Breakaway - Investing & Finance

Sean Hathaway
  • 5.0 (9)
  • INVESTING
  • UPDATED BIWEEKLY

Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here. 

  1. MAY 9

    Markets, Tesla, AI, SpaceX, Google, Billionaire Tax

    50th Birthday in Portland Sentinel Hotel Will you stop beating your wife? 529 College Saving Plans.  MarketsATH everything.  1 Year: S&P500 up 31% and Tech 47-60%.  5 Year: 75% - 140% Gamestop Ryan Cohen ½ cash ½ stock. Its on the website. We’ll see what happens!! Google Profit jumps 80% Stock up 163% YoY. Liv GolfThe Start up is in trouble. Apple  Tim Cook Stepping down as Apple CEO Tesla High was $490 at $428. 15% to get back to all time high.  Catalysts:  Self Driving and Robotaxi. I never drive my Model Y. Looking to get a more rugged look. Here’s Cathie Wood. Problem with Waymo is they’re not vertically integrated; they don’t build the cars!!! They also have 1 million sensorsRobotaxihttps://robotaxitracker.com/?provider=tesla&area=austinTesla website now tracking milesSemi. 370 Semi’s committed to WattEV in Northern CA. $100m deal. 50 delivered by year end and the rest in 2027. Strategic Partnerships: Cursor represents SpaceX/xAI’s aggressive push into the high-margin AI developer tools and agentic coding market.  Intel brings chip manufacturing muscle to Musk’s ecosystem through the Terafab project. Anthropic (via the fresh Colossus 1 lease) illustrates pragmatic deal-making in the AI compute  Starlink: 10 million satellites.  Satellites use laser inter-satellite links to relay data across the network to ground gateways connected to the terrestrial internet backbone. Tesla Earnings Call here. Discussing new fab building here. Investor Deck here.  AI OpenAI  Musk vs Altman Elon on X explaining Elon tesitfying  Anthropic California Billionaire Tax 1. The Threshold Drop (From $1 Billion to $50 Million) 2. "One-Time" vs. "Annual" and the Power to Change Exit tax. versions include "wealth tax resident" language that applies the tax to people for up to 4 years after they leave California, preventing people from dodging the tax by moving away once it passes.

    40 min

  2. APR 18

    Golf, Netflix & Reed, Tesla, SpaceX, Open AI, Markets

    Golf Shot a 100!! Masters Cameron on Church and Family MarketsSTAY IN the MaRKETVGT 59%, QQQ 48% and VOO 35%NetflixLet’s hear from Ted on Reed Open AI Lawsuit coming. How did they convert a non-profit to a For-Profit? Tesla EV sales in the US Qg1 2026 Tesla's total across all its models (Model Y, Model 3, Cybertruck, Model X, and Model S) is 117,300 vehicles. This represents 55.43% of the overall total of 211,609 vehicles in the list. Tesla dominated this dataset, accounting for more than half of all the EVs combined. Lidar Elon on Lidar Semi Play at 4:28. Discussion of moving vertically as it hangs from the ceiling moving the Body of the Semi around. ‘ Would love to see Peterbuilt and Freightliner execs watching this video. STd range 325Long rane 500Building supercharge network only for trucks!FSD Europe Tesla official X announcement.  FSD Supervised has been approved in the Netherlands & will begin rolling out in the country shortly!  SpaceX Good video here. 10,000+ satellites.9m paid Starlink subscribersStarlink was $10-12b in 2025.  Revenue total $15-16b.Fraud 267m in Fraud. 5 arrested. 21 charged.

