To The Moon

Not her first irrational call, to be fair. But credit where it’s due she’s finally moving away from tech stocks, especially those orbiting too close to the administration. If I had to rate it, maybe her 10th questionable move, but at least this one’s directionally right.

$Tempus AI(TEM)$ Where Data-Rich Precision Medicine Meets Scalable AI Source: Tempus AI Q1 Investor Presentation: Summary Tempus AI is a Chicago-based health-tech company on a mission to make every cancer diagnosis—and eventually every serious disease—an algorithmically informed decision. The firm combines high-throughput genomic testing with one of the world’s largest, fully-consented clinical-outcomes databases. By structuring 40-plus million patient records into a searchable, machine-learning platform, Tempus gives oncologists and drug developers real-time insight into which therapies work, why they work, and for whom. Dual-engine model – Tempus runs CLIA-certified labs that process hundreds of thousands of DNA/RNA samples a year, generating ste

Who’s Better Positioned to Win Autonomous Driving? (And how to build a conviction thesis without falling for the hype) I’ve been tracking the evolution of autonomous driving for years,; not as a tech enthusiast, but as an operator and investor focused on long-term scalability. With $Tesla Motors(TSLA)$ and $Alphabet(GOOGL)$ taking radically different paths toward full self-driving (FSD), I wanted to break down how to think clearly about which company is more likely to dominate this space over the next decade. This isn’t about who gets there first—it’s about who can scale profitably, globally, and defensibly. 1. Autonomy Economics: Tesla Robotaxi (Cybercab) Estimated Unit Cost: Under $30,000 Autonomy Appr

$Grab Holdings(GRAB)$  all-in-one “super app” strategy is not uniformly functional across all Southeast Asian markets, which significantly weakens the “network effects” argument that bullish investors rely on. Let’s break it down by business units and geographic inconsistencies. 1. Business Units & Geographic Limitations Grab operates in multiple verticals: Mobility (ride-hailing), Food Delivery, Financial Services, and Other On-Demand Services. However, these are not equally available or successful in every country, creating a fragmented ecosystem rather than a seamless, interconnected super app. Mobility (Ride-Hailing) • Operations: Available in most SEA markets, but service types vary by country. Some mar

SEXYCT, too sexist for me I am too woke 😉

Oh, fantastic! Because clearly, juggling a part-time CEO gig while managing global chaos is the epitome of success. And hey, who wouldn't want their candy *and* a $56 billion paycheck, right?  I mean, that's just the logical conclusion of a free speech agenda. And bonus points for simultaneously wreaking havoc on Twitter and Tesla!

$50.00 to $55 range

Apple's pursuit of AGI aims not just for superior intelligence but for a more human-like AI. Consider Apple's track record of achievement; it's earned unparalleled trust in the tech industry, standing out among FANG companies.

RIP Jacob Rothschild, the prominent British financier and philanthropist, passed away on February 26, 2024, at the age of 87. He will be remembered for his significant contributions to the financial world, his commitment to philanthropy, and his enduring support for the arts.

This is the essence of innovation - not through government control, but through the unfettered spirit of free competition.