Joseph Obertlik

@TheProfInvestor Assuming this happens (SpaceX reaching 1 trillion revenue), which it won’t, then it would be fairly valued at today’s share price. So you’re paying for 4 years of a crazy increase in revenue, today. With Elons track record, this won’t happen til at best, 2035.

There’s one thing everyone needs to do Buy SpaceX on during the correction. Buy at 125 Buy at 100 Double it at $75 $SPCX

@TheProfInvestor Maybe so, the difference is, Amazon wasn’t trading at a 100x PS ratio in 2010. SpaceX will have increase revenues by about 50x in the next few years so this will somewhat make any sort of sense. Good luck with that.

Investing in SpaceX now is same as Investing in Amazon in 2010 Amazon is mature SpaceX is just starting Grasp onto this concept.

@TheLongInvest He’s in wave 3 right now

Kim K being the reason Lewis is winning F1 races again was not on my bingo card this year

@RevRayCistman Bullish $NVO

This must be how they convinced all the slaves to get on those boats.

@DCDOWORK Doubtful

@JObertlik or it doesn't and it holds

$SPCX everyone thought it was going to crash today?! 🤦‍♂️

@DCDOWORK @Sandeman52 Because valuation matters and buying a company valued at 1.75T that generates 18B in revenue and loses 5B a year isn’t a good investment. Maybe they will generate the numbers analysts are projecting in 2030. If they do, you’re already paying for that today, and some.

@Sandeman52 why not dollar cost average for the next 12 months?

I asked for zero Spacex shares and got zero Spacex shares. I’ll reassess in March

@Investors___X As Charlie munger would call it they will be at 10x LTM bullshit earnings.

I will start buying $META shares below $500 Will be at 10x LTM EBITDA… 🤯

@TheLongInvest Neither. $ASTS trades at 10x sales from projected 2030 revenues. Seems like it’s all hype and momentum traders piling in. High risk and gambling.

Just a reminder If SpaceX is valued at $1.7 Trillion This means that Starlink MUST be valued between $600-$900 Billion Meaning $ASTS at $37 Billion Market Cap could 20 X from here and will be at the lower scale of the valuation of Starlink, while arguably a stronger product So what’s more attractive right now? SpaceX or $ASTS

@derekquick1 Bear market or not, people will still be obese.

$NVO Want to buy $META at $88 again? Novo Nordisk will be the best performing stock over the next 12-36 months even in a bear market. I am sure this post will get like 10 likes,not much different when I had my Meta thesis at the lows in 2022.Oral GLP1's will change the world.

@TheLongInvest Now it’s only overvalued by $100/share and not $160/share. Thats about the only Thing that changed

Same people said they’d add $PLTR if it pulled back below $140 But I don’t see any conviction now A lot of talk about it at $200 going higher What’s changed? We add aggressively when we get a Wave 2 pull back and Wave C pull back

@investingwithac Mark was like, down .5% today?? Let’s reaffirm.

$OSCR - NEW 8-K I thought they were going to reaffirm guidance again 😂😂😂 I was like oh my… (It’s results from annual shareholder meeting vote)

@InvestorSince21 No arguments here

Oscar Health $OSCR should be at $100! Change my mind!

@obfuscated_id Aligned, most people aren’t bullish enough.

I just did some napkin math and couldn’t believe my eyes $OSCR it actually stopped me in my tracks and I had to send a message out to see if I was totally losing it or not. None of this can be used concretely yet. But this is why I say know what you own and why you own it. The numbers for CY ‘27 are actually unfathomable to me at this point. Just threw in 750m-1b earnings from operations which is a reasonable number. Slap a 1x p/s and/or 35-40x multiple for a tech enabled growth stock in health care. The stock price estimates are nutty.

@TheValueTrade A company valued at 550 million with just 5 million in revenues last year, Noncompliance issues, sounds like poor risk management and there’s much higher and better uses of capital.

Everyone forgetting about $RR This puppy hasn't even started yet

@_mm85 They forgot to throw in delisting, getting sloppy.

Reliable bottom indicator. $HSI $BABA $BIDU $BYDDY $NIO

@TheLongInvest Market crash postponed til 2027?

Market ripping in the PM Remember we are not at the Top and there is still A LOT of opportunities over the next few months before we Top.

@EV_carba Couldn’t think of a negative twist for this?

Nio Brand’s Average Selling Price Jumps 15% with New Flagship SUV — EV $NIO via @EV_CARBA eletric-vehicles.com/nio/nio-brands…

@dirtygreenpaper Bullish

What it feels like to finally sell out of $NIO completely...

@investingwithac You forgot NIO and $HIMS?? Ehhh you’re better than that.

I was SMASHING the buy on $OSCR the last few months from $10-13… I loaded the boat up, and now $OSCR is 65% of my portfolio with +70% gain YTD, at $24.30 a share. RIGHT NOW... I'm SMASHING the buy on THESE names: - $SOFI <$18 - $ZETA <$24 - $CELH <$30 - $HIMS <$27 Let’s rock and roll baby 🕺