Category: Tesla
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“Never Short a Cult”
Steve on bubbles, risk, and revenue “projections”.
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To Short or Not to Short
Market Speculation and Valuation šThe S&P 500 trading at 23 times next year’s earnings is extremely overextended, signaling potential market overvaluation and speculative behavior. š”Earnings mean reversion poses a significant risk, as historically high corporate margins could halve earnings if they revert to mean levels. š¢The MNAV premium in Bitcoin, currently at 2.25x, has historically reached 300% before collapsing, indicating extreme retail speculation and market…
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Trump, Tariffs, and Tesla
Professor Damodaran discusses the intricate relationship between politics and investing in the context ofĀ globalizationĀ , job losses, and economic disruption. Noting the significant impact of globalization since the 1980s, particularly highlighting China’s dramatic growth and the resultant winners and losers, including blue-collar workers and small businesses affected by these shifts. The discussion touches on the political…
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The Robot Future.
At @58:41 Chris Camillo explores the transformative potential of humanoid robotics and artificial intelligence on future industries and job markets. Camillo discusses his investment in emerging technologies such as Figure AI, emphasizing the inevitability of robots performing various jobs and addressing societal labor demands, especially in caregiving. He acknowledges the complexities of technological integration, including…
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The Big Short Panel in 2025
The Big Short panel discusses the dynamics of America’s housing market and draws parallels with the events depicted in “The Big Short,” referencing a significant trade amounting to $1.3 billion. The conversation touches on the recent fluctuations in the stock market, particularly in relation to tech stocks and AI, questioning the sustainability of current valuations…
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A Chat With GPT…
Trump, Elon, and a few others now face a moral and ethical dilemma about what to do with their businesses. Check out my conversation with ChatGPT Greg Why did hank paulson not pay taxes on his goldman sachs stock before becoming a government official ChatGPT Henry āHankā Paulson was legally exempt from paying capital gains…
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Supercomputer Wars: Tesla vs. Nvidia
Tesla’s supercomputer project,Ā Dojo, is a powerful and bespoke hardware platform designed by Tesla’s AI division for training computer vision and full self-driving networks. Dojo uses a system on a chip called the Dojo chip, which integrates 25 chips to create one unified system. Tesla is also using wafer scale processing to create large, single-chip supercomputers,…
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Magnificent PEG Prices
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Short & Co.
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The Main Cost Behind Electric Vehicles
https://elements.visualcapitalist.com/cost-of-electric-vehicle-batteries/