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Gepetto

Stock Market bubble - will crash

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39 minutes ago, nobody said:

Market cap at 400 billion on like 4.4 billion of revenue? P/E of 400...no thanks

Agree. Even though I own it & believe in the company long-term, I think Tesla is obscenely overvalued at this point. 

Year over a year earnings per share down 73% 71% 17% & 37% over the past 4 quarters & it keeps going up. TTM EPS of $1.45 = a trailing PE ratio of 308

And today shareholders voted in favor of a $1 trillion contract for Elon ?

I've never owned META, wish I did, but this past spring, when the market was cratering, I kept buying Google because I figured that was the most reasonably priced of the Mag seven. So far so good but I know things can change quickly. 

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At least with TSLA there is the lingering robotics market.  If that ever comes to fruition, that's a multi-trillion dollar TAM until China reverse engineers the tech and undercuts the market.

What they really should invest in is security hardening their tech against reverse engineering.

But I'll never own TSLA again since I don't trust Elon to not fock retail investors over if it suits his interest.  he sees us as NPCs in his simulation and all.

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11 minutes ago, Gepetto said:

This is old news and you probably have seen it already but I'll post it here anyway, regarding Tesla stock back in March 2025. 

https://www.businessinsider.com/tesla-stock-price-decline-retail-investors-tsla-insider-sales-jpmorgan-2025-3#:~:text=According to Wu%2C the trading,stock%2C'" Musk added.

Makes sense that it's the retail fanboys doing all the buying. 

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One thing about palantir.  I'm sure a bunch of the SW they do is classified, but if they can solve what I call the Connected Battlespace, the market for that is quite large.

What I mean is I think there is a huge demand for real time situational awareness on the battlefield, and with the proliferation of drones in warfare, the need to coordinate and deploy large numbers of diverse units in an efficient manner is a problem that a company like palantir can solve.

Then if you get really good, there is the sensor fusion piece where you can combine data from diverse units and create a web of surveillance that would give a warfighter a huge advantage given that the guys who spot the other team first usually win.

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Yes. The market withstood as much of the stupid decisions by Trump's administration (he's too dumb too make any decisions lol), and this is the outcome.

He couldn't just leave things running smoothly, like it was under President Biden. Now everyone is suffering. Poor, middle, and upper classes. 

Great job rubes.

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3 hours ago, Grace Under Pressure said:

Yes. The market withstood as much of the stupid decisions by Trump's administration (he's too dumb too make any decisions lol), and this is the outcome.

He couldn't just leave things running smoothly, like it was under President Biden. Now everyone is suffering. Poor, middle, and upper classes. 

Great job rubes.

You continually demonstrate to be the most uninformed person on here and that is saying something.  I just assume you post constant anti-Trump stuff as schtick as there is no way you can be that stupid.  Maybe I am giving you too much credit.

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4 hours ago, Grace Under Pressure said:

Yes. The market withstood as much of the stupid decisions by Trump's administration (he's too dumb too make any decisions lol), and this is the outcome.

He couldn't just leave things running smoothly, like it was under President Biden. Now everyone is suffering. Poor, middle, and upper classes. 

Great job rubes.

It would be great if stock markets always moved up & to the right. But all pieces of the economic puzzle—including stock markets—run in cycles. Sometimes markets go up, and sometimes markets go down.

Everyone is suffering ?

How so ? 

 

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I don't like Musk because I feel like he sees the population not as humans but as obstacles to overcome and tools he can use to meet his goals.

I also admire him for his ability to build companies and solve difficult problems.  

Elon's  response is correct here.  Elon's compensation isn't the problem.  If he builds TSLA into what it would take to earn his compensation, he deserves 12% of that because he's the only person that can do it.

Elon's problem is that if your goals aren't aligned with his even as a shareholder in his company, he will run you over, but this compensation package fully aligns his goals with shareholders goals, so it's all good.  

 

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Liberals cry for electric vehicles but they don't want to be a part of the solution. They just want it to be provided to them for free. Just like everything else they support. 

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On 11/10/2025 at 11:35 AM, nobody said:

I don't like Musk because I feel like he sees the population not as humans but as obstacles to overcome and tools he can use to meet his goals.

Pretty much like any other CEO of a major company ?

I have no feelings for him either way, but at least he's delivered huge returns for shareholders.

On the other hand, I've been a somewhat active investor since 1998, & I'm amazed by how many people at the top have gotten filthy rich while providing poor shareholder returns. ConAgra foods is one example. Some guy named Stevenson who drove AT&T into the ground during his tenure,  was rewarded with a golden parachute of biblical proportions. That ain't right. If he had an ounce of honor or integrity, he wouldn't have taken it, or at least would've taken a lesser amount. 

As for Musk's $1 trillion contract, I must still have a few drops of liberal blood coursing through my veins, because the first thing I think of is, how focking much is enough ?

It's estimated that is already worth 500 billion.

 

You mentioned his compensation is going to be entirely based on stock options. Fair enough, but keep in mind those can be abused by the people at the top as well.

I'm sure I remember a story about Lawrence Ellison of Oracle. It was a long time ago & they were paying new employees very little. Instead of a decent wage/salary, they issued them stock options as an incentive to do well. Shares were trading around $12 @ the time & that was the strike price for the 2 year options.

Didn't work out for them because a year or two later shares were only around $2 dollars. So the employees were shite out of luck. The CEO on the other hand ?

They re-priced his options at $1.00 

 

My only other thought for the day is this. My Fidelity brokerage account hit a major milestone today. That account hit 200 K in Y2K & I thought I owned the world.

25 years later, it 'might' be enough to buy a starter home in a decent area.

 

 

 

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10 hours ago, easilyscan said:

Pretty much like any other CEO of a major company ?

I have no feelings for him either way, but at least he's delivered huge returns for shareholders.

On the other hand, I've been a somewhat active investor since 1998, & I'm amazed by how many people at the top have gotten filthy rich while providing poor shareholder returns. ConAgra foods is one example. Some guy named Stevenson who drove AT&T into the ground during his tenure,  was rewarded with a golden parachute of biblical proportions. That ain't right. If he had an ounce of honor or integrity, he wouldn't have taken it, or at least would've taken a lesser amount. 

As for Musk's $1 trillion contract, I must still have a few drops of liberal blood coursing through my veins, because the first thing I think of is, how focking much is enough ?

It's estimated that is already worth 500 billion.

 

You mentioned his compensation is going to be entirely based on stock options. Fair enough, but keep in mind those can be abused by the people at the top as well.

I'm sure I remember a story about Lawrence Ellison of Oracle. It was a long time ago & they were paying new employees very little. Instead of a decent wage/salary, they issued them stock options as an incentive to do well. Shares were trading around $12 @ the time & that was the strike price for the 2 year options.

Didn't work out for them because a year or two later shares were only around $2 dollars. So the employees were shite out of luck. The CEO on the other hand ?

They re-priced his options at $1.00 

 

My only other thought for the day is this. My Fidelity brokerage account hit a major milestone today. That account hit 200 K in Y2K & I thought I owned the world.

25 years later, it 'might' be enough to buy a starter home in a decent area.

 

 

 

Yes the majority of ceos are sociopaths... Not to the extent musk is though

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