HyperChange

hyperchange

new wave financial media

  • 1 hour 55 minutes
    Analyzing the Elon Musk Empire 🚀

    Elon Musk is the leader of 6 major companies changing our world: Tesla, SpaceX, X (formerly Twitter), XAI, Neuralink and The Boring Company. Today his companies are valued between $1.5-$2.5T depending on who you ask, and we think they are on track to be worth $100+ when it's all said and done. This is the Roman Empire of Capitalism, being built before our eyes. In this episode, me and Aidan break down all of Elon's companies one by one and explain why he started them and the impact they are making. From Tesla's journey in making EVs mainstream, to now getting ready for self-driving. SpaceX's incredible breakthrough of the resuable rocket, Neuralinks first brain chip patient, XAI competing with OpenAI and raising $6B, X's transformation into the global town square ... and SO MUCH MORE. This conversation was a blast, let me know what you think in the comments below!! 0:00 Roman Empire of Capitalism 5:40 Tesla 45:45 SpaceX & Starlink 1:15:02 XAI 1:26:20 X (formerly Twitter) 1:33:15 Neuralink 1:41:05 The Boring Company 1:47:31 X Holding Company, Merging the Empire 1:49:53 Elon Musk as a person. The DaVinci of our time Follow Aidan on X: https://x.com/MrGoldBro My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: We're long Tesla & SpaceX. Nothing in this show is financial advice. We're not financial advisors. Always do your own research.

    22 November 2024, 5:19 pm
  • 1 hour 26 minutes
    The American Techno Renaissance 🇺🇸🦾

    A new era of HyperChange is upon; The American Technological Renaissance. In this long-form podcast, we discuss our optimism surrounding the potential of using technology to improve our daily lives. We hold nothing back in this episode, covering Elon Musk's role in the new American government under Donald Trump, the idea of DOGE (Department of Government Efficiency), what that means for the future of American builders and innovation in our country. We discuss Super-Intelligence AI apps like Grok, and ChatGPT, Tesla's dominance in self driving cars and humanoid robots, SpaceX's ushering in of the new space age where we return to the moon, Bryan Johnson living forever, the potential of gene editing, fixing our food system, how Bitcoin and crypto are changing fiat currencies, and so much more. We would love to know your thoughts in the comments below!! Follow Aidan on X: https://x.com/MrGoldBro My X: https://twitter.com/gfilche HyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: Nothing in this show is financial advice. Aidan and I are the owners of HyperGuap Atlantis, a VC company that invests in many of the startups names. We are also investors in Tesla, SpaceX and other companies mentioned. We are not financial advisors.

    17 November 2024, 9:09 pm
  • 4 minutes 40 seconds
    Rivian Q3 2024 Earnings/Stock Analysis 📊

    Rivian Q3 results have arrived! Revenues dipped below $1B/quarter for the first time since 2023, and gross margins got even worse to negative 45%. The company is still guiding for positive gross margins in Q4 2024 which would be a major win for the company, and I'd be extremely impressed if they hit. My biggest concern when looking at the stock is the sharecount is increasing at an accelerating pace. Up to 1,014M shares in Q3, up 6.5% in just a year. This could accelerate if the share price doesn't go up, causing a dilution spiral.

    8 November 2024, 12:17 am
  • 12 minutes 59 seconds
    Airbnb Q3 2024 Earnings/Stock Analysis 📊

    Airbnb Q3 2024 results are hot off the press! Revenue grew 10% to $3.7B (all time high), and the company is planning to launch 1-2 new $1B+ revenue businesses next year, and every year going forward. On the conference call Brian Chesky kept comparing Airbnb today to Amazon when they were selling just books. Chesky sees the company expanding well beyond travel into new products and services. This will mean investments in growth will ramp next year. Airbnb is moving to be on offense and growth mode, and exciting inflection point. Let me know what you think in the comments below! $ABNB

    7 November 2024, 11:58 pm
  • 8 minutes 7 seconds
    What a Trump win means for Tesla stock

    Donald Trump has just won the US Presidential election. Tesla stock is up 15% to its highest level in more than a year. What does this new American era mean for Tesla investors? A lot of the regulatory scrutiny (FSD, Elon's Pay Package) seems like it will go away. The regulatory approval path for FSD / Cybercab got way easier. And mainly, I think investors are just hyped because it means Elon and Tesla will be left alone to execute on their massive vision. There will be volatility, and it's way to early to tell how this will all play out. But things are shaping up to be a very bright future if Elon can work well with the new Trump administration. Let me know your thoughts below!! My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla Stock. I'm not a financial advisor. This is not financial advice.

