Daniel Kuo

1.1K posts

Daniel Kuo

Daniel Kuo

@DanielKuo5

Katılım Mayıs 2017
334 Takip Edilen307 Takipçiler
Daniel Kuo
Daniel Kuo@DanielKuo5·
@stonk_daddy I think his investments have soured during the last downturn and got left out in the latest upturn. His way of laying out and giving back.
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stonkdaddy
stonkdaddy@stonk_daddy·
Incredibly disingenuous framing of the situation, made to stoke the fears of ignorant investors. First of all, you don’t get to decide the ratio based on your imagination, the market will give Spacex a value, and has given Tesla a value. A merger ratio is fair based on what the market and millions of investors have determined, not you. Second, Spacex was worth less than Tesla a year ago because it was undervalued by not being public. Most of the liquidity events were tender offers where Spacex BOUGHT shares from employees. That is not the true value of the company. Now, in an IPO, where the company is selling shares on the open market, you get the real value of a company, or at least what the free market has determined. You cannot turn back time to when it was undervalued and say what Tesla’s ratio should be, that is fantasy land. Third, Tesla is not undervalued, and you did not fund robotaxi. Tesla trades at 300 PE, it is at its valuation today because of people banking on the robotaxi story, it is not some undiscovered gem. The last capital raise was years ago when the robotaxi idea did not even exist yet. Tesla has been self sufficient and cash flow positive since then and have not needed you to fund anything, if you sold your shares today it would not change a thing in Tesla’s business. Fourth and maybe most egregiously, this framing that if Tesla investors get 40% of the combined entity (we don’t know what it will be and these numbers are made up) that they will be diluted out of their earnings. As if the 60% of Spacex is just worthless filler. In reality the Starship program is as much if not an even much greater moon shot opportunity than robotaxi. A fully reusable rocket creates a space economy that we haven’t even imagined yet, with a TAM in the trillions. Tesla investors only get diluted if you are forced to be absorbed into some slow moving saturated molasses of a company, when in reality Spacex has just as much upside as Tesla. Brad says he is a Spacex investor, but clearly his Tesla position is far greater, and he has very little understanding of Spacex business and valuation. He is speaking out of greed, and preying on your fear. A merger is about combining Elon’s enterprises and cash flow engines to fuel the greatest technological breakthrough in human history - artificial intelligence. OpenAI is funded by its suppliers who will refuse to allow it to fail. Anthropic which is the first to have a breakthrough in generating value has ability to raise capital at will. Google has all of its core businesses funding its AI development. Similarly, for Elon to compete, he needs to combine his companies to form a conglomerate the same way as Google. That’s table stakes. Meanwhile you have tiny investors haggling over minor differences in merger ratios, when he’s trying to play the game of thrones. Missing the forest for the trees.
Rebellionaire@Rebellionaire

Tesla shareholders need to understand the ratio before a SpaceX merger ever gets serious. The vision is one thing. What percentage of the combined company you actually own is the part that shows up in your account. Bradford breaks down the math. 👇

