HyperChange

Latest Episodes:

G 2 a Milly #12 🐢 Initiating A Position In Lemonade Stock Sep 19, 2025

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G 2 a Milly #12! Follow along as I open-source building my investment portfolio. In this episode we discuss how I sold some crypto positions to invest in Lemonade. Now I'm beginning the process of researching this as a new company/investment idea with a toe in the water position. I'm not sold on it so far, but I like the potential. Tesla and Bitcoin remain my main holdings with the long term theses intact ... At the end I answer your questions and discuss FOMO about missing Robinhood stock's epic run. Leave questions in the comments for me to answer next episode!!Huge shoutout to my sponsor The Rundown podcast, go listen!!! https://open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG0:00 Portfolio Overview1:39 Lemonade Stock ($LMND)3:46 Lemonade Financial Analysis5:02 Slow Like a Turtle6:01 Hesitations about Lemonade Stock (car insurance industry)8:03 Tesla Update (Elon Musk Buy, Robotaxi)9:10 Bitcoin, Ethereum & Crypto Update10:08 THANK YOU THE RUNDOWN SPONSOR10:39 Answering Your Questions :)11:37 Thought on Robinhood ($HOOD) StockMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: I'm not a financial advisor. Nothing in this show is financial advice.

Tea & Tesla ⚡🍵 Elon Buys $1B of Stock Sep 15, 2025

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Tesla stock is RIPPING to $420 per share today as news comes out that Elon Musk purchased $1B of stock on the open market. Excitement is surging ahead of the shareholder meeting in November, and Elon's new $1T compensation package. In addition to Elon getting back onboard, Robotaxi has been expanding and Megablock was just announced. Join me as I sip tea and scheme on the latest Tesla stock news!! Tesla Master Plan part 4: https://www.tesla.com/master-plan-part-4Tea & Tesla #1: Elon Buys $1B of Stock0:00 Tesla Stock hits $420!0:40 Elon Buys $1B of Tesla Stock1:25 Elon hasn’t been paid since 2018…2:01 New $1T pay package for Elon from Tesla9:54 My thoughts on Tesla stock13:24 Tesla Energy Growth & MegabuckMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock. This is not financial advice.

Moonshot✨ Elon Launches a Genetics Company: xGen 🧬 Sep 08, 2025

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Elon Musk has often mentioned the potential of mRNA as the "future of medicine" and how he has often thought about the potential of a genetics company harnessing this technology to cure diseases. So in this episode of Moonshot Monday I have a conversation with Ryan Tanaka of Neurapod about what Elon's genetic startup would actually look like. Why he'd launch one (colonize mars, cure diseases), how it would happen, and what its potential would be. This is super speculative, and I'm curious what your thoughts are... do you think Elon Musk will start a genetics/mRNA company????Huge shoutout to Ryan Tanaka for coming on the show follow him on X here: https://x.com/RyanTanaka3OR here's his podcast Neurapod: / neurapod 0:00 Intro: Dire Wolfs & Wooly Mammoths1:27 Why It’s Inevitable for Elon Musk to launch a genetics company3:41 ‘Nuke Mars’: Humans may need gene editing to thrive on Mars7:23 IVF & New methods of human reproduction8:38 What will Elon’s new genetics startup look like?11:01 Tesla’s mRNA microfactories during COVID15:52 Neuralink + changing DNA has insane potential to change our biology19:56 How Elon will launch the xGen companyMy X: / gfilche HyperChange Patreon :) / hyperchange

Will You Get A Brain Chip? 🔌🧠 Sep 03, 2025

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My discussion with Ryan Tanaka, host of Neura pod about the rise of LLMs and how Neuralink will enable humans to communicate in new ways with AI. At first I was a Neuralink skeptic, but after realizing how much better it could make my life and the potential use cases, I've slowly come to the realization that I will probably get a brain chip in my lifetime, scary, but exciting. What are your thoughts on this upcoming sci-fi future? Will you be getting a Neuralink?Ryan Tanaka's channel on Neuralink, Neura Pod: / @neurapod 0:00 Intro1:56 Rise of LLMs, Tying is too slow6:20 Where is Neuralinks technology today? (Webgrid)9:35 What’s next for Neuralink10:37 Blindsight11:31 Neuralink progress ahead of expectations (international trials)12:41 Neuralink’s Impact on Patients14:51 Innovation in the BCI (Brain Computer Interface) Industry21:46 Seeing in Infrared with Neuralink25.09 Partial Teleportation with Neuralink & Tesla Optimus26:36 Humans becoming Cyborgs with Neuralink & Optimus30:55 Does Neuralink’s Sci-fi future scare you?33:50 How does Neuralink expand into millions & billions of patients?36:34 Will you get a Neuralink?37:52 Will Neuraink be worth $1 Trillion?39:12 Neuralink’s Incredible Impact on Humanity40:54 Will everyone get a brain chip?My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in Neuralink through secondary transactions. This is not a recommendation to buy or sell securities.

G 2 a Milly #11 ❄️ Bought BitMine, Already Down Big Aug 28, 2025

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The 11th installment of G 2 a Milly, where I open-source building my portfolio. In this episode I talk about the potential of Ethereum now that the GENIUS Act has passed, and how that created enough FOMO for me to buy BitMine Immersion Technologies (BMNR) Tom Lee's Ethereum Treasury company. Now I'm rethinking how to place the USDC boom and rising tide on Ethereum ... if you have any ideas let me know!! Also leave any questions in the comments and I'll try and answer them on the next episode :)Huge shoutout to our Sponsor The Rundown!! Go check them out on Spotify now :) https://open.spotify.com/show/0VYfS0q...

