Holy smokers, that ain't no dang jokers. Tesla stock right off a cliff. That stock is down over 10% right now. At the beginning of this video, we're going to get into what is going on here in regards to Tesla, right? What's going on here in regards to this war between Musk and Trump now at this point in time, right? Which, you know, it's been talked about this would eventually happen and the day has come. We had have a complete major fight now between Musk and Trump. Okay, then I want to go ahead and react to this video from Dan Ies on where he believes Tesla stocks headed. Then I'm going to share my personal perspective on where I see Tesla stock headed at this point in time. So we'll get into all that and kind of what's going on there and what you should do if you're a Tesla shareholder or not and those sorts of things, right? Then I want to go ahead and react to this video here. Mr. Tom Lee went on CNBC 4 hours ago and so looking forward to reacting that one and sharing his opinions, perspectives on the market. Then we got this little one to react to from Palanteer by size. We're just going to react to the beginning of this one in regards to Alex Karp and Palanteer. So my gosh, folks, it's action-packed, man. I'm busy, busy, busy times. I appreciate y'all for joining me. One thing, one thing only I need from you. Just smash that like button. I hope you can do that for me. That's all I need from you. Smash that like button. Subscribe if you want to subscribe. Busy times here, folks. I also put out a video on the main channel last night you might want to check out. I'm not sure how many of you guys follow me on the main channel, Financial Education, but I put out this one last night. Uh, buy every share of this stock you can. So, you might want to check out that one if you haven't already when this video is over. And also, four stocks to buy now, June 2025 edition. I put that out a couple days ago. Looks like about 118,000 people have gotten to see that so far. Okay. Okay. So, let's get into this Musk Trump war and what's going on there. And then I'll tell you my perspective and opinion on where the stock is headed. I'm very disappointed because Elon knew the inner workings of this bill better than almost anybody sitting here, better than you people. He knew everything about it. He had no problem with it. All of a sudden, he had a problem and he only developed the problem when he found out that we're going to have to cut the EV minted because that's whoa whoa whoa whoa whoa whoa. Hold your horses. That is extremely disrespectful. Insane levels of disrespect. Um, and we know when when Musk gets attacked, he attacks back 10 times more, right? And same thing with Trump, too. When Trump feels like he gets attacked, he he goes 10 times X. And so, this is crazy because this is so disrespectful to say that, oh, the only reason Elon has a problem with the bill is because, you know, we're taking away the EV incentives. Elon Musk has gone on record many times over the past few years that he'd be more than happy if they got rid of the EV incentives. So, the fact that Trump says, you know, just kind of blows it off, it's a it's a smart strategic move from Trump's perspective because if people don't really look into it, you know, let's say you're you're a big Trump supporter and, you know, you just hear him say that, right? That sound bite there and you're like, you know, he's like, "Oh, Elon just like that's going to make sense to you. You don't need to look any further into it. You say, "Oh, Elon's crazy. That's why he's he's against this because they're taking away his EV credits." Right? Now, if you look further into it, you start to realize, "Oh, Elon Musk has been in favor of that for a long long time. billions and billions of dollars and it really is unfair. We want to have cars of all types, electric, we want to have electric, but we want to have gasoline, uh, combustion, we want to have different, we want to have hybrids, we want to have all, we want to be able to sell everything. And when that was cut and Congress wanted to cut it, uh, he became a little bit different and I can understand that. But he knew every aspect of this bill. He knew it better than almost anybody. and he never had a problem until right after he left. And if you saw the statements he made about me, which I'm sure you can get very easily, it's very fresh on tape. Uh he said the most beautiful things about me. And he hasn't said bad about me personally, but I'm sure that'll be next. But I'm I'm very disappointed in Elon. I've helped Elon a lot. Helped Elon a lot. That's interesting. Um okay. So, you know, right off the bat, Elon Musk says here, cuz you, you know, that's the thing with Elon Musk and Trump. And that's why this was going to be such a volatile situation, right? And uh, you know, you got two men there that man, when they get attacked, they like to come, like I said, 10x back. So, Elon Mus says whatever. Keep the EV solar incentives cuts in the bills, even though no oil and gas subsidies are touched. Very