#2260 - Lex Fridman

Bullish

• $SPACEX— Strong enthusiasm for SpaceX's technological advancements and successful launches, indicating high confidence in the company's potential and the broader American aerospace industry.

  • “That is so fucking crazy. It's gonna go land now.”

    Joe·2:24:03Hear it

  • “This is why I fucking love America.”

    Joe·2:28:32Hear it

  • “New Glenn yesterday, Starship today. This is why I fucking love America.”

    Lex·2:28:32Hear it
• $CYBER— Growing concern about sophisticated hacking tools highlights the increasing importance and potential growth of the cybersecurity sector.

  • “With Pegasus too, they just need your phone number. So they got your phone number. Boom. They're in your phone. That's it.”

    Joe·1:29:41Hear it

Bearish

• $SOCIAL— Potential vulnerabilities in social media platforms, particularly related to censorship issues, suggesting possible user backlash and risks for these companies.

  • “Facebook's not like that. It's like people talking about stuff and posting videos and things like I mean, there's also WhatsApp That that one could take a hit. That could take a big hit Yeah. If people just decided to, like, fuck you and your censorship, you know.”

    Joe·1:05:39Hear it

Not investment advice.