$TSLA
This is the worst guidance I have ever seen from a company. It is time to short $TSLA
I have been dragging my feet on getting back in on the short side. It is time.
lololololololololololol
@carl_sterns@PythiaR Dario doesn't know anything about economics, finance, markets or human psychology
he is a math nerd. that is it.
let's pin trillions of dollars of capex on what he says.
@PythiaR lol, this is @BagholderQuotes quote material
if they were confident in $150bn, they would guide to that.
the largest investment banks turning into bagholders is peak comedy
@theaiportfolios semi conductor stocks stop going up when estimates are no longer revised up.
AVGO is the only AI company to give 2027 guidance. Below mkt expectations.
Hold on to your butts, the cycle is peaking
@rosyprosperity@bubbleboi you could not be more wrong.
we are entering anti Jevon's paradox
why is all this compute needed? because foundation labs are making bigger and bigger models. bigger models are more expensive. TAM shrinks. anti Jevon's paradox