Colleges

Cabo to college: A&M, TCU Stockyard. Miami, Tennessee, Clemson

Embrace AI!! Particularly younger professionals!

Elon on Doge: Says he is “Tech Support”.

Markets

Markets correcting. S&P 500 down 3% last few days. Still up 2% YTD and 18% 1 year.

Starbucks laying 1000 off

Apple to invest $500 billion in US.

NVIDIA earnings tonight. Its like a superbowl event.

Foreign companies. 21:30 min on The Compound and Friends: Brian Belsky on foreign investments.

Bezos announcement around WaPo:I’m writing to let you know about a change coming to our opinion pages. We are going to be writing every day in support and defense of two pillars: personal liberties and free markets.

Buffet Letter: Long-Term Optimism: Despite market frothiness (he calls it "casino-like" elsewhere), Buffett remains bullish on America’s economic tailwind. He sees stocks as the best bet over bonds or cash long-term.

Margin Loans

Amazon and AI

Andy Jassy on Alexa+.
Grok 3.

Tesla and XAI

Down ~40%.
Tesla (TSLA) new car registrations fell 45.2% year over year to 9,945 in January in the European Union, European Free Trade Association, and UK, the European Automobile Manufacturers' Association said Tuesday.
- People are waiting for Model Y ramp.

Wow #FSDChina

Who will build Robots for US Govt?

U.S. based humanoid robot startup @1x_tech has unveiled their next-gen robot, NEO Gamma. Improvements: NEO can now walk with a natural human gait and arm swings.
Xpeng

All-in on Elon setting up xAI data center.

Pro Nvidia.
Elon moving fast. Generators. Liquid cooling. Power problem. Rewriting firmware.
Elon on XAI data center build.

DOGE

Elon on Doge: Says he is “Tech Support”.
- Comment on Email:
- People that are dead or fictional.
DOGE website.
List 5 things you accomplished this week.
Jaime Dimon on DOGE initiative.
Software subscriptions not being used!
Social Security:
- Amazing Puzzle! 😀
- No one person actually knows how it works.
- 395m people on SS