#98 – Markets, Bitcoin, NVIDIA, Tesla, Politics

November 21, 2025

AI

Golf

  • Click Stick
  • Full Swing Golf Monitor
  • Tour Pro:
    • Fairway ~60%
    • 8ft putt 50%. 
    • Green in Regulation: 175-200 = 50%. 150-175 = 63%

Trump

    • Big Dinner with Trump and moguls. Ronaldo. Elon. Crown Prince Mohammed bin Salman of Saudi Arabia
  • Trump with Mamdani
    • Congratulating him
    • Lot’s in common, like housing
    • Very nice remarks from Trump
    • “Shared purpose of serving New Yorkers and how to help with affordability”
    • Fascist? 
  • INSPIRING
    • People want a fight, but it was great and exemplar politics

Political Absurdity

My Post on X. Politicians and Investing: 

  • I need to hook up with Ron Wyden figure out how we can start investing together… He’s got something dialed in that I need to figure out. So much dedication and time he spends publicly standing up for our country in our rights and whatever else… 

"They’ve got the WORST policies. But I don’t talk about them. Because if I talk about it, they might change." 

Larry Summers - Secretary of Treasury. 

  • Summers resigned his seat on the OpenAI board. 
  • Then Harvard announced it would take a fresh look at his and other faculty members’ ties to Epstein.
  • The immediate cause of Summers’s undoing was the release of a passel of messages in which he asked advice from his friend Epstein on “getting horizontal” with a woman he was pursuing.
  • “She’s already beginning to sound needy :) nice,” Epstein noted

Markets

Bought: 

  • Tesla Down 20% 
  • Meta Down 26% 
  • VOO. Down ~5% . Why? Won’t get filthy rich, but will always be around. 

Bitcoin

  • $125,000 in October
  • $87,000 today. 
  • Down $38k or 30%. 

My Financial Acronyms

FATMAANN

Born: Jan 14, 2022 

Facebook, Amazon, Tesla, Microsoft, Alphabet, Apple, Netflix, Nvidia

Up 160%. 85% without Nvidia. S&P 500 57%.

TAMPAN

Born: Nov 6, 2025

Tesla, Amazon, Meta, Palantir, Apple, Nvidia

NVIDIA

NVIDIA Earnings Q3 2025

  • Record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago.

AI Build, Tesla, Nvidia

US Saudi Investment Forum. Full interview here. Elon and Jensen Huang. 

Play at 7.37 Work will be optional. Elon Musk says if current AI and robotics trends continue "money will stop being relevant in the future." Then to Jensen. Hahaha

Play at 14.50.  Elon and Jenson announcing 500 mw or gw? Gazillion $’s. HaHaHa 

Play at 18.35. AI in Space. 

Netflix 

  • Per WSJ Bids for Warner Brothers.  
    • At the same time, Warner Discovery continues to move forward with plans to separate its assets into two companies: one to house its studios and streaming business, and the other comprising its cable networks.
  • Stock Split. 10:1

Recommendations

  • Get a hobby. 
  • Restrung my guitar. 
  • Writing a rhythm, lead and lyrics to a song.
I'm Sean Hathaway

Hi, I'm Sean

20 years of finance experience and obsessed with high quality results.

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Markets, Terafab, Tesla, SpaceX, CA Fraud

sean@hathawayfinancial.com - 1-971-409-4180 - Almaden, San Jose, California

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