Use all the free resources available to you from SDN: articles, guides, expert advising, forums discussions, and school research.
I just think it's more complicated than that. Yes, I think we will need more memory. Yes, I think it will be a continued shortage. But that doesn't mean price keeps going up. Like I said earlier...FY27 EPS makes it look stupid cheap. However, it's supposed to look cheap when earnings get inflated. When we get a cycle turn, earnings will be fall faster than price.
I think it’s much more complicated than that. The world sets itself up in a way in which you’re forced to engage with technology to survive in 99% of cases. Then the tech CEO sociopaths do what they do and use that dependence to try and make their lives better at your expense.
Nah, If I had a magic wand, I would kill SM/IPHONE and bring it back to the flip phone. But I know this is not going to happen and because it is inevitable, my job is to teach my kids how to navigate the future. Deep down, I hate how tech has made our society fat/lazy/dependent but I am not ignorant to the fact that it can be used for good which I try to use/teach my kids. Problem is most parents use it as a babysitter and turn them into doom scrollers.
Agree 100% with this post. I’m sure there will be a few use cases for AI which benignly make our lives better. But they will be outshadowed 10:1 by the detrimental use cases. I’ll have to teach my kids and shield them from this tech in the same way I do from smartphones and technology while they are little. The masses of parents using iPads and even TV for their infants/toddlers as a pass time is absolutely insane to me. Get those dopamine flooders out of their hands.
Well....you like people. To me, taking Uber is simply hitchhiking by another name. I'd rather be driven by a computer than roll the dice on a human. Sure, I could get picked up by a fine chap or lady. I could also get picked up by someone unbalanced with nothing to lose.
Tesla has millions of owners who will use cybercab when it becomes autonomous. Tesla can be profitable at a fraction of what it cost for human drivers. People will switch in a minute to save a buck. I think you are underestimating how quick people will convert.
I am super happy that it is flat and hope it stays flat tomorrow. I will be selling more puts and happy to take on shares at $1000. Institutional/hedge funds have essentially place a $900/share floor on the stock. I have been selling puts in the 800-900 range and have been printing without any cost of capital.
The autonomous cabs still have an Achilles heel they need to fix - they rely on available power grids and internet. In San Francisco a few months back a power outage put all the Waymo cabs out of circulation, leaving passengers temporarily stranded.
It drops about 50% of the time in the week after earnings. You have to remember that usually the stock has run up before its earnings announcement so there's no room for it to pop.
I’ve said it before in this thread, but short term (less than a few years) moves on stocks have nearly nothing to do with anything other than a simple supply/demand curve on the equity.
This is another Tsla advantage. Waymo Stopped b/c it depends on Central help but Tsla does not. Tsla, imo, has insurmountable advantages. The only path for Waymo is b/c its backed by google. Uber will fail b/c they will bleed money.
Sometimes it's just the market trying to tell you something important.
So what do you think is keeping Tesla from starting their own driverless cab service?
They already have driverless in some cities. Regulations likely, hypervigilant testing and prob some logistics. The car/FSD is ready.
These posts were 36 hours apart. The conviction after the fact never gets old. “We all know” seems to be code for “nobody knows”.
Over 90% of the time I hop into an Uber, and the Uber driver wants to start a conversation with me, I just want to be left alone to read on my phone, lol.
Don’t they have a “quiet ride” option or something like that? I don’t Uber a ton but I’ve never had an issue.
Ha! I mean this is the theme for the entire thread. The initial post that started this entire thread was a big loser, but cyanide made a completely different play on the way down to salvage it and called it a “win”.
Possibly. I don't take it enough to know. Also, the other issue with Uber drivers is that I often jump into an Uber car and find it either too hot or too cold, or they decide to roll down the windows, which I hate. In a Waymo I can easily adjust the settings without feeling like I'm intruding on a human driver's preferences. I like interacting with humans in particular settings, but to be honest, there are some things in life that I just prefer a machine take over completely.
I have yet to change my conviction in AI or memory. I have not sold one share since jumping in earlier in the year. Will I be right, who knows and really no one knows. But the point of this thread is give opinions/ideas on option/investing which I appreciate. Whoever reads this should make their own decisions
You read my msg incorrectly. "We all know" that MU was going to beat but no one knows how the market will react. I still believe they will be up 8-10% by end of Oct once profit takers close positions. Also, MU likely announce a massive buy back with their excess capital in Dec which should also be a Santa Headwind.
My guy, you literally said you thought it would go up 10% by end of trading day today. I enjoy your conviction of you putting your money where your mouth is, but take the L on this one and don’t backpedal. It’s in black and white.
I mean, we can all read the words you typed.
Agree there. Just wish people could be transparent when making a trade that goes sideways instead of changing their thesis 180 degrees and then pretending that was their contention the entire time. It would make the thread more fun instead of a delusional circle jerk. But that’s not really human nature, so here we are.
I thought I made this clear. I could have worded it differently but My prediction was they would beat (dub) and it would jump by 8+%. I was wrong with the 8% and in no way can anyone predict how the market reacts on news. MU did end +3% by EOD
Just to be clear you said to the effect of “We all know it will be up 10% EOD” and then “We all knew it would be a sell off”. The 3% EOD result is kind of neither of those things. I don’t want to talk in circles. I know you are long MU and put your money where your mouth it. JacobMccandles just pointed out the hilarity in your “we all know” statements that were 180 degrees apart, and I’m pointing out the hilarity in how the “we all know” statements were BOTH incorrect.
