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Conviction
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Conviction
@HockingJul42761
Tesla, Disruptive investing. This is the way.
Katılım Nisan 2024
133 Takip Edilen70 Takipçiler

Money is starting to flow downhill - a critical observation for the next few years.
The Mags may make all the money but they are spending it faster than they can make it.
Their free cash flows are cratering.
Best to follow the money and see who’s getting it. In this case, it’s following the AI trade and, more specifically, the data center and power economies.
Make money from capital light business models like ads and software, then redirect it to asset heavy, traditional infrastructure companies.
A complete reversal from the last 20 years is underway.
Chamath Palihapitiya@chamath
Blockbuster earnings from the Mags…BUT the equal weight is massively outperforming the weighted index today. 🤔
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@RapidResponse47 Anyone who paid the toll pays triple that toll once they hit US blockade.
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@vegasmarirod ✅️One hit wonder hollywood trader attacking American innovation.
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@tslaming The giga shanghai model 3 standard has already been selling in thailand for over 2 months - this is not news
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Warren Buffett: “The stock doesn’t care what you paid. The stock doesn’t even care that you own it. You are nothing to the stock. It is everything to you.”
You have an advantage Carnegie and Rockefeller never had. You can rearrange your entire business empire at a moment’s notice with practically no cost.
Most people turn that advantage into a disadvantage.
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🛫 Emirates gives seats on its flights only to UAE citizens — Russian tourists stranded in the Maldives
Around 700 Russians are unable to fly home. Reports say passengers are being denied boarding on flights to Dubai even when seats remain available.
Some tourists have been stuck at Malé airport for several days. The only alternative offered is a route through Istanbul, with the nearest available flights in about two weeks.
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@michaeljburry 7k per hour???? Hahaha I'll have one of those please
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@EmmetPeppers @elonmusk Followed and respected you for 10 years. This is the dumbest thing you've ever said Emmet.
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@elonmusk Very true, those who don’t raise children can unfortunately never fully understand.
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