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bro he literally told us "good time to buy" before he pumped the entire market lol WHAT TIMELINE IS THIS

One of the more intense exchanges today from Powell’s testimony today: “You are causing the country $400B, you’re the only person who has the power to do that. You care more about Harvard gender study majors over plumbers in Ohio who can’t afford a car loan because of rates.”

ELIZABETH WARREN JUST NOW ON CNBC: "Trump should not be calling for Powell to lower rates and say he wants him fired. This is hurting the nature of democracy and will ruin the stock market." Also Elizabeth Warren 8 months ago:

so let me get this straight openai decides to become a for-profit company now the cto, head of research, and vp of training research all decide to leave on the same day this is announced sam altman gets a $10.5B pay day (7% of the company) on the same day tim cook and satya nadella are okay with this? they have no issue with their core foundation model investment losing 3 core execs, including the CTO? not to mention the cofounder LEFT and started a new startup called “Super Safe Intelligence,” last month…kind of implying he doesn’t think OpenAI is safe?! i mean dude what did SAM do?! no WAY three high level people leave on the same day, almost as if it was coordinated, unless they felt Sam did something. having been part of various groups in my life, when people leave, it’s because there was beef. that simple. when one of my friends quit the debate team in high school it wasn’t to focus on his school work, it’s cause he hated our debate coach. I think Sam did something. something that made 3 execs leave at the same time.

IF YOU ARE WONDERING WHY STOCKS JUST ALL WENT DOWN AT ONCE WE JUST HAD A HORRIBLE BOND AUCTION IN THE UNITED STATES FOR OUR 20-YEAR TREASURIES Because of the lack of bidders…it caused the 20-year bond yield to surge to 5.1%. Credit market is screaming for help right now.

TRUMP JUST NOW: "Iran was really nice, they gave us a warning. They said sir we are going to shoot the missiles, is 1PM okay? I said that's fine and then we emptied everyone off the base. Very nice people." bro is straight COMEDY 😂

I cannot believe Elon Musk, at a New York Times conference today, looked all the big executives including heads of companies at $DIS Disney who pulled advertising from X.. & told them to literally go f**** themselves if they thought their ad dollars could control the direction of this platform X may become the most sophisticated and meaningful platform over the next decade — a true town square — at a time where ALL OVER THE WORLD freedom of speech is under attack. Musk’s legacy may not even be EV’s or colonizing Mars — it might just be saving free speech and inspiring the younger generation to fight for it as hard as he is.

So… Mark Rober, a famous tech YouTuber, made a video about Tesla’s self driving. It got 10M views. It was negative on Tesla. The video was sponsored by Luminar Technologies, a LIDAR company, and their stock is up 20%, gaining around $35M in market cap. If they paid him $2M to do the video, they just got a 17x ROI off that marketing spend. How is this not an obvious conflict of interest? Why do these famous YouTubers constantly sell out their audience for money? Does anyone not value their brand anymore? Absolutely ridiculous if $TSLA is down 5% today because of this video.

$PLTR $NVDA THIS ACTUALLY JUST HAPPENED. Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology." Oh. My. Goodness.

Is it just me or is this whole E-Trade potentially removing Roaring Kitty like LEGITIMATELY INSANE Warren Buffet LITERALLY got permission from the SEC to not have to disclose a secret stock he was accumulating for 8 months… Roaring Kitty bought stock, showed his position, and

BERKSHIRE BUYS 17.8M SHARES OF $GOOGL

$NVDA Jensen on the first time ever that Elon asked for his chips: "When I announced this thing, nobody in the world wanted it. I had no purchase orders. Not, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon."

FORMER SEC CHAIR JAY CLAYTON TODAY ON THE $GME $AMC RALLY: “If Roaring Kitty is so excited, why can’t he come on CNBC and talk about the stocks he likes? Why is he tweeting memes? We have to question if it’s legal or not.” So… Bill Ackman can say one thing on CNBC while his

Trump tried to convince Masa to invest $200B instead of $100B on the spot live 😂

The past 30 minutes have been wild. US Energy Secretary Chris Wright posted that a US Ship had officially gone through the Strait of Hormuz. Markets loved it, oil tanked, the idea that war was coming to an end started to have some legitimacy. Then, he deleted the tweet, which got markets to think things aren't actually going well. Now, Karoline Levitt confirms that a US Ship has NOT gone through the Strait and oil is now pumping again:

BREAKING: The Norway State Pension Fund, one of the world’s largest pension fund, has just said they will vote against Elon Musk’s new $TSLA Tesla $56B compensation package. They own about 1% of all shares outstanding. I can’t imagine what Elon is feeling. This is

TRUMP: - Groceries are down, energy is down, electricity is way down - I think we have a deal for beef, beef prices should come down if we get beef to come down can China buy our beef if they won't buy our soybeans 😂

