Bryce Smith
Meme Stocks Rise Again, Antitrust Shenanigans, GTLB Thoughts, And Much More
What The Hell Do We Do With CRWV
Trade Alert: Selling PSTG, Buying More CRM
A More Serious World + Our Top 11 Takeaways From Asia
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.
Trade Alert: Google, The End Of The Beginning
Google will move beyond information retrieval to become a true agent, a problem-solver, a creator, and a concierge.
What We Learned About AI Yesterday
The Top 5 Biggest Misunderstandings About The AI Revolution
Tariffs, Trump, Cybertrucks, Cody for President, And Much More
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