FSD: Microsoft Earnings & Next Phase of AI
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Transcript preview
Preview only
Hey, everyone. How is everyone doing? It is Wednesday evening. We just wrapped up a a limited dinner event. We have a round table with investors. Had a really thoughtful group. We had a a leader from Citadel Securities that was there. Had someone that was an investor in Anthropic at a $2,000,000,000 valuation. Had the leader of rates and commodities research at a prominent investment bank. So really good discussion all around. Still getting over this cough here. Let's see if they bear with me. So a few things. So Microsoft reported really strong numbers, 18% year over year revenue growth. That
Fundrise's real estate funds like EREITs trade close to their net asset value on the platform.
The AI
no pub
The AI fund. I think the ticker is VCFX has OpenAI Anthropic.
Fundrise' innovation fund, ticker VCX, withholdings like OpenAI and Anthropic, trades publicly at a premium to its last reported NAV of around 19.
Brock is wrong. Brock is wrong. Rock's been wrong about a few things, by the way. I talked to Rock. I I look at earnings. It's getting the quarters wrong. Rock's gotta level up their game a lot more flowing behind. It is a good hack if you wanna do some engineering developer work. And you can get 10 times more work done. It's fast at coding, but it's still behind the ball. Like, I I can't rely on Grok. Therefore, I can't trust Grok. Therefore, I can't delegate to Grok. I can't use for enterprise. You know? That that's what it takes to win. You have to be able to have trust and delegation. But,
Compass Therapeutics, the oncology biotech backed by Peter Thiel's firm, went public in November 2021. Its stock, trading around $2 lately, is down sharply from the IPO price of about $17, and it reports no revenue yet as a clinical stage company. First quarter twenty twenty six showed a net loss of $18,300,000 with cash reserves over 195,000,000.
Oh, there's some car accident over here. So is that gonna work on still? Okay. There you go. So, yeah, that that hasn't gone anywhere. Right? So the issue with these themes is that if they don't make money, the stock price is not gonna go up. Like, psychedelics is transformational. Wow. Let me show what's going on here. Look at this. My FSD is is navigating me through this. Got another adventure here. Sorry for the distraction here. Jeez. Must be some kind of accident. Anyway, I'm safe. So they got a lot of security around me too. I got, like, my own police escort. Oh, boy. Okay. Nothing more
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.