unfair. True. Uh, but ditch the mountain of disgusting pork in the bill. In the entire history of civilization, there has never been legislation that are both big and beautiful. Everyone knows that either you get a big and ugly bill or slim and beautiful bill. Slim and beautiful is the way he says, right? Um he obviously posted this national debts up to around 37 trillion. Now at this point in time, Elon Musk says false. This bill was never shown to me even once and was passed in the dead of night so fast that almost no one in Congress could even read it. Now, somebody's lying. Somebody's lying here. It's either Musk or it's Trump. Trump says Elon Musk knew everything about this bill. He knew the inner workings better than anybody. And Elon Musk is saying he he was never even shown this bill once. So, somebody's lying. Who do you believe? Do you believe Musk or do you believe Trump? Id love to hear in the comments section. Who do you believe? Because one of these men is lying in regards to that. Right now, also here, they post Elon continues to mount high school pressure campaign, which is pretty funny. Now, this was big here. This is the type of stuff that Trump's really, really going to be upset at because Elon Musk says, "Where is this guy today?" Oh my gosh. He pulled up a ton of Trump's old tweets. We could use a balanced budget amendment. Politicians don't have the will to cut spending. I cannot believe this was in 2013. I cannot believe the Republicans are extending the debt ceiling. I'm a Republican. I am embarrassed. Oh boy. It's a little different when you're in office, right? We need a balanced budget amendment because Congress has no fiscal discipline. The Republicans should not give Barack Obama the authority to raise the debt another 1.2 trillion. Oh man, that's small potatoes now compared to nowadays, right? Look at this one here. Barack Obama is bankrupting this country. His budget adds another 4.4 trillion of the debt, putting us over 20 trillion in total debt by 2016. Oh, that's small numbers. Cuz you know what? Now we're approaching $40 trillion in total debt. Oh man, can we go back to the good old days of only 20 trillion in debt, right? And so he just posts all these old, you know, tweets uh from Trump there. Trump's not going to like that. Right now, additionally here, obviously, he's reposting a lot of stuff, right? He's going right at Trump and basically saying, "Hey, man, you're full of BS. You said you would, you know, you want balanced budgets. You said, you know, we would shouldn't increase the debt." All this stuff. you know, you're big talk, but you at the end of the day when it actually comes time, you're not doing any of this, right? And so, it's clear these guys are at war now. And the big ugly spending bill will make things much worse. Um, man, what a situation, right? What a situation. Now, also the whole the whole notion around uh, you know, Trump says he helped him a lot. Elon Musk says, you know, Trump wouldn't have won the election without him. Now, I'd love to hear your guys' opinion in the comments section. Do you think Elon Musk helped Trump win the election? Do you think Trump would have won that election if Elon Musk didn't help? My personal opinion on that is I think Elon Musk helped Trump win the election. With that being said, Trump would have won that election regardless if Elon Musk was on his side or not in my personal opinion. And the reason being is I think you just had a lot of voters that were, you know, were very frustrated with the levels of inflation that happened under the Biden era. And so therefore, they they felt like, you know, we don't want to we don't want this situation to keep going on. And they felt like Camala was going to be an extension of that. Now you could debate whether that would have been true or not, but regard regardless like people felt like Biden was in office when this crazy inflation was going on and Camala is just going to be a continuation of that and we're sick of inflation, right? Inflation is very devastating to the consumer. And so I think regardless, people were thinking back to the Trump days and like, man, that wasn't too bad. I remember 2017, 2018, 2019, like jobs market was good. We had low inflation. Like I want to go back there. So my opinion is Trump would have won that election with or without Elon Musk. But e Trump went in a landslide. I think Elon Musk and Joe Rogan, some of these other folks, I think they helped Trump win in a landslide. But I think regardless of the Joe Rogan interview, regardless of Elon Musk, and my my honest belief is Trump would have won that election regardless. Okay. Now, additionally, um, you know, he he basically just kind of reposting stuff about like, you know, being against like the EV credits and those sorts of things, right? And, you know, just kind of doubling and tripling down. Oh, this is something that you you want to talk about something that's going to piss Trump off. Oh, look at this one. Look at this one. I have a plan to cut spending, increase