Joined March 2011
- Tweets 24,120
- Following 717
- Followers 8,467
- Likes 42,871
4,420 Photos and videos
Pinned Tweet
Jan 4
Hello new followers who came from @BrianTycangco's post!
Here are the things you can expect me to tweet about on this account:
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LET'S ALL HOPE THIS IS FOR REAL!
We are green😅🟢📈
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SpaceX just IPO'd at a $2.1 TRILLION market cap.
The IPO made Elon Musk the world's 1st trillionaire.
Yet SpaceX is unprofitable, and Tesla's profit is shrinking
Why are Elon's companies are worth more than more-profitable Chinese and Indian-run firms?
Here's why:
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Like this video?
Head on over to Youtube to watch the full length video, which explores Space's valuation in more detail. And subscribe to my channel where you can see all my videos as they come out.
youtu.be/mNw6sWNcvVs
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When I was a kid growing up in Newfoundland, there was this restaurant called “Sun Sushi,” which sold Japanese food.
It had all of the hallmarks of a Japanese restaurant—well decorated and quiet, with very polite staff.
Despite these good qualities, it was pretty cheap, maybe five or 10 dollars more expensive than fast food at the time, making it a popular place for broke high school students to go for dates, birthdays etc.
Anyway, it was about 2004-2006 when I’d go to Sun Sushi, and I’ve since moved far away. But still when I buy fresh Sushi on the streets of Bangkok, I’m reminded of those glorious days when I was discovering one of the world’s best foods, half a world away.
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Here is a plate of Nigiri Sushi from Sun Sushi. As you can see, the presentation is much better than that of the Thai street Sushi--but I can assure you the Thai street stuff tastes just as good!
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Jack Ma's companies generate tens of billions a year in profit.
Elon's companies are mostly unprofitable. SpaceX is losing money, and losing it at a faster rate over time as it dumps money into Grok.
Tesla, the only profitable one, is growing less profitable with time.
Ten years ago, Elon Musk and Jack Ma both looked like avatars of the future.
Musk was building electric cars, rockets, satellites, and AI. Jack Ma was building Alibaba, the crown jewel of China’s internet economy.
Fast forward a decade: Musk is worth $1.1 trillion.
Jack Ma was forced into silence, Ant Group’s IPO was crushed, Alibaba lost its aura(its stock plunged by more than 60% since 2020), and China’s tech sector went from world-beating to politically domesticated.
One entrepreneur was allowed to compound.
The other was reminded who really owns the scoreboard.
This is not just a story about two billionaires.
It is a story about two systems. One system lets madmen build rockets to Mars.
The other cuts down its most successful entrepreneur for flying too close to the sun.
That is why Musk became the world’s first trillionaire.
And Jack Ma became a warning label.
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It's brutal out there for libarts majors in China.
JUST IN: 🇨🇳 China eliminates 12,000 ‘obsolete’ university degrees in push to prepare for the AI era.
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Jun 12
SpaceX has gone public at a $2.26 trillion market capitalization.
As a result, Elon Musk has become the world's first trillionaire.
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A.J. Button retweeted
Jun 12
Adobe has $27 billion remaining in authorized buybacks.
Its market cap is $88 billion.
If it uses the buyback budget, and the stock price does not change, then it will retire ~30%~ of its shares.
This is more buyback than Alibaba did when it was at $80.
$ADBE
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🚨 META PLATFORMS SERVICES INSTAGRAM AND FACEBOOK DOWN GLOBALLY
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Bros, $TD is still flying, to heights I never expected to see. I am starting to seriously consider a portion of this stock, which is by far my biggest portfolio holding.
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Jun 12
OK, I'm going to come out and say it:
Adobe has gotten too cheap.
Yeah, Apple Creator Studio is cool and cheap, but it ain't gonna replace CC on the enterprise level.
AI, meanwhile, was never a threat. The people who say AI "threatens" $ADBE don't know what they're talking about.
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Jun 12
People laughed when Trump said that Americans would get "tired of winning."
But yeah, when you win the same war 27 times, you do get tired of it.
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Jun 11
This is a great market in which to own a mix of value stocks and treasuries.
Apart from Google and China tech, I would not be messing with any AI growth names.
The SpaceX IPO is gonna cause a lot of trouble for the QQQ and drag better stocks down with it.
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Jun 11
Stocks I Loved, But Passed On Anyway.
There have been cases where I've given stocks glowing coverage but either never bought them, or bought them only to sell too early. There's nothing I can do about this now, but it's worth looking back on these experiences to extract the lessons that can be gleaned. Here are some of the worst cases:
1. Micron Technology $MU
Rated this "buy" on Seeking Alpha years ago. It has since run up 1,700%. I actually did own a bit of this one, but I sold too way too early. I never changed my buy rating; I just notified readers of my sale by leaving a comment on the article saying that I was moving on to other opportunities. FWIW, I think the stock's overvalued today.
2. Semiconductor Manufacturing International (SMIC)
I gave this stock sort of a cautious thumbs up (not an outright recommendation) in January of 2025. I thought it would get loads of business due to Chinese tech companies being banned from using various TSMC services (SMIC is the TSMC of mainland China). It ran up about 100% after my post about it published. I never bought any because it would have required opening a new brokerage account and I was too lazy to deal with that.
3. ZIM Integrated Shipping
I rated this a buy not long before the take private offer that caused it to rally by 40%. I never bought the shares myself. D'oh.
4. Brookfield Renewable Partners
I gave this a buy rating back in 2025 because I knew it was in the midst of doing monster deals with Google and Microsoft that were gonna drive muchos revenue growth. I never acted on it because I figured I had enough exposure via Brookfield Corp stock, which owns part of Brookfield Renewable. Since my rating, the Brookfield Renewable has more than doubled the S&P 500 on a total return basis.
Conclusion
What can we take from my experience recommending stocks, failing to buy them, and missing out on substantial gains? If anything, I think it's the importance of research and due diligence in investing. If I'd read further on the stocks mentioned above I'd probably have acquired the confidence needed to pull the trigger. Instead, I researched only enough to build moderate conviction, and decided "I'll just stick with what I already have." I was wrong, as some of these names (especially Micron) beat the pants off of what I actually did in invest in. So, I regard all of these missed opportunities as mistakes.
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