Breakaway - Investing & Finance
Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here.
Breakaway - Investing & Finance
Mkts, AI, Amazon, Tesla, DOGE
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.
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
Ron Desantis on Property Taxes
Recommendations
- CEO of Scale AI: Alexandr Wang on This past weekend with Theo Von.
- Book: The Lion Women of Tehran. Mothers and daughters, love, jealousy.
- Paramount+: Seal Team
- Trumps cabinet meeting
- Dictators podcast.