I expect that as AI gets ever easier to use (that's the whole point, after all!) and as it can do ever more varied stuff for us ever easier, and as it helps cure many forms of cancer, helps make incredible movies easy enough for a thirteen-year old to do, and is applied in millions of ways...
I expect that as AI gets ever easier to use (that's the whole point, after all!) and as it can do ever more varied stuff for us ever easier, and as it helps cure many forms of cancer, helps make incredible movies easy enough for a thirteen-year old to do, and is applied in millions of ways...
The company is hitting on all cylinders, accelerating their already industry-fastest pace and cost-effectiveness of building more datacenters, getting ready to start regular commercial launches of Starship, about to become the wireless phone carrier with the lowest costs and best service and more.
That's also how we do Revolution Investing – the best products, the most efficient services/applications/hardware, the most mind-blowing technologies almost always win out over time. That is what I have always focused on and I don't try to game Republican Democrat partisan noise.
We don’t look for the shiniest pie-in-the-sky trends that have their hyped moment in the sun (to mix metaphors). And we don’t panic when others get scared.
Elon often Over Promises but it's part of how he motivates his teams to do the impossible like making a flying car.
This is now officially a NO BS market. And for the long-term, it's actually incredibly healthy for the market to wash out the BS and let the real S (so to speak) do its magic.
If I were to start buying something right now, I'd probably look to build up my GOOG and AMZN (my META position is larger than those two right now)
Almost all of my analysis right tells me that the US economy, mostly directly because of The AIRS Revolutions, is as strong as it's ever been in my career and that the few indicators that are not wildly strong/bullish are not as weighted as the many that are.
I don't think higher rates are going to cause any bank runs. Much more impactful, IMHO, is the fact that millions of banking customers are about to start using Muse or Dots or Bots or other agents to make the banks stop screwing them on fees, rates, etc.
Here are the Top 8 Best Posts On X I’ve seen lately with some commentary to illuminate why they are so important.
People ask me all the time, "What's the next NVDA, Cody?" I'm often answering that question with this comment, "NVDA might be the next NVDA."
