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Fun Friday show today talking $TSLA, $NVDA, $HOOD, $BA, $AAPL, $AMD

The most important wealth gap closing bill of my lifetime. Make it retroactive for every kid under 18.

The admin’s split with Elon adds pressure to reassure and win back Wall Street, boosts odds of a China deal soon.

OpenAI says they hit $10b in ARR. I believe they are sandbagging/back dating that reported number and are meaningfully higher

Not much about Apple excites me either lately but maybe part of that’s on us. It’s a hardware company, and mass-market hardware breakthroughs are insanely rare. No level of creative genius changes that reality.

My portfolio needs the Framewok to entail a sky full of Boeing jets packed nose to tail with Nvidia chips.

THIS Drove Elon Over The Edge. 🤬

Interesting Jensen quotes at GTC Paris: "we estimate around $1.5T of accelerated DC demand" "do believe most of the ASIC projects will end up getting cancelled" "We are going to sell hundreds of billions of GB200/300" "RTX Pro is the biggest opportunity ex GB" $NVDA

The admin’s silence on chip exports in this morning’s trade deal comments is sus. Not sure what it means, but something’s off.

Food delivery drivers have become a menace to our streets distracted, reckless, too often high. With kids about to start driving, it hits way too close to home. Let the cars drive themselves.

My perfect Friday

Odds China traded rare earths for student visas = 0. $NVDA

Without investors, capital sits idle. We move it efficiently toward solutions: food, medicine, clean energy, housing. Capital markets serve society when they function. Choke the flow with your 90% tax plan, and those most in need suffer first.

Many hurdles ahead in humanoids, but hardware > software in this game.

Updated LLM IOS rankings. ChatGPT: #1 Gemini: #32 Grok: #84 Microsoft Co-Pilot: 116 MetaAI: #122 DeepSeek: No longer in top 200 Early adoption + memory = moat.

#2 and #4. WTF, where’s the socialarb trade on this? #loveisland