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EE | Tricking rocks into thinking | ex-CERN | ex-🛰️ founder

[ταῦ @taustw]

My most cracked friends are on X
I trust your judgement.
Please vote⬇️

[ταῦ @taustw]

@JesusFerna7026 @_alice_evans What? That's contrary to any kind of biological instinct!Boomers are the most extractive blood-sucking generation to ever live.

[ταῦ @taustw]

@ivanfioravanti @rohanpaul_ai Loop-writing loops writing obviously duh

[ταῦ @taustw]

@DanielleFong @lightcellenergy rare tasteful AI image

[ταῦ @taustw]

@embedrapp you should've seen me fight the couple 0201s that i added by mistake because of a legacy subsystem I added without checking

[ταῦ @taustw]

What I needed to mimic a fraction of its power

[ταῦ @taustw]

Where was this when I was at CERN

[ταῦ @taustw]

@Ekaeoq Does it make you breakfast

[ταῦ @taustw]

@Gauri_the_great Got three banned accounts in a row last week. I didn’t set up verification and didn’t log into the desktop app with the last account I made and it has held up for a week so far.

[ταῦ @taustw]

@fcvprzhfgsybj @zettascale Can I haz industrial PhD 🥺

[Elias @fcvprzhfgsybj]

We're bringing silicon back to Silicon Valley.

Hiring FPGA engineers

Come join us build chips to accelerate AI discovery.

@zettascale

[ταῦ @taustw]

@fuzziphy Lovely, thank you

[ταῦ @taustw]

Where was this when I was at CERN

[LILYGO @lilygo9]

T-SPE is a development board based on the Microchip LAN8671 10BASE-T1S Single Pair Ethernet (SPE) PHY with RMII interface.
https://t.co/I4yhHG9INp

[ταῦ @taustw]

@chetaslua @scaling01 @synthwavedd Am I the only one who thinks that’s a terrible output

[ταῦ @taustw]

Today we do neurons instead of transistors

[ταῦ @taustw]

This what reading too much Ben Graham does to a mf

[CommonSenseSkeptic @C_S_Skeptic]

It's hard to believe how many people are investing in absolute shit these days without the first clue about things like the fundamentals of a company. Or what makes an asset an asset, and how that asset is supposed to create additional value for the investor.
A lot of people got lucky over COVID investing in bubbles. Then they confused this luck with investing acumen - basically getting high from sniffing their own farts.

Some of the COVID bubble popped already. Peloton is great example. Zoom would be another. A year into COVID, Peloton was trading at $160. Today? $6. Zoom was around $500, and it's done 80% currently. Docusign, similar story. $310 at the height, and down to $52 today.

The point is, eventually every stock price will revert to a value based on what it actually is. Not what it's promised to be in five or ten years - especially when the past five or ten years have been hollow promises.

There's one more giant COVID bubble stock left to pop. The biggest one in the market today. Tesla.

The difference between fundamentals and market cap of Tesla is mindboggling. $1.5 trillion market cap for a company that sells as many cars as Subaru annually, that has lost three models in the past year. A middling, struggling automaker that, being generous MIGHT be worth $50B when judged against what are called comparables for professionals who adjudicate business values in advance of a sale. What are the other companies doing, what do they own for assets and IP, then how does this company compare to assign an appropriate sale price. Judged accordingly, Tesla shares should be sitting at about $15 - as they were in October of 2019.

NOBODY in their right mind would pay $1.5 trillion to acquire Tesla outright. Yet that's what people buying shares in Tesla today are paying for the fraction of the company they purchase.

The market cap cannot be justified using company activities. It's unsupported by sales that are in decline, margins that are in decline, and the promises of taking over in the international taxi industry carry no true weight. They are fantasy, and worth absolutely nothing in the long run.

So, whether Tesla retail investors like it or not, they should expect a drastic cut in stock price in the next year or so, as the product pipeline completely dries up in favour of a useless short range coupe that remains illegal to sell to consumers, and their AI ambitions for the cars and the tele-operated mannequins fall flatter than the Cybertruck fiasco.

Tesla is a bubble. If you made money in it, you weren't clever. You got lucky. Luck runs out. And, the clever money has already left you holding their bags.

[ταῦ @taustw]

@BugejaCarl Congrats!

[ταῦ @taustw]

@hunterlanier

[ταῦ @taustw]

@lorenzoramirez Alguna mentira?

[ταῦ @taustw]

@blind_via May I recommend Keyshot for renders? More gentle learning curve.

[Nassim Nicholas Taleb @nntaleb]

1/n
A physical book is a real object, anchored. If you read a particular edition, you remember not only the contents but the object itself: its cover, typography, smell, even where a passage sat on the page.
Books organize themselves in memory by place --the ancient method of loci.
Digital text does not exist.