#2331 - Jesse Michels

Bullish:

• $DEFENSETECH - The exclusivity and advanced nature of certain defense technologies, particularly the B-2 bomber, suggest potential value in defense technology companies.

  • “The b two is still so locked out. We sell f 30 fives to allied nations, Norway, Canada, you know, whatever. We don't sell b twos to anybody, even including allied nations.”

    Jesse·2:00:32
• $AMAZONEXP - The potential for discoveries in the Amazon rainforest and the need for advanced exploration technologies like LIDAR suggest investment opportunities in companies involved in such technologies or exploration.

  • “And the Amazon is the size of the Indian Subcontinent. We have to, like, LIDAR it and, like, understand we're finding cities every day. Like, we need to do the research.”

    Jesse·2:50:31
• $SPACEX - Speculation about SpaceX potentially having secret advanced technology implies potential value, although the company is not publicly traded.

  • “I think he keeps stuff secret.”

    Joe·1:55:19

Bearish:

• $SPACEX - Despite praise for Elon Musk, there's a suggestion that SpaceX's technology might not be as advanced as some believe, potentially implying a bearish stance.

  • “It's business it's and I think Elon's amazing. He's single handedly resuscitated NASA, but it is a it is an Earth based space company.”

    Jesse·1:55:10