To The Moon

1. $Tesla Motors(TSLA)$

Robotaxis will generate 8-10 Trillion in revenues in 2030, half of which will go to platforms like Tesla says Cathie Wood

Can we stop giving this person air time.

In the U.S. people drive ~3.2 trillion miles per year. At $2.50 per mile (about the cost of Uber) you get to “$8-10 trillion”.

Every mile in robotaxis that don’t yet exist?

You think that’s happening in 6 years? 🤦

2. $Roku Inc(ROKU)$

I want to like Roku's TV OS position, but if streaming consolidates to two major players (Netflix and Disney) what power does Roku have?

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3. $Zillow(Z)$

Everything you need to know about Zillow stock and its $1 trillion potential.

4. $3M(MMM)$

MMM stock jumps after cutting the dividend to 40% of FCF.

5. $Verizon(VZ)$

VZ should taken notice. I don't think dividends are as sacred as they used to be.

6. $Snap Inc(SNAP)$

Hot take: Evan Spiegel could double his net worth by firing himself.

7. $Alphabet(GOOG)$ $Alphabet(GOOGL)$

Google has a 91%+ share in search

Google is one of the Big 3 in the cloud

Google controls the operating system of 70% of smartphones in the world

Google been building custom AI chips for a decade

How is Google $GOOG not the best-positioned AI company in the world?

8. $Amazon.com(AMZN)$

Amazon going big on sports is interesting because streaming has always been a piece of the bundle strategy, but didn't need to be a moneymaker.

If the NBA deal is ~$3 billion per year on top of $1B for the NFL, that's a big sum, even for Amazon.

https://twitter.com/TravisHoium/status/1785470477974048961