sunil shah

Former fund manager and Strategist (Coronation Fund Managers), now a novelist. All lives are of equal import. But some are of more equal import than others.

[sunil shah @SunilZA]

Nvidia CEO just gave a smack to $TSLA Tesla's aspirations on
both Robotaxis and Robots. Suck on this #musk ! Nvidia CEO Jensen Huang unveils new AI technology for autonomous driving https://t.co/TDp61xcjPF

[sunil shah @SunilZA]

@gnoble79 OF CUZ they do. Or keep your non-monetizeable opinion where it belongs.

[sunil shah @SunilZA]

@leahnoelnielsen @gnoble79 but if the truth is it's smack, then SHORT #TSLA !!

[sunil shah @SunilZA]

@michaeljburry $TSLA Michael Burry is talking smack about Tesla, but he's not shorting it.
BUT WHY ?
SURELY IF MARKETS TEND TO BECOMING MORE PERFECT...
You either make your living exploiting imperfections in market valuations, or you don't.

[sunil shah @SunilZA]

$TSLA @michaeljburry "Burry is talking smack about Tesla, but he's not shorting it."
BUT WHY ?
SURELY IF MARKETS TEND TO BECOMING MORE PERFECT...
You either make your living exploiting imperfections in market valuations, or you don't.

[sunil shah @SunilZA]

@OccamiCrypto @ChrisTham18 @saylor "Strategy boosts cash reserve to ~$2.2B, pauses bitcoin purchases" Link re error on M/NAV calc. https://t.co/Wd3C34dgUm The REAL M/NAV = 82.9% or a 17% discount!

[sunil shah @SunilZA]

@OccamiCrypto @ChrisTham18 @saylor I said exactly this in my post on seeking alpha. The $MSTR page wrongly uses Ent Value to compute M/NAV - wrong ! Should be mkt cap, hence at a discount to $BTC Strategy should be buying MSTR shrs selling $BTC to accrete sh value. Is Saylor ? No way, or house of cards falls !

[sunil shah @SunilZA]

Micron $MU Even after the 200% monster run in '25 (sh pr of now at $270), the eps earnings power for F'26 and F'27 are past $30 and still rising! The DRAM supply expansion will remain constrained: 1 GB of HBM sucks +3GB out of DDR -larger die size. S Buy! https://t.co/b6RT4OO1tY

[sunil shah @SunilZA]

@BullsLab Even after the 200% monster run by Micron $MU in 2025 (sh pr of now at $270), the eps earnings power for F'26 and F'27 are past $30 and still rising! The DRAM supply expansion will remain constrained as 1 GB of HBM sucks +3GB out of DDR due to larger die size. Buy!

[sunil shah @SunilZA]

$TSLA The valuation metrics stand out on the $SPY like a pulsating wart waiting to be pierced, esp in light of declining rev and eps estimates.
As mkt heeds the "risk off" signal, it's about time the valuation came back to planet earth

[sunil shah @SunilZA]

@pdicarlotrader $TSLA The valuation metrics stand out on the $SPY like a pulsating wart waiting to be pierced, esp in light of declining rev and eps estimates.
As mkt heeds the "risk off" signal, it's about time the valuation came back to planet earth

[sunil shah @SunilZA]

@Theresa_1B wish you as much happiness as your heart can stomach🙂

[sunil shah @SunilZA]

$TSLA I wonder if Burry will WAKE Tesla fans from their reveries...
The angelic Robot ballerinas revering their holy visionary, singing "Oh Holy Holy Oh Musk!" as they circle round and round him with jerky pirouettes...
LOL, but I doubt it.

[sunil shah @SunilZA]

@michaeljburry I wonder if this will WAKE Tesla fans from their reveries...Seeing angelic ballerinas revering their holy visionary, singing "Oh Holy Holy Oh Musk!" as they circle round and round him with jerky pirouettes...
LOL, but I doubt it.

[sunil shah @SunilZA]

@michaeljburry @Fortune @Bloomberg I wonder if this will WAKE Tesla fans from their reveries...
The angelic robot ballerinas revering their holy visionary, singing "Oh Holy Holy Oh Musk!" as they circle round and round him with jerky pirouettes...
LOL, but I doubt it.

[sunil shah @SunilZA]

@michaeljburry @Fortune @Bloomberg I wonder if this will WAKE Tesla fans from their reveries...
The angelic ballerinas revering their holy visionary, singing "Oh Holy Holy Oh Musk!" as they circle round and round him with jerky pirouettes...
LOL, but I doubt it.

[sunil shah @SunilZA]

@elonmusk @SawyerMerritt @JoeTegtmeyer @robotaxi @Tesla From 20 to40 supervised "Robotaxis"that still have a safety driver ! Hah, that should add at least another $200bn to Market worth !!

[sunil shah @SunilZA]

Where the capital goes, the country follows. Straight down the sewage pipe into the decaying dung heap of Africa

[sunil shah @SunilZA]

@MAvery @HelenZille "@MAvery I’m convinced Helen Zille is the last chance to save JHB. If anyone can restore our commercial capital, it's her.

​But the layers of corruption and supply chain sabotage run so deep that even Zille might fail to drive a metamorphosis.

​what then ?