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.