    6 November 2024, 11:30 pm
  • 52 minutes 27 seconds
    Palantir, Airbnb, Tesla & Robinhood schemin with Amit

    Interview with Amit (aka ‪@amitinvesting‬ ), where we discuss Palantir's valuation and growth prospects, I pitch him on Airbnb stock, we talk about Tesla's Optimus bot, the upcoming election effect on markets and finally on Robinhood stock. It was a blast to scheme with Amit, who does livestreams on his channel for the market open. He has also become the voice of retail shareholders for Robinhood and Palantir and interviewed both CEOs. Give him a follow!

    28 October 2024, 9:56 pm
  • 5 minutes 55 seconds
    G 2 a Milly #8 ❄️ Humble Pie 🥧

    Tesla stock soared 21% today after a monster Q3 earnings beat. It was a big day for the portfolio. But something wasn't right ... I was still stressing because of my Airbnb options position. So I had to make the tough call to sell my options for a small gain and roll the position into plain, old, boring Airbnb equity. A prudent move in the long term I believe, and one that will serve my sanity. I realize I've been flip flopping like crazy with options, but that is what it is. Cheers to a good day in the portfolio I guess .... This was episode 8 of G 2 a Milly. Day 296. Portfolio worth $29,503. Disclaimer: Nothing in this show is financial advice. I'm long Tesla, Airbnb and Coinbase and my positions may change at anytime.

    24 October 2024, 9:54 pm
  • 23 minutes 45 seconds
    G 2 a Milly #7 ❄️ Election Chaos 🇺🇸

    With US election just two weeks away, tensions are heating up. This could drive significant market volatility in the short term. I wanted to hop on to explain my take on the recent events with Elon Musk supporting Donald Trump so publicly and how that could impact the stock, depending on the election results. Then I dive into my Airbnb options bet and long term thesis for the company. Let me know your thoughts! This is the 7th installment of G 2 a Milly, where I open-source building my portfolio. This is 294 days in, with a value of $27.686. Here's a link to G 2 a Milly #6 (the previous episode): https://youtu.be/kgWYce5p_xg?si=1CnfurHTSYAwTHtQ0:00 US Election Incoming !!0:39 G 2 a Milly Scoreboard 5:37 Tesla Update8:36 HyperBullish Airbnb Options Bet11:32 Airbnb Longterm Thesis 20:08 Positive on America’s PotentialDisclaimer: Nothing in this show is financial advice. My positions shown in this portfolio could change at any moment without notice. Always do your own research.

    22 October 2024, 8:07 pm
  • 1 hour 4 minutes
    New Affordable Tesla Coming in 6 months?! w/ Farzad

    Farzad Mesbahi comes on the channel to discuss Tesla's 10/10 event, the Cybercab, Robovan, Optimus and potentially something even bigger that the company didn't reveal on 10/10 ... a new affordable Tesla model that is set to enter production sometime in the first half of 2025. We also discuss Tesla's plans to launch an unsupervised full self driving service in California and Texas sometime in 2025, and how that rollout could play out. Then we dive into the progress Tesla has shown with Optimus and if that may hit the market before Cybercab. Finally, we discuss the upcoming US presidential election and the potential impacts that could have on Tesla with Elon's support of Donald Trump. I had a BLAST with this discussion, huge shoutout to Farzad for coming on the show! Farzad's YT:    / @farzyness   Farzad's X: https://x.com/farzyness My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

    16 October 2024, 9:24 pm
  • 12 minutes 11 seconds
    We, Robot 😳 Tesla 10/10 Reaction UNCUT

    Tesla's 10/10 We, Robot event in Los Angeles, CA looked insane. After just watching the livestream, my FOMO is pumping. The haters will say the timeline is slow, but we just saw the future. Mini Cybertruck robotaxis, Cybercabs, and Robovans ... Optimus robots walking around the party and serving drinks. When will we see Tesla's first autonmous ride like Waymo ... that is still TBD. Sounding like 2025 from the event. Let me know what you think in the comments!! I own Tesla stock, nothing in this show is financial advice.

    11 October 2024, 4:35 am
  • 1 hour 1 minute
    Disrupting EV Service & Repairs with Joe Pak, Founder of Amber

    EVs are more like computers than cars. Early data is showing they can last 500,000+ miles, much further than the legacy gas cars they are disrupting. This is setting the state for an unprecedented change in the transportation economy, where ride sharing and autonomy become the norm over individual car ownership. With Waymo expanding rapidly, and Tesla on the cusp of a major self-driving announcement on 10/10, things are heating up ... This video is my conversation with the Founder and CEO of Amber, Joe Pak. He has a front row seat to the electric + autonomous revolution. Amber is building a quasi-insurance/warranty service specifically for EVs (or robots on wheels). Amber basically offers healthcare to your electric car or robot.The startup has just expanded its EV extended warranty products for Teslas, from 11 to 47 states. The company continues to expand rapidly and you can find the latest on their website. Amber website: https://www.getamber.com/ Amber X: https://x.com/getamberev/ My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I am an advisor to Amber.

    25 September 2024, 9:50 pm
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