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Latest Episodes:

$2.7K | Getting Greedy with Tesla & Coinbase ❄️ Jan 18, 2024

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Episode 3 of G 2 a Milly!! Day 12, portfolio value $2,719. Power moves were made since the last episode. I took advantage of a down day in the markets to double down on my two favorite positions, Tesla & Coinbase, as well as adding a little bit of Bitcoin. I answered 12 viewer calls in this episode, huge shoutout to everyone who called in, we covered SOOOO many epic topics.

MASSIVE Tesla Share Buyback? Jan 16, 2024

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This Elon control/voting power conversation has me SCHEMIN. What if Tesla just did a massive share buy back to reduce its share-count (giving Elon more % control). It might be too early, and would have to start slow, but in the long run this seems like an inevitable way to return capital to shareholders. What's your take on this?

Elon Should Control Tesla Jan 16, 2024

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Tesla drama over the long-weekend as Elon Musk posted on X about his ownership and voting control of the company. Now that he's completed his 2018 compensation package, Elon isn't being paid to run Tesla, and has below 25% voting control. Now he's made it clear he wants at least 25% of the voting shares, but a Delaware court case is holding up his discussions with the board of directors to make this happen. I personally am invested in Tesla because of Elon and think we should do whatever it takes to give him control and keep him happy. What are your thoughts on the situation??

$1.2K | Diversification or Nah? ❄️ Jan 10, 2024

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G 2 A Milly, Episode 2: Diversification or Nah. The portfolio sits at $1,232 as Gali accumulates more Tesla and Coinbase stock. This is the first user Q&A with 5 questions, ranging from the health of legacy automakers, how to analyze a new company like Toast (TOST), to whether or not to diversify. Let me know what you think in the comments! And don't forget to call in by emailing me an audio file (recording on your smartphone) to hyperchangetv@gmail.com!

$1K | Starting the Snowball ❄️ Jan 10, 2024

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G 2 A Milly Episode #1!!! Day 1, portfolio value $997. In this episode, I announce this new show where I'll be open-source building a portfolio. The first $1,000 is transferred into my account, and I invest it into Tesla & Coinbase. Also set up a recurring addition of $250 every two weeks into my brokerage account. I'm stoked to roll my snowball on the internet with y'all. Looking for all feedback & questions & ideas to improve in the comments below!! Do you think I'll beat just investing in the S&P 500?!?

About To Buy More Tesla Stock Jan 05, 2024

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January 2024 analysis for Tesla stock financials, deliveries and valuation. Covering everything from Robotaxi's, Q4 deliveries, Cybertruck ramp, FSD to valuation impact from Optimus robot. It's been wayyy too long since I did a full brain dump with all my thoughts on Tesla stock so here it is!!

Tesla Energy & Supercharger Profits Are BOOMING 🔋🔌 Dec 28, 2023

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Tesla recorded $500M+ in gross profit from its Energy and Services (Supercharging) segments in Q3 2023. Elon Musk noted how strong energy gross margins were on the call, and insinuated strength in these businesses will continue. I think this is a super exciting development for Tesla investors as the company can smooth out cyclicality in it's automotive business with consistent profits from its Energy and Services + Other segments. As the Supercharger network is opened up to more companies like Ford and Rivian, this could become a major profit driver for the company.

Rivian Stock Analysis December 2023 🤓📊 Dec 27, 2023

Show notes

Rivian has successfully launched it's R1T, R1S and delivery van products, they are amazing. But financially, the company is in a difficult situation. Cash burn is still above $1B per quarter, and the company will need billions more to fund the R2 factory. Going forward it will be fascinating to see the company walk the tightrope between conserving cash, growth and the long march towards profitability. Especially right as the Cybertruck launches as competition. Let me know what you think of Rivian in the comments!!

Did Starlink Just Hit A $100B Valuation? Dec 22, 2023

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Starlink has officially announced that it has crossed 2.3M users across 70 countries. A rough financial estimate of $100/month/user in revenue means Starlink is at $2.8B in annual recurring revenue. If you add in hardware revenue, we're likely well over a $3B run-rate. Starlink is fully owned by SpaceX, and is rumored to be going for an IPO in the near future. I got super pumped to see these strong user numbers as it puts SpaceX one step closer to funding Mars!

Tesla Robovan for Packages & People 💫 Dec 21, 2023

Show notes

From urban package deliveries, to minbus ride-sharing, an autonomous Tesla Robovan has massive potential. Rivian's electric delivery van concept has delivered 10,000 units to Amazon and on the cusp of expanding to numerous other companies (like AT&T). Elon Musk has hinted at a highly configurable robovan concept for people and cargo in the past. If he does indeed launch it, I think it would crush Rivian's model and could quickly ramp to 100,000s of units per year between package delivery, camper vans and urban ridesharing/minibus. Tesla's advantage in battery costs and manufacturing would give it a key edge in this market. What do you think of a Tesla Robovan/Cybervan? The combination a Teslabot + Robovan seems to have HUGE potential :)

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