Trade Alert: The Most Revolutionary Chip Equipment Maker
We are adding a new position in the company that makes the most Revolutionary equipment used to make semiconductors for Nvidia, Apple, Tesla, and the like.
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Tariffs, Trump, Cybertrucks, Cody for President, And Much More
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.
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