Deep Thoughts from NYC
The Live Q&A Chat is back at its normal time + our deep thoughts on investing, the economy, and much more from our time in The Big Apple (pics below)!
Latest
Cody On TV Tuesday + Efficiency Rules The World
Cody will be on Fox Business on Tuesday, January 7th, during the 2pm ET hour. And we've identified the most impactful technological efficiencies out there today and we're making sure that we are investing in them.
TSLA Deliveries, Too Many Crappy Small Caps To Count, And Much More
We're pretty sure the 2% deliveries miss from Tesla will not matter much at all in the long run, and we're sure seeing lots of interest today about small-caps with poor fundamentals but rapidly rising stock prices (that's not good!).
A Couple Quick Thoughts for 2025
Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.
Revolution Investing Research
This Ain't Your Grandfather's Bubble
Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.
What I learned from creating an economic matrix was both shocking and expected
Luigi And The Sad State Of Crypto, Top (Nine!) Trims Here, And More
Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.
Trade Alert
Trade Alert: Deep Thoughts on Tesla, SpaceX and Elon
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Cash Cushions, Non-YOLO Crypto Bets, And Much More
Market outlook remains mixed as AI innovation provides support while crypto speculation raises concerns. Today's Q&A explores bubble risks, position management, and the psychology of missed opportunities, with strong warnings about current cryptocurrency market conditions.
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Trade Alert: pump.fun Is Everything That Is Wrong In Crypto Right Now (We're Short)
We are adding some crypto shorts as the speculation and greed in this asset-class has gotten out of hand.
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Minor Trade Alert + Chat Transcript With Too Many Names To Mention (p.s. That's Not Bullish)
We're covering some of our favorite names like TSLA, NVDA, and CRWD, but there seems to be a lot more bullishness (especially in small caps) and that makes me think this market is probably set up for a pullback.
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Latest Positions: AI, Cloud, Social, and Cybersecurity Revolutions
We're rounding out our Latest Positions write-ups with analysis of META, GOOG, AMZN, AAPL, TCEHY, and CRWD.