ValueAnalyst

[ValueAnalyst @ValueAnalyst1]

BEWARE $SPCX $TSLA investors, suppliers, customers, employees: Elon Musk lies. He does NOT care about you or the environment or humanity. He only and only cares about making more MONEY, and he's willing to say and do ANYTHING for it, as UNETHICAL as it may be. Protect yourselves!

[ValueAnalyst @ValueAnalyst1]

Voting for Elon Musk is a tacit admission that we cannot achieve our goals without lying, cheating, and stealing.

[Hiroo Onoda @OnodaCapital]

Elon has multiple children with a direct report

[le Ferrari Dino Rossi @_ferrariDinoR]

Elon Musk deserves life in prison.

[Teslacito Latino @teslacito]

Elon Musk deserves life in prison.

[JaguarAnalytics @JaguarAnalytics]

So, if Jensen Huang leaves Nvidia, what happens to all circular financing schemes?

[Dier @Dier369]

Esse cara é um corvade, a pior merda que voce pode fazer é trair uma mulher que entregou tempo, beleza e juventude pra você

[ValueAnalyst @ValueAnalyst1]

Who's going to be third? 👀

[ValueAnalyst @ValueAnalyst1]

@conorsen Did you bet a material amount if it were so obvious?

[ValueAnalyst @ValueAnalyst1]

Money corrupts.

[ Q-Cap  @qcapital2020]

BREAKING: NVIDIA HIRES 40 YEAR OLD VIRGIN AS CEO

[ValueAnalyst @ValueAnalyst1]

Wow. WTF bro. Can anyone be a proper hero ffs?

[Steve Lookner @lookner]

NY Times: "Jensen Huang, the leader of Nvidia who is under investigation for an affair with a woman who U.S. intelligence determined is a Chinese spy, also had an extramarital relationship with an executive who reports to him, according to five people who worked at the company. The relationship, which has not been previously reported, was with Kimberly Powell, Nvidia’s vice president of health care... Mr. Huang, 63, and Ms. Powell, 48, were captured on video being affectionate at a San Jose, Calif., hotel during a Nvidia conference in March, according to two of the people who worked at the company... Both Mr. Huang and Ms. Powell are married to other people."
(h/t @Investingcom)
https://t.co/93QI8oZmqv

[ValueAnalyst @ValueAnalyst1]

Our 401ks are swinging with Jensen's dick

[zerohedge @zerohedge]

BOOOOOOM

*JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT

[ValueAnalyst @ValueAnalyst1]

$TSLA *used to* care about its customers' safety

[Not a Tesla App @NotATeslaApp]

Exclusive: Musk Cut Basic Autopilot From New Vehicles to Boost FSD Subscriptions

Sources say Musk personally made the call to drop Autosteer from new Teslas, a move that pushes buyers toward FSD and closer to his 10 million subscription goal.

Full Story:
https://t.co/U7q2X1CyQa

[ValueAnalyst @ValueAnalyst1]

“You can’t fire me. I quit.” 🤣 $SPCX

[Liquid @liquidtrading]

JUST IN: Elon Musk says he doesn’t care that Anthropic is not extending their contract, despite it being over 1/3rd of $SPCX revenue.

[Liquid @liquidtrading]

JUST IN: Anthropic gives Q4 ARR guidance of $77 Billion, a figure that is lower than October’s ARR of $81 Billion

[Plant @plantmath1]

“Not extending SpaceX contract beyond middle of next year”

That is 1/3 of $SPCX revenue.. 💀

[ValueAnalyst @ValueAnalyst1]

Pathetic.
https://t.co/yiLPtS2IDk

[Krystal Ball @krystalball]

Alex Karp now says that Palantir is progressive, he’s always been a Democrat, Trump went too far on immigration and his primary commitment is to economic justice. LMAOOOOOO

[Singularity Research @SingularityRes]

Elon Musk’s guidance of $500b in revenue by end of 2027 for SpaceX $SPCX may not hold true

[Motorhead @BradMunchen]

Anthropic is telling investors that it will end its GPU-leasing contract with SpaceX after June 2027.

That's $7.5 billion in revenue gone in 2027, and $15 billion in 2028. Assuming a 60% EBIT margin, this won't be very pleasant.

I wonder when Google follows suit.

$SPCX

[Raging Capital Ventures @RagingVentures]

I am short $SPCX.

It has a giant market cap, everyone and their brother (endowments and VCs included) is full up on the stock, and most of the company's big growth initiatives are capital intensive and aimed at highly competitive industries.

Oh, and Elon is persona non grata in Washington now.

[Sheel Mohnot @pitdesi]

“The contract with SpaceX will not be extended beyond the middle of next year.”

Anthropic is set to pay $9.3B/quarter but can exit in 2027.

If ANT walks and SpaceX can’t replace the revenue, that’s a ~17% hit to projected H2 sales, assuming it wasn’t in analyst projections