Markets, Tesla, AI, SpaceX, Google, Billionaire Tax

50th Birthday in PortlandSentinel HotelWill you stop beating your wife?529 College Saving Plans. MarketsATH everything. 1 Year: S&P500 up 31% and Tech 47-60%. 5 Year: 75% - 140%GamestopRyan Cohen ½ cash ½ stock. Its on the website. We’ll see what happens!!GoogleProfit jumps 80% Stock up 163% YoY.Liv GolfThe Start up is in trouble.Apple Tim Cook Stepping down as Apple CEOTesla 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 sensorsRobotaxihttps://robotaxitracker.com/?provider=tesla&area=austinTesla website now tracking milesSemi. 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 EarningsCall here. Discussing new fab building here. Investor Deck here. AIOpenAI Musk vs AltmanElon on X explainingElon tesitfying AnthropicCalifornia Billionaire Tax1. The Threshold Drop (From $1 Billion to $50 Million)2. "One-Time" vs. "Annual" and the Power to ChangeExit 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.