Ya I see those come through sometimes. Some say it's a fat finger trade.
OT: Stock and Investment Thread
- Thread starter RU05
- Start date
So am I! My custom stock basket was up 4.02% today. Mostly due to NOW ripping post earnings.
Agreed. While the numbers aren’t great, that doesn’t translate into a supply chain collapse and chaos. If what some of these tweeters are implying (max FUD) will come to fruition, the S&P would be 75% lower right now.
And if the 5 of us gavones are taking about it on a football message board, your market makers have already ate the news, **** it out, and started using it as compost for their next moves.
It’s as simple as companies held off on their POs to their factories while they waited out clarity on costs of goods. I would think the timeline for “normalcy” is from Liberation Day to when the blanket 10% tariff went into effect. With sky high China tariffs in effect, those goods will be a little longer as alternate supply lines are established for the things you would see in a Walmart, but best believe that those supply lines exist and will be tapped into. Will be similar to Covid IMO but shorter, pent up demand will pickup the slack for sales slowing this quarter.
China to suspend its 125% tariffs on US as central bank injects cash into the economy
China quietly rolls back retaliatory tariffs on some US-made semiconductors, import agencies say
This is great news - both China and the Trump Administration stepping back from the abyss.
Hahaha folding like bitches. Was always going to happen.
@vkj91 PCS guys crushing it that last three days holy smokes.
The question is... do you fade this rally?The past 4 days seem like the "old days" of the AI revolution!
I’m considering it for the exposure I added (to certain tech holdings) after big drops in March and April.
No fading for me, expect holding off on another GLD futures trade. I think gold will drift lower before restarting its climb to $4000.
Obviously, we are still at the mercy of trade policy from the WH, but the past week has been positive.
Reasonable approach given your long-term investment horizon. I would just be selling my added exposure (above my normal holdings in NVDA and CRWD. My NVDA additions were at $95.31 on 4/4 and $89.43 on 4/7. The CRWD addition $309.63 on 3/10. So I need to consider locking in gains of 16%, 24% and 40% on my added exposure. I had several additions to other holdings, but will most likely hold as I wanted to bring back my equity exposure to my target %.
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A side note to Google’s earnings was their reporting on Waymo which they rarely cover. 250k driverless trips per week is quite the ramp given they’re in so few markets. Trusting Tesla’s projections on anything has been polarizing. But if you follow Waymo’s trajectory and apply it to Tesla, it seems like it will be a revenue driver.
And UBER will be the big winner via partnerships with both companies.
Good video:
And UBER will be the big winner via partnerships with both companies.
Good video:
You’re betting on Elon falling short on his plan and giving in and taking on a partner. That is a two bet parlay that I wouldn’t take
. Tesla just buying Uber might have the same odds
UBER has all the customers and they can flex between autonomous and normal rides with drivers. This is critical for the ramp up. If TSLA doesn't tap into UBER, Waymo will eat their lunch.You’re betting on Elon falling short on his plan and giving in and taking on a partner. That is a two bet parlay that I wouldn’t take
Waymo launched in SF using UBER and their adoption rate was 5x of other markets.
Biggest difference is day one Tesla already has 6-7 million users on their own platform. Waymo started at zero and still took market share in the cities they are in. Their path to scale is much different than teslas. Uber will be fine but Tesla may not need them
In Austin. Been using waymo whole time we are here. Love it. Compete it over a human uber driver
Whats the average fare? $20? Thats$5m a week. $250 mil a year.
Not much for a near trillion$ market cap company.
And UBER will be the big winner via partnerships with both companies.
Good video:
What was the uber vw deal? That about autonomous?
Yes it is. UBER is the gatekeeper to the entire ride sharing market, including autonomous.
T2K’s video up there called it a $1.3T market. Probably a bit high thinking it will overtake all ride sharing but still plenty of room for a lot of revenue
Not the right thread for this. Solely a tariff article, nothing about markets.
Everything impacts the markets. Posts solely about tariff revenue are political.
May lower rates in long-run with lower govt borrowing IF we get Federal spending under control. Net impact on prices is yet to be fully determined.
My OP on the subject said next couple years.
5-10 years from now? Hard to judge from this far out. But TSLA needs to be have growing revs, not shrinking revs, to justify current valuations. Never mind earnings.
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Net impact on prices is fully determined. It’s going up. I think you ment net impact on rates is yet to be fully determined.
Again, not necessarily as was previously discussed in this thread. And with oil prices down 22% since Jan this year, a number of offsets to tariffs can reduce the overall price impulses.
I’m personally impacted by the tariffs. Was going to finally pull the trigger on that Ferrari. But it will have to wait.
I was hoping to buy RACE, but the tariff dip was rather modest.