Nando

The Consistency Compounds

[Nando @Nando2xs]

@Leooweb3 Yes (Situational Awareness Fund Debacle)

[Nando @Nando2xs]

@Leooweb3 Gold will outperform most assets for the next year.

The cracks in the AI bubble are starting to form. (Spacial Awareness Fund Debacle.)

Many companies have to die for the proper AI ones to form.

Gold will be the safe zone as it unfolds.

[Nando @Nando2xs]

@WatcherGuru Oh shit

[Nando @Nando2xs]

@Polymarket

[Nando @Nando2xs]

@unusual_whales Damn that’s shit

[Nando @Nando2xs]

@KobeissiLetter

[Nando @Nando2xs]

@WatcherGuru What did he SAY?

[Nando @Nando2xs]

@StockMKTNewz Just checked

[Nando @Nando2xs]

@WatcherGuru When I woke up this morning

[Nando @Nando2xs]

@growthrapidly I would argue it’s less about the price and more about the stocks setup.

[Nando @Nando2xs]

I think it’s the most probable outcome for Tesla.

Tesla will cannibalize the majority of its current business model.

Once Robotaxis are cheaper per mile than the all-in cost of owning a Tesla for most people, demand for personal vehicles drops hard.

Tesla is simultaneously the manufacturer of the cars and the operator of the service that makes those cars less necessary.

That’s self-disruption of Tesla’s own revenue base and the valuation multiple built on endless car sales growth.

I see a path where the stock effectively loses ~95% of its present value as the market slowly prices in “ownership is optional.”

I Think the technology succeeds but The current equity story does not survive the change intact.

[Nando @Nando2xs]

Tesla will cannibalize the majority of its current business model.

Once Robotaxis are cheaper per mile than the all-in cost of owning a Tesla for most people, demand for personal vehicles drops hard.

Tesla is simultaneously the manufacturer of the cars and the operator of the service that makes those cars less necessary.

That’s self-disruption of Tesla’s own revenue base and the valuation multiple built on endless car sales growth.

I now see a path where the stock effectively loses ~95% of its present value as the market slowly prices in “ownership is optional.”

The technology succeeds. The current equity story does not survive the change intact.

[Nando @Nando2xs]

Rise n Grind.

[Nando @Nando2xs]

The Next Future.

[Nando @Nando2xs]

@BearGrylls You should look into making some beef jerky or healthy meat snacks under this brand 🔥

[Nando @Nando2xs]

@BearGrylls Man this is awesome!