hoeirup

@remouherek @CuriousPejjy No way it’s overvalued today. Stocks and companies with such a track record and pipeline going forward within 1-2 years should be trading at crazy multiples

I want your opinion: Is $TSLA being valued at $540B today undervalued, overvalued, or just right? 🤔 Personally, because I'm a long-term investor, it's hella undervalued, but if we look at it TODAY and today alone, it could be overvalued? Help me out.

@CuriousPejjy And does this only take into account products we already know? 0% chance Tesla are not gonna come with more unannounced disruptive tech over the next decade

@CuriousPejjy So you think Tesla will only take around 30% market share excluding robotaxis since the licensing profits are significantly higher than their own with way lower margins compared to their own vehicles. U think anyone would license Tesla’s software if they give up 50-80% to Tesla

In Elon Musk biography book by Walter Isaacson, Elon said $TSLA is on track for $1 trillion of PROFITS annually. Although this won't happen for another 2 decades, here's how I think the break down will be: - Vehicles: $65B - Energy: $75B - FSD for $TSLA's only: $100B - FSD licensing: $150B - Robotaxi: $250B - Supercharging: $1B - Bot: $360B The path for Robotaxi is becoming clear as the day goes by and we will see exactly what the plan is on 8/8. The BOT however is the biggest factor. If the BOT actually happens and scales, then $360B would be somewhat realistic but I wouldn't count it in today's valuation. What do y'all think? 🤔

@stevenmarkryan Yeah, extremely brittle to local conditions & doesn’t scale

@CS_Freeze @SebVendelbo @Dust2dk @PRESDENIND Hvad med mig

@SebVendelbo @Dust2dk Hvis dust2 søger casters til shit talk, vil jeg gerne stille op gratis sammen med @PRESDENIND.

clips.twitch.tv/RefinedAgreeab… @Dust2dk Betaler i for at sådan en caster skal sidde og være så uprofessionel og så ringe til at caste?

@drex_jpg @naval @SaveToNotion #thread

50 Timeless @naval quotes visualised :

@gussloth @aktieuniverset

@aktieuniverset Det ser ikke lovende ud. Er der nogle der kan vurdere om dette er en overreaktion ? Pre-mkt -10% på $SE

@HenryVonStahl @SawyerMerritt why would u ever stay longer to save a couple of bucks? Know what ur time is worth

@SawyerMerritt Doesn't this increase congestions, as people charge slower and stay longer?

NEWS: Tesla has changed its Supercharger pricing model from two charging speed tiers to four. teslanorth.com/2021/11/16/tes…

@dagetz @JonahLupton @FromValue @CathieDWood ark invest mainly own disruptive leaders

@hoeirupCSGO @JonahLupton @FromValue @CathieDWood The auto market is absolutely massive and legacy automakers are being left behind. Lucid taking part of that pie that Tesla isn’t in and they’re doing it with incredibly competitive tech. It’s right up their alley if you take what they say at face value (which you shouldn’t)

$UPST Great quarter again! Revenue $228M, +250% YoY and beating the consensus $13.12M or 6.1% EPS of $0.60 beating by $0.27; GAAP EPS of $0.30 beating by $0.06 Guidance Q4 Revenue of $255M to $265M vs consensus of $227.62M, almost +15% at the midpoint. Shares - 17.8% 🤔🤷🏻

@dagetz @JonahLupton @FromValue @CathieDWood cant see how ark should be interested in LCID. I dont hope u are comparing LCID to Tesla

@hoeirupCSGO @JonahLupton @FromValue @CathieDWood So is LCID but to my knowledge they aren’t in that either. Maybe they don’t have access to these companies and they do to others.

@JonahLupton @dagetz @FromValue @CathieDWood and ark are still missing out on this one. How is that even possible? This is a perfect fit for them

@dagetz @FromValue Yup the big funds are drooling over this drop. I’m still expecting 100% growth in 2022 with more bank partners and auto loans which gets us to $1.6B+ $UPST might be the cheapest growth stock in the market at these prices.

@JonahLupton @FromValue And profitable with 46% contribution margin

@FromValue Apparently 250% YoY growth isn’t good enough. I still think $1.5B next year is very attainable so we’re looking at a stock with 100% NTM growth at 15x 2022 sales. Give me more.

@JonahLupton @StockMarketNerd They can grow revs 100% yoy in 2022 and at least 50% in the following 3-5 years. Revs is one thing, but they are going to print money. This insane selloff is amazing for long-term investors, it wasn't even overvalued before.

@hoeirupCSGO @StockMarketNerd They haven’t even started seeing revenues from auto loans yet plus they have less than 30 bank partners, this number could double over the next 12 months.

Yes I see the $UPST price action. I personally thought it was a fantastic quarter. 🙂 Large beat & another 7% raise to the 2021 outlook. Some margin lines took a small hit but remain above the company’s long term targets. Tuning into the call now. Full report coming tonight.

@JonahLupton @StockMarketNerd 250% rev growth and profitable. This is just insane and it's not that they will just stop growing from now on. People should understand how scalable this business is and their margins

@StockMarketNerd My thoughts…

@AJ_multibags @ThanosBuffet @yaniv_sarig a bit sad its almost impossible to find

@TraderMacoCosta Noone expected that eps or even close to

Congrats to @yaniv_sarig and team these $ATER numbers are highly impressive: a swing back to positive adj EBIDTA, dynamite rev growth 37% ex last year´s one-time wholesale/ppe, current ratio of 2.0 healthiest balance sheet in a long time. Very grateful for this performance!

@asherdelug @yaniv_sarig And in these circumstances, very important and impressive!

$ater let's take a minute to thank the shorts for the free money

@asherdelug Great numbers and way beyond my expectations taking the situation into account. Can't have any negative effect on the stock at these prices. Great job $ater!

$ATER Q3 earnings out: 1) Blown away to see positive adj EBIDTA! Vs. a $3.7 mil loss last quarter. Huge news here. 2) Virtually all the GAAP loss attributable to the one-time debt paydown...surprising the analysts didn´t account for that in estimates. 3) Balance sheet is