Chandra Investor

Last 2-3 years of $NVDA would be next 2-3 years of $TSLA because of the following: 01) More EV adoption 02) Energy Growth 03) Autonomy 04) Optimus 05) Semi Only hindrance would be Kamala's win, which can delay things considerably

@MB_Hogan Deals are temporary..AI demand matters the most..if $IREN has capacity in the supply constrained environment, demand will come automatically..

Serious Question to $IREN bulls: If NO NEW DEAL announced by May 5th earnings call, do you plan on selling your position?

@PeterTrader99 frankly $350 is quite high for $AMD. I wish it will go much higher to give more profits..

@InvestorChandra I meant $350 joking way it will never go back up to ATH since I bought back🤣

Added back $AMD on this pullback....sorry but you will never see $350 again 😂😂😂

@SenseiDharma exactly..prices are completely unacceptable due to 110% of import taxes. Without Indian Factory, Tesla can't make much bigger progress in India or Import taxes need to go down..

I am all IN $TSLA , no one is going crazy for MYL in India.. Tesla is still priced at a huge premium

@FutureAZA Tesla can't do much in India with the given 110% of import taxes. Too costly..

Tesla entered the market in India with pricing I can only describe as aspirational. It seems they wanted to slow roll their entry to the world's most populous nation, but overshot the pricing by too much. Undercutting with YL allows them to try something different.

@jimcramer OpenAI is one of the scary company in overall AI ecosystem. It will create considerable turbulence in the overall AI system in next few years due to its tall claims of investment and growth stories.

Journal OpenAI hitjobs perfectly timed to scare everyone out of tech. So amazing...

@StockStormX @amitisinvesting same thing I am hearing since 2023. did you compared financials of $CISCO in 2000 vs $NVDA financials now..

@amitisinvesting cisco was the most important company on the planet in 2000

$NVDA Nvidia has hit all time highs. Congrats to everyone on the journey. The most important company on the planet at the center of AI has been doubted routinely but if you believe in a techno-optimistic future, it’s hard to be bearish Nvidia. As Jensen said a month ago: “You can’t hold the stock back. You just can’t. The world needs more compute.” LFG.

@RickSantosCliff @MoranElderLaw @amitisinvesting typical loser talk right? agree on 5.5T valuation, but saying fraud..no way..

@MoranElderLaw @amitisinvesting Butt hurt? They said that about 1T too. The dollar is the new dime.

@amitisinvesting exactly...the kind of financials and tech moat it has is unbeatable. $AMD at 350 make $NVDA is so cheap at $200. Only negative thing about $NVDA is it is too big, so financials. Unless something drastically changes, $NVDA likely will have great time for next year or so.

@Remzztrades $MSFT..

If you had to buy calls on any of the remaining Mag 7 into earnings, who would it be? Choose one. $AAPL $MSFT $GOOGL $AMZN $NVDA $META

FSD V14 has driven me 15,100km since the end of November. That’s a year’s worth of driving for your average Canadian, all done by AI - and all done without any major issues. The future is incredible, it’s fun to be apart of it.

An middle aged lady figured out that there was no driver in the Tesla Robotaxi, put on her brakes to slow down, and then proceeded to go all around the Robotaxi. If I could describe the look on her face to y'all. It was not excitement. It wasn't even anger. It was a combination of trying to figure out what her eyes were seeing, some cognitive dissonance being pulled from her amygdala to make her feel better and that this Robotaxi really doesn't exist nor does it work, and ultimately a look of "I'm going home and changing my medications". It was funny as hell! 😂

The intelligence and perception of FSD 14.3.2 is insane

Most hated rally continues. Let's go. 🚀

Look at where FSd 14.3.2 took us @DavidMoss

@Daves_Not_Here6 @StockSavvyShay @fiscal_ai both are true..01) $AMD over bought. 02) $NVDA is underappreciated. I am sure this won't last long..

Wild to see $AMD now trading at nearly twice the earnings multiple of $NVDA: AMD • 45x earnings with a 0.7 PEG • 3-year revenue CAGR of 36% with 35% operating margins Nvidia • 25x earnings with a 0.4 PEG • 3-year revenue CAGR of 40% with 65% operating margins

@LaunchWindow_ @StockSavvyShay @fiscal_ai eventually financials matter to reach/sustain the valuations irrespective of how big or how small. I know $AMD has some benefit in this aspect, but that won't make it for long

@StockSavvyShay @fiscal_ai $NVDA would need to gain 4 Trillion in market cap to double, $AMD only needs to do about 1/10 of that to double. $NVDA is just to big their is not much more they can do.

@TicTocTick Metaverse never made any sense to me. But AI will be most important and impactful tech in human life..

Software is an asymmetric bet. If AI turns out to be dud like Metaverse. Anyone remember metaverse? I think software at 76-80 is asymmetric. $IGV

@Everman you vote the way prefer. Main question is what about the value realization even after the merger? Even new company will go with new value realization right?

Some of us have been investing in the $TSLA vision of robotaxi since 2016 (or before). “The greatest asset value increase overnight with a software download.” - Elon We’ve patiently supported and sown as Tesla solved an incredibly hard problem, with the promise of an incredibly valuable business. I believe the value of TSLA is at least $1,500/sh based on what we’ve built. All that’s required is to scale it. Now the specter of getting bought out by SpaceX puts a clock on that value recognition. If Tesla can’t realize their 10 year vision and reap the value creation before getting bought out, shareholders will lose half or more of that value recognition through dilution. For Elon, he must get SpaceX IPO done quickly before Tesla gets way too expensive. There’s no way SpaceX could buy a $5T Tesla. For SpaceX to be the buying company (and the dual class share structure to be the final structure), they must act before Tesla runs away. Unfortunately this perverts the incentives. The best thing for SpaceX (Elon) is for Tesla (Elon) to slow-roll robotaxi until SpaceX can buy them. It may be inevitable now based on the disclosures during the call yesterday. I’m just trying to illuminate the probable path for people who can’t see it yet. If Elon asks you to sell your shares to SpaceX for less than $1,500/share, you’ll know what happened. Influencers will try to tell you this is for the best. What it actually means is that you will get 50% or less of the value recognition due to dilution, and SpaceX shareholders get the rest. My position is simple. Tesla shareholders deserve to see the realization of the value creation of the business we’ve invested in for 10 years. $5T should do it. Tesla is undervalued. Then we can talk about merging with SpaceX. I say this as a Tesla and SpaceX shareholder. I’m going to get robotaxi profits either way. I’m saying all this looking out for retail investors who didn’t get the change to buy SpaceX in 2021. SpaceX has 10x for me since then. TSLA has done nothing. It’s time to scale robotaxi and for Tesla shareholders to reap.

Today I drove to Orlando on a brand new version of FSD v14.3.2 to go fly for a few days. This was the day after earnings where many felt disappointed about the release date of unsupervised FSD on our current platforms. After I landed in Las Vegas, I took a walk around town, all I could see were other autonomous driving platforms trying to reach unsupervised. They are everywhere here. This morning I pressed "start self driving" at 5 AM, I didn't disengage until I got to Orlando at 7:30 AM. Unsupervised timelines do not matter to me. This technology and current version of FSD has changed the way I live, work, and commute. Tell everyone you know, talk about it as much as you can in your own circles. We are the only ones that can communicate this. It takes subject matter experts to explain what is happening right now because we are at such an early stage. @tesla_ai