• I make mistakes on my podcasts. Please feel free to comment and fact-check me. It's hard. I try to go hard and not pause.
• Oregon plays Michigan today. Ducks favored by 14.5
• Redmond:
  • Parents.
  • Cold.
  • Food carts and BEER!!! Need that in San Jose! Huge business opportunity!
• Single digit golf stats:

• Overall strong earnings, but seeing some pullback.
• Can’t bet against these big guys.

Wilshire 5000 to GDP Ratio:

• 2.0 almost at all time high. Last time at 2 was Nov 2021.

CAPE Ratio: 35

• 38 in Nov 2021.
• 44 in Dec 1999.

Ford Earnings

• Ford to idle production of F150 Lightning.
  • Ford has sold a mere 22,807 Lightnings so far this year
  • Ford’s EV division has lost $3.7 billion during the first three quarters of this year—about $55,000 per EV—and expects $5 billion to $5.5 billion in losses this year.
  • Tesla Net Income $2.2 billion.

Meta: These numbers are insane!

• Revenue up $6b or 19%. $41b vs $34b
• Net income up $4b (35%). . $16 vs $12.

Google /Alphabet Earnings

• Revenues up 15% to $88.3 billion.
• Net income increased 34%

Microsoft

• Revenue was $65.6 billion and increased 16%

xAI plans to bring online an additional 100,000 Nvidia GPUs at its Memphis.

• Trump on Rogan
• JD Vance on Rogan
  • Tulsi and RFK have also been on Rogan. And Elon.
• Kamala on Call her Daddy
• Hillary Clinton in 2008:“If they’ve committed a crime… DEPORT THEM! No questions asked.
• PolyMarket:
• Jeff Bezos on Washington Post - TRUST
• Regulations: From Chamath:
• Remember the Whales, Sharks and Seal studies from SpaceX.

• The Penguin on Max.
• Slow Horses on Apple.
• The Lioness on Paramount. Not easy to figure out!! Hours on phone/internet with Xfinity. No humans…impossible.