new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla's Lead Is Undeniable With Gali From Hyperchange
1:08:53
1:08:53
Play later
Play later
Lists
Like
Liked
1:08:53
Tesla's Lead Is Undeniable With Gali From Hyperchange
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Paddle Scheme #2 🌊 Tesla is my Favorite Pokemon
18:19
18:19
Play later
Play later
Lists
Like
Liked
18:19
Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AI & Robots: What No One Is Telling You with Adam Dorr from RethinkX
1:31:14
1:31:14
Play later
Play later
Lists
Like
Liked
1:31:14
AI & Robots: What No One Is Telling You with Adam Dorr from RethinkX
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla's Next Stage Has Officially Arrived with Nick from Investing Against The Grain
1:31:13
1:31:13
Play later
Play later
Lists
Like
Liked
1:31:13
Tesla's Next Stage Has Officially Arrived with Nick from Investing Against The Grain
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Everyone is Buying a Tesla with John Gibbs and Brandon from Car Questions Answered
1:12:11
1:12:11
Play later
Play later
Lists
Like
Liked
1:12:11
Everyone is Buying a Tesla with John Gibbs and Brandon from Car Questions Answered
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla Is Just Getting Started With Ark Invest's Tasha Keeney
59:20
59:20
Play later
Play later
Lists
Like
Liked
59:20
Tesla Is Just Getting Started With Ark Invest's Tasha Keeney
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla's Biggest Risk Has Arrived with Michael Dunn from Dunn Insights
53:28
53:28
Play later
Play later
Lists
Like
Liked
53:28
Tesla's Biggest Risk Has Arrived with Michael Dunn from Dunn Insights
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla's Massive Profit Powerhouse Has Arrived with Matt Smith From Rebellionaire
1:33:05
1:33:05
Play later
Play later
Lists
Like
Liked
1:33:05
Tesla's Massive Profit Powerhouse Has Arrived with Matt Smith From Rebellionaire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Noland Arbaugh, Neuralink's First Human Patient
1:27:03
1:27:03
Play later
Play later
Lists
Like
Liked
1:27:03
Noland Arbaugh, Neuralink's First Human Patient
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Elon Musk Doesn't Get Enough Credit.
1:27:07
1:27:07
Play later
Play later
Lists
Like
Liked
1:27:07
Elon Musk Doesn't Get Enough Credit.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Elon Musk's Endorsement Of Trump Changes Everything.
1:16:46
1:16:46
Play later
Play later
Lists
Like
Liked
1:16:46
Elon Musk endorsed Trump.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
PaddleSchemin 🌊 #1 - Travis Kalanick + Tesla Fairytale, Tesla Paddleboard, Cargo Ships & more!
23:21
23:21
Play later
Play later
Lists
Like
Liked
23:21
Welcome to my new super-artisanal-limited-edition Summer Scheme Series: PaddleSchemin!!! This is just me having fun on the lake rambling about all the topics & schemes I'm having. In this episode we cover the following: 0:00 Live from Seattle, WA1:08 Tesla Deliveries1:33 Seaplane Takeoff2:24 Travis Kalanick joining Tesla Cybercab project!?5:08 Bump…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Renting a Tesla instead of taking the bus
10:49
10:49
Play later
Play later
Lists
Like
Liked
10:49
Supercharging rant about how awesome it was to rent a Tesla on Turo and FSD to Grammy's house instead of taking the bus there. And it was only $240! ($290 including post trip supercharging reimbursement) vs ~$220 for the bus. And it took less time because the bus stops (and I didn't have to subway to the bus station). Shoutout Turo! On the drive wh…
…
continue reading
Elon Musk is betting on Tesla's autonomous future. The company is going all out to perfect its FSD technology and launch a Uber competitor/ride-sharing app later this year. After hearing Elon's excitement on FSD V12, on the conference call, mentioning the Cybercab, and stressing how important it was for investors to understand ... I've been doing h…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla Q1 2024 Earnings CRUSH! Cybercab coming soon 👀🤖🚖
30:30
30:30
Play later
Play later
Lists
Like
Liked
30:30
Tesla Q1 2024 earnings are hot off the press! Tesla crushes it with a surprise $1B+ GAAP profit, strong guidance and and absolutely legendary conference call. Tesla is going all in on FSD with the new V12 rewrite, and its Robotaxi event on 8/8, where it looks like the 'Cybercab' will be unveiled. Elon Musk shocked Tesla fans and shareholders on the…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Unedited Bullish Tesla Rant. Elon goin "balls to the wall"
22:41
22:41
Play later
Play later
Lists
Like
Liked
22:41
Tesla stock falls to it's lowest in years, and I'm buying. Here's my rant on everything from the recent layoffs, Elon's motivation & pay package, to the Robotaxi launch on 8/8, Cybertruck progress, Austin factory expansion, FSD taking over & so much more!! I even read my Ode to Austin & Cybertruck Poem lol.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
HCBN #4 - Tesla Delivery Estimates, Reddit IPO, Saylor owns 1% of Bitcoin, Robinhood Credit Card
19:18
19:18
Play later
Play later
Lists
