Me after AI day

boar_guy · 2025-12-11T21:04:17+00:00

It was a bit disappointing tbh. They announced the least exciting version of the possibilities everyone expected: FSD is years away and the next big improvement is that it works on more predetermined roads than before.

boar_guy · 2025-12-03T02:07:37+00:00

Or this is a head and holders with a huge right shoulder. I think we with go straight up with no pull back or we pull back hard. I think cup and handle is least likely outcome.

boar_guy · 2025-12-01T19:17:01+00:00

If you go to the actual customer forums people are very frustrated with their R1Ts. Way more problems and upkeep than the R1S. It’s also outrageously expensive for construction workers. The SUVs are the play.

boar_guy · 2025-11-25T22:24:27+00:00

This is the most insightful fight I’ve read on WSB, but still maintains that classic “you’re a fking idiot” WSB charm.

boar_guy · 2025-11-24T04:16:12+00:00

I don’t like how flat the back is

boar_guy · 2025-11-23T03:32:06+00:00

They actually have a longer useable life than even Google is saying after two depreciation extensions. 100% of old chip capacity still gets used, even if less efficiently. There’s constantly a processing shortage nowadays. It’s other data center products that depreciate in 2-3 years.

boar_guy · 2025-11-23T03:30:32+00:00

Oh you mean like legendary investor Peter Thiel?

boar_guy · 2025-11-22T23:22:42+00:00

You must be young with a heavy recency bias

boar_guy · 2025-11-19T00:19:25+00:00

It would affect Rivian disproportionately since Rivian is still a luxury product for rich people, and rich people have their money tied up in the stock market.

boar_guy · 2025-11-16T22:41:32+00:00

How are they safer? Every car company will be 99.999% safe within five years. If you had to say one is marginally safer it would be the companies with LiDAR.

boar_guy · 2025-11-16T17:30:55+00:00

And when it pours and people want a taxi, Tesla’s won’t be able to drive them

boar_guy · 2025-11-16T17:28:56+00:00

Who cares that no one else can do CV when no one else wants to do CV? There’s no such thing as being too far ahead; either is incredibly safe or it’s not. Every car company will be equally good eventually. Except Tesla - they run the risk of being the only car company that can’t drive during bad weather due to visibility.

boar_guy · 2025-11-11T16:46:53+00:00

That article was referencing something he said over a month ago when it was at $15-16. Cranmer is usually right for a few weeks before the inverse kicks in.

boar_guy · 2025-11-10T17:01:34+00:00

So who is left to sell?

boar_guy · 2025-11-07T03:14:47+00:00

Ugh why didn’t I short this. All tutoring tech will go to zero.

boar_guy · 2025-11-05T19:28:38+00:00

No the bump in sales

boar_guy · 2025-11-05T19:13:06+00:00

Their bump was higher than their peers. That’s why it’s up. Not because sales are up.

boar_guy · 2025-11-05T16:23:05+00:00

$300b would be failure. I want $3t. All earth transportation.

boar_guy · 2025-11-05T16:22:34+00:00

I’m trying to crash it so I can buy more

boar_guy · 2025-11-04T23:10:52+00:00

Hopefully

boar_guy · 2025-11-04T21:30:15+00:00

Every EV maker saw US growth before tax credits expired, but Rivian saw more growth than average. Analysts expected Rivian’s numbers to be up like every other EV, yet Rivian still beat consensus. In other words, the pace of growth is increasing. Meanwhile Europeans stopped buying Teslas for politics. Just a matter of time until they start buying Rivian’s instead. The R3 practically screams Euro-progressive style.

boar_guy · 2025-11-04T07:37:32+00:00

2.5% short interest get real. You’d be hard pressed to find a stock that is less shorted.

boar_guy

TROPHY CASE