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Things got really interesting in the Trading With Cody Chat Room today as worries and even anger about Tesla going down a few days after we started buying it and I have been calling it my favorite buy right now — and that’s got some people upset. Here’s most
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Here’s the transcript from this week’s Live Q&A Chat, including more discussion on Tesla, portfolio positions, and a bit more 5G. Q. Hi Cody, we have been closing out many short positions since 2019, are you OK with the very long portfolio? Need some hedges? A.
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I’ve spent the last few weeks doing a deep dive analysis of Tesla. I’ve many investment bank research reports (great data and information, sometimes helpful analysis), Seeking Alpha research reports (great data and info but the analysis is almost always wildly negative and short-slanted), Elon Musk interviews, blogs,
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A few more trades to update you on. I trimmed a little bit of AAPL. I am selling most of my EA for a loss. Mea culpa. I covered some of my GLUU short. I nibbled some more JD. I nibbled some SPLK. I nibbled some ZEN. I’m covering
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Well, this move in Qualcomm’s been pretty amazing. If you happened to have to bought some of the QCOM call options that I’d written about twice this year, you’ve likely got 15-20 baggers on them now. That said, recall that I’d mentioned I’d bought long-dated
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Here’s the transcript from this week’s Live Q&A Chat, including a discussion on the future of cable, Tesla’s potential and upcoming earnings. Q. Here is a “way too early” question for you, although it kind of isn’t. Say Bernie Sanders is next President, do
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Let’s hit on a few items here to start the week, starting with a couple Trade Alerts. I’ve been continuing to build the TSLA long position, including today. If you can find 30 minutes, you should listen/watch this interview on YouTube from this weekend with Elon, all
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If I read one more analyst or pundit explaining to me how earnings are going to be bad and therefore the market is likely headed lower this earnings season, my hair might light on fire. Here’s the set up as I see it here: Most analysts are expecting earnings
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Here’s the transcript from this week’s remarkably wide-ranging Live Q&A Chat, including custodial and regulatory issues for crypto, my top 10 in the hedge fund and a discussion on the USD. Q. Biggest investing mistake and what you learned from it? I know, very open ended
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Into the weekend we go and a couple notes for you. First, a correction and some additional commentary about my BRR Bitcoin futures trade. BRR is on the CME, not the CBOE. If you can’t figure out how to buy the BRR bitcoin futures in your stock brokerage account,
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Good morning and happy Friday. Let’s talk cryptos for a moment, including a Trade Alert. I’m not allowed to buy cryptocurrencies directly into the hedge fund, but I am able to buy BRR futures, which are bitcoin futures from the Chicago Board Options Exchange. And that’s what
Here’s the transcript from this week’s Live Q&A Chat, including ongoing crypto talk, automobile technology and 5G wireless providers. Q. This Barron’s article seems to pick $T over $VZ. Cody – Would love to hear your take on this. A. This is the most important point: