Joel Knee
@joel_kneeCommon Sense 🇨🇦 | ISTP | AI enthusiast | $TSLA Investor | 我就想想 | 你说得对 | ❤️ YNWA ❤️
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研究自己感兴趣的问题，时间过得真快！ 今天花了五个小时，把Grok/Claude/Perplexity全用上，整理出了如图所示的$TSLA 估值模型。 先说结论：我认为目前$TSLA 的fair price（50倍p/e），往前看两年是$266，往前看7-8年是$1000。基本前提是无监管fsd和robotaxi在一年之内上线。…
The order of capitulation. 1. Finance people are the first to admit they were wrong about bitcoin. Larry Fink, for example. In finance you have to pivot or be destroyed, no matter how much you've staked your reputation on your calls. 2. Financial journalists will get it next.…
Dear Occasional Cortex @AOC, why did you remove your pronouns? How are we to know your sex/gender now? - Dr. Gad Saad (he/they)
Polymarket has said against the FBI raid: “This is obvious political retribution"
This is a historical $TSLA avg WS price target chart. The chart at the bottom shows the difference between the avg analyst PT and the stock price. Today’s avg analyst PT is $237 and TSLA stock finished yesterday at $328, so there’s a price spread of -$91. The difference between…
How not to accelerate. Don't replicate this kind of stupidity in America with an onslaught of absurd AI legislation based on non-existent problems.
I’ve been working extensively to reproduce the 100x improvement from disengagement data but have repeatedly failed. Then I began to wonder: “If I’m asking the wrong question, how can I expect the right answer?” I started to rethink the issue from scratch: A crash is an event…
A friend was asked to write a recommendation for his daughter who is applying to Yale. Worth a read. Dear , I am unwilling to write a letter of recommendation in support of your daughter's application to Yale. I no longer do that. It is not that I don't believe that…
I have been investing for more than 10 years now, and looking back, I see three distinct phases in my career. 2013-2017: Sell-side analyst covering Bangladeshi stocks 2017-2020: MBA and then work at a buy-side shop in the US 2020-Now: Operating MBI Deep Dives and managing my…
Shocking... Robert F. Kennedy Jr.: "Let me just give you one quick other example. The most popular vaccine in the world is the DTP vaccine, diphtheria, tetanus, and pertussis. We banned, we got rid of it in this country because it was causing injuries, brain injuries, severe…
原作者：感谢特斯拉救我小命 绕城高速时速120km/h ，不知道为何前车这么晚才变道😵我还没反应过来，车已经主动安全介入了，整个过程非常丝滑，这么快的速度没有侧翻，而且幸运旁边车道没有车😬 25万的车这一刻值24万 下一辆还得是Tesla🚗…
We should really sign this guy instead of Zubimendi.
Such an impressive range of actions in Carlos Baleba’s game-changing substitute performance vs Man City. The ability to play switches, line-breaking passes, ball-carrying thru the middle and the power to smash Haaland out of the way & take the ball.
TESLA并没有放弃HW3。社区追踪器显示，HW4在12.5.4.1版本上的安全性远高于HW3，具体来说，HW4的“无安全接管里程”为559英里，而HW3仅为232英里。然而，这种差异可能是由于网站上的一个软件错误，因为“Critical”这类问题只出现在HW3车辆上，而从未出现在HW4车辆上。这表明HW4的数据可能被高估了，或者HW3…
我大概知道@garyblack00 对特斯拉12个月$270的估值是怎么算的了。结论：挺合理的。 稍后放出具体细节。 Warning: this will be another LONG post. 😭
I am fortunate to be able to spend 6-8weeks in Italy every summer. I work in Milan for 4-6 weeks and then take my summer vacation for 2-3 weeks. More importantly, I get to eat non American food sources for an extended period every year. And I always lose weight! Usually…
Yes as a pool fan it's bit weird to applaud him but he's been phenomenal!
Caicedo’s performances have been excellent for the entirety of 2024 really. He’s become Chelsea’s most consistent performer. Sharp reading of the game defensively, ball-winning, short ball carries & progressing the play with line-breaking passes, all of it on display vs Arsenal.
$TSLA: WS wants most to see: 1/ a new $25-$30K vehicle (M-3 hatchback) to compete in the compact category. This expands TSLA TAM similar to Model Y in 2020. 2/ Further auto gross margin expansion - no more price cuts 3/ Quarterly data showing incremental improvement in FSD…
Honest q: what do you think would change the sentiment of wall street on Tesla's future? if you had to pick one or two things.. is it advertising still or.. something else.. Again, I'm just very curious what metrics wall street is looking at and makes them hesitant to buy $tsla.
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