The Rokslide Stock Traders Thread

[Theringworm]

Finally pulled the plug and sold out of PR. It was a long rewarding ride, but I won’t let greed get the best of me.

 

[Ucsdryder]

What say everyone about qqqi? It seems to be paying solid dividends? My buddy is telling me to buy as a diversification against a stagnant/down market.

 

[Beendare]

Why are we investing anyway? Grin

Musk says not to bother…..

The X owner predicts that due to the advancements of AI, people will be able to receive better healthcare and will remove any limits on goods, services, schooling and more.

“Let’s not worry about growing the money supply,” Musk explained. “It won’t matter because the output of goods and services actually will grow faster than the money supply.”

Interesting. Many right now claim AI is a bust….Musk is aaying otherwise

 

[Ucsdryder]

Why are we investing anyway? Grin

Musk says not to bother…..

The X owner predicts that due to the advancements of AI, people will be able to receive better healthcare and will remove any limits on goods, services, schooling and more.

“Let’s not worry about growing the money supply,” Musk explained. “It won’t matter because the output of goods and services actually will grow faster than the money supply.”

Interesting. Many right now claim AI is a bust….Musk is aaying otherwise

I mean if I can go blow a pretty significant amount of money I can have some real short term fun!

 

[Andrew12gauge]

Why are we investing anyway? Grin

Musk says not to bother…..

The X owner predicts that due to the advancements of AI, people will be able to receive better healthcare and will remove any limits on goods, services, schooling and more.

“Let’s not worry about growing the money supply,” Musk explained. “It won’t matter because the output of goods and services actually will grow faster than the money supply.”

Interesting. Many right now claim AI is a bust….Musk is aaying otherwise

Musk is an idiot, he also thinks that the human population is going to blink out due to a lack of reproduction


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[IdahoBeav]

Musk is an idiot

Is there a new definition for the word idiot?

 

[2531usmc]

Why are we investing anyway? Grin

Musk says not to bother…..

The X owner predicts that due to the advancements of AI, people will be able to receive better healthcare and will remove any limits on goods, services, schooling and more.

“Let’s not worry about growing the money supply,” Musk explained. “It won’t matter because the output of goods and services actually will grow faster than the money supply.”

Interesting. Many right now claim AI is a bust….Musk is aaying otherwise

There is a growing realization that AI may replace millions of employed Americans. Accordingly, public perception of AI is tanking and people/politicians are mobilizing against it’s widespread implementation.

Musk and other AI leaders (Sam Altman, et al) are making wild promises to blunt the pushback.

Furthermore, the AI firms require enormous resources to fund the data/energy infrastructure. The wild promises of payoff are pretty much required to gin up low cost borrowing.

 

[Poser]

Musk is an idiot, he also thinks that the human population is going to blink out due to a lack of reproduction


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At a minimum, he has a deep, consistent history of over promising and under delivering. I can’t say for sure he’s an idiot because he somehow manages to keep duping people into keeping him around as a CEO. He is absolutely quit full of BS, though.

 

[MuleyFever]

Furthermore, the AI firms require enormous resources to fund the data/energy infrastructure. The wild promises of payoff are pretty much required to gin up low cost borrowing.

I just saw a data center being proposed in UT that will span 40k acres and consume 9 GW of power. The state currently uses about 4 GW of power on average. Pretty crazy.

 

[Fowl Play]

At a minimum, he has a deep, consistent history of over promising and under delivering. I can’t say for sure he’s an idiot because he somehow manages to keep duping people into keeping him around as a CEO. He is absolutely quit full of BS, though.

His over promising and under delivering to the investors is a side effect of creating crazy stretch goals for his engineering teams. He knows engineers will take all available time available to overthink and overplan every situation and that unforeseen delays and problems will eventually pop up. So he sets unrealistic goals and timelines to push his engineering teams to do the impossible in record time. He definitely doesn’t hit the milestones he sets, but he for sure gets there faster then if he actually set realistic timelines from the get go. Believe me, his engineering teams hate it to, but all admit it’s an effective way to do what he does. This works “fine” for a private company where there are no public share holders to beholden too, but breaks down when it’s public because he has to keep up the crazy goals and timelines with everyone.

If you add 5 years to “Musk time” you’ll be better off from an investors standpoint.

 

[Poser]

His over promising and under delivering to the investors is a side effect of creating crazy stretch goals for his engineering teams. He knows engineers will take all available time available to overthink and overplan every situation and that unforeseen delays and problems will eventually pop up. So he sets unrealistic goals and timelines to push his engineering teams to do the impossible in record time. He definitely doesn’t hit the milestones he sets, but he for sure gets there faster then if he actually set realistic timelines from the get go. Believe me, his engineering teams hate it to, but all admit it’s an effective way to do what he does. This works “fine” for a private company where there are no public share holders to beholden too, but breaks down when it’s public because he has to keep up the crazy goals and timelines with everyone.

