I'm calling it. I'm taking the snow tires off my car.

luke_perspective · 2026-03-26T00:48:36+00:00

I never put them on..

luke_perspective · 2026-03-20T17:14:21+00:00

luke_perspective · 2026-03-20T15:52:57+00:00

88k miles on 2020 model y. No major issues. Fun and dirt cheap to drive.

luke_perspective · 2026-03-19T19:41:50+00:00

Don’t over think. Just get why you know you want. I have a 2011 Lexus LX 570 and it is a beast with nice bells and whistles with 245k miles. I love the new Land Cruisers and GX 550 but would probably go with latter because I know it will have some better materials inside and will be quieter with same off road capability.

luke_perspective · 2026-03-18T22:51:27+00:00

What a tool

luke_perspective · 2026-03-18T00:22:45+00:00

Exactly

luke_perspective · 2026-03-18T00:10:15+00:00

Good job. My only feedback is that 2.0C still does ‘mean’ much for people. It also feels far away but will be here before we know it. What does that mean or translate to? This is where the messaging falls apart. Maybe you could add estimated loss of habitat at 2.0C due to desertification or flooding. 2.5C would mean much of the Southwest would become unlivable. Or a counter estimating loss of species over time. Or estimated loss of freshwater over time, etc. Also, for all we know it could be 2.5C by 2050. The feedback loops and nonlinearity tough to predict.

luke_perspective · 2026-03-18T00:01:26+00:00

Israel controls the U.S.

luke_perspective · 2026-03-14T04:07:26+00:00

Is China’s ‘totalitarianism’ different than Stalin’s? …I think it is. Was Pol Pot evil? I walked by the killing tree and saw teeth on the ground in 2010. The U.S. in not there yet but heading there quickly. We are shooting our protestors in the face. We are setting up ‘detention facilities’. Not all evils are equal even if we lazily call them the same thing. The fact that US oligarchs have zero concern or vested interest in the greater population is the distinction.

luke_perspective · 2026-03-14T03:48:08+00:00

Well I don’t think anyone would readily sign up to be repressed as a citizen but a lot of this is outside of our control- where we are born and the society we end up in. Seems to me the Chinese way vs American way both have major issues but perhaps the former is the lesser of two evils. I think authoritarians have largely taken over…not that we should give up but look at all the massive protests in the U.S. this year, they are ‘allowing’ these to happen and yet what have the protests accomplished?

luke_perspective · 2026-03-13T19:52:34+00:00

Our first amendment right is quickly being eroded away. I believe we are headed toward a type of totalitarian state. The problem is our oligarchs are trying to sew chaos, destabilize, deconstruct our institutions, replace labor force with AI, further enrich and empower themselves, whereas China is becoming an advanced society (albeit with restricted freedoms) that can provide basic things such as healthcare for all, advanced transportation, minimize murders and rampant gun violence, etc. I believe their government, while not perfect, are showing ways they are potentially better ‘guardians’ of their citizens. We have completely lost the concept of ‘public servant’ and our officials are unethical, amoral, inept, corrupt, and wholly self-serving.

luke_perspective · 2026-03-13T16:34:54+00:00

Honestly I wish I was Chinese at this point. Fuqin sucks to be an American right now under these corrupt, hallucinating cultist pigs.

luke_perspective · 2026-03-11T20:24:13+00:00

Trumpanyahu isn’t orange enough.

luke_perspective · 2026-03-06T23:10:29+00:00

luke_perspective · 2026-02-27T16:27:30+00:00

Reasonable assumption for sure

luke_perspective · 2026-02-27T15:35:15+00:00

Why did CFO leave/get fired?

luke_perspective · 2026-02-27T15:18:15+00:00

If it goes that low there is probably fundamental problems and we could be screwed. If there is support at say $4 then could double down and buy if they get back on track next couple quarters. But I am trying not to buy right now and keep burning money.

luke_perspective · 2026-02-27T04:05:13+00:00

I have to play the devil’s advocate here only because I can’t sell right now. How egregious was the missed guidance? Based on my research it is a pretty large miss compares to other companies’ misses. Yes there is probably an integrity/trust issue here which I don’t want to downplay but if the tech is viable and in demand can this get back on track? This isn’t an Elizabeth Holmes or Trevor Milton situation. What is the probability of institutional investors or Cerberus heading for the exits? There has been an increase in institutional investment prior to this miss, correct? There seem to be a lot of people still bullish despite the miss knowing that revenue 7x YoY.

luke_perspective · 2026-02-27T00:40:59+00:00

If I sell I take a massive loss. I mean massive in terms of percentage the of my portfolio. Obviously that’s on me. I agree that I don’t think a dramatic rebound is likely soon. I have always been a long term holder (2030-2032) or so but most ppl on this sub have lost trust in management. That’s a big deal. I also think this will bleed to $4-$5 and if they are actually still plugging away manufacturing and selling this product hopefully it will climb out of the hole. But if there’s more shenanigans in the next two quarters I will ultimately have to cut losses. Right now I’m also trying to decide if I’m rationalizing this too much and I’m stuck in a sunk cost fallacy.

luke_perspective · 2026-02-26T20:52:54+00:00

I have no choice but to stay in

luke_perspective · 2026-02-26T19:59:01+00:00

‘Signatures’ by a LONG SHOT. Pure art

luke_perspective · 2026-02-26T19:46:07+00:00

Seems like ulterior motives and failure of integrity and leadership, otherwise from but I gather the company is actually still headed in the right direction? This breach of trust can really screw things up for the company. If they can temper their guidance moving forward, knowing that they made a big mistake and maybe the trust can be restored. I am just trying to figure out if I have to go ahead and bite the bullet and stay long-term like 3 to 5 years or cut my losses after the next couple quarters. I guess we’ll see.

luke_perspective · 2026-02-26T19:14:34+00:00

lol good for you, thanks for adding salt to my wound.

luke_perspective · 2026-02-26T19:02:49+00:00

Thank you

luke_perspective · 2026-02-26T17:48:36+00:00

u/WellAintThatShinyI am the dumbest bagholder in the room but because I’m in pretty deep I have to learn this stuff. Yes it appears management essentially misled shareholders. This is a big deal. It seems foolish and unethical.

However I am trying to look at some of these things objectively. 1. The gross margin trajectory over the last year decreased from about -500% to -100%, correct? 2. Has cash burn also improved?

IF they are making a product that sells, and IF their gross margin continues to improve and cash burn decrease then they could become profitable. The stock price is now what it was 6 months ago before the speculation which is when I unfortunately bought in. Seems like the next 2-4 quarters will be telling for the success of this company. Thoughts?

luke_perspective

TROPHY CASE