Trend Investing @investing_Trend

Any prioritization of the robotaxi program should be read as a massive positive for Tesla. That the stock sold off so severely on a Reuters story reporting on the same indicates how profoundly existing holders misunderstand Tesla's future value.

Brett Winton @wintonARK

2 years ago

But it makes sense that those geographies will fall back in the priority order as Tesla becomes more confident in robotaxi commercialization. Crudely, the net present value of a commercialized robotaxi to Tesla is 50x that of a $25k vehicle sold once.

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Amazon $AMZN Sellers Plagued by Surge in Scam Returns (WSJ) About 13.7% of returns in 2023 were fraudulent, accounting for $101 billion in overall losses for retailers, the federation said

US economy added 303,000 new jobs last month, above estimates of 212,000.

Important: $BEAM $VERV Citi sees limited readthrough for Beam Therapeutics from VERVE-101 trial pause Citi analyst Samantha Semenkow keeps a Buy rating and $56 price target on Beam Therapeutics (BEAM), noting that while the stock has fallen 6.5% today following news that Verve Therapeutics (VERV) has paused enrollment in the Heart-1 study of VERVE-101, the firm sees "limmited readthrough" from the development. While Beam and Verve both in-licensed a lipid from Acuitas, they are importantly different lipids - specifically, Beam uses a cationic lipid for their LNP construct in BEAM-302 and BEAM-301, rather than the ionizable lipid used in VERVE-101, the analyst tells investors in a research note. Citi adds that the doses for BEAM-302's Phase 1 have not been disclosed, and the firm sees potential for clinical benefit to be achieved at lower doses in alpha-1 antitrypsin deficiency, or AATD, than in heterozygous familial hypercholesterolemia, or HeFH. H/t DonCorleone77 (stocktwits)

The 4 largest US banks, JP Morgan Chase, Bank of America, Wells Fargo and Citibank, are still paying nearly 0% in interest. These 4 banks are paying an average interest rate of 0.1% on savings accounts. By comparison, the rest of banks are paying ~0.4% on average. Meanwhile, the top 4 banks are paying an average rate of 1% on a 1-year CD while the rest of the banks are paying ~2.5%. Consumers are effectively giving their money to the bank for free when inflation is still rampant. How are large banks still getting away with this?

Elle m espionne et me prépare un sale coup c'est sur

I’m a long term investor. I’ve been staring at the ticker all day (long term)

$PLTR This is very interesting! And there are still people who really think Palantir is an AI imposter.

Eliano A Younes @eliano

2 years ago

Just announced: On May 7, $PLTR CEO Dr. Karp will join @scsp_ai Chair, Dr. Eric Schmidt and Deputy Director of CIA, David S. Cohen for a conversation on The Future of Geopolitics and the Role of Innovation and Technology.

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How do you think the stock market will perform during Q2?

I get a lot of questions asking how I make money running a page that will never put my news behind a paywall … well here’s how it happens 1) Running people’s accounts 2) Advertising 3) Consulting 4) Miscellaneous If you want to see more info on each one hit show more: 1) Running people’s accounts … I guess this is technically ghost writing but I like to be clear and upfront that I am the one making the posts. Many of you will know I run the @SavvyTrader account and you should be following!! But basically I’ve been making content for years, I know what works and what doesn’t. My goal is to set a theme for the page and post the high quality content that I’d be happy sharing through my main page and just doing it over there. For example, on Savvy I do a very finance visualized theme with a lot of charts and graphics 2) Advertising … this one is probably a lot more straightforward for many of you. I get hundreds of companies that message me wanting to work together and I say no to the vast majority of them. Every once in a while I’ll find a product that I like and fits with my audience. (I always put im working with ______ in the posts) @WOLF_Financial has been a MASSIVE catalyst in this department, I’m much more of an introvert and well honestly don’t love going back and forth in DMs, but Wolf is the 🐐 and handles so much of this for me … you should send him a DM if you’re a company wanting to advertise with me or an influencer looking to turn your passion into a job 👀 3) Consulting … as I said above I’ve spent years building multiple social media accounts on multiple platforms. May be confident or a little cocky I guess I don’t know but I really think I’m an expert at finance/stock market social media. I know how to not only build an audience but build the audience that you need. I also spend every day talking with retail investors/traders and know what they use, know what they need and I help companies optimize their products for what people actually need 4) Miscellaneous… shoutout Elon as the X ad checks have actually become a serious revenue source for me. On top of that the people who pay to subscribe to my page (ABSOLUTE LEGENDS!!) and some small affiliate links round out this category.

Lamb Weston CEO: "According to restaurant industry data providers, restaurant traffic trends in the U.S. have been generally flat to slightly down during the past 6 to 9 months as consumers continue to adjust to the cumulative effect of inflation on menus" $LW: -19.5% Today

The Transcript @TheTranscript_

2 years ago

Lamb Weston CEO: "As a result of the new enterprise resource planning (ERP) transition’s impact and soft near-term restaurant traffic trends, we have reduced our annual sales and earnings guidance for the year" $LW: -11.5% Pre-Market

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"The table stakes for being competitive in AI are at least several billion dollars per year at this point." - $NVDA - Elon Musk

I will say this again. This #tin chart is one of the most bullish developments in commodities. Read my Tin Industry Deep Dive in the reply below. $AFM.V $MLX

NEWS: A record ~500 Cybertrucks spotted at Giga Texas today. Video from Brad Sloan: youtube.com/watch?v=YScHf_…

Managed Money are pulling out of commodities right as positioning turned significantly bullish.. Large backdrops in Crude, Silver and Copper positioning, while Gold is probably the most crowded commodity out there.

Nvidia $NVDA looks toppy. Will delete if wrong, obv.

Steve Mandel killed it again in 2023 - published in Jan but brought to my attention by Ken Griffin's investor letter.

Just another study showing EV’s are cleaner for the environment over their lifetime. And no, the receding amounts of cobalt used for Tesla batteries doesn’t come from child mines. Stop believing everything you see on Facebook and MSM.

$JD's year-end P/FCF for selected years. Take a look at the ones encircled in red. After 7 years... now almost the same price for the stock but 22X the free cash flow.

Einhorn: "We're not in a bubble. We don't have any basket shorts on at the moment."