Boiler Room: The Official Stock Market Discussion

winb83

winb83

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Hiphoplives4eva said:
Porsche is Uber luxury car and our if reach for most. Copping a Model Y myself and ultimately a Taycan
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What I'm saying is if a company can make a car that a Tesla owner feels best it then others can do the same. There are risk here. I'm not even saying Tesla won't be a major player at the table because obviously they will but people seem to wanna act like Tesla will be the whole table and nobody else eats in the industry.

We're talking about Tesla pushing 499,550 cars in 2020 vs an estimated 14.6 million cars sold globally depressed due to COVID that would normally be to normally 17 million. That's under 3% of all cars sold.

These companies that sell the majority of cars right now they aren't just gonna all disappear like Blockbuster Video. That electric Cadillac and the Hummer those are some nice looking cars. Volkswagen is doing things over in Germany. Apple is looking at the industry. Google has projects with Weymo. You have the Japanese and Korean makers. Tesla is ahead of them in many departments. There's a whole lot of runway left until electric cars are even 30% of all cars sold let along the vast majority. A lot can happen between then and now.

While I'd bet on Tesla doing very well for itself I don't know about these insane valuations that price decades of growth into Tesla. Tesla is worth more than Facebook and just last quarter Facebook generated more in profit than Tesla ever has. Tesla has a higher market cap than Facebook by like $72 billion. That's illogical.
 
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winb83 said:
What I'm saying is if a company can make a car that a Tesla owner feels best it then others can do the same. There are risk here. I'm not even saying Tesla won't be a major player at the table because obviously they will but people seem to wanna act like Tesla will be the whole table and nobody else eats in the industry.

We're talking about Tesla pushing 499,550 cars in 2020 vs an estimated 14.6 million cars sold globally depressed due to COVID that would normally be to normally 17 million. That's under 3% of all cars sold.

These companies that sell the majority of cars right now they aren't just gonna all disappear like Blockbuster Video. That electric Cadillac and the Hummer those are some nice looking cars. Volkswagen is doing things over in Germany. Apple is looking at the industry. Google has projects with Weymo. You have the Japanese and Korean makers. Tesla is ahead of them in many departments. There's a whole lot of runway left until electric cars are even 30% of all cars sold let along the vast majority. A lot can happen between then and now.

While I'd bet on Tesla doing very well for itself I don't know about these insane valuations that price decades of growth into Tesla. Tesla is worth more than Facebook and just last quarter Facebook generated more in profit than Tesla ever has. Tesla has a higher market cap than Facebook by like $72 billion. That's illogical.
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I actually want to invest in Toyota cause i think they'll have the total package once they catch up.
 
choc_cardigan

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winb83 said:
What I'm saying is if a company can make a car that a Tesla owner feels best it then others can do the same. There are risk here. I'm not even saying Tesla won't be a major player at the table because obviously they will but people seem to wanna act like Tesla will be the whole table and nobody else eats in the industry.

We're talking about Tesla pushing 499,550 cars in 2020 vs an estimated 14.6 million cars sold globally depressed due to COVID that would normally be to normally 17 million. That's under 3% of all cars sold.

These companies that sell the majority of cars right now they aren't just gonna all disappear like Blockbuster Video. That electric Cadillac and the Hummer those are some nice looking cars. Volkswagen is doing things over in Germany. Apple is looking at the industry. Google has projects with Weymo. You have the Japanese and Korean makers. Tesla is ahead of them in many departments. There's a whole lot of runway left until electric cars are even 30% of all cars sold let along the vast majority. A lot can happen between then and now.

While I'd bet on Tesla doing very well for itself I don't know about these insane valuations that price decades of growth into Tesla. Tesla is worth more than Facebook and just last quarter Facebook generated more in profit than Tesla ever has. Tesla has a higher market cap than Facebook by like $72 billion. That's illogical.
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You're argument completely skips over the disruptive nature of tesla mastering its battery and affecting the energy sector. You're also not adding the other ventures he has in other fields. Plus its been repeated numerous times, Tesla is its own beast at this point. It got added to the s&p for a reason, as it goes the market goes. It would never be a bad idea for someone to buy in and DCA with tesla.
 
Saysumthinfunnymike

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I might have FOMO'd into RIOT but I feel the risk is worth it..

Outside of SQ I had no bitcoin exposure. Now I have a direct link.

I don't know enough about Bitcoin but I know how to read charts so while RIOT is a riskier play than I typically like.. it will continue to diversify my portfolio..

I can have a RIOT and say NIO and some risky plays because I'm well diversified.
 
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what other genomics companies are out there that may be in the pipeline? i'm in pacb, bngo, cut illumina from my m1, but was reading something from jeff brown (brownstone research) hinting at something big in biotech/genomics. he referenced scott gottlieb (former FDA commissioner who was on Illumina's board) and craig venter.
 
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dora_da_destroyer said:
If you look at the indexes, it took until 2012 for them to reach 2000 levels and surpass them. That’s two crashes that made it hard for stocks to recover
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Were there stocks that grew during that time period ? I think someone mentioned MSFT as one... I don't know if the situations are comparable now. The Fed is willing to prop up the market and interest rates won't be a factor for a few years

Nevermind i looked and MSFT didn't do shyt lol
 
dora_da_destroyer

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Eric Brooks said:
Were there stocks that grew during that time period ? I think someone mentioned MSFT as one... I don't know if the situations are comparable now. The Fed is willing to prop up the market and interest rates won't be a factor for a few years

Nevermind i looked and MSFT didn't do shyt lol
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Eric Brooks said:
Ok Apple was still 2x during the financial crisis :russ:
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yea, the point more or less is, if the market falls, most stocks are gonna fall, so stick with TSLA - if TSLA bursts, cut your losses and move on. no point in bringing up whole market downturns for not investing in TSLA, if you have a bear case for TSLA itself, fine, don't invest. but like MSFT vs AAPL - MSFT got dragged down while AAPL was on its run of revolutionizing consumer tech with iMacs, iPods and then the iPhone. The world is moving to EVs market crash or not, why wouldn't TSLA be the AAPL is this case?
 
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