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DrTnT
3.9K posts
DrTnT
@tnt09_2018
Author. Tech entrepreneur. Alpha seeker. Ph.D.
Katılım Nisan 2018
233 Takip Edilen249 Takipçiler
@investseekers And if you are also wondering how impactful GLPs are, just take a look at what these drugs are doing to the likes of MacDonald's, Walmart and Pepsi...
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If you wonder just how big the GLP 1 market has become, here's another example.
The explosive growth of medicines like $NVO 's Wegovy and Ozempic and $LLY 's Zepbound and Mounjaro is driving a boom in healthcare logistics, as companies race to expand refrigerated storage and transportation capacity.
UPS recently announced a $48 million investment in new temperature controlled facilities, while DHL plans to invest €2 billion in healthcare logistics by 2030. FedEx and C.H. Robinson also highlighted GLP 1 medicines as a major growth driver, with demand for temperature sensitive biologics expected to grow at an 8.3% CAGR through 2033.
As more patients use injectable GLP 1 medicines, the need for reliable cold chain logistics is becoming an increasingly important part of the healthcare ecosystem.
Link: cnbc.com/2026/07/25/ups…
#stocks #Investing
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@CernBasher Of course. Just look at Amazon's capex. Tesla's is only a fraction of that.
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Shhh, don't tell anyone, but Tesla underspends on CapEx...
note: only TSLA & GOOGL have reported their Q2 numbers
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@tnt09_2018 Nothing wrong. They are both nice people. Nice people tend to be honest people, they believe things. The real world is a jungle, it's very complex. I think Tesla robotaxi will win, but that's not the only path. The more it delays, the more uncertain.
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This is why I always read what Pierre says especially when it comes to Tesla.
He gets it.
The tough fight has been fought already. What other companies cannot do has been done by Tesla already.
Now, it is a matter of execution on the details. $TSLA
Pierre Ferragu@p_ferragu
So bullish FSD & Cybercab. They are done deals. From 350k unsupervised miles without incident & new cities opening every month to mass fleet deployment, it is only a matter of execution. The tough fight is won. Just a war of attrition now. Even France will fall 😂
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🚨 Elon Musk explained why Tesla cannot yet scale Cybercab deployments despite billions of FSD miles.
• New vehicle chassis requires its own driving data
• Temporary steering wheels and pedals used for validation
• Software must be calibrated to Cybercab dynamics
• Generalization across cities is progressing
• Once validated, Cybercab numbers can ramp quickly
Billions of miles on existing vehicles do not fully transfer to a purpose-built Robotaxi platform.
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DrTnT retweetledi
% Below All-Time High...
JPMorgan: 0%
Apple: -1%
S&P 500: -3%
Nvidia: -13%
Amazon: -17%
Google: -22%
Meta: -25%
Gold: -28%
Microsoft: -31%
Tesla: -37%
Palantir: -42%
Netflix: -48%
SpaceX: -49%
Bitcoin: -50%
Silver: -52%
MicroStrategy: -83%
Trump Coin: -98%
Melania Coin: -99%
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@DoctorJack16 I think he doesn't understand tech in a deeper level. I bit like Wood.
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@wholemars I would hodl all the way to zero, not selling a single share.
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Tells short sellers made $4.3 billion in mark to market profits yesterday, and even more today.
People like Micheal Burry and the usual TSLAQ want to scare shareholders into capitulation. But if we resist, they will eventually have to cover. HODL and let’s blow their trade up
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@RandyWKirk1 I heard that if there is a 20 point IQ difference, people can't have meaningful discussions.
In this case, her IQ is probably around 80, his 180.
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@DrJStrategy Wall St loves the Apples - companies that spit out a ton of cash (while their CapEx and R&D languish). Not a good thing....
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Wall St consensus thesis.
All CapEx is bad.
All CapEx will fail.
All CapEx is a waste of money.
Wall St wants companies not to evolve and innovate.
Wall St consensus is wrong again.
Have a nice day.
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@BoBbyPleWniaK Take care and thanks much. You have added much value to this community!
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Reflections after the big down day
I’ve had $500k down days before. This won’t be the last. A lot of those prior were a mix of things going against me plus heavy margin at the wrong time — so the drawdown got amplified. So far I’ve seen 500k yesterday and over a million in July.
Yesterday was different. I was primarily just holding shares. A few short puts, but nothing large (under 10% portfolio margin). So this move hit a little differently.
I thought a lot about how I was positioned leading into earnings. If I could go back, I’d probably do it all the same based on the information I had. Nothing was pointing to this outcome that would have made me reduce exposure.
Had there been something obvious I missed, I’d be more upset with myself. There wasn’t. I feel I was making solid decisions at the time. I just ended up completely wrong — and I can live with that.
What now?
My hands are mostly tied. I’m not looking to add meaningful new exposure. I’m going to let the June 2027 short puts play out as intended and keep the underlying $TSLA shares uncovered. I’ll take ownership of those tsla shares if we stay under 400. There’s really not much to do here until we get back over $400 — that’s where the call premium starts making sense again for me.
So I’m sitting tight. No active trading or posting here until we get near $400. (This will give my wife a laugh if she reads it @maryeoz.) I think it’s the right call for me right now.
Of course I’ll post any trades if they happen, but I’m not forcing anything.
I’ll be enjoying the USA the next 3 weeks while we’re here. Then it’s off to France to move onto the catamaran December 10th with no return eta for years to come.