How did the betting markets go from 60/40 Trump to 51/49 Harris in a day…

Prison Break just ended for me on $NFLX Netflix. I was hooked on this show. It really takes a ton to get me hooked on a show because my attention span is horrible but this one got me. Can anyone recommend a decent show that is actually good…like a show that you genuinely want to watch the next episode for? Billions was trash but I’d love something like that. Breaking Bad is the GOAT but I’ve been through that show 10 times. Suits is cool but I saw that a while ago. Something with the ethos of Billions, Breaking Bad, Suits, Prison Break…just needs a storyline that genuinely makes me want to watch and isn’t slow because I will check out quick. That was the issue with Billions. 60% of every episode was characters talking. I want action and need to be at the seat of my edge constantly. What would you recommend?

ELIZABETH WARREN JUST NOW ON CNBC: "Trump should not be calling for Powell to lower rates and say he wants him fired. This is hurting the nature of democracy and will ruin the stock market." Also Elizabeth Warren 8 months ago:

Sentiment on $TSLA seems to be changing right now… Spoke to multiple people today who said they are liquidating everything on Monday. What are we thinking? Is the Trump/Elon debacle actually a reason to sell, even if you want to get back in at a lower price? Or is this short term noise that really won’t matter soon? The main headwinds I’ve seen are: - bad European sales, like very bad - Cybertruck 0% APR…doesn’t feel bullish for demand - EV tax credit going away - Trump might gut any self driving regulations to get back at Elon The tailwinds are obviously FSD & Humanoids scaling…but the question is when they ramp up to show growth that affects the bottom line. Who’s selling? Who’s buying the dip?

i’ve spent the past 3 hours completely educating myself about the social security situation going on in america here’s the biggest things I learned: - everyone pays around 6% of their paycheck to Social Security Tax - the idea is to use the funds from the workers paying that 6% and distribute to those who are retired - the problem is we had a surplus reserve of $2.9T up until 2021, now we are tapping into that reserve and 20% of social security checks are made up of money coming from that $2.9T….the other problem: baby boomers are retiring, less people in the work force…less revenue for social security. - it will run out by 2033, so either we need to raise the 6% SS tax or reduce the SS benefits - the most heart breaking thing I learned today: Bill Clinton advocated for putting the reserves into the stock market back in the 1990s, which means if we had just put it into the S&P 500 over T-bills, SS reserves would be up over 300%. There obviously would have been more risk, but it would have dramatically solved the social security deficit problem just by betting on America’s innovation via stocks vs. America’s debt via treasuries. - now, putting the current reserves into the stock market would not have enough time to compound to meaningfully add to the reserves until 2033 so the question is…how do we solve for a fund that is WIDELY popular among all Americans in a way that doesn’t massively raise the SS payroll tax, reduce benefits for SS recipients, or raise the retirement age? very hard problem to figure out over the next 4 years but legislation will have to be passed because Social Security is the most bipartisan issue we have.

IF YOU ARE WONDERING WHY STOCKS JUST ALL WENT DOWN AT ONCE WE JUST HAD A HORRIBLE BOND AUCTION IN THE UNITED STATES FOR OUR 20-YEAR TREASURIES Because of the lack of bidders…it caused the 20-year bond yield to surge to 5.1%. Credit market is screaming for help right now.

so let me get this straight openai decides to become a for-profit company now the cto, head of research, and vp of training research all decide to leave on the same day this is announced sam altman gets a $10.5B pay day (7% of the company) on the same day tim cook and satya nadella are okay with this? they have no issue with their core foundation model investment losing 3 core execs, including the CTO? not to mention the cofounder LEFT and started a new startup called “Super Safe Intelligence,” last month…kind of implying he doesn’t think OpenAI is safe?! i mean dude what did SAM do?! no WAY three high level people leave on the same day, almost as if it was coordinated, unless they felt Sam did something. having been part of various groups in my life, when people leave, it’s because there was beef. that simple. when one of my friends quit the debate team in high school it wasn’t to focus on his school work, it’s cause he hated our debate coach. I think Sam did something. something that made 3 execs leave at the same time.

launched a substack 1) goal is 2 deepdives a month, 2 weeks per company and 10-15 pages per deepdive 2) idea behind it is forcing myself to spend more time with new companies and become better at analyzing businesses 3) will be free, no paywall ever please comment a company you’d like a deepdive on, first one will launch Oct 15 🙌

