ML’s strategy for 2025. Btw, is not an endorsement of his strategy. Just sharing.
Stock market is clearly in late stage bull with increasingly use of leveraged etfs.
Theme of the second Trump era is grift and crime. Invest in self dealing from Trump and people around him. Tesla almost doubled since election day. Why? I don’t think Tesla’s fundamentals improved 2X in the last 6 weeks. Investors are pricing in, correctly IMO, a get-out-of-jail-free card for Elon. Elon now can do whatever without consequences.
Trump is still actively buying cryptos. I followed one of his trades and bought AAVE. No other presidents in modern time actively trade. We are in uncharted territory.
This is a golden age of grift and crime. Invest in crimes. They will pay off big time. TSLA is a great example.
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Kostin also says that artificial intelligence is evolving from the initial infrastructure build-out—which benefited semiconductor companies, data-center real-estate investment trusts and security-software firms, among others—to a phase involving “companies whose revenues will be enhanced by a widespread adoption of AI.”
Those in that phase include Apple, Adobe, Salesforce, ServiceNow and Snowflake, according to Kostin. They are among the 30 companies in a Goldman Sachs basket of stocks that are expected to benefit as AI becomes entrenched.
Disclosure: own AAPL and SNOW
Trump launched his own shitcoin last night, two days before inauguration. It has 100x already in less than 24 hours. Trump is 24B richer overnight.
Trump floated the idea of zero capital gain tax on crypto. 100% it will happen now.
Follow the lead. Invest in crime and grift.
5 conjectures from a chinese brokerage firm. No idea whether any of these will turn out true. But fun to watch.
Elon will get something big. No doubt about it. This is grift season after all. These guys think he will get TikTok.
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First Trump now his wife also launched a shitcoin. Trump isn’t even sworn in yet and the grift is already in full swing.
The 2nd Trump admin will be the most corrupt in American history.
Oh forgot about Oracle. Obviously Larry is also going to make buckets of gold in this crime season.
Bullish on Elon. Bullish on Larry. Of course bullish on crypto!
Some ppl saying if Elon buys tik tok he has to sell Tesla stock and gonna drop
Nah. This is not how the Elon grift machine works. Nothing bad will ever happen to Elon.
Seriously though, TikTok is a massive cash generating machine. If Elon could get loans and investors into the shitty Twitter deal, he will have zero problem getting people to co-invest with him in TikTok. It’s a guaranteed success.
Question is whether Xi allows Elon to have TikTok. But Elon is already the most Xi-aligned techbro in America. His Tesla assets in China serve as hostages. Elon does something Xi doesn’t like and there will be immediate troubles for Elon’s Shanghai factories.
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