Shiny Objects, Displine, And Patience
Let's talk about how overextended and overbought this market is in the near-term and, more importantly, why we're not chasing some of the highest momentum and shiniest object in the stock market room.
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The Robotics Revolution App, CBRS, PLTR, SHOP, a Crystal Ball, and More
To be clear, I never recommend anything – I'm just telling you what I'm doing.
Beyond Training and HBM: Why Cerebras Is A Great Revolution Investment
One of the most important tenets of Revolution Investing is that the most energy and economic efficient solutions always win out over time. Right now, the entire tech industry is locked in a consensus trade: AI Datacenter Bottlenecks…
Trade Alert: Cerebras (and Chat Transcript - Robots, Space, Bitcoin, Laziness, And More)
The growth in the economy is tangible and the earnings/margin expansion is likely to be increasingly obvious in coming quarters as more and more companies slowly but surely implement AI solutions throughout their businesses.
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.