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Breakaway - Investing & Finance

Breakaway - Investing & Finance

Written by: Sean Hathaway
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About this listen

Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here.

© 2026 Breakaway - Investing & Finance
Economics Personal Finance
Episodes
  • Athletes Inspiration, SaaS-Ocalypse, Options, Robots, SpaceXaI
    Feb 21 2026

    Bench Press: Pete Hegeseth. Secretary of War: 315.

    Avalanche. 9 of 15 people that died in Tahoe avalanche hiking/skiing backcountry

    Mikaela Shiffrin

    • Gold in Slalom
    • First Alpine skier to surpass 100 World Cup wins

    Anthony Kim.

    Started 5 shots back. 9 birdies final round!

    Anthony Kim talking about family and God

    Tiger on Anthony Kim

    Like Kim Kardashian!

    Secret Edge of the Rockstar skier per WSJ.

    • I’d say Golfer too.
    Markets

    Markets 1% or so off ATH. Tech 5% or so whatever. The interesting story is.

    SaaSpocalypse
    iShares Expanded Tech-Software Sector ETF (IGV)

    31% off high!!

    Options trading

    Workday:

    • Duration 482 or 16 months. June 2027
    • Trading at $140.
    • Call is $36 or 26%. % is key. Indicates cost.
    • Bid / Ask: So buy 100 at $36.00, costs you $3600.

    IN summary. Workday goes up 26% to $176 you make money.

    • To make “real Money” you buy $100k you get about 2700-2800 options.
    • Workday doubles to $280.
    • You make ($280- $140 - $36)*2700 = $280 - $300k.
    AISpaceXaI

    XaI video on restructuring and next steps

    Robotics
    • Viral Video from China showing many robots dancing and flipping. Thank goodness we have some American Companies doing similar.
    • Its actually INSANELY impressive. Real?
    • https://www.unitree.com/
    • Dog is $1600

    Figure in the US showing Robots doing real-world tasks.

    Billionaire Wealth Tax


    $519 Per Second: The Real-Time Destruction

    Economics

    Rent control in Mass from WSJA group of housing advocates and labor unions want to stop landlords from raising rents by more than the state’s annual rate of inflation—but no higher than 5%—a year.

    Recommendations

    AI for Home:

    • Using Gemini Gems:
      • Home electronics
      • Music studio

    Chris Hemsworth on Theo Von

    • Play at 17.40. Purity of life and questioning meaning and why?
    • “Falling in love”. Not rising or winning, but falling, like a sacrifice and risk.
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    48 mins
  • SpaceX, XaI, Tesla, Netflix, AI, California
    Feb 11 2026

    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.
    Show More Show Less
    47 mins
  • Markets, Apple, MSFT, Meta, Tesla, XaI, SpaceX, Government
    Jan 31 2026

    Opening

    Reformer Machine Workout at YogaSource in Los Gatos

    Sonos nightmare. Gemini won

    Markets

    The Federal Reserve held its key interest steady in a range between 3.5% and 3.75% after a recent run of interest rate cuts.

    1 Year: VGT/QQQ 23.3%. S&P 500 17%.

    2025: 1 yr and 10 yr

    QQQ: 20.8% and 19.4% annualized = $100k > 620

    VOO 17.8% and 14.8% = $100k > 400

    Apple

    Apple revenue of $143.8 billion, up 16 percent from a year ago

    Google's AI technology would provide the most capable Apple foundation models

    Dictation sucks!

    Microsoft

    Microsoft Cloud revenue was $51.5 billion and increased 26%

    Slowing Cloud Growth.

    Meta

    Up 10% or so?

    From Zuck: Play at 3.22: https://www.youtube.com/live/1Tm7gX-WctI?si=i66btpKGlApbuyF5&t=202

    Tesla

    Investor Deck

    Ending production of S and X in Q1.

    Earnings Call:

    Elon on CyberCab: Play at 26.15.

    Elon on TerraFab: Play here 45.40

    Elon on Optimus: Play

    SpaceX and XaI
    • Merger.
    • How it would work.
    • Tesla Shareholder Allocation.
    • Maintaining super voting rights.
    Government & Fraud


    Ilhan Omar

    US Rep for Minnesota

    Ilhan Omar went from a having a -$65,000 net worth in 2019 to $30,000,000 in 2026.

    Financial Disclosures required for Congress Persons

    2023 Disclosure: $15,000 - $50,000

    2024: $1,000,000 - $5,000,000

    EstCru LLC Winery

    Ilhan Omar Winery. Husband is Tim Mynett

    https://x.com/MarioNawfal/status/2016171843992912175

    - The website disappeared

    - Listings were deleted

    - Archives wiped


    Excited that Matt Mahan is going to run.


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    36 mins
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