Wait there are consequences? No way...

Hey it’s not like they haven’t been in deep trouble with their accounting practices or anything. Maybe the execs thought they could pull more fake numbers out of a hat or something…

Maybe that salute there is showing the stock price trajectory running down his arm…

These valuations are insane… have real revenue first…

And yet it's still trading at a PE of 110. Still expensive... High beta "growth" stocks have a long history of being long term losers with 90% declines (dot com, nifty fifty bubbles, etc) when the growth narrative is shattered.

And this is why I deleted my Twitter account...

Still quite expensive... its a low growth automaker with declining sales in most of their potential markets. Some day it'll trade at a valuation similar to the other automakers...

And then there's the message we're sending to dictators who think invading their neighbors is a good idea. Appearing weak and soft didn't truly achieve "peace in our time" last time...

If they can’t make $$$ on $200/month they’re in trouble. I actually like Google Gemini’s deep research because it pulls a ton of sources I can look at. Organizing a summary isn’t bad but that might be where generative AI ends and humans begin.!

They’ll probably all be in bundles to inflate numbers…

Awesome episode!

25% retaliatory tariff.. why does everything cost so much more?