Tesla's Lead Is Undeniable With Gali From Hyperchange

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 …

AI & Robots: What No One Is Telling You with Adam Dorr from RethinkX

Tesla's Next Stage Has Officially Arrived with Nick from Investing Against The Grain

Everyone is Buying a Tesla with John Gibbs and Brandon from Car Questions Answered

Tesla Is Just Getting Started With Ark Invest's Tasha Keeney

Tesla's Biggest Risk Has Arrived with Michael Dunn from Dunn Insights

Tesla's Massive Profit Powerhouse Has Arrived with Matt Smith From Rebellionaire

Noland Arbaugh, Neuralink's First Human Patient

Elon Musk Doesn't Get Enough Credit.

Elon Musk endorsed Trump.

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…

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…

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…

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…

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.…

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…

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…

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…

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…

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…

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…

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…

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/…

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.…

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…

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?…

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 …

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…

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…

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!!

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…

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 …

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 …

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…

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…

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 …

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…

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…

Tesla Continues Raising the Stakes.

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