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» **Un-OFFICIAL** Trading and Investing Thread: Part XIII -- Robber Baron Edition
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post 1633162513 03-07-2021, 08:59 AM
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#3871
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I’d expect more deflation in the market as we get closer to opening up the world again and retail investors begin looking at their stonks as a way to fund vacations n chit. So many people have gotten into the market over the pandemic, all this money flowing out of stonks and into the real economy is part of what will drive inflation out of the stonk market and into goods/services
post 1633163493 03-07-2021, 09:18 AM
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#3872
  1. KingSWRV
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Originally Posted By Carbonfibre
New batteries 4680 cell that they said is coming next year promises 16% range improvement plus they will be made by LG.

So it would require something crazy for everyone to value them that high.

Mach E is already eating into Tesla sales according to Bloomberg.

Imagine 2023 when every car brand will have tons of EV's.
I think maybe some people are over-projecting the ability of competitors to “catch up” to Tesla.

Someone mentioned before that they have a software advantage, and that right there is actually everything.

Dont you guys see the historic delay in these types of companies. Like even a Mercedes UI from 5-8years ago felt like it was from an ATM from 15 years ago.

So unless these guys are opening up a branch in Silicon Valley Bay Area (come to Oakland see what happens) for each company and going there and living the life and hiring actual smart modern era programmers, they are not gonna keep up.

Software is that important. It’s everything.

Same thing happened with John Carmack captaining the Oculus empire VS WMR and Valve. His engineers were so efficient, so low latency, so at the core of the API level he’s like tapping straight into the CPU and GPU. Ultra low overhead, ultra low level. Ultra low latency.

And engineers like him talk a lot of crap on people who don’t think like that, who don’t think different. People who don’t get the importance of design principles, that’s actually the most common software designer you find out there. I don’t know how to explain it yet but I am very aware there’s a whole different breed of engineer out there that studies minimalism principles of software engineering and priorities such things above all else and the rest are kinda lazy and sloppy in comparison.

This Indian dude summarizes it pretty well: the other car companies like fincher rivian And even VW are still quite far away.



Talks about competitors at around 45-60 min

Especially at 51 min
post 1633164633 03-07-2021, 09:49 AM
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#3873
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More responsive Ui and fart mode don’t make Tesla worth its valuation though, it needs to be a real revenue generator. Autonomous driving software could be that but we are so far off from having truly autonomous vehicles.

When do you guys realistically think we’ll be able to just hop into a car and have it drive us somewhere with no regular intervention? Or have fleets of automated robotaxis driving themselves around?

2030 seems highly unlikely. 2040? 2050?

When do we think solid state batteries will be deployed? We don’t even have the tech yet much less all the manufacturing infrastructure set up for it

Feels like the latest iteration of the cure for baldness: just wait five more years, it’s right around the corner
post 1633165233 03-07-2021, 10:02 AM
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#3874
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Originally Posted By Destor
More responsive Ui and fart mode don’t make Tesla worth its valuation though, it needs to be a real revenue generator. Autonomous driving software could be that but we are so far off from having truly autonomous vehicles.

When do you guys realistically think we’ll be able to just hop into a car and have it drive us somewhere with no regular intervention? Or have fleets of automated robotaxis driving themselves around?

2030 seems highly unlikely. 2040? 2050?

When do we think solid state batteries will be deployed? We don’t even have the tech yet much less all the manufacturing infrastructure set up for it

Feels like the latest iteration of the cure for baldness: just wait five more years, it’s right around the corner
imagine youre a mom and you got your little kids playing outside and a car with no driver zooms by them how would you feel lol
post 1633165533 03-07-2021, 10:09 AM
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#3875
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Originally Posted By Travis99
41 minutes.

Cliffs?
watch Kevin's videos - he usually does the clif lol smart guy as well

https://www.youtube.com/channel/UCUv...e7PspotMDjk5UA
"Paper money is going away" - EM
post 1633165793 03-07-2021, 10:14 AM
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#3876
  1. twovalvekid
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As a car guy, seeing what tesla is doing, ford (for example) just cant make an "EV" and do the same thing as tesla. They do all sorts of things car companies dont. It may seem silly, but it goes everywhere with what theyre doing with every aspect of the car, sort of creating a car company with a "soul." Like the silly things such as "ludicrous mode"....or other quirky/gimmicky things with their cars that traditional car companies dont, and seem to not want to, do because theyre too big or afraid to tip the norms that their company was based on. Auto updating software is another. Or the "dance mode" or whatever from a few years ago.

In another example, i've recently gotten into golf and a lot of the "new school" podcasts like on barstool, they do stuff that's fun and that the casual golfer does regularly. That you absolutely *dont* see on old golf media.
MFC
Misc Cologne Crew | **BBC** | Aventus Friday Crew

RIP YGST
post 1633169913 03-07-2021, 11:26 AM
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#3877
  1. Heaney
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Originally Posted By twovalvekid
As a car guy, seeing what tesla is doing, ford (for example) just cant make an "EV" and do the same thing as tesla. They do all sorts of things car companies dont. It may seem silly, but it goes everywhere with what theyre doing with every aspect of the car, sort of creating a car company with a "soul." Like the silly things such as "ludicrous mode"....or other quirky/gimmicky things with their cars that traditional car companies dont, and seem to not want to, do because theyre too big or afraid to tip the norms that their company was based on. Auto updating software is another. Or the "dance mode" or whatever from a few years ago.

