in a long time.
We're starting a new small position in Oracle (ORCL) and we hit on everything from the best ways to invest in SpaceX (spoiler: it's not easy) to why we are not messing with most small caps and biotech stocks.
The Live Q&A Chat is back at its normal time + our deep thoughts on investing, the economy, and much more from our time in The Big Apple (pics below)!