With US election just two weeks away, tensions are heating up. This could drive significant market volatility in the short term. I wanted to hop on to explain my take on the recent events with Elon Musk supporting Donald Trump so publicly and how that could impact the stock, depending on the election results. Then I dive into my Airbnb options bet and long term thesis for the company. Let me know your thoughts!
This is the 7th installment of G 2 a Milly, where I open-source building my portfolio. This is 294 days in, with a value of $27.686. Here's a link to G 2 a Milly #6 (the previous episode): https://youtu.be/kgWYce5p_xg?si=1CnfurHTSYAwTHtQ
Shoutout to my broker Public!! A great app. If you sign up with my code and deposit $20 into your account you will get $25 worth of stock for free!! Here's the HyperChange unique link: https://public.com/hyperchange
0:00 US Election Incoming !!
0:39 G 2 a Milly Scoreboard
5:37 Tesla Update
8:36 HyperBullish Airbnb Options Bet
11:32 Airbnb Longterm Thesis
20:08 Positive on America’s Potential
Disclaimer: Nothing in this show is financial advice. My positions shown in this portfolio could change at any moment without notice. Always do your own research.
Elon Musk's support for Trump is creating a divide among Tesla fans while positioning him as a proponent of free speech and a strategic player in the political landscape, potentially influencing the upcoming election and benefiting his business interests Questions to inspire discussion Trump and Electric Vehicles 🚗Q: What is Trump's stance on electric vehicles? A: Trump supports consumer choice between electric, gasoline, and hybrid vehicles, acknowledging that electric vehicle costs are declining and will likely represent 100% of new vehicle sales in the future. Musk's Political Influence 🗳️Q: How did Musk's endorsement of Trump affect the election? A: Musk's...
Tesla and SpaceX are revolutionizing transportation and space travel through advancements in autonomous technology and cost-effective solutions, potentially transforming market dynamics and accessibility Questions to inspire discussion Tesla's Autonomous Driving Progress 🚗Q: How does Tesla's autonomous driving data collection compare to competitors? A: Tesla collects 5 million miles of FSD data daily, vastly outpacing competitors like Whizmo, which only collects 70,000 miles, giving Tesla a significant data advantage for developing autonomous driving technology. 🏙️Q: What potential impact could Tesla's robotaxi service have on the ride-hailing market? A: Tesla's robotaxi service, potentially costing 20 cents per mile at scale, could...
This week, Marques, Andrew, and David discuss everything from the new Kindles that were just announced to the We, Robot Tesla event. We also get into the SpaceX rocket that was caught after its launch and some of the new AI Adobe features that were announced at Adobe Max. There was a lot to get into! Enjoy!
Chapters:
00:00 Intro
01:14 New Studio video
05:00 New Kindles
09:45 A new iPad Mini
15:13 Trivia question
16:53 AT&T (Sponsored)
17:46 Miro (Sponsored)
18:48 We, Robot event reactions
01:06:59 Trivia question
01:08:12 Shopify (Sponsored)
01:09:13 Coda.io (Sponsored)
01:10:21 Netsuite (Sponsored)
01:11:26 SpaceX caught a rocket
01:20:23 Adobe Max
01:35:20 Trivia answers
01:39:45 Outro
Links:
New Studio video: https://bit.ly/4heh0yv
SpaceX rocket launch: https://bit.ly/3BQUSKk
HDTVTest iPad Mini video: https://bit.ly/3UdnC6g
Adobe Max announcements: https://bit.ly/3Ug1WX3
Music provided by Epidemic Sound
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David Imel: https://www.threads.net/@davidimel
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Waveform is part of the Vox Media Podcast Network.
