Dave C

Investor in real and financial assets . RE very overpriced. I am bullish on stocks near term and particularly AI and mega cap tech stocks.

[Dave C @dc10023]

$TSLA Cybercab in 2026 is vaporware. While I am bullish on Tesla long term and am amazed at R&D that Musk has driven, I am realist.

Cybercab biggest hurdle to adoption/growth speed is local driverless regulations.

Focus on this path is lost $ for $TSLA shareholders!

[Dave C @dc10023]

@WitchBrewWizard @Coinvo Sure do. That is why I think it will take 10+ years for it to achieve $10tr valuation (in today’s money so by then it could be much more on nominal basis).

So discounting to PV at 30% discount rate it is worth today about $725B (=10T / 1.3^10).

[Dave C @dc10023]

@BernieSanders Democrats made it worse by sweeping this problem under the rug. Problems don’t age well.

[Dave C @dc10023]

@BitcoinArchive If not 1,250% (which is equivalent of saying zero leverage, must own by buying in cash), might be appropriate given the volatility and risks of $BTC.

* note 1250% is capital that must be held. Equity/Cash is at the base 8% of capital requirements but large banks hold >8%.

[Dave C @dc10023]

@cryptosymbiiote How low will $ETH go? 1200, 800, 400?

[Dave C @dc10023]

@StockMKTNewz SpaceAI

Starlink is the cash cow that will tide investors over for a while, until Musk and team solves Orbital AI Cloud technology. When that happens, unlimited expansion at lower operating cost (vs land based), will be as big as AMZN + MSFT + GOOGL + ORCL + CRVW!

[Dave C @dc10023]

@AshCrypto This is reflecting of Retail buying (not the institution buying as an allocation bet). Those buyers just got crushed!

[Dave C @dc10023]

@TedPillows Puff 💨

[Dave C @dc10023]

@DavidSacks The fix is to change the tax system such that tax revenue grows sufficiently to cover increasing UBI as AI takes some jobs and expands the economy.

It will take a lot of effort to think through a new tax system that works as AI adoption occurs.

[Dave C @dc10023]

@SawyerMerritt So $26B annual AI Cloud revenue makes the AI division no longer a drag on SpaceX!

[Dave C @dc10023]

@BMNRTracker 9.5% dividend is dilutive. Now $BMNR has some of the same cash flow risks that $MSTR has, in a sustained downturn, they will have to raise cash by selling (equity or coin) to pay dividends.

[Dave C @dc10023]

@RentYourStocks Maybe it’s one too many zeros?

[Dave C @dc10023]

@squawksquare I agree that this won’t happen but I could see $SPCX being a $10tr company by 2035 is they can solve technical challenges to make Orbital data centers a reality by 2030.
ie Make the tech work + 5yr build out to perhaps be as big AMZN, MSFT, GOOGL, ORCL, and CRWV combined!

[Dave C @dc10023]

@Jason Unfortunately, a reality is that new data center build out will have heavy resistance. It means if Musk solves Orbital AI Cloud technical challenges, SpaceX won’t have much competition (ie can fully fulfill data center supply shortfall)! How much demand is unfillled right now?

[Dave C @dc10023]

@AshCrypto Prediction, Saylor is going to sell more.. hold onto the cash in the short term.. but BTC cheaper (perhaps near the bottom).

More pain to come.

[Dave C @dc10023]

@BernieSanders Would this bill take 50% ownership of any company that has AI model (such as Google) or any company that has an AI product (in the next decade could be every large enterprise and even many small&medium size businesses)?

[Dave C @dc10023]

@cryptorover New prediction. $SPCX initially dips on insider selling but finishes the day up on underwriting banks defend the IPO (once the insider selling is done). Run up to its first earnings (+30% is a major unlock threshold; $2.34tr mkt cap).

[Dave C @dc10023]

@AshCrypto Saylor and $MSTR buyers are exit liquidity for BTC whales. Seems like their selling is still ongoing.

[Dave C @dc10023]

@RealJackPoor Whales are net selling which is overlayed with Saylor’s activity.

[Dave C @dc10023]

@MorePerfectUS Trump started this rabbit hole of government ceasing control of private enterprise that DSA is mirroring to take over more private enterprise. This is very anti-American (and a very big step to Marxist communism).