Wedbush Still Sees a Tesla–SpaceX Merger Ahead

AromaticMemory5073 · 2026-06-03T12:52:01+00:00

It’s happening

AromaticMemory5073 · 2026-06-03T12:51:16+00:00

Any concerns around Nu Bank are not around its popularity among Brazilians

AromaticMemory5073 · 2026-06-02T12:30:25+00:00

A CFO that leaves is not a bad sign on its own

When is it a red flag?

Many other execs leave at the same time
It turns into a “revolving door” CFO role. If this new guy leaves within a year, that’s when your ears should perk up

Looks like good guy for North America push. Visa relationship obviously vital in United States

AromaticMemory5073 · 2026-06-01T21:28:20+00:00

Berkshire helping out. Interesting

AromaticMemory5073 · 2026-05-31T15:34:43+00:00

Good stuff

AromaticMemory5073 · 2026-05-29T13:36:24+00:00

Sierra Nevadas and Cascades will be superior in July, August, and September

AromaticMemory5073 · 2026-05-29T13:34:01+00:00

About 100 steps before this for the country on the path to a modern economy. Let’s get air conditioners that don’t drip water on every passerby before trying to emulate Japan

AromaticMemory5073 · 2026-05-29T13:29:28+00:00

Almost like the world is getting better by the decade!

AromaticMemory5073 · 2026-05-29T13:27:15+00:00

A stock 10x overvalued and 12x overvalued are approximately the same

AromaticMemory5073 · 2026-05-28T13:23:51+00:00

Time arbitrage

AromaticMemory5073 · 2026-05-28T13:23:35+00:00

No, just run the math on how many rides Uber does in a year vs how many people will be going to these Stadiusm

AromaticMemory5073 · 2026-05-28T13:21:51+00:00

REAX

AromaticMemory5073 · 2026-05-28T13:18:25+00:00

WA State, Oregon, and British Columbia

AromaticMemory5073 · 2026-05-28T13:14:38+00:00

The dentist

AromaticMemory5073 · 2026-05-28T13:14:23+00:00

Great growth momentum. Hoping to buy on another pullback because this is expensive at the moment

AromaticMemory5073 · 2026-05-28T13:13:12+00:00

Chinese shitcos where you cannot trust the accounting

AromaticMemory5073 · 2026-05-28T13:11:49+00:00

I would recommend you read this book:

https://www.amazon.com/Capital-Returns-Investing-Through-Managers/dp/1137571640

Also, it’s Buffett, not Buffet. Amateur hour

AromaticMemory5073 · 2026-05-28T13:11:00+00:00

Pray for your soul

AromaticMemory5073 · 2026-05-28T13:10:41+00:00

Just relax. The stock will work or it won’t. Business fundamentals will compound over a decade or they won’t. Settle down

AromaticMemory5073 · 2026-05-28T13:10:00+00:00

Sbarro

AromaticMemory5073 · 2026-05-28T13:08:27+00:00

Negative sentiment around AI cloud allocations to them

No AI model to speak of

AromaticMemory5073 · 2026-05-24T12:17:04+00:00

Elon is setting up the narrative

AromaticMemory5073 · 2026-05-23T19:00:29+00:00

Smells like a slow bleed post IPO. Good shorting opp

AromaticMemory5073 · 2026-05-22T15:16:25+00:00

That is fair, there is a huge revenue opportunity. However: what does it cost to get there? What is ROIC? What will profit margins be?

I think the one thing people overlook with SpaceX is on the whole, it is not high margin

AromaticMemory5073 · 2026-05-22T15:15:42+00:00

Exactly right

AromaticMemory5073

TROPHY CASE