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Jaytrading#: put some small trades on for $WRD $PONY $LCID $RIVN recently
Thesis: consolidation is coming to the autonomous space based on the massive progress that Tesla, Waymo, and Uber are making.
I believe these four companies are going to be bought in the next 24 months and I expect, as a group, that I will 2x my investment in under two years.
This is not investment advice. These are tiny bets for me to get a little market action when I see something obvious.
I consider these midterm bets to be 1- to 4-year bets.
Most of the time, when I buy equity, it is to hold it for 10+ years.
Other bets I'm making are ones I want to hold forever.
Note: I don't do day trading or try to flip stocks in under a year because I'm super busy. Again, this isn't investment advice ๐
My goal is to have y'all tell me I'm wrong or vet these deals and decisions as brutally as possible.
I have many other bets in the autonomy space, including amazing private companies like
@Zipline and
@goautolane, as well as other large ones that I don't want to talk about here right now.