HyperChange

Latest Episodes:

HyperScheme: My Investment Portfolio Jul 11, 2021

Show notes

Showing you my stock/crypto/startup portfolio. We go through why I own Tesla, SpaceX, Bitcoin, Ethereum (and 23 more investments), as well as how I think about structuring my portfolio and balance conviction with upside potential. Please let me know what you think in the comments below!! I want to scheme on this! :) Also next week's podcast will include a lot more Patreon Qs, sorry I couldn't get to them in this one!! I was having too much fun lol

HyperScheme: Inflation, Robinhood IPO & TSLA Valuation Jul 07, 2021

Show notes

US inflation is rising rapidly, is this the new normal? Robinhood is set to IPO for a ~$50B market cap, do you think they will brush off all the SEC fines and controversy? The Boring Company is no longer just a tweet, it's got a fully functional Loop tunnel in Las Vegas! Tesla's near term stock movement will probably have a lot to do with FSD progress ... and more covered in this epic HyperScheme!

Tesla Production Surpasses 800K Cars Per Year 🎉 Jul 02, 2021

Show notes

Tesla reports 201,250 deliveries for Q2 2021, an increase of more than 100% from last year. This puts Tesla on track for the magical 1M/car/yr run-rate by the end of 2021. These awesome delivery numbers imply ~$11.5B in revenue and huge profits/cashflow. That's great, but we are just getting started, Tesla is poised to post record deliveries again in Q3 and Q4, and probably for years to come as they scale to their eventual 20M+/cars/yr goal.

HyperCharts: First Principles of Stock Research 🤓📊 w/ Moe Salih Jun 29, 2021

Show notes

Interview with Moe Salih, Co-Founder of HyperCharts, about how he's using software to turn SEC filing data/complex financials into easy to read charts. One chart is worth 1,000 numbers! In just two years we've expanded HyperCharts from 5 companies (at launch) to 200+ and all the top cryptocurrencies. HyperCharts is my favorite tool for investment research, and it's the first thing I do to analyze a new stock/company/IPO someone tells me about! Huge shoutout to Moe for all the work he's done and being the CEO of HyperCharts!

Seattle Is Melting! Elon, we need Tesla AC! 🥵 Jun 28, 2021

Show notes

Seattle is poised to hit a record 108 degrees this week! By far the hottest ever! You've never needed AC in Seattle before, but climate change is coming in hot, literally. The time is now for Tesla and Elon Musk to push their AC/smarthome HVAC product forward. We need an energy efficient way to heat and cool our homes, and Seattle is just the first city to encounter this problem. What are your thoughts? Would you buy an AC from Tesla?

Boxabl Founder Interview w/ Galiano Tiramani Jun 24, 2021

Show notes

Interview with Boxabl Founder Galiano Tiramani, about the new Casita foldable home concept, and rumors that Elon Musk is living in a Boxabl unit in Texas. Boxabl's goal is to revolutionize the manufacturing process behind homebuilding, and by doing so reduce housing costs and make buildings more energy efficient. What are your thoughts on the startup Boxabl?

BOXABL IS CONSIDERING UNDERTAKING AN OFFERING OF SECURITIES UNDER TIER 2 OF REGULATION A. NO MONEY OR OTHER CONSIDERATION IS BEING SOLICITED, AND IF SENT IN RESPONSE, WILL NOT BE ACCEPTED. NO OFFER TO BUY THE SECURITIES CAN BE ACCEPTED AND NO PART OF THE PURCHASE PRICE CAN BE RECEIVED UNTIL THE OFFERING STATEMENT FILED BY THE COMPANY WITH THE SEC HAS BEEN QUALIFIED BY THE SEC. ANY SUCH OFFER MAY BE WITHDRAWN OR REVOKED, WITHOUT OBLIGATION OR COMMITMENT OF ANY KIND, AT ANY TIME BEFORE NOTICE OF ACCEPTANCE GIVEN AFTER THE DATE OF QUALIFICATION. AN INDICATION OF INTEREST INVOLVES NO OBLIGATION OR COMMITMENT OF ANY KIND. A COPY OF OUR PRELIMINARY OFFERING CIRCULAR MAY BE OBTAINED HERE, https://www.sec.gov/Archives/edgar/data/1816937/000109690621000494/box_1aa.htm

Should Tesla Buy Boxabl? Jun 23, 2021

Show notes

We're schemin! Elon Musk is living in a Boxabl house in Starbase, Texas. Is this a fun fact, or clue about Tesla's next crazy product line/acquisition? Maybe a little of both. Boxabl's $50,000 Casita could be the future of housing on Earth and Mars ... combining it with Tesla engineers, smart HVAC, solarroof, Starlink and a battery = the future of carbon neutral living. What do you think? Is Tesla getting ready to acquire Boxabl? Would you buy Boxabl if you were Elon?

Tesla HVAC: The Gamechanger No One Expects 🏠 Jun 16, 2021

Show notes

Elon Musk continues to hint about scaling up Tesla's HVAC technology into homes. I think this could be Tesla's next big unannounced product line. Between 40-50% of household energy consumption comes from heating and cooling. Tesla has the opportunity to install more energy efficient systems, combined with smart heating/cooling, and air filtration to hyperchange this industry. I think Tesla is working on an HVAC product, and maybe a full smarthome offering (where they build a house with a solar roof, powerwall, starlink and HVAC) ... What are your thoughts about this moonshot? Do you think Elon will put these Tesla HVAC ambitions into motion?

Unisocks: $60 to $91,777, My Best Investment Ever 🧦💸 Jun 04, 2021

Show notes

The story of my craziest investment ever ... how Venmoing my friend Mike Demarais $60 in May 2019 for a pair of limited edition crypto socks (Unisocks) would turn into $91,777 today, a solid 152,691% return in about two years. Unisocks have turned into a piece of blockchain history! What are your thoughts on this ridiculousness?

Why I LOVE The Ford Lightning 😍 Jun 02, 2021

Show notes

Ford's push to electrify its flagship F150 is admirable. The EV era is upon us. Seeing Tesla inspire legacy automotive to go all in on EVs, and electrify their best-selling most profitable product, is incredible! Elon's mission has been accomplished! Whether you think the Cybertruck is better or not, there's no denying that Ford's F150 Lightning is good for the planet. It pushes customers, suppliers and competition away from fossil fuels ... that is great. I've been critical of many legacy auto EVs in the past (like the Porsche Taycan, and Mach-E, and Ford Lightning), because I think they are very overpriced for their battery/drivetrain/software technology ... at least relative to Tesla. But for the auto industry? Compared to an ICE vehicle? There's no doubt this new EV push is a good thing. So I'm making this video to say props to Ford for making the bold move, and good luck! You're going to need it!!

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected