You are going to go through many cycles in
life where it feels like everything is working and then others where nothing is working
Embrace them both because neither last forever
Robots are not close to full autonomy yet, the real shift coming is teleoperation
Imagine workers in places like the Philippines or India who once had to travel overseas to work as a cook or maid
Now they put on a VR headset and control a robot in your home. They clean your house, cook your meals, and handle every task without ever leaving their own country or family
Xpeng is a stock you want to own
It is insanely undervalued and easily one of the most innovative companies I have seen in years
I have been the only one on social media really talking about it & you know I have been pushing it in my videos
It has had zero momentum online which is actually something I love because it means we are early & you know I do my homework before I make long term plays
The market rarely gives big multiples to Chinese companies, but with the level of innovation Xpeng is showing, they will wake up soon.
This is a long hold for me until at least 2030
It’s only a matter of time before our phones connect straight to Starlink
If Apple ever partners with Elon to create phone plans, it’s game over for carriers
They’d be able to offer service for a fraction of what we pay now,and one day it could be completely free. Imagine You buy a phone and it has fast global connectivity built into your iCloud subscription
People will find any reason to minimise ones success
You can buy a 2024 supercar they will say ahh its last years model
You charter a jet, ahh, he can’t afford to own one
You buy a house, ahh buts its on a mortgage
Each level of success people will always find something to pick apart until your success becomes undeniable, then they stop doubting IF and start doubting HOW
How could one become so wealthy? You must have cheated. You must be corrupt. You must be evil! Because attaining that level of success is not possible otherwise
There’s no level of success free from judgment
What they cannot understand, they try to discredit
Warren buffet watches his portfolio swing billions on average per day
Today he’s most likely down $10-20 billion
We cannot stop until we see ourselves lose billions in a day, that should be the goal
I’ve taken 2 vacations this year
One was in the south of France in April…
The day I arrived the market crashed and I spent the entire ‘vacation’ trading and glued to my screen
Now I’m in the Maldives, finally about to switch my phone off, get some much needed relaxation from a stressful year and of course just as I’m about to do so, trump decides to tweet
Seems like vacations are not for me