Latest
Vegas Thoughts (Not Sure They're Deep lol)
2026 Predictions, SpaceX IPO, US vs. China, Tesla FSD and Much More
SpaceX Might IPO at $1.5 Trillion. Rock on.
I keep telling you that there's never been a better time or place to be a Revolution Investor than right here, right now.
MUST READ: Humanity’s Next 25 Years Will Dwarf All History
Fight the Fed, Quantum vs Crypto, GOOG Outlook, SpaceX, and Much More
Elon Is A Revolution Investor (And We're Still So Early With AI)
Does The AI Revolution Really Boil Down To Depreciation Schedules?
Tangible Fear, Crypto Crash, CRWV Default, Commodity Stablecoins, and Much More
We Have Clues Into The Great Mystery Of AI ROI
Trade Alert: Doing A Little Nibbling
Market Concerns, CRWV, CRCL, And Much More
We’re “Cyber Bulls” On Tesla’s Long-Term Potential
Top 3 Takeaways From Tesla's Annual Shareholder Meeting
Fast vs Slow Money, TSLA Vote, CRCL, Waymo vs Robotaxi, and Much More
Latest Positions
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
Trade Alert: The Best Name In The Stablecoin Revolution
Latest Positions: Hyperscalers + AAPL + TWLO
Trade Alert, GOOG and META Earnings, Robotics Basket, and Much More
The Overlooked Robotics Supply Chain Is At An Inflection Point
Market Pullback, TSLA Earnings Preview, NFLX Earnings Review, CRWV Acquisition, and Much More
Why The Markets Are Waiting With Bated Breath On Big Tech Earnings
Trade Alert, Chasing Momentum vs. Value, REM Miners, Voyager Outlook, and Much More
The Dial-Up Days of AI: Why This Isn't Another Dot-Com Bust
Cody Willard on why today's AI buildout isn't another dot-com bubble. From yesterday's AI Revolution Call.
The Top 5 Reasons We’re Probably Not In A Bubble
Everyone is looking for a bubble...which probably means we're not in one.