    36 min

  3. APR 4

    Markets, Terafab, Tesla, SpaceX, CA Fraud

    Opening DNS Security  https://x.com/Geiger_Capital/status/2038729125653819515 Artemis ii Last moon landing. Before I was born.  The last crewed moon landing was Apollo 17, which touched down on the Moon on December 11, 1972 Passwords and ID protection Etrade Kroll ID Protection Experian Trump Comedy:  Why don’t you Tell us about the Attack. Well you didn’t tell us about Pearl Harbor!! Caddie and pro golfer conversations are interesting. Akshay Batia. Markets:  Healthy Correction. Remember: S&P500 6% off, was 9%S&P500: 25% and 18% in 2024 and 2025!3 years ago: Up 66%!!!!!! IGV iShares Expanded Tech-Software Sector ETF (IGV) Tesla and LEAP options Netflix Netflix for my beloved: down 26%. PE is still 40!!!!!! AISpaceX & Tesla CyberCab Manufacturing begins in April 2026Model Y The "best-selling car in the world" title for Model Y (2023–2025 per Tesla)  CyberTruck Tried to order a Dual-Motor all-wheel drive for $69,990. Est delivery is 2027!!!  Tesla Semi Tesla Semi Jay Leno YouTube Video TeraFab Project Tera implies a Terawatt of compute manufacture each year.  Terawatt ($10^{12}$ Watts) is one trillion watts Global chip supply Space is always sunny SpaceX Tesla and SpaceX Merger Best write up so far. Alexxadra.  Terafab description from Tesla X.  Announcing TeraFab Orbital Data CentersInteresting insight on 1/1,000,000 probability guidance system of SpaceX satellitesFraudKey takeaway: No new taxes without full transparency Dr. Oz on shutting down Hospices in California.  220 shutdown in LA. 1800 hospices in CA = ⅓ of entire nation!!!?? 50% probably to be shut down. ONE BUILDING supposedly houses 197 separate hospice and healthcare companies Fair Question. Why not help Nick?  David Spade. The TRAIN.   Even mainstream comedians are making fun of Gavin’

    52 min

  4. MAR 18

    Markets, Golf, Netflix, SpaceX, AI & Fear, Over-taxation

    OpenCameron Young tied on 18. Longest drive on 18. 365. Full pause. Birdy on 17, the hardest hole.  CAl FTB: Sucks Facts of life: Your Thoughts define you Miami Beautiful and no state tax. Everyone moving there. Mansions and yachts, but lots of normal people too.  Ken Griffin.  Meta CEO Mark Zuckerberg and Priscilla Chan have purchased a $170 million, 30,000-square-foot mansion on Miami’sMarketsLong over-due correction.  AI Fear I've listened to a few podcasts featuring Marc Benioff in the last year. He is 100% all-in on AI. The idea that SAAS will be completed disrupted by AI is over-hyped. Jensen Huang put it well: AI will not invent a new hammer or screwdriver; they'll just use what exists. Analogy is to SaaS companies in general. Large Corporations (think Fortune 1000) are not goint to ditch big SaaS companies, like ERP (Workday, Oracle, SAP), Security, CRM, Analytics, Microsoft Office, etc... Long story, short: The AI replacement fear is over-hyped.  NetflixNetflix Loses Bidding War to Paramount!  Tesla & SpaceX Interview with Elon. Play at 0.28. Stop 2.00.Tesla has most advanced Real-world AI. Starting scale production of CyberCab in April.Tesla Semi coming this yearMerger  SpaceX acquired XaISpaceX will go public.  SpaceX will merge with Tesla. Love this take from Travis on Autonomous driving.  XAi  XaI will be a financial behemoth Andrej Karpathy on Elon’s management style AI OpenAI  Anthropic Claude GovernmentNewYork City Fareed Zakaria CA Fraud Nick Shirley Doing his Thing again in CA Wealth Tax https://x.com/stevenfiorillo/status/2033352518802026741 According to IRS migration data, New York has lost $111 billion in net adjusted gross income over the last decade from residents moving to other states.WSJ on Billionaires leaving.  Google co-founder Larry Page recently made headlines by spending $188 million on three Miami mansions.Washington State passes 9.9% tax on income over $1m.  Howard Schultz leaving. Bezos already gone. Recommendations:Hims and Hers! Bill Gurley: Running down a DreamMichael Lewis: Lyar’s Poker. The Rip. Was ok. The Running Man. great airplane movie. Glen Powel

