Investors should not forget about "China, China, China" that always seems to come spoilt the fun. Without Chinese EVs, Tesla could be biggest car company in the world. And X / Twitter if without TikTok or US AI companies without Chinese DeepSeek & gang. Not forgetting kungfu humanoids robots.
The Chinese companies may be now well behind SpaceX, and few US, European and Indian companies come close. But I wouldn't bet my retirement fund that the Chinese space companies don't do another EV on Tesla.
Is the Google IPO a fair comparison to SpaceX. Are they not operating in two distinct categories with different dynamics? I would naturally expect the timelines of search and space to diverge. I’m no Musk superfan boy, but keen to hear a broader take on the IPO.
The market loves virtues in theory and punishes them in practice. You can see all seven play out on a chart if you watch closely enough.
Curiosity is what gets you into a position. Skepticism is what keeps you from marrying it. The moment those two stop talking to each other, price begins to drift away from you, quietly at first, then all at once.
Independence sounds admirable until you feel the weight of being early. The tape has a way of isolating you. It will let everyone else look right just long enough to make you question your own eyes. Most people don’t lose money because they lack intelligence. They lose it because they cannot sit alone with a good idea while the crowd laughs.
Discipline and patience are often described like tools. In reality they behave more like gates. They keep you out of the trades that feel urgent and pull you toward the ones that feel almost too obvious to act on. Compounding lives behind those gates, which is why so few ever reach it.
And courage rarely arrives during the dramatic moments people imagine. It shows up when price revisits a level that already failed once, when the story sounds convincing, when the decision feels uncomfortable and quiet. That is where outcomes are decided.
Temperament is the hidden line running through all of this. You can see it in how someone reacts when price moves against them, and even more clearly in how they behave when it moves in their favor. The market is always watching for that moment of imbalance. It does not need you to be wrong. It only needs you to be human long enough to take the other side of your conviction.
Reading something like this is useful. Watching how it plays out in real time is where it becomes expensive.
No. It is another shell game. Tesla is sinking fast, got to spin something else up to keep up the illusion.
Investors should not forget about "China, China, China" that always seems to come spoilt the fun. Without Chinese EVs, Tesla could be biggest car company in the world. And X / Twitter if without TikTok or US AI companies without Chinese DeepSeek & gang. Not forgetting kungfu humanoids robots.
The Chinese companies may be now well behind SpaceX, and few US, European and Indian companies come close. But I wouldn't bet my retirement fund that the Chinese space companies don't do another EV on Tesla.
Interesting point
Is the Google IPO a fair comparison to SpaceX. Are they not operating in two distinct categories with different dynamics? I would naturally expect the timelines of search and space to diverge. I’m no Musk superfan boy, but keen to hear a broader take on the IPO.
For other insight into Musk and the concern of SpaceX read the post from JVL of the Bulwark. March 12th - SpaceX and Nasdaq.
Great piece. Long time SpaceX shareholder privately, we have near 100% exited with the rest of the early money. Retail be warned.
Re: Nike’s challenges. When’s the last time you saw a pair of Nikes that you thought weren’t garish and overdone?
The market loves virtues in theory and punishes them in practice. You can see all seven play out on a chart if you watch closely enough.
Curiosity is what gets you into a position. Skepticism is what keeps you from marrying it. The moment those two stop talking to each other, price begins to drift away from you, quietly at first, then all at once.
Independence sounds admirable until you feel the weight of being early. The tape has a way of isolating you. It will let everyone else look right just long enough to make you question your own eyes. Most people don’t lose money because they lack intelligence. They lose it because they cannot sit alone with a good idea while the crowd laughs.
Discipline and patience are often described like tools. In reality they behave more like gates. They keep you out of the trades that feel urgent and pull you toward the ones that feel almost too obvious to act on. Compounding lives behind those gates, which is why so few ever reach it.
And courage rarely arrives during the dramatic moments people imagine. It shows up when price revisits a level that already failed once, when the story sounds convincing, when the decision feels uncomfortable and quiet. That is where outcomes are decided.
Temperament is the hidden line running through all of this. You can see it in how someone reacts when price moves against them, and even more clearly in how they behave when it moves in their favor. The market is always watching for that moment of imbalance. It does not need you to be wrong. It only needs you to be human long enough to take the other side of your conviction.
Reading something like this is useful. Watching how it plays out in real time is where it becomes expensive.
Abolish the AMA. Ask Ben Hunt