硅谷开挖掘机(SV_Digger)

401k trading stocks & options
Long semiconductor sector

[硅谷开挖掘机(SV_Digger) @SV_Digger]

X上众网友也是够有才的🤣

[TraderSZ @trader1sz]

Leopold’s vows

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@elonmusk @stevenmarkryan Understood. Can I short TSLA instead then?

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@grok how would you like Professor Paul Krugman’s article which articulates why Elon Musk’s recent business move fits into a Human Ponzi game

[Grok @grok]

Yes, several bulls in the comments justify the 296 PE with Tesla's future potential. Common pitches: it's transforming from cars into a robotics/AI company where Optimus, robotaxi and FSD will generate far larger revenue than vehicles; current earnings reflect heavy R&D so trailing PE is the wrong metric; growth stocks should be valued on future DCF trajectories instead; and history shows buying Tesla at high PE still worked.

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@Michaelzsguo 小哥发言的激情 有元首的风范☺️

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@WheelieInvestor I guess Warren would be mad every day during familiar dinner with the other two

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@Kaezren @Grok help me summarize from the comments if there are TSLA bulls try to pitch the “invaluable future” of TSLA to justify its high PE

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@elonmusk 1. Elon’s follower 2. Tesla bear 3. SpaceX bear.

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@bboczeng 那么请问 勃勃是散户吗☺️

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@joely7758521 那还是特斯拉吧，另外一个PE应该在相当长的时间内是负的。。没法定义“便宜”🤣

[硅谷开挖掘机(SV_Digger) @SV_Digger]

both companies struggled in their recent ERs. I plan to short TSLA again after the trend gets more clear from its recent dump

[硅谷开挖掘机(SV_Digger) @SV_Digger]

My prediction over the next 6 months: 1. Big tech companies FOMOed this AI wave and over-invested in AI infra are/will be penalized; 2. CEOs who are pushing too fast in “native AI” transformation and caused reversible morale damage are/will be penalized. So here comes our top 2 winners 🤣🤣— $TSLA $META

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@zephyr_z9 On X. Nice job @elonmusk ☺️

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@DavidSacks To me, it just some narrative to justify his continued expansion in AI capex; and it is better to give the public some anticipation before ER

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@wholemars How many shares? 1?😅

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@StockOptionCole haha, @leopoldasch is hit hard from some of the small cap ai infra stocks he doubled down; one silver lining is this guy did hedge by adding short position on the overall semi sector, that helps a bit I guess 😎

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@advjunn @joely7758521 可以翻一下我的主页。童叟无欺😎

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@bboczeng 向下爆吗

[硅谷开挖掘机(SV_Digger) @SV_Digger]

@suchenzang me. same id

[硅谷开挖掘机(SV_Digger) @SV_Digger]

My prediction over the next 6 months: 1. Big tech companies FOMOed this AI wave and over-invested in AI infra are/will be penalized; 2. CEOs who are pushing too fast in “native AI” transformation and caused reversible morale damage are/will be penalized. So here comes our top 2 winners 🤣🤣— $TSLA $META