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Meme Stocks Rise Again, Antitrust Shenanigans, GTLB Thoughts, And Much More
What The Hell Do We Do With CRWV
The Big 3 Revolutions (AI ⇒ Robotics ⇒ Space)
It's hard to overstate just how big the opportunity for us as Revolutionary technology investors is at this moment.
Trade Alert: Selling PSTG, Buying More CRM
We're Back! GOOG Calls, CRWV Trims, Elon Backlash + Updated Where We'd Buy More List
If The AI Revolution impacts GDP the way we expect it to over the next 10-15 years, GDP growth will likely solve much of the US debt crisis. Meanwhile, we're trimming some CoreWeave after its rocket ride, staying bullish on our Top 5 (GOOG, META, NVDA, TSLA, TSM)
A More Serious World + Our Top 11 Takeaways From Asia
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: Foot Off The Gas (And Headed to Asia)
We were steadily bullish and buying more throughout the panicky sell off last month even as most professionals were declaring an end to the US boom and preparing for a crash. As I noted in chat yesterday, we are simply taking the foot off the pedal here a bit.
New Sentiment Tracker + Chat Transcript + Where We'd Buy More Update
We built a new page on the site to track market sentiment
Trade Alert: Google, The End Of The Beginning
Google will move beyond information retrieval to become a true agent, a problem-solver, a creator, and a concierge.
Minor Trade Alert: Nibbling GOOG + Hong Kong/Taiwan Invite, Top 5 Positions, And Much More
What We Learned About AI Yesterday
The Top 5 Biggest Misunderstandings About The AI Revolution
Tariffs, Trump, Cybertrucks, Cody for President, And Much More
Our Models Prove It: AI Is Already The American Economy's Superman
There is a lot of FUD (fear, uncertainty, and doubt) surrounding The AI Revolution and the American economy more broadly right now. The many bearish macro themes dominating headlines these days – including tariffs, end of U.S. hegemony, collapsing dollar, recession, DOGE cuts, etc. – has resulted in a big pullback
Trade Alert: Staying On Our Toes
Bryce here. As Cody often reminds us, if you were losing sleep when things were down big on Monday or a couple weeks ago when people were panicking about another Black Monday or last week when people were predicting a New World Order wherein the USA would be on an
The End Is Near (Or Is It?), Tesla Robotaxi Launch, GTLB, PSTG, And Much More
Don't Chase Ruby Tuesday
We will do the Live Q&A Chat on Wednesday (April 23rd) at 12:00pm ET in the Discord Channel or you can email your questions to support@tradingwithcody.com. Goodbye, Ruby Tuesday, Who could hang a name on you?, When you change with every new day, Still, I&
From FOMO to FUD: Rapidly Changing Sentiment In Q1
As you may have seen in Discord, there will be no Live Q&A Chat this week given the short trading week. We'll be back to our regular schedule (Wednesdays at 12:00pm ET next week). "It is not in the stars to hold our destiny
Trade Alert: Selling Some Space, Buying A Legendary Semi Name
Deep Thoughts On Trump's Tariff Tiff And The AI Revolution
We will do the Live Q&A Chat on Wednesday (April 9th) at 12:00pm ET in the Discord Channel or you can email your questions to support@tradingwithcody.com. First of all, let’s remind ourselves to step back from watching every tick up or down, every tanking
The Fear Is Palpable, But Our Longs Continue To Revolutionize The World
Bryce here. I originally named this article "Where'd The Mojo Go?," but in reality the mojo for stocks – and AI stocks in particular – vanished over two months ago (we have DeepSeek to thank for that, see our recent article "It's All About Tech?
Tariff Crash + Where We'd Buy More Update
The markets are down big after hours after Trump just brought out a ton of new tariffs that are at much higher rates than just about even the highest expectations were looking for. Turns out, I was wrong earlier today when I wrote: "I don't think today&