spending. Oh, man. Woo! When Trump When Trump gets a hold of this stuff, oh baby, it's going to be nasty. And then Elon Musk put the cherry on top. He says, "Is it time to create a new political party in America that actually represents the 80% in the middle?" I'm going to put yes. Hey, 83% said yes. Now he's talking about he wants to create a new political party in America. Oh my gosh. War. War. Wow. Wow. Let me let me play this part. Listering criticism now from Elon Musk on social media just responding to the president's event in the Oval Office a short time ago. Elon Musk posting on X his social media platform. Without me, Trump would have lost the election. Dems would control the House and the Republicans would be 5149 in the Senate. He goes on to post two words, such ingratitude. Now, that follows on President Trump appearing in the Oval Office alongside the Chancellor of Germany. Uh the president saying that he would have won Pennsylvania without Elon Musk, he was doing just fine. Yeah. And to be fair, you know, from Elon's side, that's very disrespectful to Trump. And you know, Trump Yeah. Trump's got a big ego. Everybody knows that. Whether you like Trump, whether you voted for him, voted against him, it doesn't matter. Everybody knows Trump's got a big ego. So when another man says, "I'm the reason you're president." Disrespectful. So I'm talking I'm saying like this is getting disrespectful fast fast. Uh and the president by his own terms very measured in his criticism of Elon Musk. But he did say that Musk Oh. Oh. Oh yeah. Yeah. Yeah. Just wait till he sees all the stuff that Elon Musk posts in the past hour or two. uh was for his big spending bill until he came out against it after leaving government and that Musk had been totally briefed on that spending bill before he left government. Musk taken to social media during that press availability to say that was false. He had not seen the bill until after the fact and it was done in the dark of night. So an erupting political controversy and and sort of uh political fisticuffs I guess is the way to describe this between Elon Musk and Donald Trump. two figures who are just enormously powerful figures on the world stage who were joined at the hip politically from the summer until last week and now a major fracture here between the two. Uh the president was as I say fairly measured in his criticism of Musk by his own terms. So where where do I see this going next as far as uh Trump's next attack? My opinion on where Trump could take it here and this is going to be some of the lowest level of disrespect. I think Trump's gonna might take the approach of um Elon's on stuff, baby. That's gonna get real ugly because that's what I think is going to happen. I think Trump's going to say he's he's on stuff. He's doing stuff and man. Um you know, oh, he's going crazy because he's he's doing all types of stuff. Uh um yeah, Trump shareholders taking that uh in a bad way. Musk tweeting that Trump would have lost the election without his support. Here now for more is Tesla Bull. That's how you're being described of Dan Ives of Wedbush. Uh you also you just launched the Ives ETF, which I haven't had a chance to congratulate you on, but so let's talk about why Tesla shares are down so much on the spat between him and the president. I I mean there's a view that the battle here going on between Musk and Trump that this is going to continue to sort of you know increase and what that ultimately does is that autonomous and the regulatory vision does Trump now now not start to play nice in the sandbox with Musk. I see. So, so it really comes down to that big piece here is saying does this beef between Musk and Trump actually continue to increase and then the positive things you expected from an autonomous perspective and regulatory now that's off the table because of what's happening here. Right? So, it's not so much about the EV mandate, which as our last guest suggested, was always most likely to go away. And in his, as Musk said, it's not even what he was, if we take him at his word, focused on in the bill. But you're saying, look, this is what people were worried about a couple months ago, that if Musk was too close to the administration, they would just do his bidding in terms of autonomous. And we had the video this week that was released of the pedestrian fatality which is raising questions once again about whether their camerabased technology is the superior way to go or enough of a way to go versus LAR that it should be kind of broadly rolled out. So at the very moment that that's um in the spotlight here goes Elon Musk from the administration potentially with the administration's eye. Yeah. I mean, the timing is is obviously very headscratching in terms of Mus just going aggressively, right? In terms of Before we go further here, let me answer a very important uh uh subject here. I'm somebody that's owned Tesla since 2019, I believe. I got my first Tesla. It was a Model 3 performance edition. Love that car. Great car. Uh then from there, I got a Model