Jim Chanos

So Ukraine, without a navy and strategic air force, has crippled both Russia’s Black Sea Fleet and Strategic Bomber Force?

So China is “holding some cards”?

It’s also been a terrific tailwind for corporate (mostly Mag7) earnings. As the rapidly increasing investments are capitalized by the buyers, but recognized as revenues and profits immediately by the sellers. Same as in https://t.co/KzzERVlR7L networking/telecom buildout.

By September: “Trump…? Yeah, um, I met him a few times.” https://t.co/P8T30gJftn

This is a good example of just how expensive commercial rideshare insurance is. About 30 cents/mile based on this driver’s mileage(1400 miles driven). And that’s before his personal auto insurance cost (probably another 10 cents/mile). Take note, Robotaxi fans. $TSLA

At the 2:30 mark he claims that if the stock were to trade below an mNAV of 1, $MSTR could generate “gains” by selling preferred. This truly is magic…”profits” from raising capital, no matter where previous securities sold to generate similar “profits” subsequently trade at! (2) And of course if the stock is trading below its NAV, why wouldn’t you do what Saylor claims he would do, and buy the common instead of the preferred? Bottom Line: Do what Saylor is doing, don’t buy what he is selling. $MSTR

I’ll take the “under”.

#GoldenAge

Maybe put one in Earth orbit first?

$9B < $175B < $1-2T

@calebhannan (2) And ex-tax credits, $TSLA is losing money again from operations. So, on fundamentals of the EV business, I would say the Tesla Bears got it a lot more right than the bulls who were confidently predicting 10-30M units by 2028-30. And a lot more right than Elon’s predictions.

@Vivek4real_ You do realize that if this happens, NYC is shorting Bitcoin, right?

That’s because…wait for it…$TSLA’s FSD software is still only at Level 2 (Supervised). After eleven years. Just like the other auto OEM assisted-driving software. (Again, FSD driving systems will be “standard equipment” in ALL cars within 5-10 years)

And they are also arresting the construction company owners for illegally hiring them, right?

@GeorgeGammon Wait till $IBM’s clients realize what AI can do…

Lol, I wouldn’t worry, Trump never watches these shows…

Make Selling Indulgences Great Again!

The Snake Oil River runs through Las Vegas this month.

The explosion of Bitcoin mNAV offerings by companies like $DJT is giving off real 1H 2021 SPAC vibes.

He may not be moving $MSTR stock day-to-day with the ATM, but the mNAV is down 40%(!) while his assets have more than tripled, since he put the ATM program into high gear in the 4Q of last year. https://t.co/Fhy08CBVHK

I love how the new narrative on the DOGE Disaster is that Congress didn’t give air cover to Elon and his team. This is utter nonsense, as was the $1-2T target.

Who wants to tell them…?

$MSTR has recently been trading 18M shares per day. That’s 100% turnover in three weeks. HODL…?!

@gnoble79 Let me find my 1989 Drexel High Yield Conference tote bag…

“Thanks for coming, and please visit the gift shop on your way out.”

He obviously means “must be paid by China”, right? https://t.co/efzuSxp6Wf

Fact Check: True

@NotYetAnAI Diversification. Despite the fact that I only post about a few positions (that people obsess over), like $TSLA, $MSTR/Bitcoin, etc., we are typically following 40-50 names in our portfolio. Average position size is 2%, and a big position is 4%.

(2) And for those asking, the $TSLA 2029 Adjusted EPS estimate is back to where it was in July 2020, when the stock was below $100. https://t.co/wOPbK4QKbV

Your legislative reminder that $RUN’s equity was worthless before any tax credit changes. And the “tax equity” buyers will now disappear.