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, Tesla, AI, SpaceX, Google, Billionaire Tax
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50th Birthday in Portland
Sentinel Hotel
Will you stop beating your wife?
529 College Saving Plans.
Markets
ATH everything.
1 Year: S&P500 up 31% and Tech 47-60%.
5 Year: 75% - 140%
Gamestop
Ryan Cohen ½ cash ½ stock. Its on the website. We’ll see what happens!!
Google
Profit jumps 80% Stock up 163% YoY.
Liv GolfThe Start up is in trouble.
Apple
Tim Cook Stepping down as Apple CEO
Tesla
High was $490 at $428. 15% to get back to all time high.
Catalysts:
- Self Driving and Robotaxi.
- I never drive my Model Y. Looking to get a more rugged look.
- Here’s Cathie Wood.
- Problem with Waymo is they’re not vertically integrated; they don’t build the cars!!!
- They also have 1 million sensors
- Robotaxihttps://robotaxitracker.com/?provider=tesla&area=austin
- Tesla website now tracking miles
- Semi. 370 Semi’s committed to WattEV in Northern CA. $100m deal. 50 delivered by year end and the rest in 2027.
Strategic Partnerships: Cursor represents SpaceX/xAI’s aggressive push into the high-margin AI developer tools and agentic coding market.
Intel brings chip manufacturing muscle to Musk’s ecosystem through the Terafab project.
Anthropic (via the fresh Colossus 1 lease) illustrates pragmatic deal-making in the AI compute
Starlink: 10 million satellites.
Satellites use laser inter-satellite links to relay data across the network to ground gateways connected to the terrestrial internet backbone.
Tesla Earnings
- Call here.
- Discussing new fab building here.
- Investor Deck here.
AI
OpenAI
Anthropic
California Billionaire Tax
1. The Threshold Drop (From $1 Billion to $50 Million)
2. "One-Time" vs. "Annual" and the Power to Change
Exit tax. versions include "wealth tax resident" language that applies the tax to people for up to 4 years after they leave California, preventing people from dodging the tax by moving away once it passes.