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 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.

XaI video on restructuring and next steps

• 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.

$519 Per Second: The Real-Time Destruction

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.

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.

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.

VOO and Tech still near all-time highs.

Bitcoin down 45%.

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

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

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

Great interview with

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

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).

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

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

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.

Opening

Reformer Machine Workout at YogaSource in Los Gatos

Sonos nightmare. Gemini won

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 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 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

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

• Merger.
• How it would work.
• Tesla Shareholder Allocation.
• Maintaining super voting rights.

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.