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The Catalist

    • The CatalistThe Catalist
      ·10-29
      Not her first irrational call, to be fair. But credit where it’s due she’s finally moving away from tech stocks, especially those orbiting too close to the administration. If I had to rate it, maybe her 10th questionable move, but at least this one’s directionally right.

      Cathie Wood Just Dumped More Palantir Shares Despite "Holy Grail" AI Deal — Here's What Ark Bought Instead

      On Tuesday, Ark Invest, led by Cathie Wood, made significant trades in companies like DraftKings, Palantir, and Shopify, acquiring and selling shares worth millions. DraftKings expanded its strategy, while Palantir hit an all-time high with a major contract. Ark Invest also trimmed its position in Shopify, citing its early embrace of AI in e-commerce as a game-changer.
      Cathie Wood Just Dumped More Palantir Shares Despite "Holy Grail" AI Deal — Here's What Ark Bought Instead
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    • The CatalistThe Catalist
      ·06-06

      Tempus AI: Full power, but fuel burn is still high – A fresh look after Q1-25 and the Ambry bolt-on

      $Tempus AI(TEM)$ Where Data-Rich Precision Medicine Meets Scalable AI Source: Tempus AI Q1 Investor Presentation: Summary Tempus AI is a Chicago-based health-tech company on a mission to make every cancer diagnosis—and eventually every serious disease—an algorithmically informed decision. The firm combines high-throughput genomic testing with one of the world’s largest, fully-consented clinical-outcomes databases. By structuring 40-plus million patient records into a searchable, machine-learning platform, Tempus gives oncologists and drug developers real-time insight into which therapies work, why they work, and for whom. Dual-engine model – Tempus runs CLIA-certified labs that process hundreds of thousands of DNA/RNA samples a year, generating ste
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      Tempus AI: Full power, but fuel burn is still high – A fresh look after Q1-25 and the Ambry bolt-on
    • The CatalistThe Catalist
      ·06-05

      Swarm vs. Chauffeur: Who Wins the Driverless Future—Tesla or Google?

      Who’s Better Positioned to Win Autonomous Driving? (And how to build a conviction thesis without falling for the hype) I’ve been tracking the evolution of autonomous driving for years,; not as a tech enthusiast, but as an operator and investor focused on long-term scalability. With $Tesla Motors(TSLA)$ and $Alphabet(GOOGL)$ taking radically different paths toward full self-driving (FSD), I wanted to break down how to think clearly about which company is more likely to dominate this space over the next decade. This isn’t about who gets there first—it’s about who can scale profitably, globally, and defensibly. 1. Autonomy Economics: Tesla Robotaxi (Cybercab) Estimated Unit Cost: Under $30,000 Autonomy Appr
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      Swarm vs. Chauffeur: Who Wins the Driverless Future—Tesla or Google?
    • The CatalistThe Catalist
      ·02-18

      $Grab: A Regional Powerhouse, Not a Breakout Stock

      $Grab Holdings(GRAB)$  all-in-one “super app” strategy is not uniformly functional across all Southeast Asian markets, which significantly weakens the “network effects” argument that bullish investors rely on. Let’s break it down by business units and geographic inconsistencies. 1. Business Units & Geographic Limitations Grab operates in multiple verticals: Mobility (ride-hailing), Food Delivery, Financial Services, and Other On-Demand Services. However, these are not equally available or successful in every country, creating a fragmented ecosystem rather than a seamless, interconnected super app. Mobility (Ride-Hailing) • Operations: Available in most SEA markets, but service types vary by country. Some mar
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      $Grab: A Regional Powerhouse, Not a Breakout Stock
    • The CatalistThe Catalist
      ·2024-04-26
      SEXYCT, too sexist for me I am too woke 😉
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    • The CatalistThe Catalist
      ·2024-04-19
      Oh, fantastic! Because clearly, juggling a part-time CEO gig while managing global chaos is the epitome of success. And hey, who wouldn't want their candy *and* a $56 billion paycheck, right?  I mean, that's just the logical conclusion of a free speech agenda. And bonus points for simultaneously wreaking havoc on Twitter and Tesla!

      Tesla Stock Has Had a Tough Week. Growth Plans From CEO Elon Musk Will Be Key

      Tesla stock has been looking for a bottom, ahead of first-quarter earnings from the electric-vehicle company on April 23.It's been a hard week for shareholders. Tesla stock has dropped every day, falling more than 12%. Tesla's large company layoffs, or about 10% of its 140,000-strong global workforce, disclosed on Monday, catalyzed the drop.Now investors are waiting to hear from CEO Elon Musk next Tuesday. They are looking for a plan to reaccelerate growth, after first-quarter deliveries came in at about 387,000 units, down almost 9% year over year.The plan could include new lower-priced vehicles, autonomous robotaxis, or other business opportunities such as utility-scale battery storage. Whatever the details, investors want to hear it from an engaged, motivated CEO.As for earnings, Wall Street expects quarterly earnings of about 50 cents a share, down from 85 cents in the first quarter of 2023.Coming into Friday trading, Tesla stock has fallen 15% for the month and 40% for the year to
      Tesla Stock Has Had a Tough Week. Growth Plans From CEO Elon Musk Will Be Key
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    • The CatalistThe Catalist
      ·2024-03-21
      $50.00 to $55 range
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    • The CatalistThe Catalist
      ·2024-02-29
      Apple's pursuit of AGI aims not just for superior intelligence but for a more human-like AI. Consider Apple's track record of achievement; it's earned unparalleled trust in the tech industry, standing out among FANG companies.

      Will Apple Create a Better AI? Questions Abound as Tim Cook Hints at What's to Come

      Apple Inc. has reportedly shelved its electric-car project and will be moving some of those engineers to work on AI, leading to questions such as how the iPhone maker will incorporate more artificial
      Will Apple Create a Better AI? Questions Abound as Tim Cook Hints at What's to Come
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    • The CatalistThe Catalist
      ·2024-02-27
      RIP Jacob Rothschild, the prominent British financier and philanthropist, passed away on February 26, 2024, at the age of 87. He will be remembered for his significant contributions to the financial world, his commitment to philanthropy, and his enduring support for the arts.
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    • The CatalistThe Catalist
      ·2024-02-15
      This is the essence of innovation - not through government control, but through the unfettered spirit of free competition.
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