Thank you for sending in your emails!

I have to say, I really appreciate the kind words, questions, and feedback I’ve received.

Please keep the emails coming.

While I can’t respond directly to most emails (due to personalized financial advice regulations), I can respond via this Saturday Q&A email.

Look for your question below!

My question is pretty simple (I hope). Why is the stock market dropping so much this week? – Tim

The market pullback was led by weakness in tech and AI stocks.

• Investors grew cautious amid rising uncertainty around rates, growth, and heavy AI spending.
• Big tech selling dragged the major indexes lower after a strong run.
• Some investors simply took profits and moved money into safer assets.

However, this looks more like a sentiment reset than a change in fundamentals.

Earnings were stellar, especially for many of my favorite stocks here at The Million Mission.

Pullbacks like this are often opportunities to buy strong companies at better prices.

Since Uber is, as you say, a platform, what would keep Waymo, Tesla, and others from developing their own platforms for use with their autonomous vehicles and avoiding any cut for Uber? – Charles

Great question, Charles. Waymo and Tesla already operate their own ride-hailing apps in certain cities, but Waymo (and several other autonomous vehicle companies) still partner with Uber.

The reason comes down to vehicle utilization.

Autonomous vehicles are expensive, and they only make money when they’re actually moving passengers or cargo. The more time they spend waiting for the next ride, the worse the economics become.

Plugging into Uber’s network gives AV fleets instant access to massive ride demand. Instead of sitting idle across town waiting for the next request, the next passenger is often just minutes away. That steady flow of rides keeps vehicles moving and earning more consistently.

In other words, a greater percentage of miles driven become revenue-generating rather than wasted repositioning or idle time.

As Uber CEO Dara Khosrowshahi once put it: “If companies want to maximize returns on costly autonomous fleets, Uber is simply the most efficient platform to do it.”

What do you think about Palantir (PLTR) – Jim

It’s funny people still ask me about Palantir (PLTR). I was calling the stock expensive at $20. Today it’s around $135, so take anything I say here with a grain of salt.

To your question, Jim, the company just reported fantastic earnings on Monday. Management even said they’re turning away business because they can’t onboard customers fast enough due to bandwidth constraints. Demand clearly isn’t the problem.

My hesitation has always been valuation. Even after this week’s selloff, Palantir still trades around 200x earnings and roughly 80x sales. When a stock is priced this richly, it usually falls harder than average during market pullbacks, which is exactly what we saw this week.

At the same time, this selloff looked largely sentiment-driven. Software and tech stocks broadly fell out of favor. Do I think that lasts? Probably not.

I’m personally not buying PLTR here because of valuation. But given the company’s growth and momentum, I completely understand why some investors would start buying the dip.

What’s the best way to invest in silver? Do you recommend stocks or ETFs? – Kim

The simplest way is through a silver ETF that tracks the price of the metal.

The most popular option is SLV, which holds physical silver and moves closely with silver prices. You can buy and sell it just like a stock.

If you want more upside (and more risk), you can look at silver miner ETFs like SIL, which own mining companies instead of the metal itself.

Love to read your emails. At your recommendation I bought Fannie Mae (FNMA) at $7.51 - 7.55 on 7/25 - 7/28/25 so I’ve seen it double and come back down. Is it time to double down? Would you still buy at today’s prices? – Carl

Thanks for being along for the mission, Carl. And I’m glad you’re still sitting on gains despite the volatility.

For any new readers to The Million Mission, I’d still recommend looking at FNMA here, but understand this is a high-risk, high-reward bet that Fannie Mae eventually gets released from government conservatorship.

That outcome isn’t guaranteed, so size positions accordingly and make sure you understand the risks. (I’ve covered the full thesis in prior articles.)

As for doubling down, I wouldn’t here. Nothing material has changed recently in the story so there’s no urgent reason to increase exposure.

Are you planning to have video recordings in The Million Mission for your daily actions? If not, how will this be transparent and help others better to see real work? – Richard

No video recordings, Richard. But I do write articles 4-5 days a week. Those will have any portfolio moves in them. Plus, you can scroll towards the bottom of every Saturday email to see my current portfolio. Thanks for being along for the mission.

Is there a place to find your portfolio? I don’t see it on the app. – Jim

Scroll down!

Important Update: Follow The Million Mission on Twitter/X

Big news: I just launched a Twitter/X account so you can follow along with The Million Mission in real time. If you want quicker insights, early reactions to breaking news, and a closer look at how I’m navigating the road to $1 million – this is where I’ll be.

Come hang out, ask questions, and follow the Mission as it happens @DavisPWilson.

Another Important Update: The Million Mission website is live!

I’ve gotten plenty of feedback regarding where to find previous alerts. Well, The Million Mission website is finally live and you can check out archived alerts here.

Portfolio Overview

Here’s what I’m currently holding in The Million Mission portfolio:

Fannie Mae (FNMA) – 2,500 shares @ $7.25/share.

Northern Dynasty (NAK) – 5,000 shares @ $1.11/share

Nvidia (NVDA) call options – $200 strike price expiring February 20, 2026

Uber Technologies (UBER) – 140 shares @ $82/share