Breakaway - Investing & Finance

Happy Father’s day Weekend.  US Mens world cup:  2-0 over Australia today.  4-1 over Paraguay Playing Bosnia July 1 in SF in round of 32.  Messi is Awesome! Interview with Dara at Uber.  Play at 1:07. Talking about working with Barry Dillar  Talking about Reed at 1:08 Tide Citizen Vigilante.  Director/writer here?  Streisand effect. Citizen Vigilante is a Uwe Boll film starring Armie Hammer, relea...

IPO price. $135 Retail. Process.  Allocation. Confirmation Gavin Baker on 4th largest cloud ahead of Oracle .  Jensen likes to give GPu’s to people that can use them Brad Gerstner on how “smart” people lose money. Price target lower by $20. 🤣 Antonio Gracias on SpaceX . $70b stake. Owned by firm. But he’ll hold.  Great interview here.  What is the Kardashev scale Why use Chop Sticks. Less weight...

Open Golf tourney tomorrow Choking.  Heimlich maneuver US Bank Fees $12.50 per $50. That is 25% instantly So $1000, is 20 * $12.50 = $250. + interest. Reinstate the SAT More than 1,100 University of California math and science professors are urging UC regents to reinstate college-entrance exams, saying that unprepared students are lowering academic standards and draining teaching resources. Today,...

Lighter Note Its texts like the “stolen Trackman" that keep me coming back to X. The comments are just 🤣 Play When I grow up. Jarrod Isacman is so good as head of NASA! Golf Data with Claude Markets Markets are raging!! VGT, QQQ and VOO  60%, 43% and 30% IGV up 36% since April 10 Micron. OMG: 10x in last year. WOW.  10T club Investing in CEOs: Tesla, Nvidia, Palantir.  529 and 401(k) and Meg...

Corrections!  Not 10m Satellites: 10,000 Golf I suck. But I will persevere.  What is the point, if life is so stressful otherwise. GOOD Questions.  Politics Play You can’t earn $1 billion.   AOC is so stupid and un motivating.  Play. Bezos response 529 Plans:  Nuances of 529s Good problem to have.  Dealing with Apartment costs exceeding “allowed” cost of housing. Total BS.  Markets Booming!!!  ATH...

50th Birthday in Portland Sentinel Hotel Will you stop beating your wife? 529 College Saving Plans.  Markets ATH everything.  1 Year: S&P500 up 31% and Tech 47-60%.  5 Year: 75% - 140% Gamestop Ryan Cohen ½ cash ½ stock. Its on the website. We’ll see what happens!! Google Profit jumps 80% Stock up 163% YoY. Liv Golf The Start up is in trouble. Apple  Tim Cook Stepping down as Apple CEO Tesla ...

Golf Shot a 100!! Masters Cameron on Church and Family Markets STAY IN the MaRKET VGT 59%, QQQ 48% and VOO 35% Netflix Let’s hear from Ted on Reed Open AI  Lawsuit coming. How did they convert a non-profit to a For-Profit?  Tesla  EV sales in the US Qg1 2026 Tesla's total across all its models (Model Y, Model 3, Cybertruck, Model X, and Model S) is 117,300 vehicles. This represents 55.43% of...

Opening DNS Security   https://x.com/Geiger_Capital/status/2038729125653819515 Artemis ii  Last moon landing. Before I was born.  The last crewed moon landing was Apollo 17, which touched down on the Moon on December 11, 1972 Passwords and ID protection Etrade Kroll ID Protection Experian Trump Comedy:  Why don’t you Tell us about the Attack. Well you didn’t tell us about Pearl Harbor!! Caddie and...

Open Cameron Young tied on 18. Longest drive on 18. 365. Full pause. Birdy on 17, the hardest hole.  CAl FTB: Sucks Facts of life: Your Thoughts define you Miami Beautiful and no state tax. Everyone moving there.  Mansions and yachts, but lots of normal people too.   Ken Griffin.  Meta CEO Mark Zuckerberg and Priscilla Chan have purchased a $170 million, 30,000-square-foot mansion on Miami’s Marke...

Bench Press: Pete Hegeseth. Secretary of War: 315.  Avalanche. 9 of 15 people that died in Tahoe avalanche hiking/skiing backcountry Mikaela Shiffrin Gold in Slalom First Alpine skier to surpass 100 World Cup wins Anthony Kim.  Started 5 shots back. 9 birdies final round! Anthony Kim talking about family and God Tiger on Anthony Kim Like Kim Kardashian!  Secret Edge of the Rockstar skier per WSJ....

