SharkNinja Applovin Two companies I didn’t take seriously because their names are…candidly…fucking stupid Whoops

At this point it's completely free money to just buy Uber when it drops 10% ahead of every Tesla event

Many queries that moved to OpenAI will move back to Google: 1. AI overviews are good now 2. Can move to AI mode for follow-up 3. Type into toolbar v open new app 4. Google’s models are better, they search the web better 5. Cloudflare just gave them a massive structural advantage

I don’t say this to diminish any of Elon’s accomplishments in the physical world, but I think the shareholder base he’s created might be his most impressive feat.

Is that good?

As good of a thesis as any in 2025

Tesla reports earnings today, and many people will again make the mistake of thinking the financial performance of the business is what will determine whether the stock goes up or down

Main Street getting absolutely skullfucked. First inflation. Then raising rates. Whoops, home prices won’t come down. Now tariffs. Second free pass in 5 years for companies to raise prices. But also open season on pumping assets (you don’t own them). Sorry. Your turn next time.

Juuuust a bit outside

The people who create HR/security/compliance training videos and platforms without an option to 2x video speed should be sent to Bukele's dungeons in El Salvador