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MAGAMusk
On April 23, I wrote about Elon Musk.
At the time, Tesla was struggling badly. The shares were off 42% for the still-young year and there were pseudo-existential questions about the company. I bought the dip, and I made a show of it, or as much of a show as I make of my personal investments, which is deliberately not much: Do your own research. Consult your financial advisor. I'm not your fiduciary. Not investment advice. Etc.
Regular readers will recall my rationale. Here's what I said in tha
I am pretty sure you wouldn’t buy a Tesla with those profits- but maybe a Flying Spur. You could probably get a pristine 2020 with under 20,000 miles for about $150,000. Of course, depending on how much you invested- maybe a 2025, which could run above $300,000.
🙂
Secret President Peter Thiel and Palantir not getting talked about enough other than around earnings and Alex appearances… but PT probably likes it that way.
Palantir has been very, very good to me, and now its largest shareholder owns the Vice President. I think of PLTR the way H (or C or Aden if you prefer) talks about oil companies. I keep my morality separate from my investments.
Karp has made it pretty clear on conference calls that Palantir’s AI/software is behind Israel’s ability to identify and hit targets with such incredible speed. Every government & military on Earth is knows that now. Their software is going to be in demand.
they have a great product and it’s going to be in everything as it grows in the commercial space. wonder what PT does when it’s in everything…
Time for DOGE-coin?!
Besides TSLA, private shares positions in SpaceX and xAI seem a pure play that make sense. Just dabbles for us, and who knows when they’ll be liquid – but looking good at the moment (and a silver lining to my general view of Trumpa/MAGA-world). Brainless diversification in ownership of modest bitcoin ETFs too….
SpaceX (includes Starlink) is pretty inspiring. Weebles, I’ll buy some of your shares if you want to unload ‘em. XAi too. Tesla battery and charger tech and manufacturing may be more valuable than the EV, but I’m too late for that one, as usual. X, DOGE, the boring company? Not interested in that stuff. But what’s next? Fast reactor nuclear energy, enrichment and recycling? Would scare the hell out of people. He could make his own bombs, and with his own rockets, he could….