Ross Gerber

Grand Theft Auto VI preorders have now surpassed $1 billion revenue, per Sensor Tower The game is the most preordered game ever, with over 10.3M preorders

“.. the stock price has dropped more than 25% since it was named Top Pick on October 2.” - MS $NVDA

An open offer to Tesla: We fully support putting Cybercab first, and we’d be glad to take the Cybertruck line off your hands. We’d fund it with a consortium of investors and run it at no cost to Tesla’s floor space, headcount, or focus. All of that goes to Cybercab. Cybercab gets first call on battery cells too. We’ll wait our turn. Tesla gains incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built. We’d build the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler. More autonomous miles, across every surface of this planet and beyond. Worth a conversation?

$AMZN just unveiled a $250 Ring drone that autonomously maps your home, navigates around obstacles and investigates triggered alarms. And I think thiss where physical AI gets really interesting because affordable, purpose-built robots could reach millions of households long before humanoids become mainstream.

A bit of Anthropic roadshow color, according to people familiar with the matter - Expected to price next Wednesday, begin trading on Thursday (Nasdaq-listed) - I’m told they’re already covered from institutional investors at the $70-$78/SH range on an allocable basis (meaning, extracting over-inflated orders). So, they’re already technically oversubscribed - They’re estimating that about 20% of the offering will go to retail - I’m told the institutional demand is even stronger than SpaceX at this point in the process (although SpaceX was raising more from the public markets because they didn’t have the cornerstone component) $ANT

GTA 6 has now surpassed 9 MILLION pre-orders, generating over $940 MILLION in revenue. It is now the most pre-ordered video game of all time. (Via: Sensor Tower)

Jensen Huang & Morris Chang - It Wasn't Me (Shaggy cover) [Slop Cannon Edition]

It is heartbreaking to see antisemitism in my hometown. I was born in Wyncote, near Philadelphia, and it makes me angry and ashamed to see hatred tolerated there. The numbers show this is not an abstract concern. The Anti-Defamation League recorded 465 antisemitic incidents across Pennsylvania in 2024, an 18% increase over 2023. It tracked 189 incidents in Philadelphia and 51 in Montgomery County. These reports include harassment, vandalism, and assault; they are not all classified as crimes. (adl.org, philadelphia.adl.org) Hateful expression harms more than its immediate target. In a 2025 survey of Jewish Americans, 79% said they were concerned about antisemitism, and 52% said they had worried about their personal safety because of their identity. Nearly half reported taking steps to increase their security. A research review also found that exposure to hate is associated with worse psychological well-being, more negative stereotypes, and less trust between groups. (philadelphia.adl.org, pmc.ncbi.nlm.nih.gov) It takes me back to the racism I experienced in the 1960s: signs throughout the South declaring that Black people could be refused service, along with separate “white” and “colored” signs on bathrooms and drinking fountains,”no niggers”. I remember what that hatred looked and felt like. We cannot accept it in any form, directed at any people. I wish I could be there to stand with those protesting HATE. I am asking elected officials and other leaders in Philadelphia: Where are the clear statements condemning antisemitism? When hateful language is excused or repeated, it can make hostility seem acceptable and deepen fear and division. Leaders should speak plainly and consistently: antisemitism and hate have no place in our communities. What the hell? We have to speak up. Reggie Jackson The Mr. October Guy

The forward 12-month P/E ratio for the S&P 500 is 17.7. This P/E ratio is below the 5-year average (19.8) and below the 10-year average (19.1). @factset