X, which I still have today. From there, I got a Model S Plaid, which I still have today. Right. So, I've been a Tesla owner for, you know, five or six years now at this point in time. And obviously, I was a Tesla shareholder for a long time, right? Do I believe that Tesla's hardware, what they currently have in sensors and cameras, is good enough to do full self-driving? The answer to that is I do not believe it is. I believe they do need LAR. And I've really come to that conclusion over this past year and really over this past six months of really paying attention to stuff, really look at what's going on and I just don't think Tesla's current technology can get there to do you know obviously you guys saw that the accident that happened there, right? And I've seen a lot of the tests that that you know have occurred in regards to Tesla. And I've just come to the conclusion that I don't think Tesla can get it done. And you got to understand every accident that happens with these cars is going to be under insane level of scrutiny. And so, you know, you have to be it's not good enough to only be safer than a human. You have to be nearly perfect with these cars because if a human hits another human, like there's a you know, like people understand it. They get it. when a car is going to hit a kid that is, you know, that's not going to be like, you know, that's going to be a huge deal. And so my belief is I think Tesla's going to have to end up going LAR in the end if they really want to be competitive in this market because I think it's going to be difficult to uh do it with their current hardware shot across the bow and obvious next week you have the launch of cyber capab. So look, friends fight. So again, I think this is not one that you could basically say that's going to continue to get worse and worse, but clearly there's a line in the sand here. Musk has taken a stand, but I think the broader view, the reason Tesla stocks off the way it is, and I think overdone is because the view that this means that Trump is Oh my gosh, Dan I I couldn't agree with you more. And the fact that he's like, "Oh, it's just friends fighting." Dude, both these guys are doing high levels of disrespect to the whole world. This isn't just friends fighting. Friends don't disrespect friends in front of the whole world and humiliate them. And what Trump kind of did starting it there was a little humiliating. Well, you say maybe Mus started it. Uh but Trump took it to another level. Elon just took it to another level. And now I bet you Trump takes it to another level. This hum they're trying to humiliate each other in front of the whole world. I'm sorry friends don't do that because the view that this means that Trump is not going to play nice when it comes to regulatory autonomous and a big part of the view that that was going to be a huge positive I still believe it is for Musk and Tesla. Why do you not think there is an increase? Let's let's say the market today is only increasing the chance that the regulation is not as friendly as it was 5 days ago. Do you think that's worth 9% on the on the share price? I mean, I think this is a stock that I mean, I could argue it could be down a little and it's my view that like if you're a believer in autonomous like we are in robotics, this is a $2 trillion market cap in terms of Tesla. But the view that you went from basically first buddy in terms of Musk with Trump in the White House, Mara Lago and now they're doing this fight over social media. It's not what you want to see as a Tesla shareholder and and you saw with Trump. I think Trump's obviously a little taken aback that Musk has taken this much of a stance, but again, this is one where there can be a lot more chapters to the story. I don't think it's done right here. Is there a This is just ridiculous. Uh Dan just a ridiculous take here. Uh you know, ridiculous take. I don't know what other way to put it. Robotics isn't going to be even a meaningful anything for Tesla until the 2030s or 2040s. That's not happening anytime soon. So, just take that one off. Okay. So next up here you have the core business garbage. It's complete garbage right now. The numbers tell you it's garbage. Look at the numbers in the United States. Look at the numbers in Europe. It's bad, man. You can even look at the numbers in China. Their their core business is not in a good place. It's in a very bad place. You say, "Well, the next thing up is supposed to be this robo taxi opportunity." Woo! Elon Musk just made a lot of enemies. That's the thing. Elon Musk is not making any friends, but he's making a lot of enemies. The liberals all hate him now, right? That's very evident. And and the fact that Elon Musk wants to take uh claim that he helped, you know, Trump get elected makes liberals hate Elon Musk even more cuz we know they hate Trump. Uh and now he's making all these enemies on the right. Who's going to have his back? The Democrats aren't going to have his back, nor are the Republicans. He's humiliating Republicans right in front of the whole