hoeirup

Deep Learning, Computer Vision and Robot Technology. Disruptive Tech Investor.

[hoeirup @hoeirupCSGO]

@remouherek @CuriousPejjy No way it’s overvalued today. Stocks and companies with such a track record and pipeline going forward within 1-2 years should be trading at crazy multiples

[hoeirup @hoeirupCSGO]

@CuriousPejjy And does this only take into account products we already know? 0% chance Tesla are not gonna come with more unannounced disruptive tech over the next decade

[hoeirup @hoeirupCSGO]

@CuriousPejjy So you think Tesla will only take around 30% market share excluding robotaxis since the licensing profits are significantly higher than their own with way lower margins compared to their own vehicles. U think anyone would license Tesla’s software if they give up 50-80% to Tesla

[Elon Musk @elonmusk]

@stevenmarkryan Yeah, extremely brittle to local conditions & doesn’t scale

[hoeirup @hoeirupCSGO]

@CS_Freeze @SebVendelbo @Dust2dk @PRESDENIND Hvad med mig

[hoeirup @hoeirupCSGO]

@drex_jpg @naval @SaveToNotion #thread

[hoeirup @hoeirupCSGO]

@gussloth @aktieuniverset

[hoeirup @hoeirupCSGO]

@HenryVonStahl @SawyerMerritt why would u ever stay longer to save a couple of bucks? Know what ur time is worth

[hoeirup @hoeirupCSGO]

@dagetz @JonahLupton @FromValue @CathieDWood ark invest mainly own disruptive leaders

[hoeirup @hoeirupCSGO]

@dagetz @JonahLupton @FromValue @CathieDWood cant see how ark should be interested in LCID. I dont hope u are comparing LCID to Tesla

[hoeirup @hoeirupCSGO]

@JonahLupton @dagetz @FromValue @CathieDWood and ark are still missing out on this one. How is that even possible? This is a perfect fit for them

[hoeirup @hoeirupCSGO]

@JonahLupton @FromValue And profitable with 46% contribution margin

[hoeirup @hoeirupCSGO]

@JonahLupton @StockMarketNerd They can grow revs 100% yoy in 2022 and at least 50% in the following 3-5 years. Revs is one thing, but they are going to print money. This insane selloff is amazing for long-term investors, it wasn't even overvalued before.

[hoeirup @hoeirupCSGO]

@JonahLupton @StockMarketNerd 250% rev growth and profitable. This is just insane and it's not that they will just stop growing from now on. People should understand how scalable this business is and their margins

[hoeirup @hoeirupCSGO]

@AJ_multibags @ThanosBuffet @yaniv_sarig a bit sad its almost impossible to find

[hoeirup @hoeirupCSGO]

@TraderMacoCosta Noone expected that eps or even close to

[Asher Delug @asherdelug]

Congrats to @yaniv_sarig and team these $ATER numbers are highly impressive: a swing back to positive adj EBIDTA, dynamite rev growth 37% ex last year´s one-time wholesale/ppe, current ratio of 2.0 healthiest balance sheet in a long time. Very grateful for this performance!

[hoeirup @hoeirupCSGO]

@asherdelug @yaniv_sarig And in these circumstances, very important and impressive!

[hoeirup @hoeirupCSGO]

$ater let's take a minute to thank the shorts for the free money

[hoeirup @hoeirupCSGO]

@asherdelug Great numbers and way beyond my expectations taking the situation into account. Can't have any negative effect on the stock at these prices. Great job $ater!