Bahrain Security Boost: US Arms Sales & Investment
Bahrain enhances national security with a $445M US arms sale for F-16 sustainment. Followed by $1B helicopter sale to Saudi Arabia, part of a larger $17B US investment. C-SIPA agreement hailed.
Tesla FSD Challenges: Map Dependency & European Sales Dip
Tesla's FSD faces mapping challenges, relying on crowd-sourced data vs. LiDAR. European sales decline 48.5% YoY. Concerns raised about shifting driver responsibility. Tesla's energy is good, worth is bad.
Dogecoin, Trump Crypto, Tether Criticism, Bitcoin Scarcity & Schiff Warning
Dogecoin pullback, Trump crypto windfall allegations, Tether CEO criticizes S&P, Bitcoin scarcity defended by Willy Woo, and Peter Schiff warns against Bitcoin/Ethereum treasury strategies. Key developments in crypto.
Elon Musk’s $1 Trillion Pay Package: Tesla’s Incentive Plan
Elon Musk granted $1 trillion pay package by Tesla shareholders, incentivizing performance with ambitious targets. Critics cite potential loopholes, while optimists highlight Musk's track record. Market cap boosts to $8.5T.
Opendoor’s AI-Driven Transformation: A “Version 2.0”?
Opendoor undergoes a major reset led by CEO Kaz Nejatian, aiming for AI-driven efficiency and workforce reduction. JPMorgan projects $8B revenue by 2027. Analyst Dae K Lee gives an 'Overweight' rating.
Nvidia’s AI Dominance: Analyst’s Bullish Outlook
Despite rivals, Nvidia's AI lead is secure until 2026. Analyst predicts continued growth for Nvidia and potential for Palantir to reach $1T market cap. Big Tech's spending is building a new industrial revolution.
Tesla vs. Waymo: Robotaxi Race & Self-Driving Tech
Gerber analyzes Tesla's FSD progress (level 2) & Waymo's level 4 Robotaxi lead. Tesla's self-certification is a step forward, but liability remains key in the self-driving race.
Thanksgiving Crypto Investments: Dogecoin, Bitcoin, Ethereum
Thanksgiving 2024 crypto investments in Dogecoin, Bitcoin, and Ethereum compared. Performance analysis and family discussion dynamics amid market volatility. Investment down 63.7% for Dogecoin.
Li Auto: Earnings Drop 36.2%, Sales Down
Li Auto's quarterly earnings fell 36.2% to $3.80B, missing expectations. Lorry sales declined 37.4%. The company reported a net operating cash outflow of $1.0B. Adjusted bottom line also decreased.
Carville: Democrats, Economic Rage & Winning Back Voters
Carville advises Democrats to embrace economic rage with policies like raising minimum wage and offering free tuition to win back voters amid economic concerns and Trump's declining approval.
Federal Government Performance Initiative Ends: Trump’s Cost-Cutting
The Department of Federal government Performance (DOGE), an Elon Musk-backed cost-cutting initiative, has disbanded. Despite exceeding departure goals, its duties shift to OPM. Impacting various agencies.
Buffett’s Humility & Stewardship: A Legacy of Compassion
Warren Buffett's final letter emphasizes humility, stewardship, and compassion. Transitioning leadership to Greg Abel, he focuses on values and philanthropy, highlighting luck, ethics and the importance of helping others.
Munger’s Success: Luck, Discipline & Learning
Charlie Munger emphasized initiative, discipline, and continuous learning for success, acknowledging the role of luck. His principles focus on outspending income and investing wisely.
Holiday Spending Stress: Social Media, Debt, and Gift-Giving Pressure
Survey reveals holiday spending stress: social media influence, debt accumulation, and gift-giving pressure, particularly among Gen Z and millennials. Many feel obliged to overspend, leading to financial strain and hidden expenses.
Mixed Signals: Fed’s Rate Decision Amid Labor Market Data
Mixed labor market data complicates the Fed's rate decision. Hawks see strong payrolls, while doves point to rising unemployment. Powell may adopt a dovish tone despite inflation concerns.
Attention Assets: A New Investable Class Based on Public Focus
Attention Assets, as proposed by Multicoin Resources, are new investable instruments tied to the intensity of public focus. NFTs & memecoins offer related exposure, highlighting challenges and opportunities in this emerging market.
Alzamend: Novel Lithium Delivery for Alzheimer’s & Mental Health
Alzamend's AL001 aims for better lithium delivery to the brain, potentially revolutionizing Alzheimer's, bipolar disorder, MDD, and PTSD treatment with fewer side effects. Phase 1/2A trials are underway.