Yashu Sharma
...
updated 1 month ago
This is the most significant military escalation since the Iraq invasion. And markets open Monday.
In this video I break down exactly what's happening, what history tells us about how markets behave during wars (spoiler: it's not what you think), why the Strait of Hormuz makes this situation uniquely dangerous, and what the bigger geopolitical picture looks like. No stock picks. No panic. Just a framework for thinking about this correctly.
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00:00 Breaking War Update
03:33 How Markets React
06:48 Strait of Hormuz Risk
13:46 Portfolio Game Plan
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
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00:00 Kathy Wood’s Quiet Bombshell
00:55 AI Bubble or Wall of Worry
02:55 Tesla $2,600 Case and Robotaxi Math
07:06 Optimus Upside, China AI Race, and Takeaways
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Patron for Discord Access patreon.com/hitthatbid YT Member youtube.com/channel/UChH4jUAOHx9tn3geieNQtgA/join Twitter twitter.com/Heyitsyashu Subscribe youtube.com/hitthatbid?sub_confirmation=1
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
00:00 Billionaires Warn AGI Soon
01:11 Five Leaders Same Prediction
04:29 Why Now Scaling Money Signals
11:18 Investing Risks Wealth Transfer
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00:00 Nvidia Earnings Shockwave
01:32 AI Compute Boom Explained
03:11 Who’s Funding the Buildout
07:00 Risks, Valuation, and Big Takeaway
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
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00:00 Introduction: The 100 Trillion Dollar Question
00:47 Breaking Down the 100 Trillion Dollar Thesis
02:08 Exploring Tesla's Four Key Layers
08:54 Conclusion: The Path Ahead for Tesla
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
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00:00 Market Turmoil: Big Tech's Rough Week
02:05 Understanding the Real Fear: Capital Intensity
03:44 The Bigger Picture: AI's Transformative Potential
08:49 Investment Strategies in the AI Era
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! I am long TSLA stock & derivatives. Thanks!
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
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00:00 Introduction to Claude Opus 4.6
01:29 AI Benchmarks vs. Real-World Applications
03:39 Tesla's Unique Position in AI Development
09:11 The Future of AI and the Economy
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
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00:00 Introduction: The Elon Universe Shake-Up
00:09 The Historic SpaceX-XAI Merger
01:04 Market Reactions and Tesla's Position
01:29 Details of the Merger and Future IPO
03:15 Implications for Tesla Investors
04:17 Geopolitical and Market Context
05:38 Potential Tesla-SpaceX-XAI Merger
07:24 Elon's Vision and Ownership Strategy
08:22 Challenges and Criticisms
10:20 Long-Term Outlook and Conclusion
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
YT Member 🍊 youtube.com/channel/UChH4jUAOHx9tn3geieNQtgA/join
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Executive Producers:
Opus (Tyler)
Paul Meier
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
YT Member 🍊 youtube.com/channel/UChH4jUAOHx9tn3geieNQtgA/join
Twitter 🍊 twitter.com/Heyitsyashu
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
YT Member 🍊 youtube.com/channel/UChH4jUAOHx9tn3geieNQtgA/join
Twitter 🍊 twitter.com/Heyitsyashu
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
YT Member 🍊 youtube.com/channel/UChH4jUAOHx9tn3geieNQtgA/join
Twitter 🍊 twitter.com/Heyitsyashu
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
YT Member 🍊 youtube.com/channel/UChH4jUAOHx9tn3geieNQtgA/join
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Twitter 🍊 twitter.com/Heyitsyashu
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Wall Street will have to price this in. Upgrades incoming? $TSLA
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
YT Member 🍊 youtube.com/channel/UChH4jUAOHx9tn3geieNQtgA/join
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Executive Producers:
Opus (Tyler)
Paul Meier
Pateron for Discord Access 🍊 patreon.com/hitthatbid
YT Member 🍊 youtube.com/channel/UChH4jUAOHx9tn3geieNQtgA/join
Twitter 🍊 twitter.com/Heyitsyashu
Subscribe 👉 youtube.com/hitthatbid?sub_confirmation=1
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Pateron for Discord Access 🍊 patreon.com/hitthatbid
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Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! If you think I have something wrong let's debate it, I am happy to admit when wrong. Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Patron for Discord Access 🍊 patreon.com/hitthatbid
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0:00 Agenda
1:40 Tesla Stock & Elon Reaction
11:50 FSD LAUNCH!
29:00 FSD AI Agents Are Coming!
33:40 Remote Drivers To Launch?
39:00 Outro
Disclaimer: None of what I say should be misconstrued as any kind of financial advice or suggestions. I am not a financial advisor nor do I play one. At the end of the day I am a talking head on YouTube and am here for your entertainment & to give my personal opinion which will probably be wrong. And I hope you stick around because you are entertained! Investing and trading has risks and you should be aware of such! All partnered links are affiliated so I do make commission in case you use them :) I am long TSLA stock & derivatives. Thanks!
Executive Producers:
Opus (Tyler)
Paul Meier


