
Bryce Smith



Reflexive Thoughts And A Potential Opportunity In Software

Cody As Fed Chair, CRWV Thoughts, and AI ETFs + Where We'd Buy 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.

Deep Thoughts On Software
Post-Earnings Quick Takes

Commoditized Markets, Bitcoin Treasury Companies, Meme Stocks (Again...!), And Much More

Beyond The Numbers: Key Drivers For This Week's Earnings
ALERT: Beware Fake Cody Willard Accounts

From Panic to FOMO, Powell's Potential Firing, Inference Demand, And Stock Scammers (Report Them!)

What Does The Trump/Musk Breakup Mean For Tesla?
