Apple

Iphone
Stock at all-time-high $273

Shutdown. Politicians should forgo paychecks perm!!

Nelly Korda vs Grant Horvat

Same tees. Stroke play. 5 shots to her. Her course. ~6700 yards.
4th hole Par 3 207 yards. So not easy!!
Driver carry: 250 yds
125 yd. Hitting PW. (LIKE ME!!). 9 iron uphill to 131. Easy swing.
She hits even to “Down” on Driver. So don’t listen to those saying you have to hit on the upswing.
She plays Taylor Made. Loves them!
She is so NICE and endearing. Charming. Smiling 100% of time.

Kai Trump set to play in first LPGA event. Invite due to large following.

Will attend and play at UofM

Paige Spirinac cheating by stomping grass. I’ve totally DONE this!!!

Key Prohibition (Rule 8.1a)

You must not take deliberate actions to improve the position or lie of your ball, or the area of your intended stance or swing, by altering physical conditions. This includes:
- Touching, pressing down, or trampling grass, vegetation, or the ground around the ball.
- Examples of breaches:
  - Standing on tall grass or weeds to push them down and aside, clearing a path for your stance or swing when you could have taken a stance without doing so.
  - Repeatedly stepping or stomping in the rough to flatten the area around the ball, improving the lie or backswing path.
  - Bending or breaking branches/grass unnecessarily while preparing your stance.

Blue Origin Landed Booster on Ocean vessel.

Encyclopedia Galactica

Markets - S&P 500

Markets down this week.
Correction should be expected.

S&P500 Up 16, 2% off high.

Tech: Up 20%, ~5% off high

Tesla

End of last Podcast was discussing Elon Comp package passing:

Play at 58.18. Stop 1:02. Scale of Optimus. We want Starwars, not Terminator.
1 million unit production line in Fremont. 10m unit production line in Austin.
Play at 1:14.50. Manufacturing Robots.
- Cars are Robots
- Stop at 1:16.

Robotics: Prediction of how USA vs China in Humanoid robotics will go over the next few years

HUGE

This is analogous to SpaceX. Private company saves Country. 86% of Global cargo

WE NEED ROBOTS!! Tesla is our ONLY hope.
1. General Intelligence Era (Robots work and encompass AGI).
2. More Robots than humans by 2045. TAM = $200 trillion.

Proxy Advisors

Glass Lewis and ISS facing antitrust probe.

White House looking at rules to curb their influence.

Makes no sense how ETFs are voted.
Consolidates too much power in ETF managers.

Delaware

I’ll say it again - boards that don’t move could be sued in Delaware for staying - and exposing shareholders to uncapped securities claims. https://x.com/bgurley/status/1988630110002421806?s=51&t=YUkdoBz4yNifBaQlQUp3-g

Tesla Sales

Tesla outsold in Revenue the top 20 companies

September Sales #1 and #2 in the World.

Ford on Tesla

Remember Ford $13 billion loss on EVs since 2023
1.6km of wires more!

Politician’s Absurdity

PlayThis video is great. Government kills affordability of everything it touches!

Play and don’t get too upset. This video by Roland Gutierrez is a perfect summary of why socialism is pretty much evil. Don’t be lazy. Work your ass off. You’ll be 1000x happier than the person who sat back and received some Government aide. Why? You earned it!

Economic impact of Elon Musk. Last 4 years.