Agenda: GolfTesla & RobotsPolitical statement absurdity. Iphone. Apple at $273 Shutdown. Politicians should forgo paychecks. Nelly Korda vs Grant Horvat. He is a +3 and gave her a 5 shot lead to start. She still won. Kai Trump set to play in first LPGA event. Paige Spirinac cheating by stomping grass. You must not take deliberate actions to improve the position or lie of your ball, or the area of your intended stance or swing, by altering physical conditions. Blue O...

MarketsTAMPAN: Tesla, Amazon, Meta, Palantir, Apple, Nvidia TeslaCompetition with xPeng? Compensation Plan Live streaming Shareholder meeting. “1 Trillion pay package!!” Proxy here Rules: 12 Tranches. 12 Market Cap + 12 Operational Term: 10 years! Award: 1% of shares in form of RSU. Vest on (a) the Market Capitalization Milestone for such tranche and (b) a previously unmet Operational Milestone. 12 Market Capitalization Milestones: 1: $2 trillion2-10: $500 bill...

Wealth Management can be a scam. Spoke to a 35-year old paying XX 1.5% a year to manage his $5.5M. If he keeps going until retirement, he'll end up paying $6M in fees and end with ~$14M less than using a Vanguard ETF AI: I was completely honest. I said I just typed it into AI. if you're not using AI now you're stupid. Gambling: Chauncey Billips arrested!! Markets Fed Rate Cut The latest quarter-point cut will reduce the Fed’s benchmark short-term interest rate to between 3....

OpenGov of Illinois Pritzker. $1.4m in gamblingSen Jon Fetterman making “based” comments. Up Next Palmer Lucky on Joe RoganBreaking 50 with Steph and Security US Bank Sharing:CoinbaseCartaIntuitMarketsYes there could be a crash. But remember economy is not same as Stock Market Gold/Silver/Bitcoin Debasement of Fiat?Sign of mania!? Foreign governments buying. Nvidia Jensen Huang 50 direct Reports. From 2023Every employee should have AI agents. Multiplying productivity by 10...

OpenKatie Porter: Governor of CA. Can we just get some smart rational leaders?! Music: Every major has a corresponding minor. Count 6. Major: WWHWWWH C:CDEFGABMinor:123456 = AmMarketsAll time highs! Market up 4x in 10 years. $100,000 10 yrs ago: VOO = $400,000 VGT = $800,000 Apple = $1m NFLX = $1.1m TSLA = $2.8m NVIDIA = $30m 100,000 = $400,000 now Symbol | Total Returns (Daily) | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year AAPL | 16%...

Opening Golf PGA Championship at Quail Hollow. 156 players. Top 70 make cut. Qualification Criteria California Budget $12 billion budget deficit. Newsom is proposing to close the deficit by rolling back state-funded insurance coverage for adults without legal immigration status, cutting coverage for weight loss drugs like OzempicCalifornia: 13.3%Hawaii: 11.0%New York: 10.9%New Jersey: 10.75%Oregon: 9.9%Investing $1000 to every kid. Home Alarm: $45/ month MarketsTariffs T...

OpeningGolf Justin Thomas on improving putting. MarketsGoogleEarnings on April 24, 2025 MicrosoftRevenue up 13% and Operating income up 16%. MetaRevenue up 16% YoY and operating income up 27%!3.4 billion unique users they estimate. Investment thesis: Instagram and Reels. WhatsAppAIPhysical glassesPlay at 2:05. Morning routine. Dropping F-bomb! Socially awkward. “I’m really smooth!” Does wonders for confidence!! 🤣 Smooth talker. Self-effacing. Earnings release...

MarketsMarkets are volatile, but its very important to keep things in perspective. S&P 500 16% off all time high. 5 and 10 year annualized returns of 15% and 11%. CAPE Ratio still high at 33. Tesla“The reality is, in the future, most people are not going to buy cars.” Letter and Financials FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Model Y best selling car on Earth. 2 years in row. Transition lines in all ...

OpeningAppreciation for life and feeling good.Punta Mita. W. Golf Masters: Rory completed a career grand slam.Men’s Golf Career Grand Slam WinnersJeff Bezos Blue Origin sends women to spaceMarketsPeople are freaking, but is it that bad? NO!! NetflixWas at a $1058. After market $10063 years ago in June was $170!!! Almost a 6x return!!!Revenue up 12.5% YoY. I like at least 10%. Greg says will double Ad-tier revenue in 2025 (big statement). Price targets: Wedbush $1150JP $...

OpeningHappy b-day to wife and her mom! Tiger Dating Vanessa. Cialis. 2.5mg per day for longevity from Bryon Trump, Kid Rock, Dana White and Bill Maher have dinner. MarketsFull Correction Territory (down 10%); quickly moving to “Bear” down 15%. S&P 17%, Tech 25%+Apple in huge correction. PE still at 30Netflix at 43. TariffsNo income tax in the US income tax until 1913. Tariff rates: The U.S. charged less than most big players—think 2-5% versus 5-15% fro...

