Hyperscaler & Tech Debt, Cerebras Update, Anthropic in 3 Years, and Lots of Stock Q's
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)
I Ain't No Permabull, But The AIRS Revolution Is Amazingly Bullish
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.
Bank AI Troubles, Diesel Troubles, Dividend Stock Troubles, Open AI/Anthropic Troubles, And Other Good Things
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.
Muse, Grok, Neuralink and 5 Other Reasons That It's The Best Time And Place Ever To Be Alive (And To Be A Revolution Investor!)
Here are the Top 8 Best Posts On X I’ve seen lately with some commentary to illuminate why they are so important.
Fighting the Fed, Nvidia, Meta Muse and much more
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."
The US Economy Is On Fire
You wanna know what’s really insane? This whole discussion has been only about the incredible growth in spending to build out The AI, Robotics, and Space Revolutions. But it actually understates how wildly impactful The AI, Robotics and Space Revolutions are on personal and corporate profitability.
AI Doomers, Investment Horizon, Stock Picks and more
Building sustainable wealth takes many years of good performance which is why I call my firm "10,000 Days Capital"
Revolution Investing, The Future, And You
I remember in college thinking about the economics that must have enabled the people (and aliens) in Star Trek and Star Wars to build the AI and Robotics and Spaceships that those formerly futuristic fantasies lived in.
Top 5 Best Earnings Reports
Despite Michael Furry (get it? the mindless stuffed bear who goes by Michael Burry, haha), promising and endlessly pontificating his silly thesis that AI is a bubble… apparently the company would actually more than double its topline if supply would allow. Be sure to check out my CNBC appearance too
My CNBC Appearance From Last Week In Abu Dhabi
I'm still running around the world, quite literally. I'm in Hong Kong this week and I get home Thursday night-ish. I was on CNBC last week from Abu Dhabi, talking about Nvidia's earnings, The AI Revolution and I even dropped a bomb or two on Sam Altman and Michael Burry.
Don't Fear AI As It Exists Only To Make Society More Prosperous
I am constantly reminded by most people I talk to that most of society is actually outright scared of The AI Revolution. I am genuinely shocked whenever someone, often someone I know well and love, are actually fearful or even explicitly angry about AI.
META Listlessness, US Debt Endlessness, RDR Silliness, Market Relentlessness, And More
The AIRS Revolutions are the biggest Revolutions in more than a century and that's going to be the primary story and driver of rates, economies, society, etc for the next 10-20 or even 50 years, IMHO.