HyperChange

After holding Lemonade stock for almost 4 months and researching the company, I'm more bullish than ever. They are executing like crazy and on track to not only increase positive cashflow but become GAAP profitable and eventually a cash cow. This earnings potential is slowly getting realized by the market. This nimble, owner/operator owned insurance company is AI-native and run like a startup. They are growing like crazy while maintaining discipline and strong financials. I'm planning to hold my stock in 2026 as they are set up for a monster year of growth and improving fundamentals.0:00 Lemonade’s Been Crushing It1:32 Analyzing Lemonade’s Q3 2025 Results2:15 Lemonade’s Massive Upcoming Inflection4:12 Lemonade’s Operating Leverage5:05 Rapidly Improving FundamentalsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Lemonade stock and this show is not financial advice. I'm not a financial advisor.

Cybercab's are being spotted all over Austin, Texas and Elon Musk has confirmed that production is starting in April, just 3 months away. Pre-production models are being seen at an increasing rate as Tesla gets ready to launch its newest vehicle. Purpose built for self-driving, the Cybercab will have no wheels and operate on Tesla's Robotaxi network. All Tesla investors are watching the growth of Robotaxi. Some think there will be tens of thousands of vehicles in the fleet by Q4 2026, others (like myself) think the rollout will be slower and more methodical.Comment your predictions on Tesla's Robotaxi/Cybercab rollout for 2026!!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock, this show is not financial advice.

Interviewing Larry Goldberg (aka Tesla Larry) about SpaceX's upcoming IPO. We discuss the company's proposed $1.5T valuation and if thats over or under valued. SpaceX is currently operating it's launch and Starlink businesses at a ~$25B revenue run-rate, Larry believes the new V3 Starlink satellites could expand this significantly. Datacenters in space are coming, but may not add to the bottom line for another 4 or 5 years. And everything hinges on the success of Starship to enable these new businesses. 0:00 SpaceX IPO at $1.5T Valuation2:49 Starship Enables New Businesses4:08 Starlink’s Military Potential & Strategic Value5:54 New Satellites From Starlink Are Gamechangers7:25 AI Datacenters In Space11:48 Elon Musk’s Focus on Tesla’s AI Chips13:09 When Does SpaceX Profit From Datacenters in Space14:17 Will Datacenters In Space Work?16:33 Everything Relies On Starship’s Success18:48 SpaceX IPO: Under or Overpriced?Tesla Larry on X: https://x.com/TeslaLarryMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Tesla Larry and I are long Tesla and SpaceX stock, this show is not financial advice.

My interview with Larry Goldberg (aka Tesla Larry) all about the upcoming SpaceX IPO. We go over in depth Bill Ackman's public proposal to help SpaceX with a SPARC offering, essentially allowing the company to go public bypassing the traditional investment banking process. This innovative proposal has created a lot of waves in the Tesla / Elon Musk / SpaceX community as the IPO rumors continue to heat up. Overall I think it's good we have this new alternative to consider, it will help with negotiating with the banks and gives Tesla investors a shot at getting SpaceX shares.Tesla Larry on X: https://x.com/TeslaLarry0:00 Larry Goldberg aka Tesla Larry0:42 Bill Ackman’s SPARK SpaceX IPO Proposal1:31 SPACs and Disrupting The IPO Process6:12 Ackman’s Disruptive Proposal on X24:23 How Tesla Investors Get Early SpaceX AccessMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Larry and I are investors in Tesla & SpaceX and nothing in this show is financial advice.

My interview with Ali Ansari the founder of micro1.ai, an AI startup that has grown revenue from $8M to $150M+ this year and is on track for a multi-billion dollar valuation. They are working with most of the AI labs and largest tech companies in the world (including Microsoft) to hire human experts to train AI. We've been investing in Ali for years now and it's been epic to see his insane growth and recent traction. Ali and micro1 are at the forefront of the AI revolution.Ali Ansari Founder of micro1.ai on X: https://x.com/aliniikkmicro1 website: https://www.micro1.ai/0:00 Forbes Article, $2.5B Valuation?1:35 Micro1: The AI Platform For Human Intelligence7:18 Micro1’s Insane Growth ($8M to $100M ARR in one year)9:54 Are We In An AI Bubble?16:16 Micro1’s Long Term Vision20:25 Micro1 Training Tesla Optimus25:20 Why Did You Found Micro1?29:10 The Early Days Ebay Flipping33:08 $15B Market Growing 100%+34:35 Human Demonstration Business (Teaching Robots)37:00 Micro1’s Next Funding RoundMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm an investor in micro1 personally and through my VC firm HyperGuap. This is not financial advice.