In another example, i've recently gotten into golf and a lot of the "new school" podcasts like on barstool, they do stuff that's fun and that the casual golfer does regularly. That you absolutely *dont* see on old golf media.
Golf gang!
post 1633170913 03-07-2021, 11:41 AM
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#3878
  1. twovalvekid
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Originally Posted By Heaney
Golf gang!
Crew.

Bunch of friends got me into it as a good initial sporting activity to try once my leg healed up. Just started last spring. Hooked.
MFC
Misc Cologne Crew | **BBC** | Aventus Friday Crew

RIP YGST
post 1633173833 03-07-2021, 12:31 PM
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#3879
  1. HMFIC_BROWSIN
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  1. HMFIC_BROWSIN
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Stimmy passed?!

In b4 more collapsing stonks on monday.
post 1633174173 03-07-2021, 12:37 PM
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#3880
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Originally Posted By twovalvekid
Crew.

Bunch of friends got me into it as a good initial sporting activity to try once my leg healed up. Just started last spring. Hooked.
Me and my buddies got into it in 2019 and then went really hard in 2020, so fukin fun. Actually had a golf trip to Myrtle canceled because of covid last March. Looking to get down to maybe Arizona or Nevada over the 2021 Christmas break for a golf week if we're able to travel.
post 1633174233 03-07-2021, 12:38 PM
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#3881
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Originally Posted By HMFIC_BROWSIN
Stimmy passed?!

In b4 more collapsing stonks on monday.
Will be fun to watch the "inflation" fears magically disappear.
post 1633176513 03-07-2021, 01:15 PM
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#3882
  1. twovalvekid
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Originally Posted By HMFIC_BROWSIN
Stimmy passed?!

In b4 more collapsing stonks on monday.
Deets? Most likely will not get chit again crew.
Originally Posted By Heaney
Me and my buddies got into it in 2019 and then went really hard in 2020, so fukin fun. Actually had a golf trip to Myrtle canceled because of covid last March. Looking to get down to maybe Arizona or Nevada over the 2021 Christmas break for a golf week if we're able to travel.
Nice! Yeah i got hooked hard. I still suck, but getting better. I need another lesson or two, and to shake the baseball swing. lolz
MFC
Misc Cologne Crew | **BBC** | Aventus Friday Crew

RIP YGST
post 1633176723 03-07-2021, 01:17 PM
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#3883
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Originally Posted By twovalvekid
Deets? Most likely will not get chit again crew.



Nice! Yeah i got hooked hard. I still suck, but getting better. I need another lesson or two, and to shake the baseball swing. lolz
Hockey/slapshot swing problem here hahaha.
post 1633177033 03-07-2021, 01:24 PM
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#3884
  1. Destor
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$1.9T seems so unnecessary but in4 more stimulus-driven energy gains, although I imagine a lot of it is already priced in
post 1633177503 03-07-2021, 01:32 PM
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#3885
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Dam stocktwits. Looks like a glitch but says FUNFF +86% AH. Bastards messing with my emotions.

https://stocktwits.com/symbol/FUNFF
post 1633181253 03-07-2021, 02:24 PM
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#3886
  1. NoScrubz
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https://www.zerohedge.com/markets/sa...rgeting-aramco

Fuark oil to Mars?
post 1633182143 03-07-2021, 02:35 PM
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#3887
  1. Casser1242
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Originally Posted By NoScrubz
Das it mane.

Its going to explode. CPE, CDEV, VET, LPI, moonshot imminent.
post 1633182443 03-07-2021, 02:39 PM
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#3888
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Originally Posted By Casser1242
Das it mane.

Its going to explode. CPE, CDEV, VET, LPI, moonshot imminent.
SU, XLE, CNQ and TGA here. I’ll check those out. Need moar
post 1633183663 03-07-2021, 02:58 PM
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#3889
  1. camaleom
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Originally Posted By twovalvekid
As a car guy, seeing what tesla is doing, ford (for example) just cant make an "EV" and do the same thing as tesla. They do all sorts of things car companies dont. It may seem silly, but it goes everywhere with what theyre doing with every aspect of the car, sort of creating a car company with a "soul." Like the silly things such as "ludicrous mode"....or other quirky/gimmicky things with their cars that traditional car companies dont, and seem to not want to, do because theyre too big or afraid to tip the norms that their company was based on. Auto updating software is another. Or the "dance mode" or whatever from a few years ago.

