GHuatfund
GHuatfund
Healthy skepticisms
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When the Superpower Becomes the Spoiler

Viewing the U.S. from the outside, I often wonder if others see what I see — not a global role model, but increasingly a cautionary tale. Rather than setting a standard for leadership and responsibility, the U.S. today resembles more of a spectacle, marked by political dysfunction and a culture that often prizes drama and self-importance over substance. Economically, it continues to exploit its position as the world's largest economy, weaponizing the dollar and engaging in unchecked fiscal expansion and quantitative easing, all while dismissing the long-term consequences for the global system. As the U.S. derails multilateral trade norms and leans on its currency's dominance with growing complacency, I suspect many nations — especially those that have acted with more fiscal discipline and
When the Superpower Becomes the Spoiler
very much looking forward to this :D
@GHuatfund:Dollar printing and government debt will not end well for US
$Tesla Motors(TSLA)$  ‌ The most diabolical advice of the day 
$Tesla Motors(TSLA)$  ‌from recent price movements, wonder if these institutional bagholders like Morgan Stanley can carry on buying-up the stock in a world where there is no retail investors. Busy fooling each other? Also sounds about right, they cant possibly let the share price tank if not they will really have to seize musk's shares - which by then would probably be worth a big pile of turd.
lmao MS highly likely a bagholder and wanting to dump these shares!
Morgan Stanley: Maintains "Overweight" Rating on Tesla, Optimistic About AI Ecosystem Breakthrough
$Tesla Motors(TSLA)$  ‌Since its a gamble, sell 10 puts at 290? LOLOL
Classic retail hoping to hold and sell to a greater fool, while institutional and insider orchastrates this wonderful came of musical chairs.... exactly like the squid games.  
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Dollar printing and government debt will not end well for US

just waiting for other countries to lose trust in the US dollar... and there goes power and position as the "largest" consumer
Dollar printing and government debt will not end well for US

Fixated on high returns? How about risks?

$Tesla Motors(TSLA)$  ‌Questions about Tesla's narrative as a "company carving out a new industry" or simply just "competing for market shares in a traditional automotive industry": 1. Wouldn't the introduction of cheaper models risk cannibalising the other standard models? 2. If Robotaxis are thought of a replacement to car ownership (also in the namesake of TAM growth), shouldnt that also reduce overall demand for automobile, in turn affecting said company sales? 3. Trend of switching from ICE to EV: how about the competition between other automakers making similar shifts, chinese EV automakers with models that are cheaper and existing EV competitors? In my opinion, announcements of robotaxis and rollouts of cheaper model is not conclusive
Fixated on high returns? How about risks?

Tesla

Following ‌$Tesla Motors(TSLA)$  ‌ 's earnings release, the stock price movement has left many observers puzzled. As is often the case, investors have been quick to craft narratives in an attempt to rationalize the surge. One post from seekingalpha that stood out to me was titled, "Tesla: Don't Keep Letting the Market Take You for a Ride." It effectively summarized key points from the recent announcement and echoed the broader sentiment of what I interpret as a sense of optimism shared by a segment of the investor community. The writer argues that investors who "buckled up" Tesla during its recent dip have benefited, as the stock has rebounded. In addition, it criticizes the bearish media narrative, suggesting it exaggerated Tesla's trou
Tesla

Tesla - epitome of an "unfamiliar" market

$Tesla Motors(TSLA)$  Tesla's recent financial performance presents a compelling case study in the ongoing debate over the Efficient Market Hypothesis (EMH). In the first quarter of 2025, Tesla reported a 71% drop in net income, falling to $409 million from nearly $1.4 billion the previous year. Revenue declined by 9% to $19.3 billion, and vehicle deliveries decreased by 13%, marking the company's weakest quarter since 2022 According to the EMH, such negative financial indicators should lead to a corresponding decline in stock price, as markets efficiently incorporate all available information. However, Tesla's stock behavior deviated from this expectation. Despite the disappointing earnings, Tesla's shares rallied amid investor optimis
Tesla - epitome of an "unfamiliar" market
avatarGHuatfund
2024-11-08
$GRINDR INC(GRND)$ high conviction given stellar track record post-earnings. Grindr has cemented itself as a social platform brand amongst the LGBTQ+ community and will continue to build traction as user base scale. In my opinion, the platform is a conducive avenue for LGBTQ+ to connect, whereas physical means presents a challenge even to date. By the numbers, +29% y/y topline revenue reflects increasing number of paying users (+15%) and wallet spend (+8%) for Q3. Supporting drivers are (1) increasing gen Z users with spending power (2) targeted middle aged platform users with above average purchasing power vs users of other dating sites (i.e match.com). on the other hand, EBITDA margins of 42% and FCF conversion presented an impressive 69% v

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