JavFi
3.6K posts
JavFi
@Jav_Fi
35 | 🇻🇪🇺🇸 | SysAdmin 💻 | Investing, Crypto & Tech 📈
Orlando, FL Katılım Kasım 2023
294 Takip Edilen299 Takipçiler
Last quarter the worlds best investor bought the worlds best risk adjusted stock.
Long $GOOG
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“Thats why Waymos can’t drive on highways”
Well this is awkward… $GOOG $GOOGL
Elon Musk@elonmusk
Lidar and radar reduce safety due to sensor contention. If lidars/radars disagree with cameras, which one wins? This sensor ambiguity causes increased, not decreased, risk. That’s why Waymos can’t drive on highways. We turned off the radars in Teslas to increase safety. Cameras ftw.
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On the day of the largest boycott against Netflix in years, driven primarily by Elon Musk, Tesla stock is down more than Netflix.
Netflix is also up +30% YTD and Tesla is up +16%.
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The same exact people that acted incredulous at Tim Walz celebrating Tesla stock decline are now actively celebrating Netflix stock decline.
Hypocrites.
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Remember when the iphone 4 demo failed and Steve Jobs told people in the audience to turn off their wifi?
charming to look back
near@nearcyan
Meta AI's live demo failed for the entire minute 😢
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I make no apologies for being annoyingly bullish on Google for the past 3 months.
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@APompliano Yeah and your scam spac is a good investment
x.com/kobeissiletter…
The Kobeissi Letter@KobeissiLetter
BREAKING: July PPI inflation rises to 3.3%, above expectations of 2.5%. Core PPI inflation rose to 3.7%, also above expectations of 2.9%. Month-over-month PPI inflation is now at its hottest since March 2022. The Fed remains in a very difficult spot here.
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Inflation is under 2% and interest rates are too high.
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@DividendDude_X What’s the obsession of comparing this insurance company with tech companies
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Now fellas, watch the sentiment on UnitedHealth $UNH slowly change as the price rises. Just like it did with Google $GOOGL from $150/$160 levels to $200 the bear have gone into hiding.
We will see a similar thing when $UNH is back to $400.
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Remember, folks, even billions of dollars can't prevent you from having petty internet arguments.
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I view Tesla dojo being scrapped as a bigger worry on Tesla’s execution as a whole than caring about Dojo. Tesla dojo is not needed to scale autonomy and improve fsd as that has clearly happened without it.
However this is yet another failure of Tesla and Elon Musk. Vehicle growth failed, cyber truck failed and now Dojo is a failure. However they are executing well on robo taxi, energy and improving fsd.
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Round of applause and firm handshakes all around. We did it folks.
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Since you seem clueless, let me explain:
I’m not knocking the quality of the trade deals. Not the point of my post.
You admitted it yourself — the tariffs were a negotiation tactic, not actual economic policy. They were constantly paused, delayed, or kicked down the road every 90 days. That’s the point.
There were no sustained tariffs weighing down the economy — so claiming companies beat earnings “despite tariffs” is just spin. (As usual)
The market didn’t power through real trade barriers — it shrugged off empty threats, welcomed the deals, and kept moving.
Earnings didn’t beat despite tariffs. They beat because the tariffs were never really implemented.
Thanks for coming to my Ted talk
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🚨 WOW! It has just been revealed that "despite" President Trump's tariffs, a whopping 82% of S&P 500 companies BEAT their quarterly earnings estimates.
The highest rate in 4 years.
Imagine that. Stunning.
The experts keep getting it wrong.
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Elon Musk: "OpenAi will eat Microsoft Alive"
Satya Nadella: "People have been trying for 50 years"
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