steven prediletto

Partner - OpenArc Corporate Advisory

[steven prediletto @StevePrediletto]

Jan 2025 predictions 1-yr return:
Long renewables $FAN +40% $TAN +43% $NLF +58%
Neutral oil $XLF +4%
Long eAviation $JOBY +70%
Long 🇨🇳 $CNYA +32%
Long 🇪🇺🇬🇧 $IDV +43%
Neutral $BTC -10%
Long gold/metals $GLD +66% $XME +102%
Lab-grown meat: 7 states banned…signals they’re worried

[steven prediletto @StevePrediletto]

@TheStalwart I’ve owned BCRED class I shares in my Roth IRA for a long time. Monthly distributions. ~10% annualized tax-exempt yield. I don’t need liquidity for the next few decades.

HODL

[steven prediletto @StevePrediletto]

Georgia’s 74-day $0.33/gallon fuel tax suspension ended on the 3rd. Prices at the *most* expensive fueling station in metro Atlanta (location, location, location) rose $0.20 overnight for gasoline.

[steven prediletto @StevePrediletto]

I inquired about using EVs for safaris during trips to South Africa in 2013 and 2016.

The only hesitation was the "silent" danger: Diesel engines serve as a passive warning to wildlife. In a silent EV, you run the risk of accidentally surprising large animals around blind corners.

The trade off is worth it.

[steven prediletto @StevePrediletto]

I nearly forgot…
On this day in @Tesla history (2011) Roadster #1172 was delivered to a parking lot down the street from my house.
In the old days sales reps filled your trunk and front seat with Tesla swag.

[steven prediletto @StevePrediletto]

@Lone_Oak_Inv Rage bait for people in their prime during the early 1980s.

[steven prediletto @StevePrediletto]

Iran War 2nd order effects: Neoprene

Went to my friend’s dive shop in Atlanta & asked about inflation/tariffs/war:
•Sales down YoY & fewer sign-ups for group dive trips abroad

🚢Supply chain bottleneck: wetsuits
•Neoprene made from Persian Gulf oil feedstock
•ATH raw material & production costs
•Manufactured in Japan/China
•Heavy material=high shipping costs

[steven prediletto @StevePrediletto]

@DrBobbyDigital @lhamtil You’re correct. The number of college aged U.S. citizens peaked in 2024.
The current administration’s crack down on legal immigration won’t help the housing situation.

[steven prediletto @StevePrediletto]

@conorsen The familes I know who do not treat youth sports as a career path for their child have a more joyful experience.

Waymo/Robotaxis will make it easier for working parents to transport their kids to events.

[steven prediletto @StevePrediletto]

@lhamtil “Humble yourself or the market will humble you.”

[steven prediletto @StevePrediletto]

@clashreport Over the last few years I’ve come to the conclusion that Jamie does not read his firm’s research reports or The Wall Street Journal.

[steven prediletto @StevePrediletto]

@MikeZaccardi @_mm85 I’m personally overweight select Chinese stocks and long yuan.
Everyone who returns from a business/pleasure trip to China is impressed by the innovation, workforce enthusiasm, and aspirational national goals.

[steven prediletto @StevePrediletto]

@HulkCapitalPro Just wrapped up a call with a consultant for a $60b IT company who said the same thing.

Replacing human workers will prove more difficult than the ‘Job Apocalypse’ crowd predicts.

[steven prediletto @StevePrediletto]

@HulkCapitalPro OpenAi & Anthropic changing their tune:

From: AI will eliminate *your* job
To: AI is a productivity multiplier rather than a workforce replacement

[steven prediletto @StevePrediletto]

@HulkCapitalPro “Let's face it, space is a risky business. I always considered every launch a barely controlled explosion."

Aaron Cohen, NASA Administrator

[steven prediletto @StevePrediletto]

@conorsen My brother (a trading card aficionado) and I purchased a Topps Dynasty Formula 1 Hobby Box last year while in London.
We pulled a 1/1 Charles Leclerc.
It’s at Goldin now to be auctioned.

[steven prediletto @StevePrediletto]

@TheStalwart @anshelsag In September 2025 our firm received an allocation for the Series F at $183b post money valuation.
>4x increase in 8 months 🙃

[steven prediletto @StevePrediletto]

@TheStalwart ‘Every’ Californian I know complains about their tax liability but they always follow up by saying the food, weather, vibe, coastline, culture, and ability to surf, hike, and snow ski all on the same day is worth it.

[steven prediletto @StevePrediletto]

@themichaelkonen Not yet. Humans are driving the Cybercab’s I’ve spotted.

[steven prediletto @StevePrediletto]

Spotted a few Tesla Cybercab’s in Austin.

[steven prediletto @StevePrediletto]

Most clients become comfortable investing in Chinese stocks after visiting the country:

I enjoyed a 3-hour lunch with a Texas landman. Comments:
•”China is kicking America’s ass”
•[USA] “trailing the innovation race”
•Workforce aligned to achieve the Gov’t strategic goals