Nolan P

Investor, traveler, photographer, fitness enthusiast

[Nolan P @NolanP415]

@Brian_Stoffel_ Traditionally the most commoditized and cyclical part of the semis 🤔

[Nolan P @NolanP415]

@StockSavvyShay @FuturumEquities Have a feeling you’re going to get a much better price in a few years after all the selling from the lockup period ending

[Nolan P @NolanP415]

@Gfilche @SpaceX @Cursor @AnthropicAI Nope they’re going to dump it onto retail

[Nolan P @NolanP415]

@nerdalert It’s gonna be a bad deal either way.. earlier private investors are going to cash out to retail at this sky high valuation

[Nolan P @NolanP415]

@SawyerMerritt @SpaceX No thanks… retail is gonna get killed on this one when investors unload after the lockup

[Nolan P @NolanP415]

@ReneSellmann Weird portfolio- alcohol, cigarettes, and Uber which has deteriorating value as people download Tesla Robotaxi and Waymo

[Nolan P @NolanP415]

@dissectmarkets @ModernDayInves Could be a good thesis.

I think Tesla’s non lidar approach is lower cost and differentiated. But you have to have a lot of faith in Elon and the team and plenty of execution risk comes along with their approach.

[Nolan P @NolanP415]

@Gfilche @wholemars @Tesla @SpaceX SpaceX is going to go public at some really frothy valuation. Let’s keep them separate I don’t want to get diluted as a Tesla shareholder.

[Nolan P @NolanP415]

@dissectmarkets @ModernDayInves I still don’t understand why people wouldn’t just download the Waymo, Tesla Robotaxi, and Zoox apps. Why do they need Uber to pull demand.

[Nolan P @NolanP415]

@philrosenn @ReadOpeningBell Because memory is the most commoditized and cyclical boom/bust part of semis

[Nolan P @NolanP415]

@ariaradnia XYZ revenues grew in the high 20s

[Nolan P @NolanP415]

@ariaradnia MELI and SE are big payments players

[Nolan P @NolanP415]

@ariaradnia That’s a good business with a long runway. Payments are just in a world of pain

[Nolan P @NolanP415]

@Jason What is Ubers value with autonomous ridehail. seems a lot less valuable sorry Jason

[Governor Newsom Press Office @GovPressOffice]

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[Nolan P @NolanP415]

@StockSavvyShay Super speculative no thanks

[Nolan P @NolanP415]

@StockSavvyShay @fiscal_ai Hard to believe.. traditionally most of the value has accrued to the application layer in the long run

[Nolan P @NolanP415]

@0xtechquity Value is more likely to accrue to the owners of the tech

[a16z @a16z]

Tech insider buying just hit a 15-year high

More charts: https://t.co/vvpPUV7FqY