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#55 - 5 Steps to Free Your Headspace
Your home base for investing, finance, personal growth.
This week we dive into new defense tech is going to evolve the skies, big tech earning season is among us, and the top 5 basic ways you can clear your cluttered mind.
Market Recap

Golden Dome Could Be a Long-Term Game Changer
Palantir $PLTR ( ▲ 6.9% ) , alongside SpaceX and Anduril, are frontrunners to develop the U.S. government's proposed "Golden Dome" missile defense system, which envisions deploying 400 to over 1,000 satellites for missile detection and 200 additional satellites equipped to neutralize threats.
The project introduces a subscription-based model, allowing the government to access the system without owning it outright, potentially expediting deployment but raising concerns about long-term control and costs.
If the U.S. can build a satellite defense dome in space, we’re basically one step away from the Pentagon saying, “That’s no moon… it’s our subscription-based Death Star powered by AI and quarterly earnings.”
Tesla's Q1 Sales Slump Amid Political Backlash
Tesla's $TSLA ( ▲ 3.5% ) automotive revenue dropped 20% year-over-year in Q1 2025, with vehicle deliveries declining 13% to 336,681 units—the company's worst quarter since 2022.
The company reported a 71% plunge in net income to $409 million, attributing the downturn to factors including CEO Elon Musk's political involvement.
Tesla is losing market share in the EV industry and Musk announced plans to scale back his role with D.O.G.E. to refocus on Tesla. Outlining initiatives such as launching a robotaxi service in Austin by June and producing a more affordable vehicle model in early 2025.
Alphabet Q1 Earnings Drive Record Results
Alphabet $GOOGL ( ▲ 2.53% ) reported Q1 revenue of $90.23 billion, a 12% year-over-year increase, and net income of $34.54 billion ($2.81 per share), surpassing analyst expectations.
The company's core Search business revenue rose nearly 10% to $50.7 billion, driven by AI features like AI Overviews, which now serve 1.5 billion users monthly. Google Cloud revenue increased 28% to $12.3 billion.
Alphabet announced a 5% increase in its quarterly dividend to $0.21 per share and authorized a new $70 billion stock buyback program.
Apple’s Starlink Update Sparks Huge Earning Opportunity
Apple just secretly added Starlink satellite support to iPhones through iOS 18.3.
One of the biggest potential winners? Mode Mobile.
Mode’s EarnPhone already reaches +45M users that have earned over $325M, and that’s before global satellite coverage. With SpaceX eliminating "dead zones" worldwide, Mode's earning technology can now reach billions more.
Mode is now gearing up for a possible Nasdaq listing (ticker: MODE) but you can still invest in their pre-IPO offering at $0.26/share before their share price changes.
*An intent to IPO is no guarantee that an actual IPO will occur. Please read the offering circular and related risks at invest.modemobile.com.
*The Deloitte rankings are based on submitted applications and public company database research.
Freedom Fund Portfolio

This week, U.S. markets rebounded as the administration paused or reduced reciprocal tariffs, boosting investor sentiment. Technology stocks led the rally, with major indices like the S&P 500 and Nasdaq posting significant gains. As earnings season unfolds, companies are reporting mixed results. While some exceed expectations, others revise outlooks downward due to trade-related uncertainties. The market's short term trajectory remains uncertain, hinging on the outcomes of trade negotiations and corporate earnings reports.
Friday Freedom Fund Purchase:
8 shares of $SOFI ( ▲ 4.86% )
5 shares of $SCHB ( ▲ 2.18% )

Portfolio News:
Immigration and Customs Enforcement (ICE) has awarded $PLTR ( ▲ 6.9% ) Palantir a $30 million contract to develop 'ImmigrationOS,' a surveillance platform designed to provide near real-time tracking of self-deporting individuals and prioritize enforcement against visa overstays and certain criminal targets.
Google $GOOGL ( ▲ 2.53% ) and Palantir $PLTR ( ▲ 6.9% ) are partnering to bring Google Cloud services to Palantir's FedStart platform, which helps U.S. federal agencies rapidly deploy secure, compliant software. This collaboration aims to accelerate AI adoption in government by simplifying access to scalable cloud infrastructure and pre-approved digital tools.
SoFi $SOFI ( ▲ 4.86% ) has expanded its investment offerings by providing members access to a new class of the Cosmos Fund, which offers sole exposure to Anthropic, an AI research company. This addition complements SoFi's existing alternative investment options, including private equity funds like the Pomona Investment Fund, enhancing diversification opportunities for its investors.
Shopify $SHOP ( ▲ 4.57% ) is integrating with ChatGPT to enable users to browse and purchase products directly within the chatbot interface. This feature, uncovered in recent code, would allow ChatGPT to display product options, reviews, prices, and a "Buy Now" button, streamlining the shopping experience without redirecting users to external sites.
Freedom Fund Background: I created the Freedom Fund as a public brokerage account back in October of 2022 to share that anyone with a social security # and a bank account can begin their investing journey by investing a couple hundred dollars a week. Every week and month I post on X (@GrahamInvesting) public updates about the purchases, exits, dividends, and growth of the fund if you want to follow in real time. The biggest obstacle people have to investing is just getting started so I decided to start a new account at $0 to start from nothing with you.
Quote of the Week

