Earnings Previews: NFLX, TSM, TSLA, and AMZN
Earnings season is upon us and we have four stocks in the portfolio (NFLX, TSM, TSLA, and AMZN) that will report over the next two weeks. We are going to provide earnings previews for each stock.
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"We, Elon." Where Does Tesla Go From Here?
We're sticking with Tesla and continuing to bet on Elon's brilliance.
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Trade Alert: Two New Positions
We're adding two names that we have followed for some time and are well-positioned in two of the most exciting Revolutions happening today: biotech and alternative energy.
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PFE's Activist, Google Breakup, Nuclear's Future, And Much More
We're dissecting market moves and calling out the Republican Democrat Regime's latest theatrics. From space stocks to social media giants, we're covering the gamut. And yeah, I'm still not eating my hat over any Google breakup nonsense.
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Setting Expectations For Tesla's Robotaxi/Cybercab/We, Robot Day
I expect that Tesla will announce that people in at least one US city (Austin, probably, maybe Phoenix and another city too) will be able to start using the Tesla app to summon a driverless Tesla Cybercab anytime.
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How The World Will Change In The Next 10,000 Days
Imagine a world where AI optimizes daily life, robots automate mundane tasks, and sustainable energy powers our homes. Over the next 10,000 days, revolutionary technologies will Reshape industries and transform society.
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Hedging China, Betting on Tesla, and Managing Risk (Plus a Lazy Pyrenees Cameo!)
From hedging China exposure to betting big on Tesla, here's our latest take on market moves, puts strategy, and the stocks we're eyeing — all while keeping risk in check. Plus, a glimpse into the ever-watchful (but lazy) life of Bernice the Pyrenees!
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UAE/HK Takeaways Part III: My Big Four Investing Implications
tl;dr: (1) the rate of technological change far outpaces the rate of technological adoption.; (2) AI's probably going to work out; (3) real-world experiences are here to stay; (4) the world will probably to continue to become more interconnected.
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China's New Bull Market? Small caps v Large Caps, Crypto Winter, And Much More
From China's stimulus impact on Tencent to Tesla's robotaxi plans, we cover market moves across tech, biotech, and crypto. Get insights on our current picks, reflections on past investments, and thoughts on navigating today's complex market landscape.
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UAE/HK Takeaways Part II: China, And The Power Of The Status Quo
Maybe things won't change as quickly as everyone expects.
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Trade Alert: CRWD and LUNR
We're putting on small positions in CrowdStrike and Intuitive Machines.
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UAE/HK Takeaways Part I: Peace In The Middle East?
It's one of those unknown, unknowns that absolutely no one is thinking about right now.