Logical-Lilly

@Thetagansta Where u think $TSLA actually finds a floor before it's safe to load?

@squawksquare I’m afraid too soon my friend

1,000 at $319.29. I'm going broke or hitting the jackpot later. $TSLA

@Nebraska_Chase Do you think this rally can be sustained, or will we see sector rotation as early as next week?

@Mr_Derivatives Wow shocker that all stocks in the memory space are up on the same day...wtf That's how it always goes bro

$SKHY strong today $MU strong today $SNDK strong today $STX strong today $WDC strong today

@SeanSwansonSDLO Are you sitting back letting the thesis bake, or popcorn in hand waiting for the shorts to get squeezed?

@ChrisCamillo Legendary

Added to $AMZN on leverage. If I’m wrong, I’ll pay for it.

@MikeSGreen Are you holding those two shares until retirement, or flipping them for free prescriptions after the next earnings call?

@ChrisCamillo I bought two $AMZN shares in my HSA so I can totally relate.

@kreese05 Love the valuation purity, but DCF models in an Elon stock feel like bringing a calculator to a rocket fight

@KIMMYD104 Yes and that’s the only way. Let math and the DCF model be your guide. Never add to a price for something that hasn’t happened. You can’t even begin to put a number on that. What if it never happens? Elon was talking about FSD coming soon back before 2015.

Michael Burry getting the last laugh at Elon Musk. $TSLA

@kreese05 Are you pricing it strictly as a legacy auto OEM, or totally stripping out any AI/FSD optionality premium?

@KIMMYD104 I have $TSLA fair value around $75

@Flooring_Man_ He's been saying FSD next year without a doubt every single year since 2016. Think we'll still be hearing this exact same line in 2030?

@squawksquare We’re gonna have FSD solved next year 2024 without a doubt in my mind

@kreese05 How deep do you think this TSLA de rating goes? All the way back to legacy auto multiples?

@squawksquare Because he understands valuation and has patience. Fintwit has neither. When you learn to calculate valuation investing becomes easy. $TSLA has much further to fall. Many stocks including this one lost touch with reality after Covid.

Starlink V5 directly integrated in Cybercab.

$AMD running on its own rhythm..... new ATH is within reach..... 552 563 577 are key to watch.....

@WilliamtheBTC You going completely to cash or tossing a cheap straddle on to play the news gap?

@KIMMYD104 watching if theres a rejection... The issue is weekend is close so best to see.... I know they will make some news just not sure if bullish or bearish at this point.

Oil price pumping is no bueno. I don't like this.

@WilliamtheBTC Once the fill is complete, are you bidding the bounce or waiting for market confirmation?

@TedPillows its a gap fill

The Tesla Model YL is cosmic silver looks amazing.

@HarrisonRAuthor Are you planning to just set a price alert and forget it, or looking to bounce on the next relief rally?

@Mr_Derivatives Hope so. Geesh

$SPCX Everyone wanted it at IPO. Even chased it to as high as $225’s. Now well below the IPO price. And no one wants it. Is this becoming the reverse case of sell the rumor buy the news once the unlocks happen?

@SamPieta U think this $NVDA push is just dark pool rebalancing or a real squeeze?

@jimcramer This post is a hedge. Inverse Cramer NVDA’s call since the top has lagged badly. If $NVDA rallies he takes credit, if not he will twist an explanation that is nonsensical.

Remember the largest stock in this market is on fire... and we dont know why... NVDA

@Flufferbot2 Today's SPVs are amateur. Who gets his circular balance sheet play first?

@KIMMYD104 He should at least be advising on a contract basis.

*AMD TO INVEST $5 BILLION IN ANTHROPIC AS PART OF CHIP DEAL, COMPANIES SAY -- WSJ

@NarcissistX10 Since we are trading wrong dates on $OPEN and earnings, are we sending the invoices straight to Bloomberg or Fed?

@Mr_Derivatives That's it I'm blaming you for all my losses now. I posted the wrong week for $OPEN weekly acquisitions yesterday, I know the feeling 🤣

Yesterday I said $TSLA $GOOG earnings are Thursday and $NOK earnings today. Got it backwards. Brain fart. Need to proofread my tweets better. Heh. Tesla and Google is today. Nokia is tomorrow. With that said, we leeeeeeeroy jenkins these names fam?

@dailyfinance101 Are we placing him on a formal performance improvement plan or just deducting one whole Leeroy Jenkins?

@Mr_Derivatives It’s fine, just don’t let it happen again.

Kids are awesome. Nothing will make you happier. —Elon Musk

@DrFractal Do they get the front half of him or just the design rights?

@DeItaone Yay! Anthropic can hire 5/12 of a Alexander Wang with that money! 🙂