Cody Willard

Hedge fund manager, editor of writer on Marketwatch. Fox Business, CNBC, FT, TheStreet, UNM Lobo Walk On, Starbucks Barista #askCody

[Cody Willard @codywillard]

@bryan_johnson You don’t need to reach 130 inches to dunk it. Just need your fingers about two or three inches above the rim height of 120 inches. I used to tell people you should be able to dunk a basketball if you can grab the rim.

[Cody Willard @codywillard]

@PongVamos It will be volatile. But I’ve been saying for 8 years now that we should expect $SPCX to be the most valuable company in the galaxy some day. Might happen even sooner than I thought. The stock will go up and of courrse also go down sometimes over the years too. Dunno about fomo

[Cody Willard @codywillard]

I've spent the last 7.5 years pounding the table on The Space Revolution and explaining to people why I think SpaceX will be the most valuable company ever. My hedge fund first bought SpaceX in 2019 when it had a $30 billion valuation. We're not selling a share.

[Cody Willard @codywillard]

Reading these many tweets of mine about why I was so bullish on SpaceX and The Space Revolution it reminds me that these Revolutions always get bigger faster than anybody expects. I plan to hold my $SPCX shares forever. https://t.co/sXuIVE0Y0L

[Cody Willard @codywillard]

I've spent the last 7.5 years pounding the table on The Space Revolution and explaining to people why I think SpaceX will be the most valuable company ever. My hedge fund first bought SpaceX in 2019 when it had a $30 billion valuation. We're not selling a share.

[Cody Willard @codywillard]

Old times. Markets catching up presently. The Space Revolution is just about as big as I was hoping years ago. Rock on.

[MarketWatch @MarketWatch]

OPINION: The Next Great Revolution? Space.

Here are two dozen companies to track, from satellite manufacturers to space settlement/civilization companies, columnist @codywillard writes.

https://t.co/QZCcMCtlOb

[Cody Willard @codywillard]

Sweet

[Trading with Cody @TradingWithCody]

I expect that we will find more companies to invest in The Space Revolution in coming years as the market gets more developed, more funded and more accessible to Wall Street: https://t.co/XtinUTWd5S @codywillard

[Cody Willard @codywillard]

You’re welcome.

[Trading with Cody @TradingWithCody]

I’ll be on Fox Business talking about The Space Revolution at 2:00pm ET or so. Speaking of The Space Revolution, here’s part of the transcript from the interview I did on my old friend Aaron Task’s podcast in which I discuss Virgin Galactic.
https://t.co/a5dVnsf1pq @codywillard

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/9U8hHs4FtY

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/YUl4TuODsr

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/h30dFJb8TL

[Trading with Cody @TradingWithCody]

We are live!!!! @codywillard

[Cody Willard @codywillard]

@willkit27 @TradingWithCody Say wha? What fraud?

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/TS1xGNJk9x

[Cody Willard @codywillard]

The AI Revolution Call with Cody Willard https://t.co/1gCuM3wIzj

[Trading with Cody @TradingWithCody]

I have found myself loving to build and learn from Manus from Meta (META), but I also use Gemini (and Google Gemini AI Studio) a lot and find it great too. The team use Claude quite a bit too I think. Anyway, some of these discussions about which LLM/Agentic AI is best reminds me of debating the merits of Alta Vista vs. Excite vs. Google. Likewise there will be some huge winners and some of the current batch of highly valued companies will fail someday too.

$META $GOOGL #AI #LLM #AgenticAI #Gemini #ClaudeAI #TechTrends #FutureOfAI #Innovation #RevolutionaryInvesting @codywillard

[Trading with Cody @TradingWithCody]

What ARM announced last night about their new ARM AGI CPU was incredibly significant and exactly one of the key validations of our thesis that we were looking for. We redid our ARM model last night with very conservative, reasonable assumptions and the numbers can get quite staggering if this plays out well for them. Wall Street was asleep on this name but is now waking up. We are mostly sitting tight.

$ARM #AI #AGI #Semiconductors #RevolutionaryInvesting #AIInfrastructure @codywillard

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/Cekd8iJSYn

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/EGaxdOI1r6