Bryce Smith
Our Models Prove It: AI Is Already The American Economy's Superman
There is a lot of FUD (fear, uncertainty, and doubt) surrounding The AI Revolution and the American economy more broadly right now. The many bearish macro themes dominating headlines these days – including tariffs, end of U.S. hegemony, collapsing dollar, recession, DOGE cuts, etc. – has resulted in a big pullback
Trade Alert: Staying On Our Toes
Bryce here. As Cody often reminds us, if you were losing sleep when things were down big on Monday or a couple weeks ago when people were panicking about another Black Monday or last week when people were predicting a New World Order wherein the USA would be on an
The End Is Near (Or Is It?), Tesla Robotaxi Launch, GTLB, PSTG, And Much More
Don't Chase Ruby Tuesday
We will do the Live Q&A Chat on Wednesday (April 23rd) at 12:00pm ET in the Discord Channel or you can email your questions to support@tradingwithcody.com. Goodbye, Ruby Tuesday, Who could hang a name on you?, When you change with every new day, Still, I&
From FOMO to FUD: Rapidly Changing Sentiment In Q1
As you may have seen in Discord, there will be no Live Q&A Chat this week given the short trading week. We'll be back to our regular schedule (Wednesdays at 12:00pm ET next week). "It is not in the stars to hold our destiny
Deep Thoughts On Trump's Tariff Tiff And The AI Revolution
We will do the Live Q&A Chat on Wednesday (April 9th) at 12:00pm ET in the Discord Channel or you can email your questions to support@tradingwithcody.com. First of all, let’s remind ourselves to step back from watching every tick up or down, every tanking
The Fear Is Palpable, But Our Longs Continue To Revolutionize The World
Bryce here. I originally named this article "Where'd The Mojo Go?," but in reality the mojo for stocks – and AI stocks in particular – vanished over two months ago (we have DeepSeek to thank for that, see our recent article "It's All About Tech?
CRWV is NVDA's ICBM Pointed At The Hyperscalers
Bryce here. I have a quasi-conspiracy theory: CoreWeave is Jensen Huang's nuclear ICBM aimed at none other than his largest customers: the hyperscalers (Amazon, Google, Microsoft, and Meta). Cody and I had thought, along with everybody else, that CoreWeave seemed fishy. Most analysts also though that the company&
It's All About Tech? Always has been.
Trade Alert: A Little More Nibbling + CRWV Buy
Bryce here. Cody is on the road today but we wanted to send out a brief trade alert with the markets tanking again here today. We are covering some of the hedges that we bought earlier this week and we are nibbling on some Google (GOOG), Robinhood (HOOD), Pure Storage
