Kalpesh Kapadia

Founder and CEO @deservecards

[Kalpesh Kapadia @kalpeshkapadia]

@elonmusk @farzyness I see a cynical plot with same
@elonmusk
sounding so different on
$SPCX
and
$TSLA
call one day apart. He seems to be talking down teslas prospects on purpose and all bulled up on spacex call. As a Tesla shareholder I’m not happy about it.

[Kalpesh Kapadia @kalpeshkapadia]

@farzyness I see a cynical plot with same
@elonmusk
sounding so different on
$SPCX
and
$TSLA
call one day apart. He seems to be talking down teslas prospects on purpose and all bulled up on spacex call. As a Tesla shareholder I’m not happy about it.

[Kalpesh Kapadia @kalpeshkapadia]

@herbertong @munster_gene I see a cynical plot with same
@elonmusk
sounding so different on
$SPCX
and
$TSLA
call one day apart. He seems to be talking down teslas prospects on purpose and all bulled up on spacex call. As a Tesla shareholder I’m not happy about it.

[Kalpesh Kapadia @kalpeshkapadia]

@munster_gene I see a cynical plot with same @elonmusk sounding so different on $SPCX and $TSLA call one day apart. He seems to be talking down teslas prospects on purpose and all bulled up on spacex call. As a Tesla shareholder I’m not happy about it.

[Kalpesh Kapadia @kalpeshkapadia]

$420 is too low. He won’t get 50% vote. Typically it has to cross the all time high $484 and then on top of it a premium. Also, I see a cynical plot with same @elonmusk sounding so different on $SPCX and $TSLA call one day apart. He seems to be talking down teslas prospects on purpose and all bulled up on spacex call. As a Tesla shareholder I’m not happy about it.

[Kalpesh Kapadia @kalpeshkapadia]

@chamath you are only saying this because the stock is down. Were you saying this when $NFLX was 50% higher. This is explaining the stock move after the fact. way to go! Maybe NFLX is a buy here.

[Kalpesh Kapadia @kalpeshkapadia]

@danprimack I think he is talking about pure play neocloud. Spacex has rocket/satelite launch, starlink, XAi which provide underlying stability of revenues and cashflows

[Kalpesh Kapadia @kalpeshkapadia]

@aelluswamy Detroit is cooked!

[Kalpesh Kapadia @kalpeshkapadia]

@TheChiefNerd he narrowed it down to "she".

[Kalpesh Kapadia @kalpeshkapadia]

@chamath MAG7 have outperformed handily during that period and they are liquid. MultipleIRREqual-weight basket (7 stocks)about 107xabout 38%Basket excluding NVDA (6 stocks)about 21.5xabout 23.6%QQQabout 15.0xabout 20.5%

[Kalpesh Kapadia @kalpeshkapadia]

@BillAckman Not really. @SCSatCMU and @CarnegieMellon needed a warm place to compete with @Stanford, @UCBerkeley and @Caltech ! Not much difference in weather between NYC and PIT. I’m an alum btw. :)

[Kalpesh Kapadia @kalpeshkapadia]

@aelluswamy 🤣🤣

[Kalpesh Kapadia @kalpeshkapadia]

@paulg @patrickc SAFE notes are a tremendous boon to the startup ecosystem in the US, remove so much friction in early stage investing by standardizing the document! Thanks to @ycombinator

[Kalpesh Kapadia @kalpeshkapadia]

@lloydblankfein Slightly different analogy. This is more like internet 1.0 bubble circa 97-99 than brewing mortgage bubble circa 2006. The outcome was similar nonetheless. Thank for calling it out early.

[Kalpesh Kapadia @kalpeshkapadia]

@RealNickMugalli Maybe because situational awareness is not that aware anymore?

[Kalpesh Kapadia @kalpeshkapadia]

@garyblack00 Estimates are still low. Based on today’s results, with Retatrutide launch in 2027, the company will well exceed $100B in sales in $50 in EPS. The stock is a premium growth story trading at market multiple

[Kalpesh Kapadia @kalpeshkapadia]

@farzyness Sorry, his track record with projections is not very good you know. Particularly when it comes to timing.

[Kalpesh Kapadia @kalpeshkapadia]

@MelvinInvests Isn’t this good for $TSLA as they are a pure play solar+battery player?

[Kalpesh Kapadia @kalpeshkapadia]

@nikesharora @HarryStebbings Please do! Your posts are quite insightful

[Kalpesh Kapadia @kalpeshkapadia]

@flybladenow you guys canceled my jfk flight last minute due to weather and won’t refund the money and now I will miss my flight because it takes 75 mins to get to JFK from midtown. This is not a good customer experience.