- Tesla has had an amazing recovery and gained 70% over the last 6 months to put it back up YTD. Never bet against Elon Musk-far better for Tesla now that he is not running DOGE.
- Oracle and Larry Ellison are having a break out year. The stock is up 84% YTD. He is living one heck of a life. And through wife/partner number 4 or 5 has become a Michigan Wolverine fan- awful.
- Bill Ackman bets on Uber and Amazon. “Pershing Square bought 5.82 million Amazon shares, worth about $1.3 billion as of this writing, making Amazon roughly 9% of its U.S. equity portfolio — a significant stake, but not the largest. Uber makes up about 21% of his fund at $2.8 billion, making it his top holding.” Reuters.
- 9 of the top 10 highest market cap companies are tech companies.
Lifestyle & Personal Notes
October 8, 2025
6:11 pm
Watch House of Guinness on Netflix. “Ideas are a commodity. Execution of them is not.”