    51 min

  5. FEB 21

    Athletes Inspiration, SaaS-Ocalypse, Options, Robots, SpaceXaI

    Bench Press: Pete Hegeseth. Secretary of War: 315.  Avalanche. 9 of 15 people that died in Tahoe avalanche hiking/skiing backcountry Mikaela Shiffrin Gold in SlalomFirst Alpine skier to surpass 100 World Cup winsAnthony Kim.  Started 5 shots back. 9 birdies final round! Anthony Kim talking about family and God Tiger on Anthony Kim Like Kim Kardashian!  Secret Edge of the Rockstar skier per WSJ. I’d say Golfer too.  MarketsMarkets 1% or so off ATH. Tech 5% or so whatever. The interesting story is. SaaSpocalypse iShares Expanded Tech-Software Sector ETF (IGV) 31% off high!!  Options trading Workday:  Duration 482 or 16 months. June 2027Trading at $140. Call is $36 or 26%. % is key. Indicates cost. Bid / Ask: So buy 100 at $36.00, costs you $3600.IN summary. Workday goes up 26% to $176 you make money. To make “real Money” you buy $100k you get about 2700-2800 options. Workday doubles to $280. You make ($280- $140 - $36)*2700 = $280 - $300k.   AISpaceXaIXaI video on restructuring and next steps RoboticsViral Video from China showing many robots dancing and flipping. Thank goodness we have some American Companies doing similar. Its actually INSANELY impressive. Real? https://www.unitree.com/Dog is $1600Figure in the US showing Robots doing real-world tasks. Billionaire Wealth Tax $519 Per Second: The Real-Time Destruction EconomicsRent control in Mass from WSJA group of housing advocates and labor unions want to stop landlords from raising rents by more than the state’s annual rate of inflation—but no higher than 5%—a year. RecommendationsAI for Home:  Using Gemini Gems: Home electronicsMusic studioChris Hemsworth on Theo Von Play at 17.40. Purity of life and questioning meaning and why?“Falling in love”. Not rising or winning, but falling, like a sacrifice and risk.

    48 min

  6. FEB 11

    SpaceX, XaI, Tesla, Netflix, AI, California

    Apple Phone SuperBowl. Bad Bunny JETS:Two B-1B Lancer bombers. two F-15C Eagles, two F/A-18E Super Hornets, and two F-35C Lightning  Linday Vonn - Torn ACL.  MarketsVOO and Tech still near all-time highs. Bitcoin down 45%.  Spotify up 15% today. Still 40% off high. 98B market cap.  SpaceX Acquired XAICurrent valuation. $250 and $1t. Elon on the Pivot to Moon as opposed to Mars now.  Elon MuskGreat interview with  10000 Starship launches annually. Low rate compared to airplanes.Merger with TeslaSpaceX and XaI merged. Presumably Elon has super voting control. Now SpaceXaI will acquire $TLSA at a premium (~30%). They're similarly valued at ~$1.5T each.  AND I think/hope Elon also offers an "allocation" of pre-IPO shares to Long-term Tesla shareholders (maybe > 3 years). Tesla NetflixTed Sarandos testimony.  80% of HBO subscribers are Netflix subscribers. YouTube is #1 viewing platform. Rights to Oscars, NFL, etc… Netflix is 9% of viewing and with Warner 10%? Wow! Chief Strategy Officer at Warner. Senator Hawley is a terrible Senator!  Play Union Commitment53.28. Sexually inappropriate trans characters. What % of Netflix employees donate $’s to what party? 1.07.03 Why give Netflix the power to promote more woke shit!? Must Play. Wokest content in the world. 🤣1.29.06. Grumpy Old MenAIJensen Huang on Software and AI. AI will not replace software.  Government Fraud Hospice Cares in California Play:  https://x.com/WallStreetApes/status/2018099758943084657 18% of entire US Home Healthcare funding/billing is from LA county. 1 Dr. 1900 patients and billed $120m in one year!  287 Hospice providers in 2 mile radius. 2000 hospice agencies in LA county. Strip malls, unmarked buildings and vacant lots.California Billionaire Tax Larry, Sergei, Peter Thiel, countless others. Startup founders will leave.   With Zuck’s move to Florida, California’s total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago.  Recommendations Beast within me.

