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Gepetto

Stock Market bubble - will crash

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On 10/14/2025 at 1:30 AM, easilyscan said:

Gold & Silver continue to rise. Someone on Yahoo made an interesting point. (not sure if it's true)

They've sold more paper silver ETF's than they have physical silver to back it up. No sympathy for the financial engineers.

 

 

 

Silver hit and all time high overnight, and the paper traders system had "an unfortunate cooling system fault". They halted trading to stop the bleeding.

Reminds me of the 2020 Georgia water leak at 3:00 AM.

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https://www.cnbc.com/2025/12/08/trump-nvidia-h200-sales-china.html

Trump opening China for NVDA.

Originally both the US and China prohibited the use of NVDA chips in China.  US because they were worried about military use and China - ever the open and fair trade partner - wanted to steal NVDA IP and home grow a chip source.

This deal is for the H200 chips (previous version), and they are only supposed to be to approved Chinese companies.  But this is China.  They'll definitely resell them to whomever they want.

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Musk... This dude is going to make me invest in TSLA.  He has companies and a skill set uniquely suited to accomplish something extremely profitable if he can pull it off...

DATA CENTERS IN SPACE!?!?!!!

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1 hour ago, nobody said:

Musk... This dude is going to make me invest in TSLA.  He has companies and a skill set uniquely suited to accomplish something extremely profitable if he can pull it off...

DATA CENTERS IN SPACE!?!?!!!

The current Tesla share price has a lot of great expectations built in IMHO. Not saying you shouldn't buy it, just something to keep in mind.

The last 4 quarters earnings are down 73%-71%-17%- 37% versus the prior years EPS.

https://www.macrotrends.net/stocks/charts/TSLA/tesla/eps-earnings-per-share-diluted

Wall Street looks forward, not back, but if that was any other company but Tesla, it would be trading below $100.

 

Full Disclosure: Own 288 shares with a cost basis of $15.14 

Why would I be bearish while I still hold the shares ?

While I believe in the company long-term, I believe it's priced beyond perfection right now, & would only recommend @ these prices to someone I really dislike.

Of course I've been wrong before, so maybe you should buy  :) 

Regards

 

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I was being facetious.  I don't trust Musk, but looking at TSLA as a car company and looking at earnings is incorrect in my opinion.  TSLA is a spec play on robots and robo-taxies.

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Trust aside, I probably would have to invest in spaceX if it ever became public.  I couldn't pass on a company with the potential to put cellphones out of business.

That's too lucrative to pass up.

And I know, satellites don't work indoors, but that's why you have ground stations to convert it to voip or solve it with an antenna and repeater.

Problem is there really is no reason for him to take it public since they can raise unlimited amounts of money and spaceX is already valued at 800 billion.  

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26 minutes ago, Horseman said:

Dow 13% YTD

Nasdaq 18% YTD 

S&P 15% YTD

💲💰💲

You still want rates to go up?

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3 hours ago, lickin_starfish said:

Still holding? 

This years stock market Santa Rally has been shìt, so I'm glad metals are rocking.

Yes sir!

My 50/50 mix of 1400 64 Kennedy & assorted year Franklin halves are in a secure place and appreciating nicely :)

 

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On 12/16/2025 at 7:26 AM, nobody said:

I was being facetious.  I don't trust Musk, but looking at TSLA as a car company and looking at earnings is incorrect in my opinion.  TSLA is a spec play on robots and robo-taxies.

I hear ya. Wall street looks forward, not back.

On the other hand, as of today, Tesla is only a car company whose YOY earnings have been down an average of 49% over the last 4 quarters.

More concerning is Musk's vision for the future. This is why I recently started a thread asking if he could be an idiot savant ? :)

Key Points of Musk's Prediction
  • Work as a Hobby: Musk suggests that working will become a personal choice, similar to how some people enjoy gardening or playing sports today, even when buying food from a store is easier.
  • Abundance and No Money: He envisions a post-scarcity world where AI and robots produce an abundance of goods and services, making money itself irrelevant.
  • Universal High Income (UHI): To manage this shift, Musk has suggested implementing a "Universal High Income" (UHI), which would cover everyone's living expenses in a world without traditional jobs.
  • Focus on Meaning: In this potential future, the main challenge for humans would not be material survival, but finding a sense of purpose and meaning in life when all work is handled by machines.
  • A Lot of Work to Get There: While describing this automated future, Musk acknowledges that "a lot of work" is required to transition to that stage. 

 

 

 

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