MY OPEN LETTER TO A GENERATION LOCKED OUT OF OWNERSHIP
Why Peter Thiel Is Right -- And What Comes Next for Those Ready to BuildMillennials didn’t turn skeptical of capitalism because they lacked ambition, discipline, or resilience. They turned skeptical because the ladder they were told to climb wasn’t just missing a few rungs -- it had been pulled away altogether, replaced by a system that demanded belief without offering any real path to ownership. That’s not some bitter generational myth. It’s the foundational break that shaped every financial decision, every career plan, every entrepreneurial pivot made by Millennials since the GFC.We spent nearly two decades pretending that the old economic contract still existed -- that college degrees, corporate loyalty, and careful saving could still open the doors to upward mobility -- while the cost
Hello everyone! Today i want to share some trading ideas with you!1. $Alphabet(GOOG)$ CLOUD IS TEARING IT UPGCP just hit a Rule of 40 score of 46 -- apply a 20x multiple on its $48B run rate & you’ve got a $1T cloud business.But sure, let’s keep talking about “potential softness” in the consumer side of the business -- while their AI infra is on fire.Image2.THE MACRO ISN’T SLOWING DOWN AI HARDWARE $Alphabet(GOOGL)$ just raised CapEx by $200M -- $17.2B vs Est. $17B -- big sentiment win for $NVIDIA(NVDA)$ 👀Image3. $Alphabet(GOOGL)$ IS TRADING NEAR A DECADE-LOW VALUATIONThe real question heading into today's earnings:
TSLA: It’s Positioning Instead of Playing the Car Game
1. $Tesla Motors(TSLA)$ is no longer optimizing for volume, ASPs, delivery targets or even margin discipline. It’s not playing the car game. It’s positioning.It’s not even a stock. It’s a leveraged call option on whether Tesla becomes the operating system for real-world AI. If it works -- it’s a 10x.2.What’s, more, BESSENT SLAMMING MUSK FOR “OVERPROMISING AND UNDERDELIVERING” ON DOGE IS SO FREAKING WEAKBecause this isn’t really about whether the $160B in reported savings is precise to the decimal. It’s about how Musk is doing it. He’s not tweaking. He’s bulldozing. Canceling contracts. Slashing headcount. DOGE isn’t a policy initiative -- it’s a system rewrite.And that’s exactly what makes Bessent’s attack so petty. Of course the execution isn’t p
Hello everyone! Today i want to share some technical analysis with you!1.Remember when someone called $TransMedics Group, Inc.(TMDX)$ the “modern-day Squid Game”? One of the worst takes out there.The bears are back in the cave where they belong -- stock’s up 42% YTD. Conviction isn’t always easy -- but this is when it pays off.Image2.I love how people start throwing out wild claims on dominant companies the moment the stock's down -- because narrative always follows price action.Take $Amazon.com(AMZN)$ for example: it’s off ~25% & suddenly everyone’s acting like it’s a China-dependent retailer on the verge of collapse.In reality, only ~40% of Amazon’s revenue comes from its own retail. The rest? Platf
1. $Tesla Motors(TSLA)$ The past six months have thrown every red flag at Tesla: a ~15% drop in deliveries, rising tariffs, political distractions, and brand damage abroad. Any one of those could shake conviction. Taken together, they look like a trend.But I’m not exiting. Because beneath the surface, something bigger is unfolding.Tesla is becoming a full-stack infrastructure company -- energy, autonomy, compute -- built into a system no other automaker can touch.If the robotaxi rollout hits in June, it’s the next leg. Tesla isn’t betting on EVs anymore. It’s betting on infrastructure. And that’s the bet I still want to make.Image2.Here are the key levels to watch out for $Alphabet(GOOGL)$ price action o
HE AGE OF ROBOTICS IS HERE -- HERE’S HOW TO POSITION FOR IT
For the first time in modern history, intelligence is becoming cheaper than labor -- and that changes everything. It reshapes workforce economics, rewrites productivity, and reorders which companies will lead the next industrial era.The next trillion-dollar shift in tech won’t be digital. It’ll be EMBODIED.We’re entering a new age -- one where AI stops speaking and starts acting.Where intelligence is paired with motion.Where AI doesn’t just tell us what to do -- it does it.That means robotics. Every innovation cycle follows the same path: infrastructure first, applications second, physical integration last. We’ve built the chips. We’ve trained the models. Now we’re giving those models arms, legs, and cameras. The market still sees robotics as a distant dream, but the reality is far more im
IS $GOOGL THE MOST DISRESPECTED STOCK IN THE MARKET?
$Alphabet(GOOGL)$ Wall Street talks about it like it’s past its prime -- a legacy search engine coasting on ad dollars while OpenAI and Anthropic eat its lunch. The market is so fixated on LLMs denting Search that it’s missing what’s actually happening: Google is quietly assembling the foundation of the next tech supercycle. And it’s doing it in three places that matter more than any chatbot -- infrastructure, agents, and cybersecurity.Everyone’s pricing in weakness at the top of the funnel. No one’s pricing in strength at the bottom of the stack.Google doesn’t need to win the flashy LLM race to dominate the AI era. It already owns the rails. It’s building the pipes, securing the endpoints, and embedding agentic intelligence directly into the ope