Don't blame me, you invested in garbage!
@subach
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Fed: It's important to manage inflation expectations least it become phycologically entrenched. Everyone: "Fed will pivot the moment something breaks or a recession starts, #inflation will come roaring back" Banks fail Fed: 25bp Everyone: repeat "" surely the #Pivot is soon
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$NVDA
*NVIDIA TO INVEST UP TO $1 BILLION IN AI STARTUP POOLSIDE
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$TSLA bested by a Buick of all things🤣 But look at the prices on this thing! The idea that Lidar would be too expensive to scale for autonomous fleets to be viable is clearly wrong. Musk made the wrong bet! $GM wins!
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$TSLA might finally be producing their own LFP cells... Right as CATL Naxtra sodium-ion batteries hit the market at comparable energy density, half the cost, and three times the charge cycle durability. Classic Tesla/Musk always skating to where the puck was...
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$BYND What did you guys think was gonna happen? Share count up 5X /w bond holders looking at 10 cents on the dollar a month ago now holding 80% of the float. Do the math...
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The case for $TSLA to trade above what is basically zero vs the current market cap was subsidies and immunity. Those seem to be gone now. $TSLAQ
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How the TF is it $MSFT inventing a practical topological superconductor? If this is real, then how did Intel, TSMC et al miss it? WTF is going on here?
A couple reflections on the quantum computing breakthrough we just announced... Most of us grew up learning there are three main types of matter that matter: solid, liquid, and gas. Today, that changed. After a nearly 20 year pursuit, we’ve created an entirely new state of
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Time to short oil? Venezuela to ditch socialism? They invite Exxon in and they could add millions of barrels a day to the market. It'll take a few years, but we have a recession on the horizon? $WTI
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$TSLA The same error that killed Walter Huang. They settled the lawsuit, but six years later and they still haven't fixed it!
Please be careful and never let your guard down while using Tesla’s FSD. The terms are very clear when you turn it on: “FSD requires a fully attentive driver who is ready to take immediate action at all times.” You absolutely need to pay attention!! Even the latest version
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$VKTX are we done Yolo'ing all these calls before catalysts? Have we learned our lesson?
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$GME and $AMC going nuts likely means it's a good time to short #Bitcoin. Last time we could all see it from a mile away, but most didn't act b/c there wasn't a good way to do it w/o your counterparty being some slimy crypto exchange. Not anymore!
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$VKTX Much ado about nothing... It honestly just seems like someone really wanted the headline "AMGN up other GLP1 players down" So they got it this PM, and now it's gone...
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F all that Iran stuff! I'm chilling out in Costa Rica for the next month. Here's a bird that dropped by to help finish my banana.
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$TSLAQ One concern I had was $TSLA could have "thrown" the quarter once they realized they were coming in low- ie shift deliveries from Q1 -> Q2. They've done it in the past. These China numbers seem to dispel that concern.
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It's no big deal guys, I let the Palm civet lick my palm before the bat, not the other way around!
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$TSLA Lowering prices to maintain volume growth yielded 1% y/y revenue growth. Now down to the wire to see if the latest price cuts can even maintain volume growth... It's a shrinking company, no way around that!
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$TSLA Hard to argue this isn't fair to shareholders! They get a much smaller dilution than they had already given to Elon Musk. It's a win win!
Lawyers for a Tesla investor who got Elon Musk’s $55.8 billion pay package thrown out by a judge have requested their legal fees be paid in the form of Tesla stock
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@FuzzyPandaShort Hard to believe this is fair. Elon Musk has done this many times with $TSLA $RIDE needs better lawyers...
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$VKTX given the stellar tolerability... The oral data could get really interesting! Let's say we get 1-2% weight loss at some dose /w low discontinuation rate. Could we be looking at the weight "maintenance" for GLP-1 therapy just below that dose?
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$LYFT tbf if there were any actual consequences for something like this Musk would be in Prison and $TSLA would have had to pay out Billions in damages. So no worries!
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