Matt Case

#MSOGang member and investor in $CRLBF $GTBIF $TCNNF $CURLF $CCHWF. Technophile, Digital Manufacturing Consultant, Cycling Enthusiast. Vamos Richard Carapaz!!!

[Matt Case @1LogicMaster]

@AnadarkoCapital Yeah but Tesla has that robotics division that's probably worth about $100m if you use BD as a comparison.

[Matt Case @1LogicMaster]

@BenjiNaesen I do believe you're right. Worth remembering, Primoz doesn't settle for second. It's pink jersey or blow up the legs doing it. He'll attack tomorrow unless UAE/IGD/others make the climbs so ridicuosly hard... which they'll likely try to do.
Deplus to pain cave in 3 2 1...

[Matt Case @1LogicMaster]

@ShortingIsFun They're "flooding the market" with a few thousand more cars.

[Matt Case @1LogicMaster]

@RepNancyMace @Marvel Does the president even know what day it is?

[Matt Case @1LogicMaster]

@anthonypesec In the US the DC metro train takes over an hour to go across the city.

[Matt Case @1LogicMaster]

@BenjiNaesen Sly Almieda, the GOAT of feigning exhaustion. Had he actually pulled with the same speed GT was pulling at, they would have put a minute on Primoz. IMO huge mistake by Sly but he'll have a stage win consolation prize.

[Matt Case @1LogicMaster]

@st_matej @BenjiNaesen Tuesday's first 2 climbs will leave a lot of GC contenders isolated. Real battles could be sorting out positions 5 to 15. While the rest hold wheels. Contenders will want to eliminate pretenders. Could see a strong team like EF make stage hard to get Carthy back in. Bora BHV?

[Matt Case @1LogicMaster]

@dj_caress @BenjiNaesen Carthy has the legs and the lungs to make the podium his year but his ITT skills got him way down the leaderboard. He's gonna go for broke. 7th place is as good as 17th place for him.

[Matt Case @1LogicMaster]

@BenjiNaesen Can't believe that ITT middle section: 4.7km at 15%. It's pretty rare to see a profile like that in a stage, unbelievable they're going to time trial it. If a GC rider doesn't pace right and blows up, they could lose 5+ min
Highlights of the day will be Hugh Carthy Pain Face.

[Matt Case @1LogicMaster]

@RenaudB31 That Passo Santa Barbara 12.8k at 8.2% followed up by Bordala 4.6km at 7.1% looks like a good way to start the day with a clean slate of GC riders and maybe a teammate or two to chase the break and like a 60 rider groupetto.

[Matt Case @1LogicMaster]

@IDKFA3 Group 2 keeps posting that the yuan is pegged to the dollar and as such there is nothing to worry about...
Hope nobody breaks the bad news to them.

[Matt Case @1LogicMaster]

@JesseLi48096164 @HinrichsZane Probably just having problems with flat tires.
Lots of flat tires.
Damn NorCal roads are awful.

[Matt Case @1LogicMaster]

@thomasg_grizzle That looks awesome

[Matt Case @1LogicMaster]

@stonksycollins Yeah they're selling a half ass automated driving system for 15k and they'll sell a self driving car for 25.

[Matt Case @1LogicMaster]

@katbaker2017 That's great news! Congrats & best wishes for continuing good news.

[Matt Case @1LogicMaster]

@JesseLi48096164 @DobackHuffInc And a $10b buyback per Gary.

[Matt Case @1LogicMaster]

@thomasg_grizzle But I do agree regarding the summer camp vibes 😂😂😂..

[Matt Case @1LogicMaster]

@thomasg_grizzle Will the brand blow up though? They had to have priced in & modeled the risk of this happening and figured the rewards were worth it. This was deliberate and intentional pivot. Progressive pivots are always met with criticism but $BUD is looking down the road 5-10 years

[Matt Case @1LogicMaster]

@stonksycollins EVs are in inning one of a race to the bottom. Anyone investing in the auto industry right now that doesn't price this in is delusional. It'll only get worse as we get flooded with supply and demand lags from a recession and weak dollar.

[Matt Case @1LogicMaster]

@stonksycollins $150p are cheap. If it falls hard it's gonna drop back to the 135 area.