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.
Bryce Smith
The Top 5 Reasons We’re Probably Not In A Bubble
Everyone is looking for a bubble...which probably means we're not in one.
Key Points from Yesterday's AI Revolution Call
Value Investing Meets Revolution Technology
An AI Bubble? Data Centers, SpaceX SPVs, ETH v BTC, and Much More
Tesla's Remaining 20x Potential
Why We're Focused On The US Right Now
NVDA vs AVGO, Electricity Hype, New Meta Glasses + Where We'd Buy More
Navigating The Hype and Panic Cycles in Tech Stocks
It's been a very busy week or so for Cody and I between London, Guernsey, back to London, and now Abu Dhabi. We've met with dozens of very interesting people and talked A LOT about Revolution Investing and our approach. We'll have much more
Trade Alert: A New Space Name
Trade Alert (A New AI Name) + No Chat Next Week + Cody on CNBC 9/15