world. He's humiliating Trump. He's humiliating the right and all these politicians. He's got a lot of enemies now. Oh, does he have a lot of enemies. So, when we talk about trying to, you know, get that robo taxi fleet out there and allowed in all these different states and cities, you know, good luck. And believe me, when things do go wrong, it's going to be top levels of scrutiny cuz all these politicians don't forget, you know, how he's humili humiliated them, right? So, you know, the fact that Dan I is surprised the stocks down big today, like, oh, it's overdone. Baloney. This got this got a long way to go. This could have a long way to go unless things magically, you know, fix themselves between Musk and Trump. This could have a long way to go, right? Um, you know, I I'd post it. Tesla should be around $75 to $125 right now. That doesn't mean it's going down to $75 to $125, but that's my honest belief. Bas Tesla should not be tra trading at this crazy forward P it's at right now or P in general. I mean, we're talking about this stock trades. Look, look at X here. You know, just ridiculous trailing 12 month Ps and forward P's. Given the levels of risk, if if this company's if this company's fundamentals were amazing right now and the core business was doing just banger, right? Uh you know, it could trade at a very rich multiple, but it's not. The the core business is bad. And the robo taxi opportunity looks more and more far-fetched. And then robotics is once again, that's not till like 2030s or 2040s in terms of that being any meaningful part of the business. So, you just don't have a lot to be excited about. at all. Right? So why should it be trading at some crazy multiple? And then Elon Musk has just alienated himself from so many people on the right and the left now, which obviously has affected Tesla's numbers very very negatively, right? So a couple days ago, I opened up a put position on Tesla, right? Um and I have taken my profits here today. And that doesn't mean Tesla's done going down. I just like to, you know, if I get the chance to make 40 plus percent in a matter of a couple days, I'll take it whenever, you know, you got to understand I got great videos inside the course curriculums inside my private stock group, which will be pinned comment down there today if you're looking to apply, join there, right? I have great videos that explain how I go into hedge, when I go into hedge, and I hadn't had any hedges on in quite a while. And I decided a couple days ago, you know what, let me go ahead and start a Tesla hedge here. And so obviously um it's done phenomenal, right? But that was kind of a hedge against you know Tesla had ran a lot uh you know it had kind of priced in kind of best case scenarios in my opinion already and we are in a situation where the market's kind of a little extended here. So I said let me go ahead and make a little hedge here right. Uh but when I go to hedge I'm not trying to you know I'm not trying to kill it. I'm trying to make good money and peace out when I hedge. That's what I do. I make good money and I'm out. You know, I'm not trying to kill it. I kill it when it comes to long positions. Long positions is where I go in and I kill it. That's when I go in and make the crazy money, right? That's where I go in and I'm trying to double up, triple up, quadruple up, 10x, 20x my money on a long position that I hold over several years. When it go to a hedge, I I'm, you know, if I can make 20, 30, 40, 50% in a snap of fingers, I'm out. I don't I don't need to risk it to maybe let me make more. No, no, no. Especially in regards to put options because you got to understand things could turn the other way very very quickly in regards to those. If all a sudden the VIX comes down, all of a sudden you could be talking about you lose a ton of your gains and then you could even take yourself from a situation where maybe you're up 40 50 60% to all a sudden you you're break even or that you're down. Oh, is that brutal? And because you got time to work with, right? You don't have a lot of time to work with a long position. I can work with that for years. I can hold a stock for 5 10 years if I want 15 years. With a a put position, usually that's expiring a few months from now. That's at least how I do it. Usually, sometimes I'll buy even further out than that, but usually if I want a put position, it's 6 to 12 months out, sometimes 3 months out if I'm looking to hedge that way, right? And I do very well with my hedges. Like you look at the hedges I had. I had Tesla hedge on earlier this year. Did phenomenal with that. Cashed out. Um Costco had a hedge on earlier this year in regards to that. Did great. Walmart had a hedge on earlier this year. It did great. This Tesla one did great. And so my thing is when I go into hedge, I've got to feel like there's a lot of risk building in the market. We've had a big run and there could be something that kind of brings us down, right? And then I make my money and I'm out. And then if somebody wants to buy those and they want