Keep it simple

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@alojohhardcore Thanks! Can’t wait

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@alojohhardcore learned smth new this morning. Thanks for these type of posts. Is there merit to add a PEG ratio on the tool for quick reference?

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@teslaeurope When in UAE?

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@Manu_Sisti Claude

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@TeslaBoomerMama You know you can roll..

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Today was the first time I listen to PLTR’s earning call. As I hear Alex speak, I get a sense that he feels the whole world is against him. I am still early in understanding the dynamics. If this gives him fuel to deliver more, good. Will learn more as I watch him now every quarter.

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The way im thinking about it is as follows. This all depends on T, T being the date when FSD is fully solved ( no infinite loop and other issues they mentioned). If T is tomorrow, your initial forecast holds, if T is in the distant future, not anymore.
Key question would be: is is possible for T to be tomorrow? Can it happen anytime now? If yes, maybe that is what is holding some investors from trimming. If there is no chance that T can happen tomorrow (i.e, any day now), and it’s clearly in the distant future, desicion becomes easier. The question needs to be answered not on the basis of how late they are, but how close is this to being solved. I don’t know the answer. I think only Tesla insiders would know.

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@TeslaLarry and I think you could be both wrong, please see my question on your video with Randy

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@TeslaLarry , thanks Larry. The assumption is that the merger of equals is the way and for that to happen Tesla needs to trade up to that rumor to enable that. Question on my mind, what if that doesn’t happen? What if Tesla investors sell out part of full of their stock to go into SpaceX at IPO/post IPO. Tesla stock should see a pullback because of this, and then merger of equal doesn’t happen?

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@alojohhardcore AJ, can we have the s&p500 forward earning chart you usually share on the hc platform, updated as you see fit? This helps us assess when to leverage/deleverage

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@alojohhardcore I can see clearly now. I was blind before. Thanks AJ.

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@alojoh @alojohhardcore @slamdust Thanks AJ. @grok, based on @alojoh’s profile and your analysis of his knowledge deduced from his posts, list the 3 top books in each domain mentioned above that AJ would have most probably read.

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@alojohhardcore 134 now. time to get in, slowly.

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AJ, one question on my mind: does the merger ( assuming it happens, probably will), negate the Space X IPO impact long term? I.e. in 2030, after the merge and assuming Tesla delivers on the projected earnings, does your price corridor still hold, since PE sentiment will not be split? I understand the aggregate corridor of Tesla/space will be completely different since it will be a common corridor for Tesla/SpaceX but if we were to keep the corridors separate ( one for Tesla another for Space X each based on their different earnings projections), does Tesla current corridor still hold since PE sentiment risk is gone?

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@Invest_Brandon When you get assigned, interest starts eating half your profit on the wheel no? At least in Fidelity.

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@Invest_Brandon When you get assigned, what is the next step?

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@JasonL_Capital Yes, but volatility is high now, expensive premiums