Conviction

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Conviction

Conviction

@drakeisaW

(21 years old) I invest in great businesses that present optionality, and in great management teams.

Katılım Haziran 2025
100 Takip Edilen78 Takipçiler
Conviction
Conviction@drakeisaW·
@external_idea @drayinvests Okay well the difference between you and I is I think $TSLA is not going to be the only AV provider, and that a few others will figure AVs out (fragmenting the market) it’s not a zero sum game when it comes to AVs.
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Dog Owner. No crypto.
Dog Owner. No crypto.@external_idea·
@drakeisaW @drayinvests I disagree on priced in future for Tesla. Tesla hasn't been priced for the sold fleet returning as Robotaxis. An unparalleled surge capability that has been Uber's advantage. Uber won on casual ride share. In autonomy, only Tesla has that option.
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dray
dray@drayinvests·
$UBER is such an interesting stock right now So many high figures are heavily invested into them But the stock is down 20% in the past year, and it continues to drop Keeping an eye out and if it gets in the 60s I may have to start a postion What are your thoughts on $UBER ?
dray tweet media
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Conviction
Conviction@drakeisaW·
@external_idea @drayinvests $TSLA has priced in a future that hasn’t materialized. $UBER has not. I also don’t think you understand $UBER is not looking to own the AVs, so price wars over commoditization is a tailwind
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Dog Owner. No crypto.
Dog Owner. No crypto.@external_idea·
@drakeisaW @drayinvests Oh, so worse than Tesla. Livery insurance is 11% to 14%... If AVs become comoditized, then a race to the bottom on costs. By splitting among so many vendors, none get scale. (High costs) Since you cannot guarantee autonomous on Uber, advantage Tesla or Waymo.
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Conviction
Conviction@drakeisaW·
The estimated AV take is 20%. $UBER is not responsible for insurance with partnered AV vehicles. So the 20% is a better take rate due to the high cost of insurance premiums going away for AVs. The bull case for $UBER is AVs becoming commoditized and put on the network that delivers rides the fastest for a fair price, and that network would be $UBER
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Dog Owner. No crypto.
Dog Owner. No crypto.@external_idea·
@drakeisaW @drayinvests Uber does a 30% take rate, Tesla is 25%. Where did you get 20%? Since Uber must cover livery insurance, app, claims, customer service, 20% would be break even. Hence Tesla's 25%. Robotaxi has a per mile cost advantage, even MY, CC even better. Tesla scales with owner vehicles.
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Conviction
Conviction@drakeisaW·
If $TSLA scales in the next few years with no other competitor, yes $TSLA wins, $UBERs advantage is their network of drivers people care about getting a ride at a reasonable price in an efficient manner. Not to mention $UBER has a 20% take rate for AVs and the owner of the AV gets 80%.
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Dog Owner. No crypto.
Dog Owner. No crypto.@external_idea·
@drakeisaW @drayinvests How? Uber's Autonomous strategy is paying low scale partners a profit. Tesla intends to scale quickly. When that happens, it is implausible Uber reacts quickly enough.
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Conviction
Conviction@drakeisaW·
@pushpendrakum If all the Indian CEOs resigned tomorrow we would just replace them with new CEOs 🤯
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Pushpendra Singh
Pushpendra Singh@pushpendrakum·
🚨 What if all Indian CEOs resigned tomorrow? 🇮🇳 Indians are quietly running Corporate America. Google → Sundar Pichai Microsoft → Satya Nadella YouTube → Neal Mohan Adobe → Shantanu Narayen IBM → Arvind Krishna Novartis → Vasant Narasimhan Micron → Sanjay Mehrotra Honeywell → Vimal Kapur Chanel → Leena Nair Zscaler → Jay Chaudhry From Big Tech to pharma, luxury, cybersecurity, and AI… For decades the world saw Indians as cheap labor. Now Indians are making boardroom decisions that impact billions of people. India exports CEOs better than any country on Earth. Agree or disagree? 👇
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Conviction
Conviction@drakeisaW·
If you’re reading this it’s too late for $MU
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Conviction
Conviction@drakeisaW·
$AMD, so far gone
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Kav
Kav@KavyaPda·
You have $10,000 to Invest Which one are you picking $NOW OR $META
Kav tweet mediaKav tweet media
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Conviction
Conviction@drakeisaW·
Add to $UBER today please Thank me Later
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Conviction
Conviction@drakeisaW·
$NOW is still trading at an enormous discount
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Conviction retweetledi
Nav Dhand
Nav Dhand@nav_dhand·
A cheap stock and a good business are not the same thing. Cheap asks what the market thinks today. Good asks what the business will do over the next ten years. You only get paid when both line up.
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Conviction
Conviction@drakeisaW·
Is $NOW the time for $NOW
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Conviction retweetledi
Investing with Serg
Investing with Serg@SergFolio·
$NOW is a $250 stock🚀 1) Trump told you about it 2) Jensen told you about it What more do you need?
Bullionaire@itsbullionaire_

Jensen Huang on ServiceNow $NOW: “You started out being the human operating system for enterprise, and now you’ve got the AI agentic operating system as well.” The market thinks AI replaces software. Jensen thinks ServiceNow is evolving into the system that manages both humans and AI agents.

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Conviction retweetledi
KJTrades_
KJTrades_@KieranT1000·
Being 23 in the UK 🇬🇧 taught me one thing: no one is coming to save you. Not the government, not your degree, not your 9-5. Only asymmetric bets (crypto + high-conviction stocks) actually move the needle 💉
KJTrades_ tweet media
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Drew Cohen
Drew Cohen@DrewCohenMoney·
What stage in the cycle is it when I trade my hair for AMD shares
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Conviction
Conviction@drakeisaW·
Why is nobody looking at $TOST
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Keşfet

@external_idea @drayinvests @ariaradnia @pushpendrakum @KavyaPda @elonmusk @BarackObama @taylorswift13