Microsoft
- Revenue up 13% and Operating income up 16%.
Meta
- Revenue up 16% YoY and operating income up 27%!
- 3.4 billion unique users they estimate.
- Investment thesis:
- Instagram and Reels. WhatsApp
- AI
- Physical glasses
Play at 2:05. Morning routine. Dropping F-bomb! Socially awkward. “I’m really smooth!” Does wonders for confidence!! 🤣 Smooth talker. Self-effacing.
Netflix
- All time highs. $1100+
- Recession proof.
Tesla
shared a comment from its Board Chair.
“Earlier today, there was a media report erroneously claiming that the Tesla Board had contacted recruitment firms to initiate a CEO search at the company. This is absolutely false (and this was communicated to the media before the report was published)
Autonomous
FSD Supervised ride-hailing service is live for an early set of employees
Trump Admin to ease restrictions
Tesla has secured a 2 year exemption to run FSD on public roads in Norway
- So 10x safer than human alone
- https://www.tesla.com/VehicleSafetyReport
Tesla Semi progress. Tesla has announced that they will be building 46 Semi truck megawatt level charging sites in the next couple years. They will all be built by early 2027.
Waymo has announced they are now providing over 250,000 paid Robotaxi trips per week, up from 200,000 per week two months ago.
Slate Car company
- Why do I feel like Slate is gonna be the Android to Tesla’s Apple.I
Anduril & Palantir
- Leaders in defense and warfare.
- This video is sick! Electro-magnetic pulse to take drones down.
- Ted Talk with Palmer Lucky.
I like these leaders (Palmer and Alex Karp).
Economy/Govt
Warren Buffet on importance of reducing trade deficit.
Tariffs
Great post from Ackman. Kind of game theory on why China has incentive to settle.
DOGE
$250 MILLION for "Transparency for the Uzbekistan Cotton Industry"
Recommendations:
- Palmer Lucky.
- Theo Von and Zuck.
