Bryce Smith
Don't Wait for AGI - Computer Intelligence (CI) Is Already Here
Latest Positions (Full Portfolio)
Trade Alert (ADSK)+ Where We'd Buy More + Chat Transcript
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.
Why Google AI Rocks, Or, Our Custom-Built "Ultimate Google Investment" Web App
Forget About Search, Windows Is The Real AI Loser (And No Chat This Week)
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
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.