If you thought Russia controlling 5% of #oil exports was a threat to global stability, wait until you find out who controls 90% of the critical rare earth elements needed for EVs and solar panels.
Ross Hendricks
35.6K posts
Ross Hendricks
@Ross__Hendricks
Actionable investment ideas at the members.porterandcompanyresearch.com
Great State of Texas
Joined June 2018
- Gas is $5 a gallon, 10 year old Honda Civics cost $20k, suburban middle class homes cost half a mil and rent is $2,000 a month Hope the $3k in stimmy checks was worth it
- $tsla net income down by 50% to $7B, now trades at 185x earnings for a company with declining sales and profits
GIF - Replying to @BillAckman and @howardlutnickI just figured out why you’re having a temper tantrum… you’re firm is heavily long US stocks.
- Friendly reminder: if you're under the age of 55, you should welcome a bear market like a gift from the gods. It never feels like it at the time, but bear markets are when fortunes are made. Assuming you aren't gambling with options, leverage or total shitco's, there's no
- 12 year olds crushing it trading options What were the signs?
- $tsla has gotta be the only company over $100b in market cap where the CEO spends more time talking about nonexistent product lines rather than the current business A trillion dollar business run like an OTC penny stock promotion
- This post explains why Scam Altman got so touchy about his capital needs Altmans positive cash flowing competitors (Google) will ensure negative unit economics on LLM models until OpenAI’s investors realize they’ll never see a return, and stop throwing good money after badIf I am @sundarpichai, I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete, I will force you to dilute your equity into oblivion. Sam will drown in my tsunami of COGS. $GOOG
- This is what happens when you pay 40x earnings for a no-growth, post-innovation company that's losing market share to competitors... and it's only the beginning of the pain for $AAPL investors
- This is nothing more than Jensen Huang foaming the runway for a federal AI bailout in coordination with OpenAI's latest plea in the WSJ These grifters simply can't be happy making billions from one of the greatest investment manias of all time. They'll do everything possible toNVIDIA’S HUANG: CHINA WILL SURPASS US IN AI RACE Nvidia CEO Jensen Huang told the Financial Times that China will overtake the US in artificial intelligence, citing lower energy costs and fewer regulations. He said Chinese tech firms benefit from government energy subsidies that