Like
Liked
19:18
Welcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
HCBN #3 - Tesla FSD Progress, First Neuralink Patient, Starship Success
18:27
18:27
Play later
Play later
Lists
Like
Liked
18:27
Welcome to Episode 3 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all…
…
continue reading
It's going to be a rough 2 years for Rivian. I decided to sell my tiny position, as I think dilution is coming. Rivian has only ~$9B in cash, and is burning $1.4B per quarter. The company can't make money on it's $100K R1S & R1T, so I'm not convinced they will be able to make a profit on the $45,000 R2. I love the company and brand, but the busines…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
HCBN #2 - Bitcoin $70K+, Grok Open Source, AI Funding Rounds
14:58
14:58
Play later
Play later
Lists
Like
Liked
14:58
Welcome to Episode 2 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
HCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster Collab
12:23
12:23
Play later
Play later
Lists
Like
Liked
12:23
Welcome to Episode 1 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all…
…
continue reading
Rivian has officially unveiled it's R2, a $45,000 electric vehicle set to debut in 2026. It was an epic unveiling event, and very highly anticipated by the whole EV community. Rivian didn't just unveil it's R2, but CEO/Founder RJ Scaringe also unveiled a totally new, even smaller R3 platform. This was super unexpected, and paves way for the ultra-p…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Navier Founder Sampriti Bhattacharyya is Building Electric Flying Boats
42:43
42:43
Play later
Play later
Lists
Like
Liked
42:43
Interview with Sampriti Bhattacharyya, whose electric flying boat startup, Navier, promises to transform how we move people and goods in our coastal cities. In just 4 years, Navier has gone from concept to entering production. The Alameda, CA based startup has already signed a deal to shuttle Strip employees back and forth across the bay. This is o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
$5.6K | Investing in Rivian + Apple Options Drama ❄️
1:08:41
1:08:41
Play later
Play later
Lists
Like
Liked
1:08:41
Episode #4 of G 2 a Milly. So many moves made! I doubled down on Tesla, bought and sold Apple calls (inspiring a deep life crisis about options) and started my toe in the water position in Rivian. As of the time of this episode, the portfolio consists of 40% Tesla, 27% Apple, 23% Coinbase, 5% Rivian, 4% Bitcoin. Public referral: https://public.com/…
…
continue reading
Tesla stock crumbled 12% after Q4 2024 earnings. Guidance for a lower growth rate in deliveries has analysts missing the bigger picture. On the conference call Tesla announced that both its $25K robotaxi product and Tesla Optimus robot could begin production as soon as 2025! This is huge news for long term shareholders.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
$2.7K | Getting Greedy with Tesla & Coinbase ❄️
23:31
23:31
Play later
Play later
Lists
Like
Liked
23:31
Episode 3 of G 2 a Milly!! Day 12, portfolio value $2,719. Power moves were made since the last episode. I took advantage of a down day in the markets to double down on my two favorite positions, Tesla & Coinbase, as well as adding a little bit of Bitcoin. I answered 12 viewer calls in this episode, huge shoutout to everyone who called in, we cover…
…
continue reading
This Elon control/voting power conversation has me SCHEMIN. What if Tesla just did a massive share buy back to reduce its share-count (giving Elon more % control). It might be too early, and would have to start slow, but in the long run this seems like an inevitable way to return capital to shareholders. What's your take on this?…
…
continue reading
Tesla drama over the long-weekend as Elon Musk posted on X about his ownership and voting control of the company. Now that he's completed his 2018 compensation package, Elon isn't being paid to run Tesla, and has below 25% voting control. Now he's made it clear he wants at least 25% of the voting shares, but a Delaware court case is holding up his …
…
continue reading
G 2 A Milly, Episode 2: Diversification or Nah. The portfolio sits at $1,232 as Gali accumulates more Tesla and Coinbase stock. This is the first user Q&A with 5 questions, ranging from the health of legacy automakers, how to analyze a new company like Toast (TOST), to whether or not to diversify. Let me know what you think in the comments! And don…
…
continue reading
G 2 A Milly Episode #1!!! Day 1, portfolio value $997. In this episode, I announce this new show where I'll be open-source building a portfolio. The first $1,000 is transferred into my account, and I invest it into Tesla & Coinbase. Also set up a recurring addition of $250 every two weeks into my brokerage account. I'm stoked to roll my snowball on…
…
continue reading
January 2024 analysis for Tesla stock financials, deliveries and valuation. Covering everything from Robotaxi's, Q4 deliveries, Cybertruck ramp, FSD to valuation impact from Optimus robot. It's been wayyy too long since I did a full brain dump with all my thoughts on Tesla stock so here it is!!