If anyone is near Jacksonville, FL and wants to get together for some steak and chat about whatever — send me a DM. Let’s connect.
Until then, expect to see less of me around here was I’m going to make a larger effort to be present with my wife during the pregnancy and enjoy this wonderful life. I only have one shot at life and I’m going to do my best to get the most out of it here.
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DrTnT retweetledi
You can either love me or hate me, but I am a $TSLA long-term investor through and through.
The things that this company is creating is second to none and they’re creating some of the most innovative products on planet earth right now.
In my opinion, the stock sell off does make sense because their mission will take longer to get going but what else is happening is that they’re spending billions of dollars each quarter to grow their business exponentially in the future.
There is a reason why Tesla has $44 billion of capital on hand and it’s not because of bad capital management but rather the opposite. Tesla knows how to cash flow a worldwide business with insanely difficult logistical challenges.
Have the last few quarters earnings calls been rough for Tesla shareholders? Yes, of course they have.
Has Tesla continued to build an expand upon their mission that they sought after accomplishing 16 years ago? Yes, they surely have.
If you’ve taken an overlook at what they are building and all their giga factories and ancillary factories around the globe, you’d come to find out that they are growing, and that they are using the space wisely as they scale with the properties that they have existing.
The world said they couldn’t make ev profitably… they did.
The world said they couldn’t build an energy empire… they did.
The world said they couldn’t build an autonomous vehicle… they did.
The world said you needed a lighter to make autonomous vehicles work properly… they proved that false all you need is cameras.
The world said you need to incentivize consumers to buy EV’s… Tesla proved that their products alone dictate sales.
I think this is one of the best times to buy Tesla stock in over 5 to 6 years.
If you’re a long-term shareholder, you should be chomping at the bit to get as many shares and options as you can for the long-term.
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@alex_avoigt And guess what? For every day policymakers drag their feet on FSD, the software is getting better. Then suddenly, people will see that it is something that they can't live/drive without. And only one company can safely offer it....
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History repeats itself.
About 80 years ago, the automotive industry did everything it could to delay the introduction of seatbelts for 30 years even though the data proved they saved lives and prevented injuries.
Policymakers didn't listen; it took many years for seatbelts to become mandatory in the 1980s.
It later came to light and was proven that the established auto industry had done everything in its power to block seatbelts intentionally because they feared for their profits ignoring fatalities and injuries of their customers
Today, no one would dream of questioning them, as everyone understands their massive benefits.
We are seeing the same thing today with "FSD Supervised" a system where the data proves it prevents accidents, injuries, and fatalities. Yet, policymakers aren't listening, or they simply choose to ignore the facts and data but claim they are not safe without providing any data to back that claim up.
It is realistic to assume that established automakers today fear for their profits again because after all, it has been shown in the US that 55% of all Tesla buyers purchase FSD, and no other manufacturer can offer a comparable system.
In the future, people will shake their heads wondering how such a thing could have happened just as we shake our heads today when looking back at the seatbelt issue.
History repeats itself.
Captain Eli@TheCaptainEli
I’m pissed that I have to drive manually for over eight hours today and risk my life, while my Tesla is perfectly capable of driving itself — but it can’t, all because of dirty, corrupt politicians. Elon and Tesla built us a robot on wheels that can handle situations humans simply can’t. That’s why Tesla’s software is 7–8 times safer than human drivers.
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@HABiBtheDWEEB They must be getting a lot of hate today... I feel for them.
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When your house doubles to $1M, it means you are losing a lot of money.
Property tax went up 110%, insurance went up 180%, maintenance cost up 150%. Water, electricity, trash collection... everything is at least doubled.
You still live in the same house only a few years older, nothing else has changed. You can't sell it. If you do sell, it will cost you more to buy a similar house.
Even if your salary doubled, you are still losing, because your tax rate is much higher now, your take home pay is not catching up with inflation.
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Your house doubles from $500,000 to $1 million.
You think you made $500,000.
Cool.
Now sell it and try buying the same house for $500,000
You can't-because every comparable house doubled too.
The dollar number went up.
Your purchasing power stayed in the same place.
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DrTnT retweetledi
TSLA is down -14% today.
I built a tool with Grok Build that pulls every Tesla stock trading day since IPO and counts how many times it closed up or down by any % threshold I set.
This has only happened 11 times.
If you bought at the closing price on every one of those days and held, you would be in the green today.
Always remember, the biggest returns aren’t made on green days when everyone’s comfortable... they’re made on red days, when people are panicking. Days like today are when smart investors accumulate and the short-minded investors sell.
NFA.
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@Penseur25 Because people realized that robotaxi may not be a viable business (when just one accident can kill it). Remember Cruise?
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@TeslaBoomerMama I bought today. The best call in years. I have no idea why people sold after hearing FSD15 is testing, FSD14.3 is selling big-time, FSD14.3 LITE satisfies H3 owners, 380K miles with NO Cybercab incidents, operating cash flow covered 80% of CAPEX - everything is coming true!
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07/23/2026
ARK Invest
ARK bought for $51m $TSLA today, in four ETFs, 1.6m shares.
In my table you see the % the position had this morning, at market open. They then used the lowering price to up their positions, in the limit of maximum 10%.
Details in comment, and all past moves from this month in the posts below.
AleXandra Merz 🇺🇲@TeslaBoomerMama
07/22/26 and two days later, ARK is again DCA-ing into SPCX, today 0.15% for all four ETFs ... Details in comment and past days since this shopping started just below.
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