EPISODE · Feb 26, 2025 · 44 MIN
Mkts, AI, Amazon, Tesla, DOGE
from Breakaway - Investing & Finance
CollegesCabo to college: A&M, TCU Stockyard. Miami, Tennessee, ClemsonEmbrace AI!! Particularly younger professionals! Elon on Doge: Says he is “Tech Support”.Markets Markets correcting. S&P 500 down 3% last few days. Still up 2% YTD and 18% 1 year. Starbucks laying 1000 offApple to invest $500 billion in US. NVIDIA earnings tonight. Its like a superbowl event. Foreign companies. 21:30 min on The Compound and Friends: Brian Belsky on foreign investments. Bezos announcement around WaPo:I’m writing to let you know about a change coming to our opinion pages. We are going to be writing every day in support and defense of two pillars: personal liberties and free markets.Buffet Letter: Long-Term Optimism: Despite market frothiness (he calls it "casino-like" elsewhere), Buffett remains bullish on America’s economic tailwind. He sees stocks as the best bet over bonds or cash long-term.Margin LoansAmazon and AIAndy Jassy on Alexa+.Grok 3.Tesla and XAIDown ~40%. Tesla (TSLA) new car registrations fell 45.2% year over year to 9,945 in January in the European Union, European Free Trade Association, and UK, the European Automobile Manufacturers' Association said Tuesday.People are waiting for Model Y ramp. Wow #FSDChinaWho will build Robots for US Govt? U.S. based humanoid robot startup @1x_tech has unveiled their next-gen robot, NEO Gamma. Improvements: NEO can now walk with a natural human gait and arm swings.XpengAll-in on Elon setting up xAI data center. Pro Nvidia. Elon moving fast. Generators. Liquid cooling. Power problem. Rewriting firmware. Elon on XAI data center build. DOGE Elon on Doge: Says he is “Tech Support”. Comment on Email: People that are dead or fictional. DOGE website. List 5 things you accomplished this week. Jaime Dimon on DOGE initiative. Software subscriptions not being used! Social Security: Amazing Puzzle! 😀No one person actually knows how it works.395m people on SSRon Desantis on Property TaxesRecommendationsCEO of Scale AI: Alexandr Wang on This past weekend with Theo Von.Book: The Lion Women of Tehran. Mothers and daughters, love, jealousy. Paramount+: Seal TeamTrumps cabinet meetingDictators podcast.
What this episode covers
CollegesCabo to college: A&M, TCU Stockyard. Miami, Tennessee, Clemson Embrace AI!! Particularly younger professionals! Elon on Doge: Says he is “Tech Support”.Markets Markets correcting. S&P 500 down 3% last few days. Still up 2% YTD and 18% 1 year. Starbucks laying 1000 off Apple to invest $500 billion in US. NVIDIA earnings tonight. Its like a superbowl event. Foreign companies. 21:30 min on The Compound and Friends: Brian Belsky on foreign...
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Mkts, AI, Amazon, Tesla, DOGE
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