Crypto Washout + Latest Positions: Cloud/Social Revolutions
We're looking back at the collapse in crypto over the last three months plus updating our Revolutionary ratings/analyses of few more of our longs.
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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.