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Apr 20
Selling $NVDA and building cash for attacking the AI application companies. Still like both $TSLA and $AVGO. Tesla is definitely going to rule the AI application layer (if Elon stays sane) while Broadcom will take over the crown for AI datacenter from Nvidia. However, finally inference will move to edge, i.e., AVs, humanoid robots.
$AVGO now becomes my 2nd largest holding overtaking $NVDA !
Jan 6
Updated portfolio: Yes! I did buy more $TSLA . I can sense an imminent step function move in Tesla stock price. You heard it here first :)
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Tesla and SpaceX fighting x.com/osarood/status/2066688…
SpaceX stock is up 12.56% in overnight trading on Robinhood to $216.59, which would give the company a $2.7 trillion market cap.
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Why does @Rebellionaire think Elon will NOT pay a good premium? Doesn't he know shareholders won't vote? I get the maths @bradsferguson is talking about but don't think that is what will happen.
Also, why would Elon not give a premium knowing the potential Tesla has? He exactly knows what stage is Tesla at. I don't think he's looking to make some extra bucks here. $tsla $spcx
A Tesla SpaceX merger could make a lot of strategic sense.
We are not anti-SpaceX.
We are not anti-merger.
We are not suddenly Tesla bears.
But for Tesla shareholders, the timing, valuation, and process matter.
@bradsferguson and @nerdalert explain why this conversation is worth having now, before a deal is on the table.
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I feel for all these Tesla sharesholders and fans who keep on taking pictures and sharing them... will happen but not until Elon gets the merger first.
Cybercabs with @robotaxi style decals on the sides...
This could mean they are really close to deploying them!
@tesla2moon @JCChristopher @JoshWest247 @SawyerMerritt @niccruzpatane @fsd_database @wholemars
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Was today hard as a Tesls investor? Yes and no. It kinda hurts to see Tesla being flat. However, big money is made when market has euphoria or pain. I am happy to add to Tesla. I haven't had so much conviction in the stock bouncing over the last 5 years.
The breakout will be epic! If you have followed me, you'd notice that I don't talk up Tesla for no reason. Happy buying $tsla $spcx
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Signal .. everything else is noise
JUST IN: Tesla Robotaxi has recorded zero at-fault incidents since February, according to newly released NHTSA data.
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Reminder: Elon does NOT care about $$ anymore. This is about getting Tesla under his control. I am buyig $tsla here .. not advice but what I am doing
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This is why I am buying $tsla and selling puts on it .. i know its counter intuitive but it is what it is $spcx
The poster is saying: SpaceX’s high valuation (~$2T via SPCX) is the key “gatekeeper” for any big Tesla deal.
For SpaceX/Elon to credibly offer Tesla shareholders a rich premium (e.g. ~$1000 TSLA, implying Tesla valued at ~$3.7T in a merger), SPCX needs to hold or grow its value.
If SPCX drops, the premium Tesla holders could get shrinks or disappears.
Buying SPCX directly lets you capture the Starlink/Starship/AI upside that powers those strong Tesla terms.
Basically: strong SpaceX valuation = better possible deal for TSLA.
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Jun 14
Is SpaceX reeeeeally worth 2T?
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In some ways I think about $TSLA and $SPCX AS NOT-for-Profit
They both have negative net margins or as close to poor margins as you can get.
But yet the market values them highly.
In fact @BernieSanders and others should embrace @elonmusk
The guy is making cars and mobile connectivity cheaper and more affordable by not making a lot of profit.
That benefits consumes.
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Jun 14
RT @CuriousPejjy: Here's the clip that apparently terminated my YouTube channel.
While livestreaming about the SpaceX IPO, I tried to shar…
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I’d love for that to happen. But doesn’t make sense from a technological standpoint. You can’t start driving with a LOT of data and training. Unless you have some breakthrough tech which I am not hearing about here
Jun 13
Rivian CEO RJ Scaringe in new interview:
"Later this year, we'll have full supervised point-to-point, which will be very similar to @Tesla's FSD. That will roll out to all of our Gen 2 vehicles and, of course, R2. Next year, we'll allow it to go unsupervised, so you can take your eyes off the road. The next step is achieving full capability for the vehicle to drive itself with no one in the car. We've been developing that for a while for our personal vehicles, but we also see it unlocking new business models, robotaxi being one of them.
We took the decision to parter with Uber so we could focus on the tech and leverage them for their access to a big distribution channel. They're really a category of one. There's no one quite at their scale or reach."
Full interview: youtube.com/watch?v=wP61dCtO…
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