Welcome back to another weekly Friday Edition of the newsletter! In this edition, we are once again excited to guide you through a comprehensive overview of all the significant news events and developments that have unfolded over the past week. Our aim is to help you understand what these updates mean for your investment strategies.

We also wanted to bring to everyone’s attention our referral program at the bottom of the page. For just two referrals to your friends and family you will receive an email that grants you access to our LIVE STOCK TRACKER, where we will be logging every stock that we will be talking about on this newsletter, which will allow you to stay up to date and never miss a beat even during busy work weeks.

_{The First 4 Trillion Dollar Company!}

Probably the biggest news of this week was Nvidia $NVDA becoming the first 4 trillion dollar company, beating the likes of the rest of the Mag 7 giants like Microsoft and Google and now having the 8th largest “economy” in the world. This comes at the same time that Nvidia announces that they will be launching a new AI chip that will be designed specifically for China. Anyone who has followed this stock closely knows that a couple months ago Trump banned Nvidia from exporting their newest and most advanced GPUs to China. Analysts projected that this would cut into 8% of revenue for the tech giant. Nvidia seemed to almost never miss a beat, beating earnings in both quarters to follow this news and now reaching an all time high of 162$, up from lows of under 100$ back just a few months ago.

Nvidia becoming the first ever 4 trillion dollar company shows a clear signal to the markets and the global economy that this is just the beginning of the AI race, and major companies are pouring hundreds of billions of dollar into infrastructure to lead the way. Nvidia has positioned themselves in a way that makes them the wheel that makes the engine turn.

We have been heavily investing into Nvidia over the past couple of months and are double leveraged into this stock. Our thesis is that Nvidia will continue to be the king of the AI race, and right now no other company is coming close to the capabilities that their GPUS have. As of this post, Nvidia has still not been able to break into China with its new chips, which could bring upwards of 10% revenue growth, as well as the middle east, which Jensen has been recently been making visits to. Right now, even with short term political barriers that the stock may have, eventually will prevail and break into these other markets

CEO Jensen Huang recently told Yahoo Finance that “Tesla is far ahead in self driving cars, every single car, someday we will have to have autonomous capability”. This is a great Segway into our next major event of the week regarding Tesla

^{Tesla on the Move!}

Elon Musk Tweeted early Thursday morning after the new release of Grok 4 that “Grok is coming to Tesla vehicles very soon. Next week at the latest”. This is another step forward into autonomous vehicles and will further allow Grok to become an AI assistant, enabling drivers and passengers to interact with it through conversational chat interfaces, which will help with the vehicles touchscreen and navigation.

Along with this news, Musk also announced that this weekend will bring an expansion of Robotaxi throughout the Austin Metro area, expanding from its smaller zone when originally launched last week, as well as a new location in San Francisco within the next couple of months. At this rate, with the expansion to another city every month, it may only take a few short years to see Robotaxis in major cities. Going from the Austin metro area to San Francisco will be a large leap in the congestion of the city and will be a great test to see if Robotaxis could handle a larger scale city.

We are currently invested pretty heavily in Tesla, but with the risk of the Robotaxi launches not going as planned, with even just 1 or 2 accidents that could occur, we are staying cautious and are not currently investing any more until we see a drop due to a possible malfunction or more negative press. We will be watching closely to see how all of these launches go and will be investing on any significant drop in the stock due to a negative event occurring that involves these Robotaxis.

^{Bitcoin Reaches 116K!}

Wednesday afternoon Bitcoin reached a new high of 116k. This comes as the value of the US dollar has had its worst month in almost 3 years. For years now Bitcoin has been seen as the way to escape from the continued fall of the value of the dollar. Since the dollar has been backed by Gold in the 1970’s Gold has been seen as the best way to protect wealth, but Bitcoin has become the new population investment tool to help hedge against the value of the dollar

Bitcoins rise to fame has been a phenomenon, with the price going parabolic over the last 20 years. Over the last five years, Bitcoin has experienced remarkable growth amid significant volatility, rising from around $9,000 in mid-2020 to an all-time high near $116,000 as of July 2025, representing an increase of over 1,000% despite a brutal bear market in 2022 that saw prices plummet to below $16,000.

We believe that having 5% of your portfolio in Bitcoin is enough to be well positioned in Bitcoin to be able to see meaningful growth if Bitcoin continues to take off, but also a small enough position that if Bitcoin were to see another large plummet like in 2022, this would not wipe out your whole portfolio. At this point, we believe that Bitcoin is too large to fully fail, but also think that there is a possibility for a large downturn due to the price of Bitcoin rising so fast, with institutions possibly wanting to take profits.