So lets start.
Seriously how brain dead are the current VC/investors? There have been tools to develop games or generate stuff for decades. The problem is making stuff that is fun for more than 15 min.
Seriously how brain dead are the current VC/investors? There have been tools to develop games or generate stuff for decades. The problem is making stuff that is fun for more than 15 min.
You are right. 1.5T sounds fair
You are right. 1.5T sounds fair
- A lot of McDonald's only serve non-alcoholic beers now.
- A lot of McDonald's only serve non-alcoholic beers now.
Maybe one day we will get back to some remnant of fair value?
Maybe one day we will get back to some remnant of fair value?
Post reality stock market
Post reality stock market
- but on the other hand AI orders are doing well...
So bullish it is!
- but on the other hand AI orders are doing well...
So bullish it is!
Banana Republic shenanigans should beget Banana Republic valuations.
Banana Republic shenanigans should beget Banana Republic valuations.
Musk lies again by promising "driverless rides" in Austin by "year end".
bradmunchen.substack.com/p/teslas-8-r...
The profit impact (<$1B) is nothing. The legal precedent is huge: FSD is not "self-driving" & Tesla lies.
This bolsters 2 class actions against $TSLA FSD fraud & more.
A quick 🧵
1/6
Seriously has there ever been such a disconnect between fundamentals and stock prices in a mega cap for that long?
Seriously has there ever been such a disconnect between fundamentals and stock prices in a mega cap for that long?
Things are bad? market goes up because they hope it gets better. Things get worse? It goes up because someone promised money in the future.
Things are good? It goes up because it will be better.
Things are bad? market goes up because they hope it gets better. Things get worse? It goes up because someone promised money in the future.
Things are good? It goes up because it will be better.
Good luck
Good luck
www.techspot.com/news/110538-...
www.techspot.com/news/110538-...
Just bubble things
Just bubble things
Must be bullish.
Seriously this will be studied for decades to come, with people marveling how this insanity was even possible.
Must be bullish.
Seriously this will be studied for decades to come, with people marveling how this insanity was even possible.
Nothing to see here
Nothing to see here
Surely not a bubble
Surely not a bubble