We expect to make historic gains in many of our positions as The AI Revolution moves ever more toward Artificial General Intelligence and eventually onward on the spectrum toward Artificial Super Intelligence and as the Robotics and Space Revolutions hit full stride over the next few years too.
Latest Positions
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.
Here's the transcript from this week's Live Q&A Chat. Please note that we've been raising a little cash lately, trimming a little bit almost across the board. Easy does it.
I am, without a doubt, more excited than ever about The Tech Revolutions we are invested in — and about to invest in.
Spending so much time and energy using AI to create tools that use AI, has really been enlightening and here are the Top 5 Lessons I’ve learned.
It's hard to overstate just how big the opportunity for us as Revolutionary technology investors is at this moment.
If The AI Revolution impacts GDP the way we expect it to over the next 10-15 years, GDP growth will likely solve much of the US debt crisis. Meanwhile, we're trimming some CoreWeave after its rocket ride, staying bullish on our Top 5 (GOOG, META, NVDA, TSLA, TSM)
We were steadily bullish and buying more throughout the panicky sell off last month even as most professionals were declaring an end to the US boom and preparing for a crash. As I noted in chat yesterday, we are simply taking the foot off the pedal here a bit.
We built a new page on the site to track market sentiment
As you may have seen in Discord, there will be no Live Q&A Chat this week given the short trading week. We'll be back to our regular schedule (Wednesdays at 12:00pm ET next week). "It is not in the stars to hold our destiny
