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
Meta, Amazon, NFLX, Tesla, Nvidia, Palantir, Apple
Wealth Management can be a scam. Spoke to a 35-year old paying XX 1.5% a year to manage his $5.5M. If he keeps going until retirement, he'll end up paying $6M in fees and end with ~$14M less than using a Vanguard ETF
AI: I was completely honest. I said I just typed it into AI. if you're not using AI now you're stupid.
Gambling:
Markets
Fed Rate Cut
- The latest quarter-point cut will reduce the Fed’s benchmark short-term interest rate to between 3.75% and 4%
- Effects Money Market almost immediately. VMFXX's 7-day yield 4.05% and SPAXX.
- Juices economy. Less expensive to borrow, so can invest, build etc..
Apple
Slow to AI. But will figure it out. iPhone 17 awesome.
Meta
- Earning Results
- Revenue $50b. Record!
- UCAN 43% (Side note…S&P 500 is international).
- CapEx $50b YTD vs $24b last year. Double!!!
- Stock down 11%
Amazon
- Up 10% plus in after-hours.
- $180b in the quarter
- I’ll never sell:
- Package everyday.
- Andy Jasse
- Memo culture
Tesla
- Record Revenue. $28b.
- Energy up 44% !!!!
- Revenue $3.4b and $2.3 cost. $1b in profit
- US grid is only 50% productive. Can double with batteries.
- Other Services up 25%.
Elon Remarks. Play at 11.00 Play thur 15.00
- Leader in Realworld AI. Shockwave
No Drivers in Austin prior to year end. Taking a VERY conservative strategy!
Nvidia & Palantir
PLAY Jensen Huang on the importance of of Palantir and their ontology stack
Alex and Jensen speaking together.
Autonomous Driving
NVIDIA Drive Software
NEWS: Nvidia today announced it is partnering with Uber to help build the "world’s largest Level 4 autonomous fleet, targeting 100,000 Robotaxis starting in 2027.
Netflix
Highlights:
- Talked about personalized ad targeting. THIS IS HUGE!
- KPop Demon Hunters, which is now our most popular film ever (325M views)
- Sharing view % growing
- Why Netflix?
- Grown organically. WB and other mergers/acquisitions are a mess: Cultural and bureaucratic. Same core execs: Ted, Greg and David!
- Perfect mix of creative and Tech. No-one even close in tech. This helps ad money!
Revenue and YoY % growth by Region:
- UCAN: $5.1b17%
- EMEA:$3.7b18%
- LatAm: $1.4b10%
- APAC $1.4b21%
~43-45% of Revenue is US