Markets, Bitcoin, NVIDIA, Tesla, Politics

About this episode

Grok and AI

Golf

• Click Stick
• Full Swing Golf Monitor
• Fairway ~60%, 8ft putt 50%, green in Regulation: 175-200yds = 50%. 150-175yds = 63%

Trump

• Big Dinner with Trump and moguls. Ronaldo. Elon. Crown Prince Mohammed bin Salman of Saudi Arabia
• Trump with Mamdani
• “Shared purpose of serving New Yorkers and how to help with affordability”
• Fascist? 
• INSPIRING

Political Absurdity

My Post on X. Politicians and Investing

"They’ve got the WORST policies. But I don’t talk about them. Because if I talk about it, they might change." 

Larry Summers - Secretary of Treasury. 

• Summers resigned his seat on the OpenAI board. 
• Then Harvard announced it would take a fresh look at his and other faculty members’ ties to Epstein.
• The immediate cause of Summers’s undoing was the release of a passel of messages in which he asked advice from his friend Epstein on “getting horizontal” with a woman he was pursuing.
• “She’s already beginning to sound needy :) nice,” Epstein noted

Markets

Bought: 

• Tesla Down 20% 
• Meta Down 26% 
• VOO Down ~5%

Bitcoin

• $125,000 in October
• $87,000 today
• Down $38k or 30%

My Financial Acronyms

FATMAANN. Up 160% (85% without Nvidia), compared to S&P 57%

Facebook, Amazon, Tesla, Microsoft, Alphabet, Apple, Netflix, Nvidia

TAMPAN

Born: Nov 6, 2025

Tesla, Amazon, Meta, Palantir, Apple, Nvidia

NVIDIA

NVIDIA Earnings Q3 2025

• Record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago.

AI Build, Tesla, Nvidia

US Saudi Investment Forum. Full interview here. Elon and Jensen Huang. 

Play at 7.37Work will be optional. Elon Musk says if current AI and robotics trends continue "money will stop being relevant in the future." Then to Jensen. Hahaha

Play at 14.50.  Elon and Jenson announcing 500 mw or gw? Gazillion $’s. HaHaHa 

Play at 18.35. AI in Space. 

Netflix 

• Per WSJ Bids for Warner Brothers.  
  • At the same time, Warner Discovery continues to move forward with plans to separate its assets into two companies: one to house its studios and streaming business, and the other comprising its cable networks
• Stock Split. 10:1

Recommendations

• Get a hobby
• Restrung my guitar
• Writing a rhythm, lead and lyrics to a song