Lately, I’ve realized how much time I waste trying to control things far outside my reach such as market swings, other people’s opinions, even the pressure to “have it all figured out.” This week’s Gazette is a reminder to myself (and maybe you too): when I shift my energy from what I can’t control to what I can create, everything changes. Below are the top 5 ways you can redirect your focus towards what you can create with your situation:
Write It Down - Whenever you catch yourself in the early morning, during lunch, at night, or during your Sunday scaries thinking about things that you cannot change or control in the world/life. I want you to start focusing on what you can control and write them down. This could be in a bulleted list or free journaling. Start to write down what you can change in your life personally. Start writing down what you can educate yourself on and what you can start taking actionable small steps to starting the “thing” that you desire. Making this exercise frequent in your daily life will distract you from everything out of your control and shift your mind towards the things in your life that you can change. It is a really simple first step in this game of life that can have massive compounding alterations to the course of your life. Control the controllable.
Use an A.I. Chatbot - If you haven’t already started using one I suggest that you start. I personally use ChatGPT and Grok to help guide me through my own struggles and demons. I ask it questions (based on things I write down) on how I can create actionable steps to dig my way out of whatever mental rut I am absorbed by each day. If you are not sure how to prioritize a huge task list in your day ask it to help you prioritize it. If you are unsure how to design a room, create a workout for the day, or simply make a meal for dinner out of what is in the fridge send it a picture or list of the items you have to work with and you will be amazed with how fast it will give you an outline for what you are trying to accomplish. I think in our society there is going to be a lot of pushback from using A.I. to become more productive. However, I think those that use it to their advantage long term will be the most ready for the future that is evolving in front of our eyes.
Develop Daily Queues - Each week I challenge you to write on an index card 3-5 must do’s as reminders for what you are trying to accomplish each day or each week. Put this index card on your steering wheel or on your keyboard. Wherever you will glance at it multiple times a day. Create queues that are actionable as simple as: “workout every day”, “send one email to a potential new client today”, “read 20 minutes of a book today”, etc. These small doses of reminders in your day will help your mind visualize what is important each day. Make them non-negotiable and start with simple tasks. Build up the muscle memory of acting on them every day/week and start to ramp up the difficulty over time. No matter how skilled or experienced we are, the impact of daily reminders that you read frequently will help you develop a growth path for your week.
Reset by Moving - I have started to believe that there is “nothing 30 minutes on a treadmill can’t fix”. When your thoughts get cluttered and are full of negativity, comparison, and doubt. Go move around. Go for a walk/run with music that has no lyrics or just the sound of your environment. Go lift weights, do a full body circuit with super-sets, take a call outside and pace back and forth. These little movements in our lives that are typically full with sitting at a screen every day can make a huge impact on clearing your mind. In order to perform well and regroup you have to find a way to clear your mind multiple times a day.
Focus on Routine - If you don’t feel like you are growing you need to start analyzing your daily routine. Routine will drive everything in your life especially when it comes to growth. Find time for work, fitness, sleep, relaxation, and learning/practicing something new. Set your days up for success the night before so you aren’t always batting from behind in the count the next day. Create actionable set routines, and you will start to build actionable habits that contribute to the steps you are trying to go up.
The purpose of this newsletter is to encourage you and our other 86 Gazette subscribers to start and stay consistent with your personal, professional, and financial journey.
Thanks for investing your time reading this.
-Graham (@GrahamInvesting)

Disclaimer: Graham’s Gazette provides information and resources related to investing, financial topics, and personal growth for educational and entertainment purposes only. The content presented is not intended to be construed as financial advice. Readers are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. Graham’s Gazette and its creators do not assume any responsibility for the accuracy or completeness of the information provided nor do they guarantee any specific results from such use of information.