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Jeremy Dumps Teslayoutu.be/C1sxCBEpPsA?si=JFGGCEGxnonWhjNv
146 sats \ 5 comments \ @BlokchainB 24 Apr Stacker_Stocks
Jeremy sold out of his Tesla position stuff making stupid amounts of fiat on it. It’s reasons for dumping it are as follows
  1. Weak growth outlook. Losing market share rapidly
  2. Technologies aren’t playing out to be growth beasts (full self driving, solar, services)
  3. The brand is terrible now. The main customer base (liberals, Europeans, Chinese) hate the brand.
  4. Absent CEO. Elon to focused on politics
  5. Company has no purpose/mission. It went from putting the world on green energy to replacing uber with driverless cars
This is the risk you run when you shadow invest these YouTubers. I will be keeping Tesla stock as part of the experiment I am running. But this is the main difference between saving (buying and holding bitcoin) and investing (owning Tesla stock at sky high valuations)
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119 sats \ 0 replies \ @kurszusz 11h
I still maintain my opinion that these data are only published to manipulate people. It is completely normal and I agree that now is a good time to sell stocks due to high prices. If someone wants to make a lot of fiat, then selling is a good decision. However, I do not agree that Tesla "has no future". I think it is a viable brand and will prove it. Of course (as in every market segment, every stock) there are ups and downs.
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162 sats \ 3 replies \ @justin_shocknet 24 Apr
This makes me even more bullish, TSLA is the only stock I own in any size because energy, automation, and transportation combined are just as big of a thing to be disrupted as base-money.
Bitcoin has actually under-performed Tesla, significantly at times, since 2017, and if they hit a couple things this year I think that will hold for at least a few more years.
Tesla bears are the most retarded brand of normie, it's a real litmus test for who lets CNBC and FT do their thinking for them.
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0 sats \ 2 replies \ @BlokchainB OP 24 Apr
What market cap do you have them growing to? They are already commanding a massive price premium for their potential future growth!
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169 sats \ 1 reply \ @justin_shocknet 24 Apr
I don't like market cap because that's ultimately dictated by fiat macro factors, but on a relative basis I think there's easily a 10x in purchasing power improvement over the next ~5 years.
That's about what I think for Bitcoin too, but I see Tesla as a hedge of sorts for a scenario where the fiat value of Bitcoin doesn't increase much for lack of fiscal stimulus, and deflation increases its purchasing power. Tesla would be an enabling force of such deflation and outperform Bitcoin in that scenario. Bitcoin would of course out-perform if currency debasement continues such as it has.
Asymmetric investments are always over-valued by metrics only relevant to arbitrage on legacy operations with boring upside, there's dividend stonks for that. I invest to front-run people that can't think non-linearly.
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17 sats \ 0 replies \ @BlokchainB OP 24 Apr
Ahh like Amazon in the early 2000s
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