to try and make their next level of money, good for them. That's fine. I don't need to kill it when it comes to that. You give me 40% plus in a couple days, I'm not greedy, man. I'm not greedy. I I'll take my money and I'm out, right? Long positions, I'm greedy. And so, you know, anyways, that's just a lot of that kind of higher level talk. And once again, if you want to learn how to hedge, learn how to do what I do, take your game up to a much higher level than where you're at. Pin comment down there, click on that, fill out a form, see if we can get you in my private stock group. Get in those course curriculums, man. Let's stop gambling money around. to start playing this game on a higher level and understanding how to play this game like from the long side building that great diversified portfolio and then understanding how to properly hedge in certain situations because you know look at Tesla today you know down 13 14% what a move all right Tom Global Advisors head of research and CIO joins us here at Post9 Tom it's great to have you back yeah great to see you all why do you think it's been so hated because because April was so sort of near death yeah I think uh it's hated because not only was it near death, but it was a dire economic scenario that in people's minds is still unresolved and yet the markets have rebounded the entire decline and actually now approaching all-time highs. So, it's been too fast and I think a lot of people before we go further here uh on the markets in general um let me just answer one question to finish off this kind of Tesla talk here. If Tesla was $100 a share, would I buy the stock today? The answer is no. That is that is how toxic the Tesla brand has gotten. As somebody like myself, if you gave me the option to buy Tesla at $100 a share, I'd say no. That's how bad it's gotten at Tesla. So, that speaks volumes, man. somebody that was a Tesla shareholder who made so much money on the stock, who knows the company inside and out, um has had the pleasure with, you know, knowing people that work, many people that work for Tesla, you know, for for me to say I wouldn't even buy it if it was a hundred bucks. It's very telling. Very telling. Take that for what it is. Sort of near death. Yeah. I think uh it's hated because not only was it near death, but it was a dire economic scenario that in people's minds is still unresolved. And yet the markets have rebounded the entire decline and actually now approaching all-time highs. So it's been too fast and I think a lot of people liquidated and then never got back in. Uh what which part was too fast? The the rally or the April lows? Uh both. It was a a waterfall decline. Yeah. And we look back since 1900 um of the 12 waterfall declines previously almost all are V-shaped balances except for 2022. So I think it is aligns with history. But even on my way here, someone stopped me and said uh that they're just a person who watches CBC says they're still bearish. They they don't understand why markets have rebounded. I think the majority of people are bearish. People stop you on the street to tell you that they're still bearish. Then what do you say when they say they're still bearish? Do you you say bye? Right. Yeah. What do you tell this person? I love that. This person watches CNBC cuz he was telling me that he's like Many Many people watch CNBC. nanny. Yes. Yes. We get stopped all the time. Yes. But what did you say in response to I'm still bearish. Uh well, they they said pees are too high. And I said, you know, but the tenure can come down because Powell thinks there's inflation risk premia in the 10ear yield. And if that comes down, then pees aren't expensive. So I do wonder with that with that as your bull view that rates can come down. I'm going to New York City later this summer. Maybe I should should I see if I can find Tom Lee. We'll have a little chat about the markets. Maybe. So, I mentioned the weaker jobless claims today and how that's sort of creeping up. I've I've sort of been sprinkling. He follows me on X if I recall, doesn't he? Doesn't Tom Lee follow me on X? Let me see. If I recall, I think he follows me on there. Let's see. Oh, yeah. He follows me on uh on X. So, there we go, baby. We'll have a little convo about the state of the market and where it's headed when I go to New York City, maybe this summer. Again, some weakness in the jobs market. Do you think that the the stock market will be able to withstand that if we really start to see weakness in jobs because it means hell's going to be closer to cutting? Uh yeah, it's a good question. You know, Joe Weisenthal called it like a slow leak in the economy and I think it's accurate because there has been this shock. We know that like port like in the beige book, port volumes took a hit, trucking took a hit, but is that just a a blip or is that the start of a downturn? And I think the markets are going to be able to sus it out eventually. But I mean, so many stocks are acting well and the guidance has been better that I think it feels more like a