🟢 [E2058] DFTX has major trial report outs next several months. Will be huge move - just don't know which direction. Likes what he's been hearing and observing.

🟢 [E2056] Tesla has HUGE number of catalysts not even including TerraFab: CyberCab roll-out, Semi roll-out, Energy, Optimus. Haven't sold a share in over a decade, unlikely to change over next decade.

🟢 [E2003] Identifies AAPL as a 'sleeper' with great positioning if they can have their AI Hardware 'iPhone moment' over next 12 months. Also likes Cook's likely replacement.