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, Apple, MSFT, Meta, Tesla, XaI, SpaceX, Government
Opening
Reformer Machine Workout at YogaSource in Los Gatos
Sonos nightmare. Gemini won
Markets
The Federal Reserve held its key interest steady in a range between 3.5% and 3.75% after a recent run of interest rate cuts.
1 Year: VGT/QQQ 23.3%. S&P 500 17%.
2025: 1 yr and 10 yr
QQQ: 20.8% and 19.4% annualized = $100k > 620
VOO 17.8% and 14.8% = $100k > 400
Apple
Apple revenue of $143.8 billion, up 16 percent from a year ago
Google's AI technology would provide the most capable Apple foundation models
Dictation sucks!
Microsoft
Microsoft Cloud revenue was $51.5 billion and increased 26%
Slowing Cloud Growth.
Meta
Up 10% or so?
From Zuck: Play at 3.22: https://www.youtube.com/live/1Tm7gX-WctI?si=i66btpKGlApbuyF5&t=202
Tesla
Ending production of S and X in Q1.
Earnings Call:
Elon on CyberCab: Play at 26.15.
Elon on TerraFab: Play here 45.40
Elon on Optimus: Play
SpaceX and XaI
- Merger.
- How it would work.
- Tesla Shareholder Allocation.
- Maintaining super voting rights.
Government & Fraud
Ilhan Omar
US Rep for Minnesota
Ilhan Omar went from a having a -$65,000 net worth in 2019 to $30,000,000 in 2026.
Financial Disclosures required for Congress Persons
2023 Disclosure: $15,000 - $50,000
2024: $1,000,000 - $5,000,000
EstCru LLC Winery
Ilhan Omar Winery. Husband is Tim Mynett
https://x.com/MarioNawfal/status/2016171843992912175
- The website disappeared
- Listings were deleted
- Archives wiped
Excited that Matt Mahan is going to run.