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162 sats \ 3 replies \ @justin_shocknet 24 Apr \ on: Jeremy Dumps Tesla Stacker_Stocks
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.
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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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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Ahh like Amazon in the early 2000s
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