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  1. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well, after six years of wild ups and downs, I finally traded out of my Tesla positions yesterday. In addition to the grim near term outlook, I no longer see the CEO as a benevolent force for good. Who knows, I may buy back in near the end of the year if things don't really go off the rails...
  2. SmokyPeat

    Russia/Ukraine conflict

    Many of the donated airframes will also be near retirement. Having spares will be useful.
  3. SmokyPeat

    Israel/Hamas conflict

    Let me know when you're ready to relinquish the land your home is on to the descendants of the Cherokee it was taken from. At least they aren't raping and murdering your family and neighbors.
  4. SmokyPeat

    Israel/Hamas conflict

    Rehashing the history of the region however many dozens of times is an exercise in futility. Israel exists. Just as the United States exists. The sooner the Palestinians come to terms with that, the better their lives will be.
  5. SmokyPeat

    Israel/Hamas conflict

    Rogan is a moron who is apt to believe any conspiracy theory laid in front of him.
  6. SmokyPeat

    Russia/Ukraine conflict

    Russia is claiming they shot down another of their own fighter jets. This time a SU-27. Nice work!
  7. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There was a similar spurt between 11:45 am and 12:30 today. Just normal market fluctuations, imo.
  8. SmokyPeat

    Israel/Hamas conflict

    Israel has announced that the #3 Hamas terrorist was killed in an airstrike a couple of weeks ago. Apparently Sinwar has gone completely incommunicado, and Hamas is desperately looking for new terrorist leadership. Hamas boss Yahya Sinwar's henchman Marwan Issa killed in Gaza airstrike
  9. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I can tell. But the Nissan clearly got the worse end of the impact.
  10. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Based on half a day of trading? Might want to zoom out just a bit.
  11. SmokyPeat

    Russia/Ukraine conflict

    Or after much more than 20 minutes of torture they have four gunmen who wish the hell they had blown themselves up. I understand the skepticism, though.
  12. SmokyPeat

    Russia/Ukraine conflict

    Do the radical islamic death cults really need any more motivation? I don't see the torture of these gunmen moving the needle one way or another. It is interesting to observe, though. I would agree that the Russian public are probably happy to see them looking worse for the wear.
  13. SmokyPeat

    Russia/Ukraine conflict

    I very much doubt the beatings and torture were/are intended to lessen the motivation of ISIS. It was probably employed to extract information and elicit confessions. And purely for revenge purposes.
  14. SmokyPeat

    Russia/Ukraine conflict

    Rumor has it that one of the four Tajik gunmen from the Moscow mass shooting had his ear cut off and was forced to eat it by Russian security. The other three looked pretty well worked over as well.
  15. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've been seeing tons of Tesla ads on YouTube over the last day or two as well.
  16. SmokyPeat

    Russia/Ukraine conflict

    Ukraine just needs to keep grinding away at Russian naval and air assets, and the giant will crumble before long. Might be about time for another run at the Kerch bridge.
  17. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wow, Microsoft is now worth a full Tesla ($540B) more than Apple. I guess slow and steady really does win the race.
  18. SmokyPeat

    Russia/Ukraine conflict

    The death toll from the Moscow concert hall shooting is now at 140+. Apparently they've caught the 4 gunmen. I have no sympathy for them, but they'll probably wish they had made it a suicide attack.
  19. SmokyPeat

    Russia/Ukraine conflict

    Galeev is probably uncomfortable acknowledging that radical islamists committed the terrorist attack in Moscow. It's plainly evident to all that is what transpired. Not a false flag, but Putin and crew are doing their best to spin it as a conspiracy with roots in Ukraine.
  20. SmokyPeat

    Russia/Ukraine conflict

    Yup. I'll take a stiff upper lip over capitulation any day.
  21. SmokyPeat

    Russia/Ukraine conflict

    Yes. The polls aren't meaningful until September anyhow. And they're often wrong then too. The outcome of the election will most certainly impact Ukraine, but presuming the result now is pointless and self defeating to a certain extent.
  22. SmokyPeat

