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Most Teslanaires share a familiar origin story. Years of research. A stubborn conviction. Being “early” when everyone else thought you were out of your mind. You held through the gut-punch drawdowns that felt personal. You lived through the skeptics. And somehow, you stayed in the game through dips that would’ve sent most people sprinting for the exits. Then it happens. Your brokerage balance crosses into a territory you didn’t think you’d ever see. You refresh the screen. St

Bradford’s watched this exact scenario unfold so many times it’s basically a running joke. One of your investments finally takes off, you feel like you cracked some secret code, and for a moment you’re untouchable. The thesis worked. You were  early. You did  see something others missed. And right on cue, the little investor itch creeps in: “So what’s the next big one?” If you’re holding Lemonade today, that itch has probably hit you at least once. The stock wakes up, puts in

UpstartIQ used to treat revenue like one big bucket. Everything got blended together, which made the model simple… but not very accurate. A lot has changed since then. Now the framework splits revenue into two distinct categories that behave very differently: 1. Non-Core Revenue — Where Things Get More Complex This is the portion of the business driven by balance-sheet mechanics and servicing economics, not borrower flow. Upstart now models: Net interest income  as a percenta

Based on our latest breakdown — embedded video above. There’s a small detail inside Tesla’s proxy that most people haven’t paid attention to — and it may explain why Elon Musk could  sell Tesla shares again in the near term. Not guaranteed, not confirmed, but worth understanding . The mechanic behind this possibility is Section 83(b), a tax election most investors never encounter — yet it may shape how the market interprets Elon’s next move. What Even Is Section 83(b)? And Wh

Lemonade just gave us one of those rare peeks behind the curtain—where you stop arguing about “potential” and start looking at what the machine is actually doing today . A small event in Tel Aviv, a recap on X from Paper Bag Investor, and suddenly we’ve got hard numbers on how much of Lemonade is now being run by AI instead of humans. This is the kind of signal Rebellionaire‑style investors care about—but it’s commentary, not a recommendation. What Actually Happened in Tel Av

There’s a way to look at FSD v14.2 as “just another update.”But that’s the wrong frame.14.2 isn’t interesting because of what it adds — it’s interesting because of what it signals . Tesla’s real advantage has never been a single version of FSD. It’s the pace of iteration and the fact that the system keeps absorbing complexity without breaking its shape.And 14.2 is the first v14 build where you can feel that stability settling in. This update isn’t the finish line. It’s the mo