$TSLA This is going to be a long post about FSD because I just had one of the most incredible experiences of my life. I took a 40 minute drive today to Jersey City using FSD v13. I snapped this picture of the NYC skyline during the drive. I am in awe. I don’t really even have the words to describe what I’m feeling. My Model Y went through complex highways, turns, residential areas, the NJ turnpike…all with ZERO INTERVENTIONS. ZERO. INTERVENTIONS. I’m talking switching lanes, waiting for people to cross the road, getting onto ramps…not one time did I have to stop the car and take over the wheel. When we talk about AI being the future — this is it. I just experienced the future. A robot drove me to where I needed to go without me worrying about a single thing because of artificial intelligence rooted in Tesla’s data advantage. Like, LLMs are amazing. I use them everyday. But FSD is the real world manifestation of margin expansion. Why? Because I ACTUALLY felt more productive today. So, you can’t be on your phone with FSD yet…but I was free to THINK for 40 minutes. Thought about business, life and goals without having to worry about pressing the pedal or steering the wheel. I haven’t been able to justify the $8K expense to myself yet for FSD since I don’t drive that much but this experience alone made me feel SO MUCH happier and productive during my drive that now it is hard to imagine going on any drive longer than 20 minutes without FSD. My own personal margin expansion will come from me being more productive and I can only imagine when we have unsupervised FSD and I can actually get work done during the drives. Like I just got home and I still can’t believe what I experienced on this drive. FSD drives better than me and will be better than any human WITHOUT A QUESTION. This is coming from someone who 2 years ago wouldn’t dare to even think of putting myself in a car that could drive itself. This experience even makes me laugh at the entire advertising debate around $TSLA. THIS IS THE ADVERTISING!! One 40 minute drive will sell ANYONE on the concept of FSD if they experience it more than any advertisement could. Besides FSD, I cannot imagine anything other than humanoid robots (which Tesla also should dominate over the next few years as Elon says they are aiming for 500K bots by 2027) that actually is the real world manifestation of all these GPUs companies are buying. If this is where the world is going…and Tesla has the best product…they are going to get millions of people paying $8K for this product and with 90% margins on a SaaS product like this…I don’t see how Tesla isn’t one day one of the most valuable companies on planet earth. It just takes one ride, especially on V13, for someone to realize where this world is headed. Beyond impressed and still in awe of what I experienced today.

So… Mark Rober, a famous tech YouTuber, made a video about Tesla’s self driving. It got 10M views. It was negative on Tesla. The video was sponsored by Luminar Technologies, a LIDAR company, and their stock is up 20%, gaining around $35M in market cap. If they paid him $2M to do the video, they just got a 17x ROI off that marketing spend. How is this not an obvious conflict of interest? Why do these famous YouTubers constantly sell out their audience for money? Does anyone not value their brand anymore? Absolutely ridiculous if $TSLA is down 5% today because of this video.

FORMER SEC CHAIR JAY CLAYTON TODAY ON THE $GME $AMC RALLY: “If Roaring Kitty is so excited, why can’t he come on CNBC and talk about the stocks he likes? Why is he tweeting memes? We have to question if it’s legal or not.” So… Bill Ackman can say one thing on CNBC while his

if you are awake, don’t look at your portfolio

I HAVE A QUESTION. What’s the most obvious double to you right now in the stock market over the course of 2-3 years? Part of the reason I began deeply studying $GRAB is because I believe it can double in 2 years. My PT is $10 by 2027. Unfortunately, the hype over the weekend made people think it would double in a week, but that’s obviously not how things work. Towards the end of 2024, I began really trying to figure out what the next play for me would be. $PLTR had done very well, $HOOD did very well, but those plays are not asymmetric anymore. The $GRAB options I have ($7.5/$10 call debit spreads) will 7x by 2027 if the underlying 2x’s. It’s not easy, but at this stage of life and given my current portfolio, it was the most asymmetric bet I could reasonably take on a company I had deeply studied — I would be pretty happy with a 7x in 2 years. Even if the option 3-4x’s in 2 years if $GRAB hits $8 instead of $10, I would be very happy. The reason I made this play is because I think in this market post the 2yr bull run, finding a double is not easy. In 2023: $RKLB, $HOOD, $SOFI, $PLTR and many more doubled/tripled/quadrupled and even 10x’ed from their lows. We’re not in that market anymore. We probably can’t get use to a stock going up 400% in a year. The Mag 7 are great and I own many of them, but they are more cornerstones of a portfolio to lean on vs advancing the portfolio. I don’t think $GOOGL or $AMZN will take my portfolio to the next level, but I do expect a hopeful 15-20% gain from them this year. The Mag 7 are safe, but they won’t easily double either, which is why I began looking to emerging markets and companies that had been essentially left for dead post IPO and that is where I found $GRAB. Again, the fintwit folks who wanted it to 10x in a month likely won’t get that but if they missed out on the 2023 lows of companies that have done incredible well then trying to find one that can 10x in this market won’t be easy. So the question remains…what stock do you think from these prices can double over the course of 2-3 years?