Opening Jordan Peterson. Ride or Die Grok vs Google Golf California Business MarketsS&P 8% off highs. Was 10% 1 week ago. So that was a correction Tesla 52%. Nvidia, Meta: 20%. Apple: 18%.Finance Education Security. Digital Hygiene: Great from Karpathy 2-factor authentication and strong password for financial websites. YubiKey. 1Password IRA Contributions 401k Max: 2025: $23,500 + Employer Match + After-tax = $70,000 Still can do $7000 in IRA. Treasury Secretary Scott Bess...

OpeningThe MOUSE!College world tourGolf Players Championship. TPC Sawgrass. All tree talk. Most seem to be using 3 wood. Morikawa hit Driver. Tree is ~90-100 yds in front and 10 ft clearance? MarketsHang on tight. Its gonna be a bumpy ride. Big bounce today. We are in “Correction” territory. Down 10%. Every 2 years. Finance EducationRule of 10 best days. 2024 up 24%. Excluding 10 best days. Only up 4%DOLLAR COST AVERAGE. AppleTrading around $210. Wa...

Opening FunA&M, TCU, Miami, Tennessee, Clemson529 plansJensen Huang on the importance of working with AI link. Snoop Dog riffing on Thanking HimselfSaturday Night Live - CouplaBeers SpaceX. Starship Booster caught for 3rd time WSJ Headline: SpaceX Again Loses Spacecraft During Latest Starship Test Flight Markets:Tech down 12%, S&P 500 down 5.5%. Tesla down 45%. This means up 82% to back to normal. That’s huge!! Wait till Robotaxi.Crypto: Fortknox for digit...

CollegesCabo to college: A&M, TCU Stockyard. Miami, Tennessee, Clemson Embrace AI!! Particularly younger professionals! Elon on Doge: Says he is “Tech Support”.Markets Markets correcting. S&P 500 down 3% last few days. Still up 2% YTD and 18% 1 year. Starbucks laying 1000 off Apple to invest $500 billion in US. NVIDIA earnings tonight. Its like a superbowl event. Foreign companies. 21:30 min on The Compound and Friends: Brian Belsky on foreign...

InspirationSnow.Mentors: Tom Caulfield. Tim Archer. Reed Hastings. Chuck Landers and Jack Wilborn. Golf: Girl attached by Shark. No arm and leg, now golfing. Lulu Gibbins Joins Justin Thomas and Ricky Fowler. Tom Brady on attitude. Focus on “you” not “others”. Back to the office per Jamie Dimon. MarketsS&P500: Reached all time high again today. Up 25% in 1 yr. 95% 3 yrs (so 2x your money). Hims!!! $60. Up 150% YTD. What!!?? Netflix. New high $1057. $450b mkt...

OpeningRain Guitar: W - W - H - W - W - W - H. C major all full notes, no minor or sharp. D has two sharps. So pachobel in D has C# and F#MarketsNetflix: $1008 ($1011). $500b. Up 80% over last yearAmazon: $237 today (was $242). $2.5t. Up ~40% in last year.Slides. Meta: $712 today!! $1.8t. Up 54% over last yearPalantir: $107. $245b. Up 500% over last yearRevenue up 52% YoY. That’s huge! Alex Karp on Earnings at 31:25 500 people job can be done with 3.HIMS: Up 6...

OpeningI need them to ask "Do you have the aircraft 4 miles off of your 2 o'clock, 300ft above you. I took Flying lessons…its like learning a foreign language. MarketsRocky week: NVIDIA largest mkt cap loss ever in 1 day. ~$600bDeepSeek fear! Fed decision on interest rates. Stay and hold. Microsoft Microsoft's earnings for the second quarter of fiscal year 2025 were $24.1 billion in net income and $69.6 billion in revenue. Apple Apple per WSJ. Apple’s total r...

OpenChiefs vs Eagles Inauguration Carrie Underwood! A cappella Elon on planting Flag on Mars: Mark at 1:30Tech heavy weights in attendance per WSJ.Exec orders: my favorite: Everything will be revealed," Trump said while signing. Give the pen to RFK Jr. What about Epstein and Diddy?!?! MarketsMarkets Up 3% YTD. That’s great 30 days in.NVIDIA down 17% on pressure the Chinese AI company DeepSeek.Congressional Trading: Insider trading by Congress from AOC Play at 0:15 mi...

Markets:Fed Funds rate lowered from 5.0% to 4.5%, but mortgage went from 6% to 7%. Why. Mortgage rates are tied closer 10 year bonds. And with market uncertainty, people buy bonds: Example: $100 bond pays 5%.Demand drives bond to $98; so implied rate is 7%.S&P 500: ~33% is Mag 7RSP Equal weight. Some correction is healthy. California FiresFirefighters continue attempts to gain control of almost 40,000 acres of ongoing wildfires, which have killed at least 27 people an...

2025:Success stories pretty reliably happen for people who combine: solid talent, savvy business sense, 15-20 years of persistent hard work. Goals: Health, Family and Wealth. Bryson Deshambeu: 7 hours for hole in 1. $100k. Fires:9000 homes and counting. Video of homes destroyed. The California FAIR Plan (Fair Access to Insurance Requirements Plan) Markets:Big pull back. WSJ Jobs report good, so interest rate cut less likely. @unusual_whales Here are the top political ...