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.
Highlights And Deep Thoughts From Our Trip Around The World + Trade Alert
The Importance Of Understanding Valuations In A Revolution Investing Framework
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.
Doing Some Trimming, Google, Latest Hedges, Etc
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.
The Timeline Of The Three Biggest Revolutions Of Our Lifetimes
I am, without a doubt, more excited than ever about The Tech Revolutions we are invested in — and about to invest in.
Title: Top 5 Things We Learned Building AI Applications
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.
The Big 3 Revolutions (AI ⇒ Robotics ⇒ Space)
It's hard to overstate just how big the opportunity for us as Revolutionary technology investors is at this moment.
We're Back! GOOG Calls, CRWV Trims, Elon Backlash + Updated Where We'd Buy More List
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)
Trade Alert: Foot Off The Gas (And Headed to Asia)
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.
New Sentiment Tracker + Chat Transcript + Where We'd Buy More Update
We built a new page on the site to track market sentiment
