wody willard

[Cody Willard @codywillard]

🚀 Livestream Alert: SKTLs, Space, and the Crypto Frontier – Hosted by Cody Willard 🌌💰 Join us for a must-watch livestream hosted by Cody Willard — former Fox Business anchor and hedge fund manager and publisher of https://t.co/AtbUIQwDYa https://t.co/QGt7p7SzNd

[Trading with Cody @TradingWithCody]

🚀 Join Us LIVE Today @ 5PM ET – The AI Revolution Call

We’re diving deep into the AI boom and how to invest before the next wave hits.

🎙️ Hosted by @CodyWillard (former Fox Business anchor, hedge fund manager) with @JohnDeo (AI industry veteran) and @smith_bryce12 (hedge fund analyst at 10,000 Days Capital), we’ll break down:

Today’s biggest AI breakthroughs

The truth behind the headlines

How to profit from The AI Revolution

Whether you're managing a fund or trading from your phone—don’t miss this.

🧠 Real insights. 🚀 Real strategy. 💰 Real opportunity.

📍 Streaming LIVE on X, Facebook, and YouTube
📅 Today | 5PM ET
👉 Set a reminder. Tag a friend. Be early. #AIRevolution #TechStocks #InvestSmart

[Cody Willard @codywillard]

We used Google Gemini to make a web app that uses AI based on our proprietary analysis of $GOOG: "The AI Revolution: Why Google Wins."
An interactive exploration of Google's AI stack and our investment thesis. Check it out on https://t.co/AtbUIQw68C at https://t.co/OppPHmPTxj

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/2B27flThKO

[Vitaliy Katsenelson @vitaliyk]

In this presentation at ValuexVail from Cody Willard and Bryce Smith @smith_bryce12 and @codywillard at 10,000 Days Capital Management, LLC, he sheds light on how AI is widely expected to disrupt Google’s search business.

However, they argue that this disruption doesn’t matter much to the long-term investment case.

Even with growing competitive threats, Alphabet trades at a relatively modest P/E multiple of 19.1x as of May 2025—well below historical levels.

This valuation suggests the market has already priced in significant pessimism, offering a margin of safety for investors who believe in the company’s broader capabilities.

The thesis focuses less on defending the future of search and more on identifying where the cash will come from next.

Implicitly, the authors suggest that Google’s scale, engineering culture, and adjacent businesses—possibly including AI infrastructure—are capable of generating new streams of value.

The message to investors is that Alphabet is being valued like a fading incumbent while still operating like a dominant innovator.

Get the full presentation here: https://t.co/EroH1PSqaM

[Trading with Cody @TradingWithCody]

Overall, this quarter was just another good lesson that in the long run, geopolitics and macroeconomics make little difference to the business models of the most #Revolutionary companies. https://t.co/g1lyegVUKN

#investing #investingtip

[Cody Willard @codywillard]

AI Revolution LIVE: Analyzing Tech Stocks, Market Volatility, and Political Risk https://t.co/1aN3x3QTk1

[Cody Willard @codywillard]

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

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/P8Yu0EM9oQ

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/uVP3dpijsW

[Cody Willard @codywillard]

The AI Revolution Call https://t.co/KVLfpu7f2A

[wody willard @wodywillard]

https://t.co/OnaChgJ9pp

[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

[wody willard @wodywillard]

https://t.co/sDNaAEd1bM

[Cody Willard @codywillard]

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

[wody willard @wodywillard]

https://t.co/ZcCFOC56tk

[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

[wody willard @wodywillard]

https://t.co/lc0GqM2geR

[Cody Willard @codywillard]

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

[wody willard @wodywillard]

https://t.co/1YCQHNHKRw

[Cody Willard @codywillard]

You’re welcome.

[wody willard @wodywillard]

https://t.co/AU8WCMZSMc

[Cody Willard @codywillard]

Sweet

[wody willard @wodywillard]

https://t.co/N4AGecofno

[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.

[wody willard @wodywillard]

https://t.co/OeoGcDTPjC

[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.

[wody willard @wodywillard]

https://t.co/S9Txg1r9ZB

[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