    Russia/Ukraine conflict

    My guess is radicalized Chechens. Similar to this guy: https://apnews.com/article/boston-marathon-bombing-tsarnaev-juror-bias-4cf3031d41cb0ab1bd1cad2bd3ad107a
  23. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Nice. I bought back in about a year ago, then loaded up on NVDL about six months ago. Just wish I hadn't felt so shackled to TSLA.
  24. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Nvidia on a tear. Yet again. That stock is a force of nature these days.
  25. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Altman says GPT-4 is basically trash compared to GPT-5 about to be released.
  26. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Henry Ford has attracted a lot of scrutiny for sure. Most of it posthumous.
  27. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think the main concern some might currently have with the 4680 packs, is the lackluster charging curve. That will invariably improve over time.
  28. SmokyPeat

    Russia/Ukraine conflict

    Lots of young men have been dying all along...
  29. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If the new Roadster is truly going to take flight, even briefly, I wouldn't expect anyone will be taking delivery on one for several years at the earliest.
  30. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My cousin in Austin saw one yesterday. She lives right next to the airport, just a few miles from the Gigafactory, though.
  31. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Looks like somebody is buying today.
  32. SmokyPeat

    Russia/Ukraine conflict

    Nothing scifi-ish about it. The Russians are quite good at electronic countermeasures that can incapacitate drones. Particularly low cost drones. Higher end drones are better hardened against electronic countermeasures. There's essentially a game of cat and mouse going between hardening...
  33. SmokyPeat

    Russia/Ukraine conflict

    Demoralized troops are often more vulnerable to being bought off as well. That munitions depot sure would be useful to the Ukrainian military right now.
  34. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I feel much the same way about FSD. This is the first FSD revision that has interested me in a long time. Hang on to that lemur edition Model 3- they are very rare and sought after. I always felt like the felines got way too much press in the automotive world. It's about time primates got...
  35. SmokyPeat

    Russia/Ukraine conflict

    In this modern era of satellite constellations and AI, the amount of observations that can be done via satellite is staggering. Assets like AWACS aircraft and drones also play key roles in observing the battlefield. Satellite images were probably the key intelligence that lead to the drone...
  36. SmokyPeat

    Russia/Ukraine conflict

    No doubt about that. Additionally, Ukraine is certainly being provided with a large amount of very high resolution, real time satellite imagery of Russian military activities.
  37. SmokyPeat

    Russia/Ukraine conflict

    The refineries are a higher value target. The refined petroleum products on site also contribute to the amount of damage done by the drone strikes.
  38. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Good conversation with Herbert and others discussing the absolutely amazing Figure/ Open AI bot demo.
  39. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Nasdaq making a nice little recovery in after hours.
  40. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Perfect time for Elon and Kara Swisher to have another sit down interview. Those two really ought to bury the hatchet. ;) Is it just me, or does the Figure bot sound a lot like Sam Altman?
  41. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Probably not the only thing he doesn't like about Lemon. Maybe Alex Jones will get the slot.
  42. SmokyPeat

    Russia/Ukraine conflict

    The Czech Republic coming in clutch when the stakes are high. https://www.telegraph.co.uk/news/2024/03/13/ukraine-russia-war-czech-artillery-155mm-shells-avdiivka/
  43. SmokyPeat

    Russia/Ukraine conflict

    The White House is providing a $300M stopgap aid package for Ukraine. Included are ATACM missiles, and artillery shells...
  44. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Be sure to give those strawberries a thorough rinse before consuming. Good chance they're completely saturated in woke virus pesticides.
  45. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Strong day in the markets. I think TSLA held up pretty well in the face of unseemly extracurricular machinations.
  46. SmokyPeat

    Russia/Ukraine conflict

    Whatever purpose the Russians were using the tanker for, it's likely out of commission now. :)
  47. SmokyPeat

    Russia/Ukraine conflict

    A command post aboard a Russian tanker was struck by the Ukrainian Air Force. Not much left of that bridge. The life boat? appears to have abandoned ship in a hurry...
  48. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's the factory rubber. They're kind of a hybrid AT really.
  49. SmokyPeat

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Crypto is doing it's bit to raise the boats. Literally.