Jon Yeo

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Jon Yeo

Jon Yeo

@Jon_Yeo

A BAFTA winning independent Director of strange dreams, altered states and other worlds.

London Katılım Ocak 2009
2.5K Takip Edilen700 Takipçiler
Jon Yeo
Jon Yeo@Jon_Yeo·
@BoBbyPleWniaK Yeah but $1 Trilly in 2026 is only equivalent to $763 Billy from 2019. So in another couple of years $ 2 Trilly will only be worth $1 Trilly in today money. $4 Trilly will just be $2 Trilly. Eventually $10 Trilly will only be worth $1 Trilly in 2026 money.
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Bobby Plewniak
Bobby Plewniak@BoBbyPleWniaK·
My $TSLA valuation thoughts right now. I hope I’m wrong about $TSLA going to $800+ quickly. It feels inevitable eventually, but every 100-point move today is $375 billion in market cap. I see all the bull projections and get the FOMO when Elon talks. Then I remind myself of reality. We’re not in 2019 when $TSLA was only a $100 billion company. Things are much different now. Every week we essentially move a whole 2019 market cap. I just don’t see how the revenue hits soon enough to justify a run-up that fast. Sure it may come, but we’d be extended again and with it may come those fun 50% drawdowns. That’s how she moves. I think we’re in a new arena of the trillion-plus market cap companies. Maybe I’m not fully adjusted to it yet — I just can’t get myself to believe Tesla gets valued at $4T, $5T, $6T, $7T, and $8T anytime soon. Maybe years down the road once revenue really hits the bottom line. Robotaxi will help, but nothing is moving the needle yet. Humanoids are next, but factory lines are just now being cleared. Elon is going to have to keep the dream alive to support the share price. He’s earned this premium, but any market hiccup and $TSLA is an easy target. Where I’m at with my portfolio, I’m not trying to hit home runs anymore. If I get one while swinging for a sacrifice fly, great. I probably should just index into SPY and QQQ… but like many of you, I have too much Elon FOMO. It’s a real condition. I can’t get myself to put capital anywhere else. So I add some hedges, try not to cap too much upside, and enjoy the premium cashflow along the way. Let’s see how this all plays out.
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Jon Yeo
Jon Yeo@Jon_Yeo·
$TSLA Weekly 2019 - 2026.
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strengthPlan
strengthPlan@strengthPlan·
Tesla stock Nov 2021 $407 Tesla stock June 2026 $381 Been chasing the Tesla dip for 5 years #tsla
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Jon Yeo
Jon Yeo@Jon_Yeo·
@MuskMaximalist The Managerial Revolution: What Is Happening in the World. James Burnham, 1941.
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SJJ
SJJ@MuskMaximalist·
Can anyone articulate what plan the guy we are just about to hand over the country to has for us?
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SJJ
SJJ@MuskMaximalist·
I admit it. I decided to try and use my tiny bit of reach these past 2 weeks to get a couple of extra votes across the line. Now I'll be going back to ignoring all this stuff for the foreseeable future. gg.
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SJJ
SJJ@MuskMaximalist·
Like button is a rocket for SpaceX IPO day.
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Dalton Brewer
Dalton Brewer@daltonbrewer·
ARE YOU BUYING OR CRYING?! $TSLA
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TrendSpider
TrendSpider@TrendSpider·
pov: you went long
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Doctor Jack
Doctor Jack@DoctorJack16·
What is going on with AJ when it comes to anything Elon or Tesla? Seems a consistent pattern is forming. 🤔
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Jon Yeo
Jon Yeo@Jon_Yeo·
@sm37417 @MuskMaximalist How many tax payers realise or understand that they pay a quarter of a mil personally for the NHS… not many I reckon, even the die hard supporters.
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SJJ
SJJ@MuskMaximalist·
Lots of people waste NHS time. I know hypochondriacs who go will go to the doctors or even A&E with a headache. I'd support a nominal charge at hospitals per visit of £100 and £25 per GP appointment to weed out the time wasters. Free at the point of care is a religion.
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Simon Roberts
Simon Roberts@simon__roberts·
Concise and informed take on the recently phoned-in conversation piece of elusive rat-stenciller Banksy by artist, critic and poet @AdamsArtist hosted by the estimable @NickDixon Fair-minded appraisal on the subject of phoney regime class-cosplay art. youtu.be/jNCrfMnRucc?si…
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Jon Yeo retweetledi
Neuralink
Neuralink@neuralink·
After a car accident left her paralyzed from the neck down, Audrey didn’t think she would be able to draw or paint again. 20 years later, she became the first female participant in our clinical trials. Now, she uses her brain-computer interface to create art with her mind.
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Jon Yeo
Jon Yeo@Jon_Yeo·
@JOBhakdi It's also the disparity between the number and the value over time.. $243 in 2021 dollars equates to $296 in 2026 dollars ... wah 😭
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
Fun fact: This is wrong. You would be down 7% if you bought $TSLA 4.5 years ago. If you bought it 5 years ago, you would be up 55%. The truck with Tesla is to catch it when it goes up. The longer it doesn’t go up, the steeper and sooner ir does go up. Food for thought. Also, Pioneer Alpha has outperformed Tesla by 140% (pp) over the last two years, and 17% (pp) YTD.
Patient Investor@patientinvestor

If you bought Tesla 5 years ago, you’d be down 7%. Valuations do matter! $TSLA

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SJJ
SJJ@MuskMaximalist·
Earning this extra cash in a week with a second job delivering boxes isn't easy, but it's not hard either. Beats sitting at home jerking off.
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Jon Yeo
Jon Yeo@Jon_Yeo·
@geek_biker22 I lined up Power Cores from the Kuku Pot, it worked. The targets smash against them and count as Kliff points.
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Chris
Chris@geek_biker22·
In crimson desert, I swear the archery contest is rigged! The npc is hitting the target before you even get chance to move the controller to aim on it. I like a challenge but this is unfair.
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