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)
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.
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
Minor Trade Alert: Nibbling GOOG + Hong Kong/Taiwan Invite, Top 5 Positions, And Much More
The Top 5 Biggest Misunderstandings About The AI Revolution
From FOMO to FUD: Rapidly Changing Sentiment In Q1
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
Trade Alert: Selling Some Space, Buying A Legendary Semi Name
Deep Thoughts On Trump's Tariff Tiff And The AI Revolution
We will do the Live Q&A Chat on Wednesday (April 9th) at 12:00pm ET in the Discord Channel or you can email your questions to support@tradingwithcody.com. First of all, let’s remind ourselves to step back from watching every tick up or down, every tanking
Tariff Crash + Where We'd Buy More Update
The markets are down big after hours after Trump just brought out a ton of new tariffs that are at much higher rates than just about even the highest expectations were looking for. Turns out, I was wrong earlier today when I wrote: "I don't think today&
CRWV Analysis, Elon's Potential Return to TSLA, Tariff Fears, And Much More
Here's the transcript from today's Live Q&A Chat: Q. I have lived through many bad market periods. Dotcom Bubble, 9/11, financial crisis (I remember the Nasdaq had 4 days in October 2007 where it lost 8% each day!), Covid, and probably missed a