Apple Phone SuperBowl. Bad Bunny JETS:Two B-1B Lancer bombers. two F-15C Eagles, two F/A-18E Super Hornets, and two F-35C Lightning  Linday Vonn - Torn ACL.  Markets VOO and Tech still near all-time highs. Bitcoin down 45%.  Spotify up 15% today. Still 40% off high. 98B market cap.  SpaceX  Acquired XAI Current valuation. $250 and $1t.  Elon on the Pivot to Moon as opposed to Mars now.   Elon Musk...

Opening Reformer Machine Workout at YogaSource in Los Gatos Sonos nightmare. Gemini won Markets The Federal Reserve held its key interest steady in a range between 3.5% and 3.75% after a recent run of interest rate cuts. 1 Year: VGT/QQQ 23.3%. S&P 500 17%.  2025: 1 yr and 10 yr QQQ: 20.8% and 19.4% annualized = $100k > 620 VOO 17.8% and 14.8% = $100k > 400 Apple Apple revenue of $143.8 b...

Opening Reformer Machine Workout at YogaSource in Los Gatos.  Indiana. Fernando Mendoza is a truly special.  Markets 1 Year: VGT/QQQ 17%. S&P 500 17%.  2025: 1 yr and 10 yr QQQ: 20.8% and 19.4% = $100k > 620 VOO 17.8% and 14.8% = $100k > 400 VXUS: 32% and 8.5%  Gold and Silver. Great year. 77% and 200%. That’s 3x.  IBIT and Etha: Down 14% and 10%.  Netflix Great earnings call.  17.6% YoY...

Opening Holidays! . Cats and Dogs and Family. Happy Holidays. New Cat named Timmy. Pure trouble and pure JOY!  Coinbase Fraud. Called with automated message asking if I attempted to change my “email contact”. If “no” they said press #1 or otherwise hangup. So I press 1. Some dude is on the line. Says he needs my first and last name to help. I ask him, “how do I even know if you’re real…How do I kn...

Grok and AI Golf Click Stick Full Swing Golf Monitor Fairway ~60%, 8ft putt 50%, green in Regulation: 175-200yds = 50%. 150-175yds = 63% Trump Big Dinner with Trump and moguls. Ronaldo. Elon. Crown Prince Mohammed bin Salman of Saudi Arabia Trump with Mamdani “Shared purpose of serving New Yorkers and how to help with affordability” Fascist?   INSPIRING Political Absurdity My Post on X . Politicia...

Agenda:  Golf Tesla & Robots Political 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 th...

Markets TAMPAN: Tesla, Amazon, Meta, Palantir, Apple, Nvidia Tesla Competition 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 Miles...

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...

Open Gov of Illinois Pritzker. $1.4m in gamblin g Sen Jon Fetterman making “based” comments.  Up Next Palmer Lucky on Joe Rogan Breaking 50 with Steph and  Security US Bank Sharing: Coinbase Carta Intuit Markets Yes 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 di...

Open Katie Porter: Governor of CA . Can we just get some smart rational leaders?!  Music:  Every major has a corresponding minor. Count 6.  Major: WWHWWWH  C:CDEFGAB Minor:123456 = Am Markets All 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)  |...

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 Ozempic California: 13.3% Hawaii: 11.0% New York: 10.9% New Jersey: 10.75...

Opening Golf Justin Thomas on improving puttin g. Markets Google Earnings on April 24, 2025 Microsoft Revenue up 13% and Operating income up 16%.  Meta Revenue up 16% YoY and operating income up 27%! 3.4 billion unique users they estimate.  Investment thesis:  Instagram and Reels. WhatsApp AI Physical glasses Play at 2:05 . Morning routine. Dropping F-bomb! Socially awkward. “I’m really smooth!” ...

Markets Markets 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 Fra...

Opening Appreciation for life and feeling good. Punta Mita. W. Golf  Masters: Rory completed a career grand slam. Men’s Golf Career Grand Slam Winners Jeff Bezos Blue Origin sends women to space Markets People are freaking, but is it that bad? NO!! Netflix Was at a $1058. After market $1006 3 years ago in June was $170!!!   Almost a 6x return!!! Revenue up 12.5% YoY. I like at least 10%.  Greg say...

Opening Happy 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.  Markets Full Correction Territory (down 10%); quickly moving to “Bear” down 15%.  S&P 17%, Tech 25%+ Apple in huge correction. PE still at 30 Netflix at 43.  Tariffs No income tax in the US income tax until 1913.  Tariff rat...