sethsf.bsky.social
@sethsf.bsky.social
Pinned
Another thoughtful and well researched article by @montanaskeptic.bsky.social !
April 29, 2025 at 8:36 PM
$PLTR 's CEO Alex Karp reminds me of Adam Aaron of $AMC.
As he cheers Apes buying, he dumps more than a billion dollar of shares on them.
To give you a comparison, when $GOOGL was a $250B market Cap, they had sales of $50B & profits of $10B. PLTR has $2.8 B and no real profit.
Apes don't learn.
February 20, 2025 at 7:58 PM
There are doers and then there are talkers!:
$TSLA
"Google parent Alphabet GOOGL 0.06%increase; green up pointing triangle on Wednesday said that Las Vegas and San Diego will be the first additional cities where it will be testing its services in 2025"
www.wsj.com/tech/waymo-t...
Waymo to Expand Self-Driving Testing Across More U.S. Cities
Alphabet-owned Waymo plans to test its autonomous taxis in cities including Las Vegas and San Diego this year.
www.wsj.com
January 30, 2025 at 2:21 AM
Serious question: How do you value a stock, which has become a currency for bribes to certain powerful individuals openly and legally?
December 12, 2024 at 7:53 PM
Reposted
Imagine dropping the Cybertruck's price by $20,000 and 4 weeks later having to idle production for 3 days. 😂

Tesla either accepts larger losses by lowering the price by another $20-$30,000 or the line will be mothballed.

$TSLA
December 4, 2024 at 8:30 AM
Reposted
A Tornetta appreciation in five parts:

Clarity
Courage
Craftsmanship
Cleverness
Coda

montanaskeptic.substack.com/p/the-chance...
The Chancellor's Brilliant Opinion
Chancellor Kathaleen McCormick ends the long-running Tornetta v. Musk drama with a reversal-proof masterpiece of clarity and erudition.
montanaskeptic.substack.com
December 3, 2024 at 10:21 PM
Reposted
Tesla's November sales numbers for Germany have just been released. Year-to-date sales for 2024 are 33,669 units, down from 59,681 in the same period in 2023, a decrease of 26,012 units or 43.6%. By comparison, other Battery Electric Vehicle sales have fallen by just 24.2%.
December 4, 2024 at 2:58 PM
The rising stock price of $TSLA poses a serious problem for Elon Musk.
If the company were to give him new compensation, in equal value to what was lost due to poor corporate governance, it has to be in the form of restricted stock. The options at a strike price of $350 is just not going to work👇
December 4, 2024 at 6:08 AM
November 14, 2024 at 3:16 AM
November 14, 2024 at 1:11 AM