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
Life, Markets, Netflix, Nvidia, Tesla, SpaceX
Opening
Jordan Peterson. Ride or Die
Grok vs Google
Golf
California Business
Markets
- S&P 8% off highs. Was 10% 1 week ago. So that was a correction
- Tesla 52%. Nvidia, Meta: 20%. Apple: 18%.
Finance Education
Security. Digital Hygiene: Great from Karpathy 2-factor authentication and strong password for financial websites. YubiKey. 1Password
IRA Contributions
401k Max: 2025: $23,500 + Employer Match + After-tax = $70,000
Still can do $7000 in IRA.
Treasury Secretary
- Scott Bessent and All-in
- Full Interview on X here.
- Palantir
DOGE
- Website is GREAT!! www.doge.gov
- I had to google “Timor-Leste”
- Elon on what DOGE is finding.
- DOGE's spending cuts are ramping up so quickly that United Airlines announced government travel is down a MASSIVE -50%
Netflix
- CNBC video here. MoffetNathanson Upgrades Netflix to $1100.
- “Netflix has won the streaming wars.Case closed”
Nvidia
- Jensen Huang KeyNote at GTC 2025
- Nvidia working on driverless vehicle with GM!!
- Blue the robot. Robots are coming!!
SpaceX Tesla
- $480. Now $230. Sow down 52%. So increase 1.1x or 110% to get back.
- Play at 0:30. Winner take most by Cathie Wood.
- $8-10 trillion in Revenue in 2030. ½ to platforms, like Tesla. Which is the biggest AI platform in the world.
- Dragon crew launch to ISS.
- Carried a russian cosmo.
- Stuck no More! WSJ
- 285 days in space. 9 months.
- No other US company can do this.
- 400th landing of Falcon 9 booster.
- Will launch to Mars and carry Optimus. Crossover.
- Per Elon, SpaceX carries 95% of payload to orbit.
- Starship is the only “vehicle” currently built that can go to Mars.
- Boston Dynamics Robot - Break dancing. Yes its here.
- BYD. Sheer size of Shenzhen factory.
University Endowments
- Trump threatening to suspend federal grants to Columbia University per WSJ.
- Play Andreeson on University funding.
Recommendations
- All-In Podcast. Chamath and Friedberg interviewing Secretary of Treasury Scott
- Dictators
- White Lotus
- Elon Interview on Ted Cruz