If you add 5 years to “Musk time” you’ll be better off from an investors standpoint.

With the Cybertruck potentially being the greatest vehicle flop of the current age combined with the flying car promised for 2026 that we will most definitely not see, I just have a hard time buying into this guy. Reportedly, there are people who put deposits down on failed Tesla designs dating back to 2017 who have still have not received refunds. He used DOGE as a way to clear some runway for himself which bought him a few more years of being free of various lawsuits, investigations and oversight, but I predict this guy going down in spectacular flames of failure is inevitable.

I do acknowledge your point, though, in terms of sheer engineering advancement. I just don’t think he’s going to be anything close to the savior of humanity that he fancies himself and his wilder predictions about the future are little more than fantasies that almost no one actually buys into. I do believe that he believes them to be true, though.

 

[IdahoBeav]

I hit PLTR at what I thought was a dip at $142.15. It’s below $137 now.

 

[CorbLand]

I just saw a data center being proposed in UT that will span 40k acres and consume 9 GW of power. The state currently uses about 4 GW of power on average. Pretty crazy.

Really makes one scratch their head over all the time and money put into “saving the Great Salt Lake” over recent years and the true motive behind that.

 

[2531usmc]

What makes me scratch my head is questioning if the AI power and data centers are really thought out (cost, schedule, performance) or is everyone panicking to buy as much as they can as fast as they can?

The word “malinvestment” comes to mind

 

[CorbLand]

What makes me scratch my head is questioning if the AI power and data centers are really thought out (cost, schedule, performance) or is everyone panicking to buy as much as they can as fast as they can?

The word “malinvestment” comes to mind

Personally, I think there is going to be an AI bubble like the dot com bubble of the early 2000s.

AI is going to change most everything but I am not sure what it will change, how it will change it, and to what level.

 

[mountainman406]

Pretty tough start to the day for me, seems like the next round of “peace talks” might be imminent…


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[Beendare]

Musks comments are self serving for sure especially with the promise of robots. His cutting edge companies are interesting but have been more sizzle than steak. He has a big loyal following and that has propped Tesla up. Folks have made money from him but is it one of those, "Past Results don't predict future returns" things?

With E cars that are 1/3rd the price of a Tesla....Lidar sensors being more effective than video.....and solar systems with a couple batteries costing $50k....I think it's tough sledding there.

Robotics is promising but profitability is a bit too far away. I like Musk....but not to invest in his companies.

 

[WRO]

Personally, I think there is going to be an AI bubble like the dot com bubble of the early 2000s.

AI is going to change most everything but I am not sure what it will change, how it will change it, and to what level.

100% I believe as the technology increases, the size and need for data centers will curtail quickly.

 

[fmyth]

"With the Cybertruck potentially being the greatest vehicle flop"

I think Tesla missed the mark on the pricing of the Cybertruck. When they offered it this February for $59,995 they sold out all of 2026 production and part of 2027 in 2 weeks. I know someone that ordered one on the last day of the sale and received a late 2027 production date. There are only 200-300 used Cybertrucks for sale in the US and the average price is holding above 75k. If Tesla would continue to sell them for $59,995 they'd sell all they could build. I wouldn't call that a flop. The Tesla Model Y has been the world's best selling car for 3 years in a row now.

I don't own a Tesla but I did "drive" a Model Y recently. The full self driving was amazing. You have to experience it to believe it. I'll be buying a Model Y for my Mom in 2028 for her 80th birthday and paying for the self driving subscription. She still drives fine during the day and hasn't had any accidents yet but admits that her night vision is poor and it limits her driving to daylight hours. Full self driving will be a game changer for the elderly, and people with disabilities that prohibit them from driving.

I wouldn't bet against Elon.

 

[2531usmc]

Musks comments are self serving for sure especially with the promise of robots. His cutting edge companies are interesting but have been more sizzle than steak. He has a big loyal following and that has propped Tesla up. Folks have made money from him but is it one of those, "Past Results don't predict future returns" things?

With E cars that are 1/3rd the price of a Tesla....Lidar sensors being more effective than video.....and solar systems with a couple batteries costing $50k....I think it's tough sledding there.

Robotics is promising but profitability is a bit too far away. I like Musk....but not to invest in his companies.

You would think intuitively that lidar + video is more effective than video alone, but I think the issue is when the car’s Lidar and video come into conflict. The processing power (and associated cost) to resolve that may prove Musk right in the long run.