Trading with Cody (Page 31)

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Trade Alert: Solar and EV Shorts

Well, we are back at it with another busy week of earnings ahead. To start off, let’s get through a couple of trade alerts. We sold almost all of our remaining puts on the solar stocks (ENPH, FSLR, SPWR, and RUN) for a nice gain. Those stocks are all

Fed Rate Hike, Debt-Ceiling Thoughts, WOLF, QCOM, And Much More

Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody! Q. Do you think the Fed has to stop raising? A. I think Powell is completely lost and in over his head and isn’t going to get

The Banking Crisis and Minor Trade Alerts on Solar Stocks, Space Stocks, COIN, UBER, and UPWK

“…the U.S. banking system is sound and resilient.” – Federal Reserve Chairman Jerome Powell yesterday at 2:30pm ET. Four hours later: Not four hours after Chairman Powell claimed that all was peachy in the banking system, we found out that two more large regional banks — PacWest and Western Alliance

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Earnings Round Up, Tesla FSD and Elasticity, Apple’s Stretched Valuation, Etc

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody – Can you please provide your thoughts on the latest batch of earnings for some of our long positions? META (caution?), INTC (is the worst behind it?), AMZN (strong earnings but soft guidance) and GOOGL. A.

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Trade Alert: Bullish On Wolf, Rivian and Tesla; Bearish on Fisker and Lucid and GM etc

First off, let me mention that we are picking up a little bit of Wolfspeed pre-market with the stock getting hit this morning. WOLF actually beat topline and bottom line estimates for the quarter but the market is punishing the stock because management lowered their FY24 revenue guidance down to

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Latest Positions: AAPL, GOOG, AMZN, Energy/Materials Companies, ROK, And Shorts

Here is a Part 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell

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Tesla Earnings, MP and RIVN Lows, SpaceX Valuation, And Much More

Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter! Q. Good amount of mainstream (CNBC, FinTwit) fear in TSLA with concerns over possible price wars so I bought a tiny bit. For reference, the last of Cody’s

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Latest Positions: Crowded Semiconductors, Enterprise Software, and META

Source: ABC News. How about that Starship launch today? That was absolutely incredible. Seeing that gigantic rocket lift off and travel so high in the atmosphere was truly inspiring. As you all know, the fact that this thing did not blow up on the launch pad was a huge success

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Latest Positions: TSLA Earnings, The Driverless/EV Revolution, Space Baskets, And Inflation Hedges

Here is Part 1 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell

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The Most Important Shot

“The most important shot in golf is your next one.” – Ben Hogan “Achievements on the golf course are not what matters, decency and honesty are what matter.”-Tiger Woods I play golf by myself most of the time when I play. I like to be the first one off the

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Trade Alerts, Solar Shorts, Beat-Up Space Stocks, Match Group, And Much More

Let me throw two Trade Alerts here at the top. I’m selling SWAV and VZ to free up more capital for other ideas and/or to just get out of them for now. I like each but SWAV is a biotech stock and I feel out of my comfort

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Trade Alert: The Inevitable March

“I can remember planning for leisure Living in peace and freedom from fear Science that promised to make us a new world Religion and prejudice disappear I can remember when this was the future Where it was gonna be at back then Now religion and nuclear energy have united To

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