Alex Marsh @Alexmxrsh
Didcot, England Joined February 2017-
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Tesla realizing they either join Uber’s network and have a chance at competing or battle against all of Uber mafia and inevitably lose $UBER $TSLA
Tesla realizing they either join Uber’s network and have a chance at competing or battle against all of Uber mafia and inevitably lose $UBER $TSLA https://t.co/0cyqH59yAp
@himshouse So they just have to change the wording on the website? How ever will they recover from this ?!? 🤯
How to invest: - Find a group of extremely high quality companies - Wait until they sell off because of a bad narrative: (ChatGPT will kill Google, Disney+ will kill Netflix, tariffs will kill Amazon, robotaxi will kill Uber, gen AI will kill Adobe, etc) - Use sound judgment…
with 4% rev growth and flat multiple you get 10% CAGR and that’s a garbage scenario with 10% rev growth and some multiple expansion (im not even factoring in that much margin expansion) you get a 30%+ CAGR and you’re looking st a $700 stock by 2028 How is this not an unreal…
@StockTrader_Max Oh I get it.. So if you're right, you're right. And if you're wrong, you're righter. Sweet!
A few facts about ASML's $ASML moat: - The core of ASML moat is hard science. Printing patterns 2 nanometers apart on silicon at scale with consistency and throughput is something only they have figured out how to do. - The EUV machines are the most technically complex machines…
A few facts about ASML's $ASML moat: - The core of ASML moat is hard science. Printing patterns 2 nanometers apart on silicon at scale with consistency and throughput is something only they have figured out how to do. - The EUV machines are the most technically complex machines…

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