SimpleHuman2025

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SimpleHuman2025

SimpleHuman2025

@simplehuman2024

🇺🇸 is the greatest country on planet earth. you cannot convince me otherwise. critical thinker, simple life. 😊

Bergabung Ağustos 2019
895 Mengikuti256 Pengikut
SimpleHuman2025
SimpleHuman2025@simplehuman2024·
@gurgavin Give me a million $ first, then we’ll talk. Not giving my free advice for nothing.
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GURGAVIN
GURGAVIN@gurgavin·
IF I GAVE YOU A MILLION DOLLARS RIGHT NOW AND YOU COULD ONLY BUY AND HOLD 1 STOCK FOR THE NEXT YEAR WHAT WOULD IT BE ?
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U.S. Department of Justice
U.S. Department of Justice@TheJusticeDept·
“Naturalization and US citizenship will not protect sexual predators from the consequences of their horrific acts. If you fail to disclose serious crimes while seeking naturalization, the government will discover your lies and revoke your ill-gotten US citizenship.” -Assistant Attorney General Brett Shumate nypost.com/2026/04/23/us-…
U.S. Department of Justice tweet media
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Dividendology
Dividendology@dividendology·
$100K invested in $VOO = $1,090/yr in Dividends $100K invested in $SCHD = $3,410/yr in Dividends $100K invested in $ICAP = $9,060/yr in Dividends $100K invested in $OVL = $10,500/yr in Dividends $100K invested in $QQQI = $13,960/yr in Dividends Which do you prefer?
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Vlad Tenev
Vlad Tenev@vladtenev·
We've built a way to listen to earnings calls live, directly in the app. Check it out!
Vlad Tenev tweet media
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SimpleHuman2025
SimpleHuman2025@simplehuman2024·
@AnthonyDo @Dr_Crossroads @rajuvamsi007 @grok CEO is clearly not confident about expansion anytime soon. If & when that happens, one can always buy back in. Why to continue holding when one could make $ elsewhere? Anyways, to each on its own. Good luck to you.
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AJ Investment Research
Elon just now: "limiting factor for FSD expansion is validation"
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SimpleHuman2025
SimpleHuman2025@simplehuman2024·
@aelluswamy Yesterday Elon said the software is not ready for volume scale up.
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SimpleHuman2025
SimpleHuman2025@simplehuman2024·
@rajuvamsi007 @Dr_Crossroads @grok If you had explored other options and invested with the companies I mentioned a year ago (thinking about going forward), you’d have made a lot more.
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Vekay
Vekay@rajuvamsi007·
@simplehuman2024 @Dr_Crossroads @grok It's about going forward. No one knows what's in the future. Let's wait and see! I for one will continue to invest in the smartest innovator of humanity!!
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Crossroads
Crossroads@Dr_Crossroads·
$TSLA I've sold the last of my Tesla position. Tesla has been in a weird place for me for a while. I love the product. I am enamored with how amazing FSD (in a HW4 stack) is, and how excellent the vehicle is. My wife and I aren't likely to buy any vehicle that isn't a Tesla, and I'm already thinking of that nice upgrade (3-4 years from now) for my '22 Model 3. I also would love to own an Optimus at some point. I love the vision, the vertical integration, and wouldn't bet against Elon. Yet the stock is not the company. Tesla has always traded at a premium, but that premium is increasing over time. That's fine if it's in anticipation of significant future acceleration, but it's questionable when that happens. On the call, they stated, “over time, we expect our hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profits,” but were effusive on the dates. That's probably for the best, as Elon timelines usually need to be extended. Gross margins have improved, and the P/FCF looks like it's improving, but with the CapEx they're needing to do, this ratio will soon be negative. I don't mind buying a stock with extreme multiples, but I see easier opportunities with clearer runways for acceleration elsewhere. Tesla hasn't been a meaningful position for me for over a year, but I'm out for now. I'll still be rooting for the company (and shareholders) even while hoping the stock comes down to more reasonable levels where the R/R fits my portfolio better.
Crossroads tweet media
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SimpleHuman2025
SimpleHuman2025@simplehuman2024·
@rajuvamsi007 @Dr_Crossroads There’re plenty of stocks (from energy, networking, Chip, memory and so on) that’ll boom from AI acceleration. TSLA is not the ONLY ONE. 🤷🏻‍♂️
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Vekay
Vekay@rajuvamsi007·
@Dr_Crossroads "I see easier Opportunities" What are those? I don't see any!!
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SimpleHuman2025
SimpleHuman2025@simplehuman2024·
@bradsferguson That’s not what he said. LOL He’s paving the way and explaining to everyone why merger is needed. Both will merge in couple years.
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GURGAVIN
GURGAVIN@gurgavin·
*ELON MUSK SAYS TESLA IS PLANNING TO USE INTEL'S 14A PROCESS $INTC $TSLA
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Matt Smith
Matt Smith@nerdalert·
Elon saying memory is the key reason HW3 won’t work with FSD. $MU and the other players are going to be beneficiaries of a secular increase in demand for memory. You don’t fix this bottleneck just with better algorithms.
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