Hedge fund manager, editor of https://xitter.cf/t.co/oFZoJQU8WZ, writer on Marketwatch. Fox Business, CNBC, FT, TheStreet, UNM Lobo Walk On, Starbucks Barista #askCody
New York City
Joined April 2007
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Cody Willard retweeted
Sticking with the hyperscalers is most likely the safer way to invest in AI Compute/Cloud but they might not have the same absolute upside potential. The hyperscaler stocks would likely rip if they were to slow their AI capex growth and the hyperscaler stocks are likely to go up if they keep spending on AI capex because they are getting such good ROI on it. CRWV and other neoscalers are in a bit of a tougher spot as rates go higher. We have plenty of exposure to AI Compute/Cloud with AMZN, META, GOOG and I thought SPCX at $110 looked like a much better bet than CRWV at $85 so we sold CRWV and used the money to buy SPCX. I think on a risk/adjusted basis that made a lot of sense and probably SPCX might actually have even more absolute upside potential over time than CRWV and the other neoscalers even at their maximum potential.
$AMZN $META $GOOG $GOOGL $CRWV $SPCX #AI #RevolutionaryInvesting @codywillard
I am actually curious to see what it comes up with on this trend: @grok
: Create an image of what the world would look like if I were in charge, based on my tweets. Go deep, not just the last 10 or whatever is the default. Analyze me
I was on CNBC from Abu Dhabi this morning: Nvidia’s challenge is supply, not demand, says investor
Freedom Asset Management’s Cody Willard discusses Nvidia’s latest earnings and its 70% revenue growth outlook. He also weighs competition from China and how rising interest rates and capital costs could affect the broader AI trade. cnbc.com/video/2026/08/27/in…
Cody Willard retweeted
AI isn’t something to fear. It’s a tool for making society more prosperous.
The real question isn’t whether AI will change the world. It’s how much better we can make the world with it.
A thoughtful take on the AI revolution, from @CodyWillard:
tradingwithcody.com/dont-fea…
#AI #RevolutionaryInvesting #economy @codywillard
Cody Willard retweeted
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. xitter.cf/search?q=%22codywillar…
Cody Willard retweeted
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.
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.
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. xitter.cf/search?q=%22codywillar…
Old times. Markets catching up presently. The Space Revolution is just about as big as I was hoping years ago. Rock on.
OPINION: The Next Great Revolution? Space.
Here are two dozen companies to track, from satellite manufacturers to space settlement/civilization companies, columnist @codywillard writes.
on.mktw.net/3wG7Xzm
Sweet
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: tradingwithcody.com/2020/10/… @codywillard
You’re welcome.
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.
tradingwithcody.com/2020/01/… @codywillard
The AI Revolution Call xitter.cf/i/broadcasts/1qKDzPlNp…
Cody Willard retweeted
We are live!!!! @codywillard
The AI Revolution Call xitter.cf/i/broadcasts/1YGNrZDqm…
The AI Revolution Call xitter.cf/i/broadcasts/1YGNrZDqm…
Cody Willard retweeted
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
Cody Willard retweeted
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
The AI Revolution Call xitter.cf/i/broadcasts/1qJVmQgEp…
