Bend OR, Google, MSFT, Meta, XAI, President

OpeningI make mistakes on my podcasts. Please feel free to comment and fact-check me. It's hard. I try to go hard and not pause.Oregon plays Michigan today. Ducks favored by 14.5Redmond:Parents.Cold.Food carts and BEER!!! Need that in San Jose! Huge business opportunity!Single digit golf stats: MarketsOverall strong earnings, but seeing some pullback.  Can’t bet against these big guys.  Wilshire 5000 to GDP Ratio:2.0 almost at all time high. Last time at 2 was Nov 2021.  CAPE Ratio: 3538 in Nov 2021. 44 in Dec 1999. Ford, Meta, Google, Microsoft, XAIFord EarningsFord to idle production of F150 Lightning. Ford has sold a mere 22,807 Lightnings so far this yearFord’s EV division has lost $3.7 billion during the first three quarters of this year—about $55,000 per EV—and expects $5 billion to $5.5 billion in losses this year.Tesla Net Income $2.2 billion. Meta: These numbers are insane!Revenue up $6b or 19%. $41b vs $34bNet income up $4b (35%). . $16 vs $12. Google /Alphabet EarningsRevenues up 15% to $88.3 billion.Net income increased 34%MicrosoftRevenue was $65.6 billion and increased 16%xAI plans to bring online an additional 100,000 Nvidia GPUs at its Memphis. President of the USTrump on RoganJD Vance on RoganTulsi and RFK have also been on Rogan. And Elon. Kamala on Call her DaddyHillary Clinton in 2008:“If they’ve committed a crime… DEPORT THEM! No questions asked. PolyMarket: Jeff Bezos on Washington Post - TRUSTRegulations: From Chamath: Remember the Whales, Sharks and Seal studies from SpaceX.  Recommendations:The Penguin on Max. Slow Horses on Apple. The Lioness on Paramount.  Not easy to figure out!! Hours on phone/internet with Xfinity. No humans…impossible.