Description

Apple Phone

SuperBowl. Bad Bunny

JETS:Two B-1B Lancer bombers. two F-15C Eagles, two F/A-18E Super Hornets, and two F-35C Lightning 

Linday Vonn - Torn ACL. 

Markets

VOO and Tech still near all-time highs.

Bitcoin down 45%. 

Spotify up 15% today. Still 40% off high. 98B market cap. 

SpaceX 

• Acquired XAI
• Current valuation. $250 and $1t. 

Elon on the Pivot to Moon as opposed to Mars now. 

Elon Musk

Great interview with 

• 10000 Starship launches annually. Low rate compared to airplanes.

Merger with Tesla

SpaceX and XaI merged. Presumably Elon has super voting control. Now SpaceXaI will acquire $TLSA at a premium (~30%). They're similarly valued at ~$1.5T each. 

AND I think/hope Elon also offers an "allocation" of pre-IPO shares to Long-term Tesla shareholders (maybe > 3 years).

Tesla

Netflix

Ted Sarandos testimony. 

• 80% of HBO subscribers are Netflix subscribers. 
• YouTube is #1 viewing platform. Rights to Oscars, NFL, etc… 
• Netflix is 9% of viewing and with Warner 10%? Wow! 
• Chief Strategy Officer at Warner. 

Senator Hawley is a terrible Senator! 

• Play Union Commitment
• 53.28. Sexually inappropriate trans characters. 
• What % of Netflix employees donate $’s to what party? 
• 1.07.03 Why give Netflix the power to promote more woke shit!? Must Play. 
  • Wokest content in the world. 🤣
• 1.29.06. Grumpy Old Men

AI

Jensen Huang on Software and AI. AI will not replace software. 

Government Fraud

Hospice Cares in California

Play:  https://x.com/WallStreetApes/status/2018099758943084657

• 18% of entire US Home Healthcare funding/billing is from LA county. 
• 1 Dr. 1900 patients and billed $120m in one year!  
• 287 Hospice providers in 2 mile radius. 2000 hospice agencies in LA county. Strip malls, unmarked buildings and vacant lots.

California Billionaire Tax

Larry, Sergei, Peter Thiel, countless others. Startup founders will leave.  

With Zuck’s move to Florida, California’s total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. 

Recommendations

• Beast within me.