Bryce Smith
Cody As Fed Chair, CRWV Thoughts, and AI ETFs + Where We'd Buy More
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?
Stock Scams, Elon/Trump Breakup, GEO vs SEO, Stablecoins, And Much More
Tech Revolutions Always Beat Near-term Macro/Geopolitical Uncertainty
Overall, this quarter was just another good lesson that in the long run, geopolitics and macroeconomics make little difference to the business models of the most Revolutionary companies.
