Mark Cuban

OpenAI→Bearish

“There is no, you know, there's nothing that says that OpenAI is going to win, nothing at all. And so I don't feel bad about what they're doing. And to me, it tells me they're more scared than anything by trying to restrict what people are”

SpaceX→Bearish

“There is no upside for being on Twitter right now, or X right now. And you add to that the porn. Kids 13 years old can go on that site and you can find any insane thing you want on X right now. And that also is a problem for advertisers.”

“by reducing production over a plan of 2 years...that increased the price of gas, the price of oil, the price of energy...what matches up perfectly is that 9.1% in 2022 and the day that agreement ended where MBS and Russia limited”

Groq→Neutral

“I invested in Groq, right, with Chamath, right? Chamath is like, yeah, let's go, right? And he can tell you all the reasons.”

Dallas Mavericks→Bullish

“I don't think they've peaked yet because it— for the reasons I just mentioned, if we're able to build a Venetian-type casino in Dallas with an American Airlines Center in the middle of it, the valuation is $20 billion, but I own 27% of”

Cost Plus Drugs→Bullish

“Our path is hockey stick, double, triple hockey stick. And so we're taking business from them, and I think the traditional legacy companies in insurance—”