Description

Opening

• Appreciation for life and feeling good.
• Punta Mita. W. Golf 
• Masters: Rory completed a career grand slam.
• Men’s Golf Career Grand Slam Winners
• Jeff Bezos Blue Origin sends women to space

Markets

People are freaking, but is it that bad? NO!!

Netflix

• Was at a $1058. After market $1006
  • 3 years ago in June was $170!!!  
  • Almost a 6x return!!!

Revenue up 12.5% YoY. I like at least 10%. 

Greg says will double Ad-tier revenue in 2025 (big statement). 

Price targets:

• Wedbush $1150
• JP $1025
• Morgan Stanley $1150

Tesla

• $776b market cap. $240 stock price. Was $428. 
• Biggest news coming is Cybercab in June in Austin…just wait.  

Sales:

Tesla’s Market Leadership:

• Tesla sold approximately 128,100 EVs in the U.S. during Q1 2025, outperforming the combined sales of the next 10 EV brands. 
• Teslas Super Charger in LA. Two 45 ft screens.
• Giga Texas production now uses FSD Unsupervised to deliver cars from end of line to the outbound logistics lot. Over 50,000 driverless miles have been accrued between California and Texas factories so far.
• NEWS: Five years after debuting Indiana's first @Tesla police car, the Bargersville Police Department says it has saved them nearly $500,000 in maintenance and repairs.
• Joe Rogan now tweeting about Tesla: I had my Tesla model S drive me home the other day with FSD, and it’s fucking wild. Changes lanes to avoid slow traffic, stops at red lights and stop signs, hits the blinkers and turns for you. It’s bananas.
• My FSD works great!!!

Nvidia

• Blog on $500b investment and building in Arizona

Walmart & Amazon - Drone Delivery

Universities

Columbia University:

• With an endowment of $14.8 billion

Harvard University:

• With an endowment of $53 billion.

Govt 

Govt Transparency

The Washington Times claimed that Trump’s nearly 100 questions answered in three 2025 cabinet meetings is nearly 20 times the number answered by Biden during cabinet meetings over his entire four-year term

DOGE

24.5k people over 115 years old claimed $59M in benefits

28k people between 1 and 5 years old claimed $254M in benefits

9.7k people with birth dates over 15 years in the future claimed 

Recommendations

• Brecka on Joe Rogan: 
• Den of Thieves on Netflix. 
• White Lotus
• Play guitar!