blip. Um, you now have the Granny Shots ETF, Grny. This was a sort of a uh framework that you devised a couple years ago, right? Yeah. Seven years running. It's a core, it was originally a core research portfolio called Granny Shots and now it's the ETF. So, what's the construction of it these days? Uh it's 34 names still concentrated and it's focused on the themes like AI, cyber security, automation, monetary policy easing. Uh we're glad it survived the black swan event this year because that it filled that gap. Yes. Yeah. And uh outperforming this year by 500 basis points. So it's a good year for Granny Shots. But I think it's a reminder that we try to get investors focused on long-term themes. like AI doesn't really care about tariffs long term and cyber security doesn't care about tariffs and so these are the names that as you get through that as that noise lifts the stock should recover. Have you been um unnerved by any of the macro data that suggests maybe data center construction manufacturing is the second derivative is slowing a bit. Well, the second derivative should eventually slow, but the the need to for AI and the innovation that's coming really is driving a lot of innovation and when there's innovation, that's where economic value ad comes in. So, I think so much of global GDP the next 10 years is coming from AI and cyber security and okay, next one up here, Alex Carp from Palanteer byte size. Looking forward to react to that. Might read the New York Times is actually the most secure, the hardest platform in the world to manipulate and change. Of course, any technology can be abused. But if you wanted to abuse a technology, if you wanted to use the deep state to unlawfully surveil people, the last platform on the world you would pick is Palanteer because of the granular way we segment and put together and the security models and the access control models that are in Foundry natively, not a built-on addendum. Alex Karp has just dropped a very feisty tall thinking people who ignore technology absolutely nut nuts on the right and the left while we're building D. By the way, I asked for permission before I went nuts from our wonderful slightly conservative and highly substantive partner and he gave me permission to embarrass him. He didn't realize it would be this embarrassing. I think it comes with these are my views, not his. Okay, so Alex, let's get into that. Um, New York Times has an article. Here's the headline. Trump tops palunteer to compile data on Americans. They paint a pretty Orwellian picture of what you and the Trump administration are talking over here. I picked a random engineer and I said we have by the way we have a contest. Find all the technically absolutely erroneous things in this article in 90 seconds. And I picked a random engineer. He's like I was like well how many do you think you could do in 90 seconds? is like well 15 20 for but but leaving aside the technical look it's probably hard for them I'm sure I'm well it's not well first of all on the tech side it is so ridiculous I read the New York Times it's literally like I'm a dyslexic they might as well be hiring me to do a spelling be so and maybe they just have friends who are tech bros but they can't hire on a meritocratic basis I don't know so that's up to them we have a contest find all the errors in 90 seconds I think somebody will find 50 or 60 but the more important thing is we are not surveilling Americans we are not building a database of surveillment and if you wanted to do that the last platform in the world you would buy is Palanteer and don't believe me go look spend 10 minutes and look at the architecture of our product 10 minutes and then see how ridiculous that is by the way writing ridiculous in a highly charged environment is dangerous and the New York Times should take responsibility for the danger they're putting out in the world. There really are people who believe that crap. They believe that. One thing that's true though is that you have increased your contracts with the government and that has accelerated. My first question would be of course where but by the way even there you know a mathematically somewhat moderated leader person would say okay well they're increasing in government by 45%. That's pretty baller. How are they increasing in the US commercial? 