George

Finance since 2007. Here for the banter. Views are my own. No recommendations.

[George @RiggedCapital]

@hiddensmallcaps *IF Amazon were to sell those chips on the open market at equivalent prices, yes. But they don’t.

[George @RiggedCapital]

@Crowrosion @RJCcapital No skin in this game but Because there will always be a huge disconnect between valuation and fundamentals similar to Tesla. Tesla valuation makes zero sense, it’s all a story and the “future”. There is no bigger story than outer space…

[George @RiggedCapital]

@realpristinecap Not until the lockup period is over…this will be interesting to see if there is technical upside pressure within the first 15 days with several indices fast tracking inclusion and being forced buyers.

[George @RiggedCapital]

@BullandBaird I’ll say $160, Bob.

[George @RiggedCapital]

@CheddarFlow Difference with this one is the fast tracked Nasdaq inclusion so may buck the trend at least initially and peak later.

[George @RiggedCapital]

@NickSchmidt @SemiAnalysis_ Mind boggling you can’t buy Chinese cars in the US but it’s cool to buy robots. I guess because there isn’t an industry in the US that it competes against…yet. My guess is not for long and TSLA owns the US market. No skin in this game.

[George @RiggedCapital]

@OptionsMir Did you mean to use a different “R” word there?

[George @RiggedCapital]

@rev_cap Hate to say it but we need an R word to bring things back into balance.

[George @RiggedCapital]

@gkamstra @CapitalObserver They already own Clayton homes and they took equity positions in home builders before Abel took over…

[George @RiggedCapital]

@TheLAPurchaser Market not treating it that way on the news…yet

[George @RiggedCapital]

@cryptobyrde @ContrarianCurse

[George @RiggedCapital]

@TuttleCapital You like Rolls Royce then? Turbine exposure that are being used in data centers and they are also developing and preparing to build SMRs? Best of both worlds? Participating in the current trend with an eye on the future?

[George @RiggedCapital]

@SixSigmaCapital Smart

[George @RiggedCapital]

@CounselBigDog @ContrarianCurse NVT discount on what metric?

[George @RiggedCapital]

@Borlaug_ @LongVollllll Never understood shorting momentum names with growing earnings ( real numbers). Why not focus on cos that are in secular decline or even momentum names moving more on story with no numbers like quantum or modular reactors? Although bad day for that too…

[George @RiggedCapital]

@abcampbell @tiller_ing Playing devils advocate here. Water used in ag goes to feed people or animals that ultimately feed people. Water for data centers goes to ultimately displace someone’s job. Not hard to discern why there is an outcry for one and not the other.

[George @RiggedCapital]

@Bob366466 @Chartfest1 Nothing more expensive than a cheap cyclical. “But semis aren’t cyclical, this time is different”

[George @RiggedCapital]

@Biohazard3737 “Water the flowers, cut the weeds”

[George @RiggedCapital]

@JCBarraza2 @BullandBaird @grok Haha

[George @RiggedCapital]

@LNMDad @KevinHornerCS @SchwabTrading @SchwabNetwork May 18