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)
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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.Â
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."