Normally I put out Pod on Friday, but couldn't wait this time around...too much going on.
The markets are resetting and hopefully done! The Fed provided guidance today and it was good.
Microsoft (2nd biggest company in world) released earnings and it was spectacular. Need the same from Apple.
Tesla Earnings! Unbelievable and one of the most interesting earnings calls ever! Elon was on. I play some clips. Gotta figure out how to buy me some more Tesla. He says full-self driving is biggest software feature in history and Tesla bot (Optimus) will eventually deliver more revenue than auto! And other shell-shockers!
Bill Ackman, famed hedge fund manager buys NFLX! OMG should we follow. NFLX is down ~50% and is poised to grow over the next decade.
Neil Young said its either him or Rogan on Spotify. Guess who spotify chose.
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