Search results

I mean, they’re probably going to generate around $5 billion of FCF this quarter.

Tik tok should’ve been banned two years ago. It’s quite literally malware designed to destabilize us.

Just Google + screenshot on phone

Manchin’s permit reform bill would have been great for green energy though. Right now it’s progressive NIMBYs who are the biggest obstacle to green energy. This is why Texas is completely dunking on California in terms of new installed capacity. They are almost always the ones stopping new...

Manchin’s permitting reform bill, which would have sped up the permitting process for green energy projects, failed because of “progressives”. He’s gonna try to attach it to a defense bill. Make sure to tell your critters to support it.

It’s basically followed the NASDAQ with higher volatility for the last year.

Left leaning centrist here, the Democrat party has completely 180ed from the optimism and hope of Obama. Life has been a bit rough. A year of covid nonsense, then right after me and my siblings have had to deal with *both* of our parents getting cancer. SpaceX and Tesla have been huge white...

Salvation

Facebook has declining revenue and rapidly expanding costs. If you take Facebook’s guidance for spending next year and they keep having declining or flat revenue they will *lose* money… that’s why the stock price is so low. Pretty much all of the tech mega caps are post growth.

I think we’re headed for a little double dip recession. California and the Bay Area specifically will be the worst hit imho. Signs of such are starting to show up.

Meta just announced mass layoffs in the thousands. EDIT- to add, this may push up Meta stock, as cost control has been one of the biggest issues with the stock… could have macro effects too.

It’s 100% just following macros

Something to think about; it’s going to be interesting seeing how other automakers fare in an environment of rising interest rates considering how debt dependent many of them are. Many automakers, most especially the German ones had pretty poor FCF over the last decade and were pretty dependent...

🤫

Elon’s superpower? Avoiding this: Andrej talks about it too.

Model smöl 😉 (I think jrp3 coined this)

I’m literally in tears… 🤣🤣😂 His endorsement really *is* the kiss of death.

Hehe inverse Cramer

There were debt ceiling fights and gov shutdowns during both of those periods btw. There was also large reductions in the budget deficit as well (even surpluses in the 90s).

Sorry Phillies fans… 😢

They are probably counting the food they sell in vending machines and the cafeteria as revenue.

IDK but that would even be a bad number for a one person falafel stand.

Bruh, $14k revenue is like under the table street vendor territory.

Well, On that front it looks like D president and R Congress which has historically been the best for the markets FWIW. (1995-2001, 2011-2016)

The NASDAQ hit 9700 in feb 2020, and is 10500 now. Inflation since then has been 14.5% so that is a 5% loss in real inflation adjusted terms since that peak. The Nasdaq peaked at ~16,000 roughly a year ago, that’s a drop of 35% in nominal terms and ~40% in real inflation adjusted terms.

Powell’d

Those draggy LiDAR assemblies on the roof probably reduce range ~20% just by themselves.

If Tesla doesn’t release comparison videos I’ll be both surprised and disappointed.

Remember, electric horsepower is worth much more than ICE horsepower when it comes to acceleration. -much less drivetrain losses (no transmission) Multi motor EVs don’t even need differential gears. -much better traction control -average power delivery is much closer to peak rating than on ICE...

That’s because the hate is mostly virtue signaling

Most stocks down a percent or less right now.

Today is Fednesday

PMC bloat is real.

Muddy Waters is awesome tho

The price will probably be higher because of the recent inflation, but my guess is battery storage from the gigantic amounts of wind & solar in the interior which have very low prices during oversupply.

? When shorts cover the stock goes up

Probably shorts covering more than anything… it’s down like 30% in just the last week.

I remember when Mark Zuckerberg used to be worth more than Tesla, now Elon is almost worth more than Meta/Facebook…

TSLa holding well considering the other tech mega caps down ~2%.

Hence the need for Tesla bot to drive the labor input of industry down as close to zero as possible. A Mars colony will be 99% robots supporting the domed humans who maintain them.

I know this might be crazy, but back in the before times you could like, respect, or be friends with a person without having to agree or endorse everything they’ve ever done. People hired dentists and plumbers who did the best job and not the closest voting record... It was madness

Own those right wingers by purchasing a car produced by a company that was literally founded by Adolph Hitler.

The bickering fuels our gains! 😈

Savings flows are the biggest determinant of trade surpluses and deficits. Tariffs do very little to change it ultimately. See Michael Pettis “The Great Rebalancing “ or “Trade Wars are Class Wars”.

Falcon Heavy launch in ~30min btw

I’ll just say this as a person in the center; the extremely online woke left continuously overestimates the popularity of much of their stances. Loud =/= popular. Outside of coastal enclaves (which are now hemorrhaging population because of it btw) it is extremely unpopular. Movies and shows...

Major evidence of market bottom guys! 🥳

Bickering feeds the chaos gods who grant us our gains!

Lol Go ahead. Start a trade war with the country that spends hundreds of billions a year defending your borders, securing your energy supplies, and and keeping the sea lanes safe for your exports, and does all of this while letting you have a trade surplus with us. Normally I wouldn’t be so...

Cybertruck wrapped in black with brush guards and a winch is basically a batmobile