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]

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

[Cody Willard @codywillard]

Who's more scared right now, the bulls or the bears?

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/J9C4o0CPI4

[Trading with Cody @TradingWithCody]

Remember when everybody in crypto was so sure that the Genius Act was going to launch crypto and #crypto prices to new heights? We wrote about how we thought the opposite was true. Crypto's been terrible since the Genius Act passed. Now we're supposed to pin our hopes on the Clarity Act, which is supposed to further "clarity" on crypto rules in the US. I'm not sure how to game that this time. Either way, Circle needs central banks around the world to get serious about launching stable coins and/or it needs its Layer 1 trusted blockchain network to take serious share from Visa/Mastercard/banking in general for $CRCL to take off again.

#investing $V $MA @codywillard

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/VDOThQNIp8

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/pqMWkPdaO2

[Trading with Cody @TradingWithCody]

The Internet boom was just the warm-up.

#AI + #Robotics will digitize intelligence and automate labor at scale.
Space expands the economy beyond Earth itself.
This is The #AIRS #Revolution and it could turn #GWP into #GGP (Gross Galactic Product) within a decade.

Prosperity doesn’t come from policy. It comes from revolutionary technology.

https://t.co/9UEdcqf8eH

$TSLA #SpaceX @codywillard