To The Moon

FAANG is quickly losing its status. Investors now look at MAGA. And perhaps soon enough, MAGAT

This is actually a good thing. Let's try to get inflation under control!

Finally! Never quite understood the benefits... 

TSLA has a fundamentally unique DNA from all other automakers, legacy and EV startups alike. Hence, if analyst are reasoning by analogy and using TSLA's ability to overcome its initial production hell and projecting that onto RIVN, they will likely be in for a huge disappointment. 

A stock split this year will probably not have the same effects as the splits of the last 3 years. Macro conditions are a significant headwind(QT and Inflation) instead of the tailwind that it was(Unlimited QE, Stimulus).

Political risk is an existential issue for the Stock Price of ADRs. It has nothing to do with the fundamentals company. Russia is the best example of that risk. Stay clear of Chinese stocks.

In order to catch up, you need to be moving at a growth rate higher than Tesla. It is clear that they are not even able to move at the same pace let alone be faster. Everyone else can just keep talking and hoping...

Rising commodity prices for nickel and cobalt may not have as string an impact on Tesla's OPEC as they have secured many long term supply contracts. They will probably only be significantly impacted if this surge in commodity prices persist.

Zzz. Is this article for real? They are recommending Nikola???

At long last! Things are about to get crazy! Woohoo!