Not exact numbers, but for the concept:
Tesla, let's say 20x revenue
Ownership, let's say 20%
Spacex, let's say 200x revenue
Ownership, let's say 40%
Gain multiplier for elons mark to market if assigned to spcx instead of tsla = (200/20) x (40/20) = 20
Plus ETFs have not piled into spcx yet. This wouldn't really move the needle in tsla, it's just priced based on fsd and Optimus hopes
Yes I assume the truth is somewhere in the middle. Valuations in most names are not great but ok considering the buildout. The pace and monotonic directionality of the last month is what makes the rally look flimsy. Initiating longs in most semiconductors here is chasing to put it lightly (NVDA looks cheap actually imho)
@KarelMercx 30 years definitely matters. But how exactly do you expect the fed to step in? It's basically contingent on the flows through the strait that everyone is looking at...
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