In another example, i've recently gotten into golf and a lot of the "new school" podcasts like on barstool, they do stuff that's fun and that the casual golfer does regularly. That you absolutely *dont* see on old golf media.
quick example of old school: Cars with GPS (they still sell it as a premium feature in some cars...)

listen keep your zhitty gps and give me carplay so I can have my phone gps/connected with all kind of LIVE notifications while I drive.

how about:
- software updates?
- tuning?
- diagnostic?
- reminders?
- trade in offers after your car has xyz miles?

also you don't have to go and fight with the f old dude to get a good price - EVERYONE pays the same price ala AWS... Go online, order your car, get financing and we delivery for you (they need more showrooms tho so we can "test drive" the car).

tesla has been revolucionancing the car space the same way aws did with a few years ago.
"Paper money is going away" - EM
post 1633184013 03-07-2021, 03:04 PM
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#3890
  1. Destor
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FYI if not aware, CNQ boosted their dividend by 11% with their latest quarterly results. Watch out for SU also restoring their dividend, which was halved during the pandemic. Investors will be looking to price that in up front with CNQ already bumping up theirs, but I'd expect a surge in SU's price when that happens


With this dividend boost I'm getting a fukn 9.6% yield on CNQ, my only regret is not having $500k-$1m to throw into them right when the pandemic hit because I would've done it without hesitation
post 1633184823 03-07-2021, 03:19 PM
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#3891
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Originally Posted By Destor
FYI if not aware, CNQ boosted their dividend by 11% with their latest quarterly results. Watch out for SU also restoring their dividend, which was halved during the pandemic. Investors will be looking to price that in up front with CNQ already bumping up theirs, but I'd expect a surge in SU's price when that happens


With this dividend boost I'm getting a fukn 9.6% yield on CNQ, my only regret is not having $500k-$1m to throw into them right when the pandemic hit because I would've done it without hesitation
Oh lawd please I have a bunch of June $25 calls on SU
post 1633185103 03-07-2021, 03:24 PM
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#3892
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Originally Posted By topperstyle
Yes because only a fraction of it is actually money being pumped into the pockets of people who need it. The rest is tranny studies in Egypt, etc.
Lmao.

Iranian quadriplegic tranny female minority studies.
post 1633186833 03-07-2021, 03:49 PM
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#3893
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Originally Posted By NoScrubz
Oh lawd please I have a bunch of June $25 calls on SU
So you profit based on how far above $25 SU goes by June? Not overly familiar with options myself


Lets see how the futures markets open tonight but this all definitely seems very bullish right now
post 1633187473 03-07-2021, 03:59 PM
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#3894
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Originally Posted By Destor
So you profit based on how far above $25 SU goes by June? Not overly familiar with options myself


Lets see how the futures markets open tonight but this all definitely seems very bullish right now
Use this calculator:https://www.optionsprofitcalculator....long-call.html

The closer the expiry date you’ll have a higher return but more risk. I also grabbed some $23 calls that expire in March 19 that are already up 70% since last week.

Premiums are probably gonna be high tomorrow though if We open green so watch out for that

Edit: Oil futures pumping das it
post 1633188133 03-07-2021, 04:11 PM
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#3895
  1. Carbonfibre
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Energy is the new tech sector.

Crude over $70 damn we going to $100 by summer again.


This might hurt meme stocks that wsb likes to pound with option flow, could be rotating into energy options.


Futures not bad dow leading nicely, nasdaq small positive so far.
post 1633190033 03-07-2021, 04:52 PM
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#3896
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Originally Posted By topperstyle
We have to get into energy dd and tickers before they start getting pumped on wsb

Any of them with goofy names? They always go for them first.
If Nasdaq tmmrw is again flat.

They will rotate to whatever is popping.


Lets see. What starts to trend.
post 1633192153 03-07-2021, 05:21 PM
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#3897
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Yeaaaah definitely looking like tomorrow will be another green one for Energy


Seeing news right now about a shortage of polyurethane foam used in car upholstery and that could be worse for manufacturers than the silicon supply issues

https://www.caranddriver.com/news/a3...rtage-reasons/
post 1633196173 03-07-2021, 06:25 PM
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#3898
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sorry for hijacking thread,is there any chance gme will hit over 1k or its all bs ?why institutions would risk it holding stocks @1k or there is something i dont understand,reps for any explanation.reddit isnt sufficient for me.feel dumb atm
post 1633197233 03-07-2021, 06:35 PM
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#3899
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Originally Posted By puristhndrwrth
sorry for hijacking thread,is there any chance gme will hit over 1k or its all bs ?why institutions would risk it holding stocks @1k or there is something i dont understand,reps for any explanation.reddit isnt sufficient for me.feel dumb atm
I don’t think the hype is there for that to happen anymore
post 1633198123 03-07-2021, 06:49 PM
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#3900
  1. StallionRx
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[QUOTE=puristhndrwrth;1632574003]
[QUOTE=puristhndrwrth post_id=1633196173]sorry for hijacking thread,is there any chance gme will hit over 1k or its all bs ?why institutions would risk it holding stocks @1k or there is something i dont understand,reps for any explanation.reddit isnt sufficient for me.feel dumb atm[/QUOTE]No clue what the price ceiling is on GME, but its still attracting tons of retail traders. I just think the powers that be have far more control over that stock price than the average redditor realizes. At this point they're just along for the ride.

I think a lot of stim money is just going to be cycled right into the pockets of the banks. GME is just the conduit.
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