Before cell phones and internet we had to rely on each other in person to keep each other company. Crazy right?

---

The problem is spy won’t go down. You can’t rely on just shorting Nvda or another mag 7 to make money. I’ve been getting so shafted

---

I'm on my third Chevrolet volt, which was the first EREV. Leased the first two and then bought this one in 2019. I love the flexibility. Most days I just need the electric drivetrain and battery with a 40 mile range to get me to work and back. But if I need to drive a long distance I can just rely on gas. I charge at home. I probably stop at the gas station 4 to 5 times a year. GM stopped making this car because they were only selling 20-30k per year. They are somewhat less profitable because they do mechanically have both an electric drive train and still much of what you need to have gasoline. (Though I'm at expert enough to you know how that stacks up against a much larger battery that you would need in a pure play EV) But the concept is great. I lament that more manufacturers don't make these kinds of vehicles.

---

You look at SharkNinja and they have a positive EPS of over 4 and don’t have to fully rely on vacuums for revenue. On the other hand, iRobot is still only selling vacuums and EPS is -6.

---

I don't doubt any of the things you are saying with regards to SpaceX's potential...but my point is that if what SpaceX is doing is that important, and that there is money to be made, there will eventually be competitors You think China is going to just sit idly by and let SpaceX dominate this realm? Look at what happened with EVs just in the last decade and how Tesla is not the dominant force it once was...it basically has to rely on US protectionism against Chinese EVs to survive in its largest market How far into this AI build out are we with NVDA and its chips being at the core of this technological revolution? It has only been around 3 years...give it another 7 years or so and just wait and see how NVDA's lead will have diminished because of China or some other development from a competitor Same thing with what SpaceX is doing...doesn't matter how far ahead of the game they are...if what they are doing turns out to be vital to national interest or makes a shit ton of money, they will have competition that eventually erodes their market share...and it will most likely happen within a decade or less So this whole thing of valuing SpaceX or any company at ridiculous levels by basically pricing in close to a decade of revenue growth is just stupid

---

Unfortunately I’m shit at stonks so I have to rely on my job for that 😞

---

I think a lot of people see massive future potential in the space industry and SpaceX happens to be dominating at the moment. Many of these companies/governments rely on SpaceX to launch their sats.

---