All
To be clear, much of the remaining premium that is still baked into Tesla (even though it is down 43% YTD) is because of the multiple trillion dollar kickers the company has like Robotaxi/FSD, Model 2, Optimus Robot, Dojo AI, Energy Storage, etc.
All
I think most people will love their Cybertruck with its amazing technology, its functionality, and perhaps most of all, the fact that you can drive it around the countryside and not ding it from running over small trees or other obstacles.
Trade Alert
We continued cutting down a number of our longs this morning but as the market has tanked so hard intraday here, we are also adding to some of our favorite longs now.
All
Most of you are probably familiar with Lululemon’s $LULU products, including its yoga pants which will definitely be used in space travel, on the Moon, and Mars (ha!). Jokes aside...
All
I am much more confident that Tesla will solve autonomous driving and sooner rather than later after having been driven around by Version 12.
All
Remember that the whole point of Trading With Cody is to keep a running record of my analysis and investment processes as we seek to find the most Revolutionary technology trends changing the world.
All
Then again, this FSD 12.3 software is so good that Tesla started giving a one-month free trial to every Tesla owner who wants it and Tesla is giving it free for one month and a personalized test drive with it to all people who are buying a new Tesla
All
“The greatest shortcoming of the human race is our inability to understand the exponential function.”
All
Here’s the transcript from this week’s Live Q&A Chat: Q. What is it going to take for the Fed to raise rates again? A. I like this question as it Flips It on the Fed’s head. Nobody is thinking that the Fed might have to
All
The AI Revolution continues to gain steam. For those that missed it, Jenson Huang — the CEO of NVIDIA (NVDA) — delivered an extremely impressive keynote address at NVIDIA’s GTC (which stands for GPU Technology Conference, in other words, its an acronym of an acronym) on Monday.
All
All
The AI Revolution is here, and just getting started. We are in the first innings of what will be one of the biggest technological shifts in history. Our best example of a technological Revolution of this scale is probably The Internet Revolution that took place in the late 1990s and early 2000s.