0:00 Stats & overview1:14 Bitmine ($BMNR), Ethereum & GENIUS Act7:07 Coinbase ($COIN) Benefiting from Ethereum Run9:19 Bitcoin Worries11:09 Tesla Update ($TSLA) 13:16 The Rundown Sponsor13:52 What’s Tesla’s Next Catalyst?14:35 Viewer Q&A: Microstrategy ($MSTR)16:47 Viewer Q&A: Why no Rivian ($RIVN)?19:53 Viewer Q&A: Don’t Sleep on Lemonade ($LMND)22:53 Maybe AMD ($AMD) will be my next pick …

Disrupting The Snack Industry 🥜 with Josh Schroeter of South 40 Snacks Jul 10, 2025

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My conversation with snack industry LEGEND Josh Schroeter, the Founder and CEO of South 40 Snacks. South 40 Snacks is a Seattle-based snack startup selling fruit and nut bars. I've been invested in the company for almost 4 years now and have watched them grow from $1.5M in sales to ~$12M this year. I wanted to talk to Josh on HyperChange about what it's like to build a snack brand and why he thought he was going to be able to disrupt the nut bar category against giants like KIND bar and Peter Rahal's new David Bar. I'm a big fan of the snacks, especially the pistachio bar, mango bar and c cashews, I recommend you give South 40 a try!South 40 Snacks website: https://south40snacks.com/0:00 Intro0:55 The Snack Industry3:22 How Sahale Snacks Disrupted Trail Mix4:07 South’s 40’s Transparency & Simplicity5:33 What You See Is What You Eat8:22 Giant-Sized Cashews8:56 Telling The Sustainability Story9:41 South 40 Snacks Nut Bars 10:39 The David Bar by Peter Rahal11:24 Nut Bar for the Mainstream12:18 Fruit Bars16:22 Billion Dollar Snack Brand19:20 How Social Media Has Changed Marketing20:35 Innovative Distribution Strategy22:22 Why Are You Focused on Snack Bars?23:39 Upcoming Snack Bars From South 4026:05 Global Expansion26:58 Scaling Artisanal27:52 Natural Food RevolutionMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm an invested in South 40 Snacks persoanlly and through my Venture Capital Firm HyperGuap.

Will Tesla get into the Drone Business? 🕹️ Jul 08, 2025

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One of my most controversial ideas about Tesla yet .... will they enter the drone business, possibly in a collab with SpaceX? As discussions heat up between Elon Musk and Naval about the US falling behind in drone manufacturing capabilities (and the national security concerns that come with that) the obvious question arises, will Elon just fix this problem himself? Tesla has the battery, motor and manufacturing tech to pull it off, but is that the future we believe in?? What are your thoughts?My theory is Elon won't do drones if he doesn't own majority/more of Tesla.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

Henry Dierkas (@HenryInvests) on Tesla Stock Jul 08, 2025

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Asking the 21 year-old investing wiz Henry Invests about his thoughts on Tesla stock. We discuss the robotaxi launch and how Elon's politics and America party ambitions will effect the company. Henry is the founder of Maple Tree Capital and an investing influencer who has made a name for himself analyzing Upstart stock.Henry Invests on X: https://x.com/HenryInvestsMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: This show is not financial advice. I'm long Tesla stock.

21 Year-Old Guru Predicts $1,000 for Upstart Stock Jul 08, 2025

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My conversation with Henry Invests from Maple Tree Capital. This up and coming 21 year-old financial influencer has made a name for himself covering Upstart stock. The software company uses AI to determine if customers are worth lending too, essentially creating it's own algorithm that is more accurate than the FICO score. Henry pitches us the stock and explains his bullcase. He believe Upstart could eventually be a $1,000 stock, if not more, if they can fulfill their potential as the AI credit platform of the future. What do you think of Henry's Upstart Bullcase?Henry Invests on X: https://x.com/HenryInvestsMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Nothing in this show is financial advice.

Breaking Down ARK's $2.5T SpaceX Valuation w/ Sam Korus & Aaron Burnett 🚀 Jul 05, 2025

Show notes

Bringing back the podcast with a BANGER episode featuring Sam Korus of ARK Invest and Aaron Burnett of Mach33 research. They have teamed up to release potentially the most thorough and in-depth valuation model of SpaceX ever made public. Breaking down the value of Starlink vs the Launch business and how Mars takes the potential valuation to $10T and beyond. I learned a ton from their open-source model and would highly recommend checking it out.

Sam Korus on X: https://x.com/skorusARK

Aaron Burnett on X: https://x.com/aarontburnett

ARK Invest SpaceX Valuation Model: https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030Mach33

SpaceX Valuation Blog: https://research.33fg.com/analysis/spacex-at-escape-velocity-ark-mach33-s-2-5t-2030-valuation-model

0:00 Intro

2:48 Are you invested in SpaceX?

4:50 How is SpaceX worth $2.5T by 2030?

7:00 Starlink Network Capacity & Global Pricing

9:15 SpaceX Revenue Projections (Through 2030)

10:28 Starlink Network Bandwidth

12:19 Fiber vs Starlink

15:15 Too Many Satellites?