Chit Chat Stocks Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME
Jan 30, 2026
Deep dives into Microsoft, Meta and Tesla earnings and the heavy AI-driven CapEx behind them. A look at ASML’s dominance and the murky finances around the Musk empire. A long read on GameStop’s strange revival and small-cap chatter about Vital Farms. Silver and gold’s explosive moves and fears of dollar debasement round out the market speculation.
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Use Public Stakes To Access Private AI Upside
- Consider buying public companies with marked private AI stakes to get indirect exposure to high-growth AI winners.
- Zoom and Amazon may offer cheap ways to access Anthropic upside via existing equity stakes.
Tesla: Promises Versus Treading Water Financials
- Tesla reported weaker automotive revenues and slowing deliveries while services and AI projects grow but remain small.
- The company faces a valuation mismatch: heavy promises but treading financials at a $1.4tn market cap.
FSD Needs Massive Scale To Justify Valuation
- Full Self-Driving (FSD) shows promise as a services business but currently contributes little to top-line revenues.
- To justify Tesla’s valuation FSD must scale to substantial recurring revenue, which is far from guaranteed.
