Disruption investor

833 posts

Disruption investor

Disruption investor

@dinhhang

I invested into AAPL before the iphone came out and Tsla at IPO. Learn to catch disruptors. I don't sell lessons, i only teach for free.

Katılım Nisan 2009
551 Takip Edilen188 Takipçiler
Ron Rule
Ron Rule@ronrule·
Percentages make no sense for tipping. I go to a restaurant and order a $20 steak. Guy at the table next to me orders a $100 steak. If I tip $5 I’m considered a great tipper, but he’s expected to tip at least $20. Why? The server literally did the same amount of work!
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Tristan Snell
Tristan Snell@TristanSnell·
Elon Musk didn’t go to the moon. Jeff Bezos didn’t go to the moon. NASA went to the moon.
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Akevv Flurry
Akevv Flurry@AkevvFlurry·
You made similar promises with the Vegas tunnel. What you promised versus what you delivered, is an absolute JOKE. You wouldn’t deliver on this, either. You’d just suck up that phat taxpayer slop like you currently do, pretending you’re spending your money. Government money even funds this stupid ass app as you cook your books.
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James Surowiecki
James Surowiecki@JamesSurowiecki·
The persistence of the cult of Tesla stockholders is odd. Over the past 5 years, Tesla is up 63%. The S&P 500 is also up 63%, but its total return is 71% with dividends. So Tesla has underperformed the market as a whole, with a lot more volatility. Why the unblinking faith?
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Disruption investor
Disruption investor@dinhhang·
@GerberKawasaki Cuz it’s fucking cheaper, reliable, and more available. I get why you hate them for not putting you on their board but don’t have to hate them for that.
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Ross Gerber
Ross Gerber@GerberKawasaki·
Sadly Tesla really isn’t really in the EV/car business anymore. We used to talk 10 mil cars. 20 mil cars. Now, we can hope to be the 4th cab company and the robot “next year”. The brand is permanently damaged and even if FSD was perfect, why would consumers take a Tesla branded cab versus Waymo? $TSLA $GOOG
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Captain Eli
Captain Eli@TheCaptainEli·
Ricky, an amazing 71-year-old man, bought his first Tesla solely for the Tesla Self-Driving software. Without it, he would have to rely on someone else to drive for him. The Elon Musk effect on humanity.
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Galaxy
Galaxy@Galaxy_Keyboard·
@CollinRugg El Salvador’s homicide rate is now 1.9 per 100k…the lowest in history. But the methods?…very controversial. Would you trade freedom for safety????
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Collin Rugg
Collin Rugg@CollinRugg·
President of El Salvador Nayib Bukele releases video showing the transformation of his country. Since Bukele took office: - Homicides plunged from 2,398 in 2019 to just 114 homicides in 2024. - Murder rate is now 1.9 per 100,000 people, a historic low. - In 2022, Bukele declared a state of exception and made over 85,000 arrests. “Everything in life has a cost and the cost of being called authoritarian is too small to bother me much,” he once said.
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Disruption investor
Disruption investor@dinhhang·
@TheICHpodcast Crazy how that’s possibly. Guess that’s the government do a shitty job and still can’t get fired
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The Iced Coffee Hour
The Iced Coffee Hour@TheICHpodcast·
Andrew Yang reveals Congress has a 15% approval rating, yet 94% of members get re-elected🤯 “What if 85% of your customers were unhappy but you changed absolutely nothing? That's how American politics feels to the vast majority of Americans”
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Clint Awana
Clint Awana@clintoptions·
I have a secret to share After your first $2–$3 million, a paid off home and a good car, there is no difference in quality of life between you and Jeff Bezos. Both of you have limited amount of time on earth; you have twice if not more than Jeff, so you are richer than him. A cheeseburger is a cheeseburger whether a billionaire eats or you do. Money is nothing but a piece of paper or a number in your app. Real life is outdoors. Become financially independent; that’s usually 2–3mil. Have good food. Enjoy the relations. Workout. Sleep well. Call your parents. That’s all there is to life. Greed has no end. Repeat after me: Time is the currency of life. Money is not. Sooner you figure this out, happier you will be.
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George Noble
George Noble@gnoble79·
Tesla is a $1.3 trillion company that sold fewer cars this year than last year. And fewer last year than the year before. That should tell you everything you need to know. 2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history. And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets. France down 42%. Netherlands down 67%. Norway down 88%. BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month. The brand is in FREEFALL. Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%. And the stock trades at 365 times trailing earnings. Let me say that differently: Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns. The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service." So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday. Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE. The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight. And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure. So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale. On 365 times earnings. Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards. I think this stock goes down 90% from here. Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects. A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists. I know that sounds extreme. But 45 years of doing this has taught me something: When you can see the seams on the fastball, you SWING. I can see the seams.
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Sassafrass84
Sassafrass84@Sassafrass_84·
The democrats are promoting this on fb as the dream team. Can you imagine? It's the temu administration.
Sassafrass84 tweet media
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Ramy
Ramy@TeslaXplored·
Would you look at that $tsla is the first one to turn red again lol 🤦🏽‍♂️ Thanks to the Terafab 🤣🤣 no amount of TACOs can save this stock. Only 2 things can save it! 1- 1M robotaxis by 2020 2- 50% of US population covered with RoboTaxis by end of 2025 Not my words 🤷🏽‍♂️
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Rooster
Rooster@todd20006·
@Kalshi Trump is the one lying. We trust Iran more than Trump at this point
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Kalshi
Kalshi@Kalshi·
JUST IN: Trump says Iran talks happened last night He says he’s "not sure" why Iran media is denying.
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Breadman
Breadman@BTCBreadMan·
Teslas are better than other cars in basically every way. But the people are retarded.
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Disruption investor
Disruption investor@dinhhang·
@DevotedArs @BTCBreadMan Lol please tell me which car? I've own Ev for the last 10 years nothing has compared to any Tesla and my cybertruck is the best car ive ever driven in my life.
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calogero
calogero@DevotedArs·
@BTCBreadMan Tesla’s are horrible there are better EVs on the market that blow it out the water and are way faster and faster charging for less money and aren’t subscription riddled for things the damn car comes with by default
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DJ
DJ@congressdj·
Dumping Tesla insurance after 3 months. It has increased 48% in that time, based on <30 minutes of manual driving (mostly map-related disengagements) in 3000 miles. It now exceeds GEICO (which we left) even with 16 year old son. So disappointed. @elonmusk you gotta fix this, man.
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Disruption investor
Disruption investor@dinhhang·
@DeathMetalV @wholemars Where's the plan? California spent 23 billion on homeless and there's more than before and 14 billion on a high speed rail with no rail to show for it why didn't they just spend that on solving world hunger...
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Ross Gerber
Ross Gerber@GerberKawasaki·
If you’re traveling through the airport, feel free to tip the TSA people who haven’t been paid in weeks but are still showing up for the job. Thank you @TSA - meanwhile the politicians still get paid even when NOT doing their job for America. @SeanDuffyWI
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Hu Dini
Hu Dini@Hudinidawg·
@JessePeltan The electricity grid will need major upgrades to handle EVs and data centers together.
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