71%. Huh. Are we building a database to conspire against our own people in the US commercial context with no sales force? So, it's I mean, yeah, we're winning. Yeah. Great. You know what? Tell everybody we're winning. We are winning. And by the way, we have a rule of 83 while we do it. Basically means we don't have or have an basically a net salesforce. And we're winning and we really really financially strong, more secure, more efficient, increase the revenues. Why does the why does the US government buy the product? First of all, it's a product. It's not a waste of time service BS thing that can be abused. By the way, we lost so much revenue in the last 20 years because people wanted to buy things that could be abused. It's really hard to abuse. You could do services. Who knows what a services company is doing with your data? Or you could do what the New York Time does or consumer internet does? You could resell the data and productize your users. By the way, there's a high correlation between product prioritizing your users and selling them woke pagan BS. That's a good point. What are you doing at the with Palunteer, but you can That was the IRS was one example. Uh yeah, you know what's crazy though? Um I I can't say that's like woke stuff really. We want to understand when it comes down to privacy, that's that's been a big thing for a lot of people that are conservatives and right for a long time is they don't want to be surveiled. They they don't want to feel like they're constantly under the watch and that the the big guys got eyes on them all the time, right? Like that there's a lot of I would say the vast majority of conservatives. So to kind of paint this as this is some woke BS. No, no, no, no, no, no. Actually, I would say people that might be more open to being surveiled might actually be on on the left rather than the right. The rights always tended to gravitate toward uh less government, less government keeping an eye on you, you know, stay off my lawn type stuff. So, you know, I understand Alex Cart being offended and in trying to pitch it as that, but you know, to be fair, um you know, we have so many contracts in the US government. I mean, I'll tell you, I without the specifics, I can tell you exactly what we're doing in the IRS, we're going to use a very the most secure platform in the world to make to replace inept software with cheaper, better software that is more efficient. That's what we're doing. I assume at the IRS, we have so many contracts. I know that's what we're doing here. That's what we're doing with 71% of growth. You know what we're doing in the DoD? We're scaring the beebers, I'm trying not to use the f- word, out of our adversaries by making them scared at night. And you know how we're doing it? By installing productized software that runs algorithms against data that's been lawfully collected. And you can't unlawfully use it in our platform, which is one of the main reasons people buy it and keep it. All right. Uh Chris, we know you haven't been rendered mute, so I'm going to come. So if you want to watch that whole clip, you can go to Palunteer by size if you're looking to watch the whole thing. But uh my opinion here is, you know, obviously Palanteer not being painted in the most perfect light. This isn't the first time that's occurred. Uh this has been something that's gone on with the company for years, if not decade plus. You can find old articles uh written about palunteers surveying this and doing this and doing that, right? Um so it's nothing new. So that's something to kind of keep in mind in regards to this matter, right? Um, I think it also is kind of a brand strength when you're doing this many deals with government. And if you're really that powerful that you're going to be able to survey all these Americans and have all this data on them and the US government's going to want to use you. If you're a company, why would you not want to use that product? If it's that powerful and we're going to be able to be big brother over everybody, then then you as a company, why would you not use Palunteer? shoot, if it's that powerful, you know, so it's almost like a selling point. So, it's like kind of a a bad for brand in respect of like, oh, are they surveilling D? But it's also uh really strong for your brand in terms of if they really is that special of a product, why would you as a company not use them? If it's that special of a product, if it's that strong a product, like you you should be using them. Like, why you not use Palunteer software? So, something to kind of keep in mind there, right? All right, guys. Appreciate you joining me. As always, thanks so much for being here. If you haven't got to check out some of the videos on the main channel over the last couple days, definitely check out that. Additionally, if you never got to watch this video, 16 years of stock market advice in 52 minutes, uh I highly suggest you watch that. So, even if you watch some of the latest videos on on financial education, watch that video, man. That's a banger. That's still my favorite video I put out in 2024. Uh you can literally just type that that into uh YouTube and it will pop up for you. 16 years of stock market advice in 52 minutes. But other than that, I got the buy every every share of the stock you can and then four stocks to buy now June 2025 edition. So, and then this one was pretty good as well. $90 in the stock will change your life. So, definitely um you know, might be worth checking those out. Pin comment down there if you're looking to apply to your own private stock group, private wealth group, 1000X. Let's get you up to a higher level than where you're at. Hopefully, you know, you can get to scale into six figures, seven figures and beyond. Much love and have a great