It is 5 min of your time, but maybe this illustrates the right balance between justice and kindness, generosity & dignity, a free and giving spirit. Real tears here.
Just sold 5 of my 6 shares
Of $SPCX. Valuation is just not justified and
Somehow will crash when big guys are allowed to sell, hype has vanished and earnings are not inline with valuation even after significant P/E adjusted for growth.
I try to own a significant $SPCX position but currently building up such a position would not make sense. Just my humble opinion
@JOBhakdi@DanBTC916 Yes agree. I only bought 6 shares, more for fun at $155. After a few days already trading at $205. That is already ridiculous. I want to own $SPCX but not at this valuation right now.
There is no AI bubble.
In fact, some of the highest-quality companies on Earth are trading at surprisingly compressed valuations.
Forward P/E estimates (2028):
โข $NVDA โ 16.1x
โข $MSFT โ 16.8x
โข $META โ 13.8x
โข $AVGO โ 16.2x
โข $AMZN โ 17.9x
โข $GOOGL โ 20.6x
Think about that for a second.
The market is pricing:
โ AI execution risk
โ Slowing growth
โ Margin pressure
โ Excessive CapEx
But largely ignoring:
โ AI monetization
โ Proprietary silicon
โ Cloud acceleration
โ Robotics & automation
โ Operating leverage
A few observations:
โข $MSFT might be the cheapest AI stock in large-cap tech.
โข $META is trading at a discount because investors donโt trust the AI spending story.
โข $NVDAโs valuation implies a much sharper slowdown than current demand suggests.
โข $AVGO remains one of the most underappreciated AI infrastructure winners.
Meanwhile, all four remain in strong technical uptrends.
If earnings continue to grow the way management teams expect, todayโs valuations may look absurdly cheap in hindsight.
My highest-conviction names for Q3โQ4:
1. $NVDA
2. $MSFT
3. $META
4. $AVGO
The biggest opportunities often appear when sentiment and fundamentals diverge.
What am I missing?
Just finished a FSD ride in the Netherlands. This time 2 interventions, normally zero. Both wrong lanes before going left or straight. Not dangerous, but illegal, so I had to act.
Still some work to do.
Parking is still bad, also after the update yesterday
Tesla has released its first-ever FSD (Supervised) safety data from its Netherlands fleet.
โขย 3.5x fewer collisions
โขย 3.4x safer on highway: FSD 16.6M km/0 collisions
โขย 14.9x fewer automatic emergency braking events
โขย 8.8x less harsh acceleration
โขย 7.3x less harsh braking
โขย 8x fewer hard swerves
Tesla "Metrics aggregated from the Tesla fleet across all road types in the Netherlands from Apr 10-Jun 5, 2026."
Het vrije woord in Nederland betekent in de praktijk dat links de hele dag probleemloos โfascistโ, โnaziโ, โextreemrechtsโ etc mag roepen, maar als rechtse mensen vanuit hun maatschappijvisie zeggen waar het op staat ze steeds vaker het risico lopen om vervolgd en veroordeeld te worden.
When I was Muslim, I compared Muhammadโs last words to Jesusโ last words.
Not just the facts, but the spirit behind them.
And bro, the difference is staggering. It shook my devout Muslim faith.
According to Sahih al-Bukhari, Muhammadโs final words included: โMay Allah curse the Jews and the Christians. They made the graves of their prophets into places of worship.โ
Those are words associated with his final moments.
No forgiveness. No reconciliation. No peace.
Now compare that to Jesus.
Beaten, betrayed, tortured, hanging on a cross with nails through His wrists, Jesus says:
โFather, forgive them, for they know not what they do.โ
And then: โIt is finished.โ
One dies speaking curses.
The other dies extending forgiveness.
One ends by drawing lines and reinforcing division.
The other tears the veil and reconciles heaven and earth.
And whether people like it or not, final words reveal something deeply personal about the heart.
That contrast shook me.
Because one manโs final moments reinforced separation, while the otherโs changed eternity through mercy, sacrifice, and love.
Please sit with that honestly.
I donโt like, donโt understand the slow rollout of unsupervised cabs. Still seems to be practical issues like infinite loops/parking, delivering and picking up customers. There has to be a reason, imo not safety.
A prominent Muslim cleric with millions of followers, Imam Saleh Al-Fawzan, openly declared:
โIf you deny the practice of drinking camel urine, you are an apostate, and it becomes permissible to kill you.โ
He added that killing such a person is a religious duty for the sake of Allah.
This is not some random extremist hiding in a cave. This is a mainstream Islamic scholar whose teachings reach millions.
How is the West supposed to reconcile this ideology with endless talk of โshared valuesโ and integration?
And why is there almost no serious public debate about teachings like these?
FSD Supervised NL. I have been testing it for a month now. Here is my verdict:
1. Safety is great. I am surprised how quickly I felt safe and secure.
2. Number 1 annoyance is that systems start nagging when I simply check lanes, left, right and around me (and still keep an eye in front of me). A good and excellent driver should do that regularly especially when the system switches lanes, we are OBLIGED to look into that lane and over your shoulder. That is not unwanted or unsafe behavior but should be highly appreciated behavior. Now the system is blaming me for doing the right things.
3. It regularly drives in the wrong lane and is then unable to correct in time ending up in the wrong route
4. Parking is almost never ok. Usually not enough to the back. Sometimes a full metre to much to the front.
5. Speed and acceleration for the NL is dangerously slow. When speed limit change from 50 to 80 that takes more than 60 seconds to adapt!! It doesnโt help safety, it jeopardizes it.
6. Changing lanes often takes way too long, in a sense that it becomes dangerous.
In general, I think the NL version is overly cautious. Imo this makes it more dangerous. It also makes it more annoying ==> gets switched off==> no safety benefit
I am 80-130% invested in $TSLA, so please improve this. I will post in a few months again.
Yes! 500$ incoming soon.
$TSLA - electric car sale booming, semiโs, battery tech, FSD, robotaxi, tarafab, AI supercomputer- Dojo, HUMANOID, Possible SpaceX merger , megapack, powewall, solar, charging network, lithium refining, energy storage & more.
The market is pricing in a future platform company, not just vehicle sales.