Ken

Accounting / Finance / Investor / Logic Seeker

[Ken @Ken116M]

The prize at the end of the TSLA rainbow is still individual ownership of robotaxis or fully autonomous FSD. The issue is neither is feasible without accommodative federal regulations that streamline licensing, permits, etc. The positive for TSLA is that they will eventually benefit immensely from economies of scale and unparalleled vertical integration. This is where your valuation is lacking because none of this can be modeled. You’re smart, but it’s ridiculous that your “TSLA valuations” get mainstream coverage.

[Ken @Ken116M]

@squawksquare High beta stock with gains being taken into the holiday weekend. Memory stocks got whacked too. MU trading at a spot 22 PE again... PE could be sub 10x in Q1 2027… Sometimes things don’t make sense… My best guess is some big fund(s) taking gains across a lot of mega caps.

[Ken @Ken116M]

@jimcramer Noooooooooooooooooooooooooo

[Ken @Ken116M]

@jimcramer lol $4 quintillion in flight - you know what to do

[Ken @Ken116M]

@fundstrat Say what?

[Ken @Ken116M]

@GerberKawasaki Forward PE is 10x when Q3 estimates are annualized - that’s assuming no earnings growth beyond Q3……..

[Ken @Ken116M]

@Teslaconomics Yeah maybe not the best post IMO

[Ken @Ken116M]

The biggest issue with this is the useful life of the underlying hardware / M&E. There’s no way this CapEx spend ever slows down - it’s not optional, it’s necessary for the next 50,000+ years for these companies to maintain their competitive advantage. The ROI needs to be as exponential and relentless as the CapEx spend will be. Time will tell…

[Ken @Ken116M]

@stevenplace Welp the party has been fire thus far…

[Ken @Ken116M]

@stevenplace Hmmm wonder what happens to $SPY when there’s a party in megacap land…

[Ken @Ken116M]

@OptionsHawk This

[Ken @Ken116M]

@M44_1RJ So this is actually some very good news

[Ken @Ken116M]

@DeItaone @grok reclassify it as what?

[Ken @Ken116M]

@SawyerMerritt @RtaxiTracker And they had me thinking they actually expanded into the new markets… Going to take years to meaningfully expand Robotaxi and generate material EBITDA from the business line. Unless the regs change… @garyblack00

[Ken @Ken116M]

@TeslaZoa Transparency is a great thing. @elonmusk

[Ken @Ken116M]

@TeslaXplored @SawyerMerritt CapEx is about to explode and we’ll likely see cash burn for a few years IMO.

[Ken @Ken116M]

@GrindeOptions @grok how did Tesla propel itself into the energy business? Who did the company acquire?

[Ken @Ken116M]

@Mr_Derivatives Sell the news!

[Ken @Ken116M]

@TeslaZoa I’d buy this instantly

[Ken @Ken116M]

@SawyerMerritt Why are they not releasing this in the U.S.?

[Ken @Ken116M]

@Mr_Derivatives Big 8 / 21 day MA bull crosses today for SPX and NDX on good breadth but not great volume. Will be interesting to see what happens next.