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Daniel Kuo
Daniel Kuo@DanielKuo5·
@FmrRepMTG Your TDS has blinded you to the fact that Iran with the nuclear capability would exact a far greater cost on the price of oil.
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Former Congresswoman Marjorie Taylor Greene🇺🇸
Trump admin is considering temporarily removing the 18.4 cents federal gas tax, which requires a vote from Congress, sure get rid of it entirely. But the national price of gas would not be $4.52 today if Trump had never gone to war with Iran on behalf of Israel, and taking off 18.4 cents isn’t really going to help Americans that much! And America produces enough oil to be self sufficient, we shouldn’t be getting gouged at the pump anyway. The America LAST failures for decades from leaders in Washington DC have over regulated, blocked land leases, and prevented more refineries from being built, which all led to consistently unnecessary high gas prices. Instead of helping Americans, they pursued and continue to pursue WARS in the Middle East. Yes please do throw the peasants some more bread crumbs. But at least make it permanent!
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AleXandra Merz 🇺🇲
AleXandra Merz 🇺🇲@TeslaBoomerMama·
Italians know how to build mirrors ✨️
AleXandra Merz 🇺🇲 tweet media
Forte dei Marmi, Tuscany 🇮🇹 English
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@eurofounder You couch envy with virtue signaling. Communism makes everyone equally poor, except the bureaucrat class will manage to enrich themselves with favors and barter. Corruption runs rampant in communism.
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Matthias Schmidt
Matthias Schmidt@eurofounder·
Netherlands just announced a new 120% wealth tax It will apply to the ultra-rich who earn above €150k per year So if you make €200k, you pay €60k on the €50k above the threshold Dutch officials explained it is to "discourage wealth hoarding behaviour" So beautifuly said Finally someone in Europe has the moral spine to put an end this selfish accumulation of wealth No human being should make over €150k a year It is a vulgar and borderline pornographic amount I hope more EU countries will adopt this progressive legislation This is why Europe is, and always will be, light years ahead of America
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@TomSteyer California has the highest gas prices because of state regulation and taxes on fossil fuels as a result of a Democrat led state government.
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Tom Steyer
Tom Steyer@TomSteyer·
California: The man who brought you $8 gasoline would like you to vote for Steve Hilton.
Tom Steyer tweet media
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@Geniustechw On the flip side, do I get to keep all my tax payments into the future including income, property, sales, medicare, etc?
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Genius Tech
Genius Tech@Geniustechw·
Your thoughts?
Genius Tech tweet media
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@micah_erfan Just look at business fleeing CA, NY, Illinois just to name a few Democrat states losing businesses from excess taxation, over regulation, high crime rate, failing public education...
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@Oceanbreeze473 You could have fooled me as Epstein and his facilitator girlfriend.
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SweetMarie
SweetMarie@Oceanbreeze473·
Young Bill & Hillary Clinton in the 1970s. Still together 50 years later. No scandals. No cheating. No drama. Just true love.
SweetMarie tweet media
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@chiky_handlr Your descriptive attributes apply to Joe Biden and any Democrat.
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chiky handler
chiky handler@chiky_handlr·
Is it just me, or does it feel like Americans are finally waking up to the fact he is just a scared, stupid, pathetic little boy who is way in over his head, and has absolutely no idea what he's doing?
chiky handler tweet media
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Kavish aziz
Kavish aziz@azizkavish·
At 2 pm 🇺🇸 Trump - I will cut off all trade and cooperation with Spain because of its refusal to support Israel. After 2 hours 😂 At 4 pm - 🇪🇦 Spanish Prime Minister arrived in China with a clear message to Trump, there is an alternative.
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@micah_erfan Virtue signaling giving away other peoples money until it runs out.
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@JoJoFromJerz Did you mean Biden groping underage girls recorded in many videos?
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Jo
Jo@JoJoFromJerz·
There are multiple allegations in the Epstein files that Donald Trump raped children. Weird how quiet she’s been about that.
Jo tweet media
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Stew Peters
Stew Peters@realstewpeters·
Trump threatens to cut off all forms of trade and cooperation with Spain. Spanish Prime Minister immediately travels to China and makes new deals. Trump is a total dipshit. He just keeps taking L after L.
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@realstewpeters Look to Peronista Argentina for a possible trajectory of Spain's future.
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@FoxNews CA self inspection of fraud is like asking the fox to guard the hen house
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Fox News
Fox News@FoxNews·
BREAKING: "While health care fraud might be President Trump's shiny new political talking point, California DOJ has been going after health care fraud since 1979. For decades." "Trump is late to the party." - Rob Bonta, California Attorney General
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Thomas Sowell Quotes
Thomas Sowell Quotes@ThomasSowell·
James Carville to President Trump: "You sit down and you listen to me, you fat f*ck!... By the way, get your finger out of your a*s and quit licking it. You don't know godd*mn manners? How were you brought up?"
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@mayemusk We stand with you and family with no doubt of your good will towards our society.
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Maye Musk
Maye Musk@mayemusk·
This dishonesty and hatred from the legacy media towards Elon for the past 20 years has been very painful for me, as his mother. In my new book, TIMELESS, that comes out in September, I write about it. Do journalists have no shame? Are they told to lie or they will be fired? Who is paying them? Feel free to vent in your comments.😖😖
C3@C_3C_3

Why they can’t be trusted? The Legacy Media’s NEGATIVE Coverage: RFK Jr: 94% JD Vance: 88% Elon Musk: 96% Kash Patel: 97% Kristi Noem: 87% Tulsi Gabbard: 98% Pete Hegseth: 100% President Trump: 92% So telling… The Legacy Media is the enemy of the people. Propagandists.

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Daniel Kuo
Daniel Kuo@DanielKuo5·
@0nlyk1tt3n Democrats slow boil frogs in water as in eroding laws to make way for lawlessness.
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Kitten
Kitten@0nlyk1tt3n·
Her husband is being taken by ICE after being in America illegally for over 3 decades. Be Honest Is this really what you voted for?
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@JamesTate121 Democrats use virtue signaling to promote programs fraught with waste, fraud and abuse.
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Daniel Kuo
Daniel Kuo@DanielKuo5·
@TomSteyer Tom, you got it all wrong. Lay the blame for inflation on Obama and Biden for waste, fraud and abuse in government spending. Insatiable free money causes inflation, loss of purchasing power
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Tom Steyer
Tom Steyer@TomSteyer·
Your gas is more expensive. Your food is more expensive. Your mortgage will be more expensive. All because Donald Trump is fighting a war in the best interest of Netanyahu and his right-wing government. What an epic failure.
Tom Steyer tweet media
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