The US Government/NASA has confirmed plans to go to the moon in 2028 and establish a permanent base shortly thereafter. What are they doing on the moon?? Building as Elon Musk puts it: a "Giant lunar base with AI satellite factories and a mass driver to shoot them into deep space (of course)". WHAT and he confirmed rumors that this new business will propel SpaceX to a $100T valuation, yes that's $100 TRILLION. AND fleets of Optimus robots building massive solar famrs (in space!?). This is getting truly sci-fi. It may take a while, but it's clear SpaceX is focused on becoming a leader for datacenters in space and powering the AI revolution.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in SpaceX and Tesla this is not financial advice.

SpaceX, Amazon, Microsoft, Google, NVIDIA ... EVERYONE is talking about datacenters in space. Well one little startup based in Redmond, WA beat them all to the punch, it's Starcloud who just launched an NVIDIA H100 into space and ran gemini on it successfully! The datacenter in space era is upon us! With a valuation likely in the hundreds of millions this is a prime buyout candidate for any of the major tech giants. Sundar Pichai, Satya, Sam Altman at OpenAI even Elon Musk at SpaceX, will all be using Space datacenters and launching them soon. Why not jump ahead and acquire the 20 smartest satellite engineers in the world by swooping up Starcloud? I think it makes a ton of sense.IMPORTANT: Starcloud did not pay me for this episode and has nothing to do with this content. It was my idea for a good moonshot monday episode.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm a biased investor in Starcloud and this episode is not financial advice.

Tesla stock just closed at an all-time high of $489.88 per share! This makes the company worth over $1.5T! We've got a flurry of bullish news that is driving this optimism. First is the safety drivers are about to be removed for the Robotaxi service in Austin. This will be a huge milestone for the self-driving business and pave the way for massive growth there. Additionally, it looks like this SpaceX IPO IS HAPPENING. There are all sorts of ways this could benefit Tesla ... mainly AI chips in Space? That's right I think in 2030 Tesla will be sending its AI8 chip to space on a SpaceX rocket and work as a datacenter in space. Crazy times!! I'm trying not to get tooooo excited as the stock runs ahead of its fundamentals. Let me know your thoughts!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   0:00 Don’t Get TOOO Excited0:52 Robotaxi Updates: No Safety Driver In Austin3:09 The SpaceX IPO & AI Chip PartnershipDisclaimer: I'm not a financial advisor, this is not financial advice.

SpaceX is set to be the world's biggest IPO next year. What impact will this have on Tesla stock? Will money rotate into SpaceX? Will a stronger SpaceX be good for Tesla? Will the two companies partner on some kind of space business? I think there is MASSIVE potential here. Tesla is already rumored to build a dune buggy for the moon and sending Optimus to space.. now they could even potentially supply SpaceX with AI chips from the Tesla Terafab for datacenters in space. SO MUCH potential. I think the IPO will be a big benefit for Tesla investors. Let me know your thoughts below!!0:00 SpaceX IPO & The Space Bull Market3:00 SpacX & Tesla Business Partnership Potential 5:08 CHIPS! Tesla Terafab to work with SpaceX on Datacenters in SpaceMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla and SpaceX and nothing in this video is financial advice.

The biggest IPO ever might be happening in 2026. That's right, SpaceX and Elon Musk are confirming rumors that the company plans to go public next year. The latest valuation in private markets was $800B, making SpaceX the world's most valuable private company. The IPO valuation is rumored to be $1.6T, but I still think that's way too low. This 180 pivot from never IPOing to listing ASAP has been inspired by AI datacenters. It appears as if Elon Musk has decided that this will be SpaceX's next big business. This is so exciting! Do you think SpaceX will IPO?This news hit home for me as just a month ago I was at Starcloud's HQ in Redmond, WA, and they were talking about how they were launching an NVIDIA datacenter into space. That quirky startup was onto something huge, now it looks like all the big tech companies are want to get in on the same trend ... datacenters in space. And guess who they'll have to pay to make it happen?? That's right, SpaceX.0:00 Emergency SpaceX Podcast0:23 SpaceX Plans To IPO in 20261:43 Why SpaceX will IPO, Datacenters In Space12:40 SpaceX IPO Terms, $1.6T Is Too Cheap18:38 Pros & Cons of SpaceX IPO21:54 SpaceX’s Big Vision: MarsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This is not financial advice, and I'm an investor in SpaceX through secondary vehicles.