ACHR seems like it was designed from the ground up to bleed gigantic hedge funds and greedy billionaires of every possible cent with a pie-in-the-sky idea.
I'm very tempted.
Theory: 2-3 of the mag seven will own TikTok via joint ownership with the US getting a slice of the pie (shares). Way too much power for one to own, and not going to be oracle that’s fuckin stupid. This is gonna be some weird crap cooked up at these tech ceo dinners to appease the man and provide surveillance data and kick back.
5 tranches? He would have to hit EBITDA targets. You are pie in the sky pontificating over nothing.
If he is giving away FSD, essentially, then the income drops and revenue per vehicle drops and it’s much harder to hit market cap targets. You still have to convince tons of folks to do it… if it weren’t worth it, folks won’t even spend $10/month.
It isn’t definitely not easy to both manipulate the stock to be high and decimate the business in the ways you are talking about for this to be a scam.
QS - Quantumscape is going to succeed. It’s like the pie in the sky battery tech that seemed impossible. But it’s over the science bubble and becoming real.
$10 now and the excitement pump will take it to $30 this year.
Settle back to $20 and then produce 40% returns for the next 10 years.
Run up will start as soon as first vehicle get leaked; September - December timeframe.
Edit for typo.
OPEN 3 days ago? Trash. Not selling that beforehand took some balls.
OPEN now that Rabois is back, right before rates cuts and an American credit extravaganza is about to begin? Very different.
Real estate has always been a territoried industry in the US. That makes it extremely fragmented; 1.5 million real estate agents working for 300k+ brokerages. Even counting mega firms with over 20k total agents, there are like ten. No one can consolidate market share, because all these agents and companies are constantly at war with each other.
I can see, with a massive amount of tech industry brainpower and a fuckton of VC capital, a path for a company with a radical modernization plan to usurp the industry by taking out most of the human elements. I sure as hell didn't think Opendoor was capable of pulling anything like it off, especially not without the right brains and the aforementioned money. But now, I can kind of see a path, and at the end of the path is a *fuckin donko amount of money*. There's $2T worth of houses sold each year, and you can hog a lot of that pie and keep more of the margin with robo agents.