BRK vs S&P Jan 2024

There is a lot of noise, lies and misleading information. There are many vested interests from woke left to oil economy proponents to Tesla haters who promote these stories.

Tesla did not have room for the chips and instead of paying for inventory to sit idle, xAI took ownership and housed them and paid for them.

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Lot of long term holders have recently completely sold their positions. Many sovereign/ pension funds are opposing the pay package. Everyone knows, Musk is Tesla. The pay package is slowly morphing into a binary event.

Hope everything works out.

You changed topic from Nvidia chips to Elon’s comp.

Elon’s comp is based on what was the agreed upon deal in 2018 with the shareholders (73% approved). He worked without any comp for for 6 years and achieved all the herculean milestones set.

The Delaware judge ruled against it based on some shareholder who said they did not have all the information before voting. Now the revised comp plan is again up for voting.

We will know on Thursday.

It is all about Elon’s commitment to Tesla, and the conflict of interest. I think the risks are well articulated and documented. The bulls see past the risk. Good luck.

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Isn’t there something contradictory in this assertion.

That place is so busy now, nobody goes there anymore.

<< Isn’t there something contradictory in this assertion. >> I don’t know how anyone can misread what I posted. Elon’s commitment to Tesla is questionable and his actions show a serious of conflict of interest. This is not the first instance.

I have no skin in the game so it is all academic to me. You bet with your money. But don’t let commitment bias blind you. It is one thing to understand the risk and discount it, but arguing that is not a risk…

Good Luck.

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This is not true. The stories you posted are half truths and misleading.

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See my note above. 2025 will be a good year.

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If you call Trump election victory as “business progress”… AKA crony capitalism, yeah sure… 69% share price moving up is a significant progress.

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Here is actual corruption

Here is more corruption from Newsom

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Berkshire Hathaway is opposite.
The stock is up as the business has been mediocre.
PBV is very high.

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We keep holding Tesla for the future and selling BRKB to cover regular stuff.

All my best wishes for both companies.

Well, we are here. Don’t blink. Cybercabs are coming. The numbers are truly insane. People have no idea. Friendly tip: DO NOT short Tesla.

When they announce the first FSD licensing deal, Tesla will add $T (yes $T) to the market cap very quickly.

and then it is all about “hands hands hands”

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Yeap people have no idea… All we heard from $TSLA is it 2026 “Epic”, 27 & 28 “ridiculously good”, and of course we are going to be worth more than the 5 most valuable companies together!!!

No need to provide numbers, how he is going to scale the sales, how much cap-ex is going to be required for the building,…

It is hard to distinguish Musk genius from pure hype.

Waymo already has autonomous ride. They have a deal with uber. I haven’t seen any $T market cap for that.

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Waymo has a total of ~1000 cars in its fleet.
Tesla makes ~36k cars every week. All autonomous.

People have no idea of what’s coming.

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Maybe Waymo is like Uber? They can operate an AV taxi service using vehicles made by … Tesla. After all, why buy custom vehicles for $100k+ when you could instead buy them “off the shelf” for $35k or so?

Or maybe Tesla will operate a service instead? Or maybe even Uber and Lyft? Could be anyone once the vehicles are mass produced and generally available.

Waymo will not survive if/when Tesla FSD takes off.

I think this is about 2 years away.

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