More earnings to come this week.
Then next Sunday, I'll do my quarterly financial strength table of the 30 Mega Caps and the 10 car makers.
That will keep me busy and focused. 🤭
🗳️
Which Tesla Directors are up for reelection this year?
Please note: there is no obligation to hold the shareholder meeting before Dec 31.
Under TX law, it can be challenged in Court if it does not take place 13 months after the previous one, so early Dec.
& they seem so giddy to say it like “tee hee, isn’t this SCANDALOUS? aren’t i soooooooo TRANSGRESSIVE??? is this hiding the fact that i’m a loser???????”
The question that haunts me, please try to help me understand:
Why does the market not see this merger coming?
Comment below if you have insights, and please vote and report for max exposure.
Went to try the Dissidia Duellum Final Fantasy crepes! 🍦✨
The character you get is random but I got Lightning so I was super excited hahaha! These are in Akihabara right now if you want to try one!
I always love to see the faces and hear the voices of short sellers. Just fascinating.
Here one betting against SPCX:
Peter Andersen from Andersen Capital Management (dba Integrated Advisors Network), who is short SpaceX with long-dated puts.
His arguments
- Valuation is extremely elevated.
- The business has three main segments that are hard to analyze together; he views Starlink as the only meaningfully profitable / positive-cash-flow piece with a demonstrated subscriber base.
- A potential Tesla–SpaceX merger would make the situation “even more confusing” and is not a solution—it would add another industry and geometrically increase complexity and risk.
He has even floated (as an extreme but considered scenario) a future spin-off of Starlink.