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Bull2026-07-02
The EV winter is over; Tesla Q2 deliveries ~406K beat even the whisper number; consumers progressively more open to electrification
Asked about 38% of the portfolio in Alphabet, Amazon and Meta: “I would say we don't share that concern at all. One, the kind of valuations of the companies have come down significantly. And meanwhile, their growth rates are accelerating”
Uber will have the most autonomous vehicles on its platform; cheap at 20x
Jamie Murray · Murray Wealth Group · BNN Bloomberg
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Pundit Rumble · punditrumble.com · built 2026-07-09 from the records · never hand-edited · not investment advice.