HyperChange

Mar 02 2025 351 ep. 25 mins 308
HyperChange Podcast artwork

new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)

  Technology
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How Low (or high) Can Tesla Stock Go?? 🍻

Mar 02 2025 23 mins  
Tesla stock's volatility has been heating up. After a massive run post-election, shares are settling back down as markets correct, and Elon Musk protests erupt at Tesla stores (and even SpaceX) across the US. The question on everyones mind is how this sentiment will affect vehicle sales, especially in the US and Europe. This comes at fascinating time for Tesla, with the Robotax

Tesla Optimus is Coming. Is Figure's Robot fake or legit?? 🍻

Feb 28 2025 28 mins  
At Tesla's AI day a few years ago Elon Musk unveiled Optimus, Tesla's humanoid robot program. This has quickly become an even more exciting long-term bull thesis than even the Cyercab, as Elon says it will make Tesla the world's most valuable company by far. In this Bros, Brews and Big Ideas I sit down with Aidan to analyze Tesla's Optimus, and the much hyped Figure

Tesla Cybercab Will Crush Waymo 🍻

Feb 27 2025 28 mins  
Bros, Brews & Big Ideas. Schemin live from Austin, Texas, we break down the future of the self-driving car economy. How Tesla's Cybercab launch in June of this year could quickly scale into millions of rides and become a bigger network than Waymo. Tesla's vertically integrated approach could end up being a major pricing advantage over Waymo who is buying 3rd party cars,

Had to Sell 10% of My Tesla Stock 😢

Feb 25 2025 6 mins  
A very bittersweet moment. With 90% of my personal capital invested in Tesla & SpaceX (Elon Musk companies), and needing cash to pay rent/my bills in the next 6 months I made the extremely difficult decision to sell a chunk (about 10%) of my Tesla holdings. This comes at a time where I'm more bullish on the companies long term future than ever with Cybercab and Optimus. But

Will Elon Musk Haters Impact Tesla Stock?

Feb 24 2025 9 mins  
After a two weeks off-grid I was rattled to see news across social media of Tesla protests and general Elon Musk haters. Beyond processing being sad at all the negative energy in the world, I thought it was an important time to think rationally about the impact that Elon's foray into politics will have on Tesla's sales (especially in USA and Europe) in the short term. Overa

Massive DOGE Contract For Palantir?

Feb 09 2025 4 mins  
Palantir stock has soared to over $100 per share, representing a $250B+ valuation. Is Palantir stock a bubble? Or is it the next great AI Company? Well now, rumors are swirling that a contract with DOGE could be brewing and be driving the stock's metoric rise. Also there is an interesting connection between JD Vance, Peter Thiel and Alex Karp that is adding fuel to the speculat

Is Palantir Stock a Bubble??

Feb 04 2025 14 mins  
Palantir stock exploded to $103/share on the back of its Q4 2024 earnings report and guidance. This represents a $258B valuation and a whopping 90X price/revenue. Strong AI numbers have accelerated topline growth to 36% in 2024, but guidance implied growth slowing to 31% in 2025. What are your thoughts? Can Alex Karp take Palantir all the way? Is it crazy overvalued?? Has Palantirs

I've Never Heard Elon Musk so Bullish on Tesla 🤩⚡

Jan 29 2025 33 mins  
It was a legendary Tesla conference call!! Elon Musk sounded insanely focused and dialed in as he explained Tesla is planning to launch an self-driving robotaxi service in Austin in June of THIS YEAR. He also clarified he expects Tesla to launch full self driving in many regions across the US in 2025. Additionally, with Optimus and Cybercab Elon retierates he believes not only that

Tesla Q4 2024 Earnings/Stock Analysis 📊⚡

Jan 29 2025 18 mins  
Tesla has released Q4 2024 earnings!! The financial results were a little disappointing, but the guidance of "volume production" for Cybercab in 2026 has investors excited, with shares jumping back above $400 after hours. The update is full of new financials, guidance about the updated Model Y, Tesla Semi, energy storage business, Cybercab rollout, Optimus progress and

Is Tesla Stock Fairly Valued?

Jan 15 2025 17 mins  
Tesla stock closed the day at $428 per share, representing a valuation of $1.5T. Reflecting on this milestone, I wanted to analyze what Tesla's financials were and what would be needed to justify a valuation of this level, and beyond. My high level theory is, Tesla is in a very unique spot. The core business is likely to generate $9B in GAAP operating income for the full year o