I think Elon has finally bitten off more than he can chew. Everyone thought he was superhuman (and he legitimately is) but I think Twitter and politics has spread his attention way too thin, plus with huge increase in competent competition in fields that once were largely uncompetitive (and ironically because he has been the one to lead the way in those industries…EV, FSD, AI, Space etc)
As he always says, the most ironic outcome etc etc… 👋🏼
It was an interesting snapshot to see but I don’t think its particularly that useful - portfolio and position sizing is really a question of risk and comfort levels with different companies, which are both quite personal. The corridor / AJ’s analysis tells you everything else.
Buy/sell/trim signals are very useful for timing however.