Combining business and engineering experience to provide research, insights, and analysis mainly on Tesla and some other stocks. Disclaimer: See website
Joined January 2023
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Guess the Company #17 5/6
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themarketisopen.com/guess-th…
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It would have flopped. $10B isn't nearly enough. No car manufacturing expertise. Even with a car, no chargers. No service centers. They would end up like all the other vanishing car companies.
Can’t believe Apple invested $10B into the Apple car and gave up…
All their cash, stores and brand loyalty — they would have made something really interesting and owned the fourth screen
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Can someone explain to me why the Tesla Model Y is the best car and best selling car in the world?
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Tesla just cut it's 2026 spending plan by $5 billion.
Capex guidance: ~$20B, down from "more than ~$25B"
Q3 capex came in at $4.73B vs $7.96B expected.
CFO: "managing our capital deployment efficiently"
And they're still planning to reach 400MW of computer by year end. Up from about 260MW right now for the entire company since inception.
$tsla
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Can someone explain to me why $TSLA is barely down today whereas all the other AI and chip and software stocks are?
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What is the significance of >125,000 Cybertruck capacity, if only ~32k are made per year?
Battery constrained, or no demand/ price too high still?
@elonmusk @Tesla @cybertruck
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We're starting to make videos again. Also try our new stock market games themarketisopen.com/wealth-b…
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This is actually so cool: pokelinker.com/pokemon/chari…
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Guess the Company #4 6/6
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themarketisopen.com/guess-th…
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