David

[David @davidpower1776]

@udelqb12 Your Starlink valuation is probably too high but 10% is also too low now that we have undeniable proof that countries do not want a Starlink monopoly

[David @davidpower1776]

$ASTS this Japan deal today absolutely crystallizes why ASTS deserves a portion of Starlink’s massive valuation. It will not be a monopoly and many constituents expressly want other competitors. The only question is what portion of the TAM should ASTS ultimately win

[David @davidpower1776]

@SawyerMerritt @Tesla Pathetic rollout so far. A year ago investors were thinking there would be thousands of unsupervised taxis in several major cities by now

[David @davidpower1776]

@BoringBiz_ In nyc definitely

[David @davidpower1776]

$TSLA 4 years now hodling this as sales forecasts were consistently missed , political side quests and now a painfully slow rollout on robotaxi. The Space X ipo and its impact on TSLA is basically the final slap. I should put every cent of this in GOOG and NVDA instead

[David @davidpower1776]

@Mr_Derivatives What’s your third target? $41 is too low

[David @davidpower1776]

$TSLA as a holder of this for several years my primary concerns now are 1) Elon’s focus going mostly to SpaceX given the wealth disparity between the 2 companies and 2) being forced into Space X at a ridiculous X shares valuation.

[David @davidpower1776]

$ASTS seems very obvious that hedge funds are shorting the space names against long Space X. Every name in the sector down double digit % today

[David @davidpower1776]

$TSLA the expected ramp in robotaxi has battered and disappointed investors for so long that the actual rollout is being ignored at this point

[David @davidpower1776]

@WallStreetApes Can you imagine anyone making these comments 20 years ago. In Texas??? You’d be run out of town

[David @davidpower1776]

$tsla 5 years of essentially zero peak to peak returns in one of the biggest bull markets in history. The only gains you made were selling rips and buying dips

[David @davidpower1776]

@wallstengine Good. The damage he did was real.

[David @davidpower1776]

@TheEVuniverse Reward long term holders with a fat goose egg. The majority of his net worth is now space X basically he’s removed any near term reason to own this

[David @davidpower1776]

@MurrayHillGuy1 I look at this data set differently. Only 1 in 10 odds of sealing the deal after date 3. The 3 date rule is basically science. If it doesn’t happen by date 3 she probably doesn’t like you. If you are on a budget and have unlimited dating options the 2 date rule makes sense

[David @davidpower1776]

@elonmusk @XFreeze

[David @davidpower1776]

@SarahLeon28397 @SunvMikey @LMorrison21651 @CryptoOwly I spent a few hours on it before even putting a small position in. They have many “shots on goal” it’s the management execution which has been the issue. But…if he can even hit ONE in the net it’s a multi bagger

[David @davidpower1776]

@SarahLeon28397 @SunvMikey @LMorrison21651 @CryptoOwly I have a small holding on the low probability huge upside case. Sized like an option holding basically but I’m skeptical

[David @davidpower1776]

@SunvMikey @LMorrison21651 @CryptoOwly This thing looks so promising on paper but the market is saying they can’t deliver. That’s the only way the price is here. ANYTHING that touches the AI trade has been bid to the moon already

[David @davidpower1776]

@garyblack00 It’s a fair take. I’m long a small holding but after the many missteps of the past few months I doubt investors will give management the benefit of the doubt.

[David @davidpower1776]

@josh_uglyasf I wouldn’t press charges she made herself look foolish enough