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla Energy & Supercharger Profits Are BOOMING 🔋🔌
4:00
4:00
Play later
Play later
Lists
Like
Liked
4:00
Tesla recorded $500M+ in gross profit from its Energy and Services (Supercharging) segments in Q3 2023. Elon Musk noted how strong energy gross margins were on the call, and insinuated strength in these businesses will continue. I think this is a super exciting development for Tesla investors as the company can smooth out cyclicality in it's automo…
…
continue reading
Rivian has successfully launched it's R1T, R1S and delivery van products, they are amazing. But financially, the company is in a difficult situation. Cash burn is still above $1B per quarter, and the company will need billions more to fund the R2 factory. Going forward it will be fascinating to see the company walk the tightrope between conserving …
…
continue reading
Starlink has officially announced that it has crossed 2.3M users across 70 countries. A rough financial estimate of $100/month/user in revenue means Starlink is at $2.8B in annual recurring revenue. If you add in hardware revenue, we're likely well over a $3B run-rate. Starlink is fully owned by SpaceX, and is rumored to be going for an IPO in the …
…
continue reading
From urban package deliveries, to minbus ride-sharing, an autonomous Tesla Robovan has massive potential. Rivian's electric delivery van concept has delivered 10,000 units to Amazon and on the cusp of expanding to numerous other companies (like AT&T). Elon Musk has hinted at a highly configurable robovan concept for people and cargo in the past. If…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
ZBiotics: Curing the Hangover with GMO Bacteria 🦠🔬
21:12
21:12
Play later
Play later
Lists
Like
Liked
21:12
ZBiotics is pushing the limits of technology, by creating a new patented bacteria ZB183 that is designed to eat acetaldehyde in your gut, and reduce the negative affects of drinking AKA curing the hangover. I had the amazing privilege of getting an exclusive tour of the Mountain View lab from the CEO Zachary Abbot and COO Stephen Lamb. This genetic…
…
continue reading
Rivian's electric delivery van (EDV) business has quietly been making some huge moves. It generated over $400M in revenue in Q3 alone, and just signed a new partnership with AT&T. Now that Amazon doesn't have exclusive rights to buy the van Rivian will begin to do pilot projects with a bunch of new customers. Surprisingly, the gross margins on the …
…
continue reading
Cybertruck deliveries have begun! With a 2M order backlog the question now becomes how many of these will convert into real orders. In this video I share my projections for Cybertruck sales and demand. Five out of the top eight best-selling vehicles in America are pickup trucks, with a combined 2.1M in sales. The addressable market is clearly massi…
…
continue reading
Tesla has unveiled Gen 2 of it's Optimus Robot ... and WOW, the progress in the past year has been incredible. Tesla is well on their way to commercializing a humanoid robot later this decade. This represents the biggest change in Tesla's addressable market ever, as the potential sales from a humanoid robot to replace manual labor could be $25T. Fo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla Continues Raising the Stakes.
1:29:01
1:29:01
Play later
Play later
Lists
Like
Liked
1:29:01
Tesla Continues Raising the Stakes.
…
continue reading
Tesla Q2 2023 Earnings MEGASTREAM
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla's Energy Revolution w/ James Douma & Matt Smith
2:10:35
2:10:35
Play later
Play later
Lists
Like
Liked
2:10:35
Tesla's Energy Revolution w/ James Douma & Matt Smith
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla Q2 Earnings | End of Quarter is Here
1:40:34
1:40:34
Play later
Play later
Lists
Like
Liked
1:40:34
Tesla Q2 Earnings | End of Quarter is Here
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla, Palantir, and the Quest for World Domination with Amit Kukreja
1:42:24
1:42:24
Play later
Play later
Lists
Like
Liked
1:42:24
Tesla, Palantir, and the Quest for World Domination with Amit Kukreja
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla FSD Recent Drama, The Future of Self-Driving with Chris from Dirty Tesla
1:17:53
1:17:53
Play later
Play later
Lists
Like
Liked
1:17:53
Tesla FSD Recent Drama, The Future of Self-Driving with Chris from Dirty Tesla
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tesla is Changing the Game - FAST | w/ CarEdge & Car Questions Answered
1:05:57
1:05:57
Play later
Play later
Lists
Like
Liked
1:05:57
Tesla is Changing the Game - FAST | w/ CarEdge & Car Questions Answered
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Exposing Worldwide ESG Corruption w/ Alexandra Merz
1:38:37
1:38:37
Play later
Play later
Lists
Like
Liked
1:38:37
Exposing Worldwide ESG Corruption w/ Alexandra Merz
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Every Automaker is Jumping on the Tesla Train with Emmet Peppers
1:42:16
1:42:16
Play later
Play later
Lists
Like
Liked
1:42:16
Why Every Automaker is Jumping on the Tesla Train with Emmet Peppers
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Oil Field Worker Experiences Self-Driving Tesla
49:38
49:38
Play later
Play later
Lists
Like
Liked
49:38
Oil Field Worker Experiences Self-Driving Tesla
…
continue reading
Elon Musk is on a Tesla World Tour
…
continue reading