Breakaway - Investing & Finance

Bend OR, Google, MSFT, Meta, XAI, President

• Sean Hathaway

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Opening

  • I make mistakes on my podcasts. Please feel free to comment and fact-check me. It's hard. I try to go hard and not pause.
  • Oregon plays Michigan today. Ducks favored by 14.5
  • Redmond:
    • Parents.
    • Cold.
    • Food carts and BEER!!! Need that in San Jose! Huge business opportunity!
  • Single digit golf stats: 

Markets

  • Overall strong earnings, but seeing some pullback.  
  • Can’t bet against these big guys.  

Wilshire 5000 to GDP Ratio:

  • 2.0 almost at all time high. Last time at 2 was Nov 2021.  

CAPE Ratio: 35

  • 38 in Nov 2021. 
  • 44 in Dec 1999. 

Ford, Meta, Google, Microsoft, XAI


Ford Earnings

  • Ford to idle production of F150 Lightning. 
    • Ford has sold a mere 22,807 Lightnings so far this year
    • Ford’s EV division has lost $3.7 billion during the first three quarters of this year—about $55,000 per EV—and expects $5 billion to $5.5 billion in losses this year.
    • Tesla Net Income $2.2 billion. 

Meta: These numbers are insane!

  • Revenue up $6b or 19%. $41b vs $34b
  • Net income up $4b (35%). . $16 vs $12. 

Google /Alphabet Earnings

  • Revenues up 15% to $88.3 billion.
  • Net income increased 34%

Microsoft

  • Revenue was $65.6 billion and increased 16%

xAI plans to bring online an additional 100,000 Nvidia GPUs at its Memphis. 

President of the US

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