Reformer Machine Workout at YogaSource in Los Gatos
Sonos nightmare. Gemini won
Markets
The Federal Reserve held its key interest steady in a range between 3.5% and 3.75% after a recent run of interest rate cuts.
1 Year: VGT/QQQ 23.3%. S&P 500 17%.
2025: 1 yr and 10 yr
QQQ: 20.8% and 19.4% annualized = $100k > 620
VOO 17.8% and 14.8% = $100k > 400
Apple
Apple revenue of $143.8 billion, up 16 percent from a year ago
Google's AI technology would provide the most capable Apple foundation models
Dictation sucks!
Microsoft
Microsoft Cloud revenue was $51.5 billion and increased 26%
Slowing Cloud Growth.
Meta
Up 10% or so?
From Zuck: Play at 3.22: https://www.youtube.com/live/1Tm7gX-WctI?si=i66btpKGlApbuyF5&t=202
Tesla
Ending production of S and X in Q1.
Earnings Call:
Elon on CyberCab: Play at 26.15.
Elon on TerraFab: Play here 45.40
Elon on Optimus: Play
SpaceX and XaI
- Merger.
- How it would work.
- Tesla Shareholder Allocation.
- Maintaining super voting rights.
Government & Fraud
Ilhan Omar
US Rep for Minnesota
Ilhan Omar went from a having a -$65,000 net worth in 2019 to $30,000,000 in 2026.
Financial Disclosures required for Congress Persons
2023 Disclosure: $15,000 - $50,000
2024: $1,000,000 - $5,000,000
EstCru LLC Winery
Ilhan Omar Winery. Husband is Tim Mynett
https://x.com/MarioNawfal/status/2016171843992912175
- The website disappeared
- Listings were deleted
- Archives wiped
Excited that Matt Mahan is going to run.