    47 min

  7. JAN 31

    Markets, Apple, MSFT, Meta, Tesla, XaI, SpaceX, Government

    Opening Reformer Machine Workout at YogaSource in Los Gatos Sonos nightmare. Gemini won MarketsThe Federal Reserve held its key interest steady in a range between 3.5% and 3.75% after a recent run of interest rate cuts. 1 Year: VGT/QQQ 23.3%. S&P 500 17%.  2025: 1 yr and 10 yr QQQ: 20.8% and 19.4% annualized = $100k > 620 VOO 17.8% and 14.8% = $100k > 400 AppleApple revenue of $143.8 billion, up 16 percent from a year ago Google's AI technology would provide the most capable Apple foundation models Dictation sucks! MicrosoftMicrosoft Cloud revenue was $51.5 billion and increased 26%  Slowing Cloud Growth.  Meta Up 10% or so?  From Zuck: Play at 3.22: https://www.youtube.com/live/1Tm7gX-WctI?si=i66btpKGlApbuyF5&t=202 TeslaInvestor Deck Ending production of S and X in Q1.  Earnings Call:  Elon on CyberCab: Play at 26.15. Elon on TerraFab: Play here 45.40 Elon on Optimus: Play SpaceX and XaIMerger. How it would work. Tesla Shareholder Allocation. Maintaining super voting rights. Government & Fraud Ilhan Omar  US Rep for Minnesota Ilhan Omar went from a having a -$65,000 net worth in 2019 to $30,000,000 in 2026. Financial Disclosures required for Congress Persons 2023 Disclosure: $15,000 - $50,000 2024: $1,000,000 - $5,000,000 EstCru LLC Winery Ilhan Omar Winery. Husband is Tim Mynett https://x.com/MarioNawfal/status/2016171843992912175 - The website disappeared - Listings were deleted - Archives wiped Excited that Matt Mahan is going to run.

    36 min

  8. JAN 24

    Markets, Netflix, Tesla, AI, California, Fraud

    OpeningReformer Machine Workout at YogaSource in Los Gatos.  Indiana. Fernando Mendoza is a truly special.  Markets1 Year: VGT/QQQ 17%. S&P 500 17%.  2025: 1 yr and 10 yr QQQ: 20.8% and 19.4% = $100k > 620 VOO 17.8% and 14.8% = $100k > 400 VXUS: 32% and 8.5%  Gold and Silver. Great year. 77% and 200%. That’s 3x.  IBIT and Etha: Down 14% and 10%.  Netflix Great earnings call. 17.6% YoY revenue growth, better than Q4 2024 of 16%. Warner Brothers Acquistion is huge overhang. It will help them: IP. Harry Potter, DC Comics, Game of Thrones, Matrix, Sopranos, Succession, Lord of the Rings. BarbieHBO!Lemonade HIMS.  TeslaAutonomous. Finally pulling the driver out in Austin. No longer able to buy FSD outright. Needs to be subscriptionLemonade cutting premiums by 50% if you drive a Tesla with FSD. Important implications for all car insurers.Humanoid Robots Yes Boston Dynamics and many others particularly in China are great, but… Manufacturing, Software, Hardware, ….XAI Will have more AI compute than all others combined in 5years! From Elon The Colossus 2 supercomputer for @Grok is now operational.  First Gigawatt training cluster in the world. Upgrades to 1.5GW in April. I’m using Gemini and Grok. Perfect combo.   SpaceXSpaceX will be ~99% of all Earth payload mass to orbit I think there will be an allocation to Tesla LT shareholders. Could be $1.5T, but could go to $10T.  PoliticsWealth Tax  Wealth Tax. 1 time 5% on Billionairs. No limitations on quantity or $ limit. Play Ben Horowitz on wealth tax. More taxes is not the answer. Eliminate Fraud, waste and abuse!Billionaires ~$8T, everyone else $170t.The two Google founders per Gemini represented 23 percent of the aggregate billionaire wealth in CA. Throw in Peter Thiel and well over 30 percent is goneVideo here. https://x.com/bennyjohnson/status/2014785916083020062 $23m $125k Rover seizedHome in GreeceMansion in LABalance the Budget State Audit Report here Budget Summary .05% of Californian’s or ~8500 people making over $10m per year pay 25% of the personal income tax liability.  1% of Californian’s pay 49% of Personal Income Tax. $54 billion  Uhaul Growth Index: Companies moving out of California Recommendations:RoganBradley CooperBen Affleck and Matt DamonEthan HawkeTim Ferris and Bill Gurley

    39 min
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About

Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here. 

Information

  • Creator
    Sean Hathaway
  • Years Active
    2020 - 2026
  • Episodes
    107
  • Rating
    Explicit
  • Copyright
    © 2026 Breakaway - Investing & Finance
  • Show Website
    Breakaway - Investing & Finance