HyperChange

G 2 a Milly hit the 1 year mark! Woo!! In this video series I'm documenting building a stock portfolio, open-sourced. Now we are 366 days in, and the portfolio is worth $38,673, with 64% in Tesla, 26% in Airbnb and 10% in Coinbase. 2025 is bringing a ton of interesting dynamics to markets, we discuss the post-election Trump Bump, Tesla's robotaxi ambitions, what Airbnb will do next ... and most of all is it worth owning anything besides Tesla stock??? You tell me in the comments below!!

Tesla's Q4 2024 deliveries are hot off the press. Tesla delivered 495,000 cars in Q4, and just under 1.8M for the full year. Additionally, it was a huge quarter and year for energy storage with deployments hitting 11GWh in Q4. The stock was down about 6% on these numbers, after its huge run up in the final months of 2024. What are your thoughts on the numbers? Cybertruck weaker than expected? Nothing matters with Cybercab around the corner? Semi ramping next year? Let me know in the comments below.

Elon Musk is the leader of 6 major companies changing our world: Tesla, SpaceX, X (formerly Twitter), XAI, Neuralink and The Boring Company. Today his companies are valued between $1.5-$2.5T depending on who you ask, and we think they are on track to be worth $100+ when it's all said and done. This is the Roman Empire of Capitalism, being built before our eyes. In this episode, me and Aidan break down all of Elon's companies one by one and explain why he started them and the impact they are making. From Tesla's journey in making EVs mainstream, to now getting ready for self-driving. SpaceX's incredible breakthrough of the resuable rocket, Neuralinks first brain chip patient, XAI competing with OpenAI and raising $6B, X's transformation into the global town square ... and SO MUCH MORE. This conversation was a blast, let me know what you think in the comments below!!

A new era of HyperChange is upon; The American Technological Renaissance. In this long-form podcast, we discuss our optimism surrounding the potential of using technology to improve our daily lives. We hold nothing back in this episode, covering Elon Musk's role in the new American government under Donald Trump, the idea of DOGE (Department of Government Efficiency), what that means for the future of American builders and innovation in our country. We discuss Super-Intelligence AI apps like Grok, and ChatGPT, Tesla's dominance in self driving cars and humanoid robots, SpaceX's ushering in of the new space age where we return to the moon, Bryan Johnson living forever, the potential of gene editing, fixing our food system, how Bitcoin and crypto are changing fiat currencies, and so much more. We would love to know your thoughts in the comments below!!

Rivian Q3 results have arrived! Revenues dipped below $1B/quarter for the first time since 2023, and gross margins got even worse to negative 45%. The company is still guiding for positive gross margins in Q4 2024 which would be a major win for the company, and I'd be extremely impressed if they hit. My biggest concern when looking at the stock is the sharecount is increasing at an accelerating pace. Up to 1,014M shares in Q3, up 6.5% in just a year. This could accelerate if the share price doesn't go up, causing a dilution spiral.

Airbnb Q3 2024 results are hot off the press! Revenue grew 10% to $3.7B (all time high), and the company is planning to launch 1-2 new $1B+ revenue businesses next year, and every year going forward. On the conference call Brian Chesky kept comparing Airbnb today to Amazon when they were selling just books. Chesky sees the company expanding well beyond travel into new products and services. This will mean investments in growth will ramp next year. Airbnb is moving to be on offense and growth mode, and exciting inflection point. Let me know what you think in the comments below! $ABNB

Donald Trump has just won the US Presidential election. Tesla stock is up 15% to its highest level in more than a year. What does this new American era mean for Tesla investors? A lot of the regulatory scrutiny (FSD, Elon's Pay Package) seems like it will go away. The regulatory approval path for FSD / Cybercab got way easier. And mainly, I think investors are just hyped because it means Elon and Tesla will be left alone to execute on their massive vision. There will be volatility, and it's way to early to tell how this will all play out. But things are shaping up to be a very bright future if Elon can work well with the new Trump administration. Let me know your thoughts below!!

Interview with Amit (aka ‪@amitinvesting‬ ), where we discuss Palantir's valuation and growth prospects, I pitch him on Airbnb stock, we talk about Tesla's Optimus bot, the upcoming election effect on markets and finally on Robinhood stock. It was a blast to scheme with Amit, who does livestreams on his channel for the market open. He has also become the voice of retail shareholders for Robinhood and Palantir and interviewed both CEOs. Give him a follow!

Tesla stock soared 21% today after a monster Q3 earnings beat. It was a big day for the portfolio. But something wasn't right ... I was still stressing because of my Airbnb options position. So I had to make the tough call to sell my options for a small gain and roll the position into plain, old, boring Airbnb equity. A prudent move in the long term I believe, and one that will serve my sanity. I realize I've been flip flopping like crazy with options, but that is what it is. Cheers to a good day in the portfolio I guess ....

With US election just two weeks away, tensions are heating up. This could drive significant market volatility in the short term. I wanted to hop on to explain my take on the recent events with Elon Musk supporting Donald Trump so publicly and how that could impact the stock, depending on the election results. Then I dive into my Airbnb options bet and long term thesis for the company. Let me know your thoughts!