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The Important Of Understanding Valuations In A Revolution Investing Framework
We expect to make historic gains in many of our positions as The AI Revolution moves ever more toward Artificial General Intelligence and eventually onward on the spectrum toward Artificial Super Intelligence and as the Robotics and Space Revolutions hit full stride over the next few years too.
TWLO + VOYG Analysis
Trade Alert + Chat Transcript + Where We'd Buy More Update
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.
The Big Three Themes In Tech Stocks Right Now
Hedging Ideas, CRWV Earnings, ASTS, ETH, And Much More
Reflexive Thoughts And A Potential Opportunity In Software
Doing Some Trimming, Google, Latest Hedges, Etc
Here's the transcript from this week's Live Q&A Chat. Please note that we've been raising a little cash lately, trimming a little bit almost across the board. Easy does it.
The Timeline Of The Three Biggest Revolutions Of Our Lifetimes
I am, without a doubt, more excited than ever about The Tech Revolutions we are invested in — and about to invest in.
Cody As Fed Chair, CRWV Thoughts, and AI ETFs + Where We'd Buy More
Deep Thoughts On Software
Post-Earnings Quick Takes
Commoditized Markets, Bitcoin Treasury Companies, Meme Stocks (Again...!), And Much More
Beyond The Numbers: Key Drivers For This Week's Earnings
Title: Top 5 Things We Learned Building AI Applications
Spending so much time and energy using AI to create tools that use AI, has really been enlightening and here are the Top 5 Lessons I’ve learned.
ALERT: Beware Fake Cody Willard Accounts
From Panic to FOMO, Powell's Potential Firing, Inference Demand, And Stock Scammers (Report Them!)
What Does The Trump/Musk Breakup Mean For Tesla?
Stock Scams, Elon/Trump Breakup, GEO vs SEO, Stablecoins, And Much More
Tech Revolutions Always Beat Near-term Macro/Geopolitical Uncertainty
Overall, this quarter was just another good lesson that in the long run, geopolitics and macroeconomics make little difference to the business models of the most Revolutionary companies.
RDR Grifting, LiDARLess Angst, Gemini, And Amaris Turned 10
Deep Thoughts On The AI Internet
