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
Markets, Investing, Netflix, Tesla, Nvidia, XAI
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Katie Porter: Governor of CA. Can we just get some smart rational leaders?!
Music:
- Every major has a corresponding minor. Count 6.
- Major: WWHWWWH
- C:CDEFGAB
- Minor:123456 = Am
Markets
All time highs!
- Market up 4x in 10 years.
$100,000 10 yrs ago:
VOO = $400,000
VGT = $800,000
Apple = $1m
NFLX = $1.1m
TSLA = $2.8m
NVIDIA = $30m
100,000 = $400,000 now
Symbol | Total Returns (Daily)
| 1 Year | 3 Year | 5 Year | 7 Year | 10 Year
AAPL | 16% | 86% | 129% | 382% | 930%
AMZN | 23% | 94% | 39% | 135% | 718%
GOOG | 51% | 150% | 241% | 330% | 675%
META | 22% | 438% | 178% | 356% | 676%
MSFT | 29% | 129% | 160% | 401% | 1185%
NFLX | 70% | 430% | 123% | 239% | 1002%
NVDA | 45% | 1434% | 1229% | 2668% | 29157%
QQQ | 26% | 129% | 123% | 252% | 517%
TSLA | 80% | 94% | 205% | 2380% | 2701%
VGT | 31% | 146% | 147% | 306% | 696%
VOO | 19% | 93% | 111% | 160% | 300%
Investment over time:
At age 25 max your 401k at $23,500 and save an extra $1,000/month. Increase by $1000/mo annually until age 50.
You should have over $10m by age 50. (below shows $13.5m with 10% returns.
Netflix
WokeFlix.
- Everyone will hate something!!
Greg Peters - Co CEO:
- "Go with God and try to monetize the heck outta that."Good philosophy for LIFE!
- Still really the only PURE streaming play
Tesla
Elon Musk's 2018 Tesla Compensation Plan
- Structure: 12 tranches; each tranche vested only upon achieving both a market cap milestone and an operational goal.
- Milestones: 12 market cap targets starting at $100B and increasing by $50B each up to $650B
- Done in 2023.
Stock was basically $20 and 10X!!! 20x now.
Elon Musk's 2025 Proposed Tesla Compensation Plan
- Structure: Similar to 2018 with 12 tranches of restricted stock.
- Milestones: 12 market cap targets from $2T to $8.5T
FSD v14. Watch the vides. Parking in Garages, fast-food drive-thru’s, pulling over for ambulance, etc…
Tesla is the world leader in:
(1) Real-world AI (2) Robotics and (3) Manufacturing advanced integrated hardware and software at scale. This 3rd point is under-appreciated, but is key to profitability.
XAI
XAI/Grok, Gemini/Google, OpenAI/ChatGPT,
Jensen Huang:
Recommendations
- Atomic Habits and How to Win Friends and Influence People