This is extreme wishful thinking!!! Unlike the companies on your list, $META had a forward PE of 20. What’s $AAPL’s? 37? What’s $TSLA’s? 200? What’s $SPCX? Negative!?

💯 The reality is that in order to justify $DELL, $INTC, $AMD or even $NVDA pricing being between 20-75x forward earnings, the market is implying the AI boom is going to continue. But at the same time, giving $MU a FPE of 7, it's saying the AI boom will continue for everybody, EXCEPT for Micron, which is the most insane disconnect the market has right now. Micron, unlike all the other companies in the AI boom, is now doing 5-year guaranteed contracts for its supply with multi-billion-dollar pre-payments on those orders. Everyone and their mother is saying Memory is the most important commodity of all-time, and it's the biggest bottleneck for building faster as demand growth is outpacing supply by 10:1! But the market is like "ahhhh, it's cyclical!" 🤣 Eventually the market will figure it out. Short-term disconnects happen all the time.

Elon, with more than 80% voting power of SpaceX due to super-voting shares, you already have FULL CONTROL of SpaceX. Why do you still need a Trillion-Dollar pay package? I thought it wasn't about the money and it was only about control? Those seem like contradictions.

In the meantime, Micron will make more PROFITS next QUARTER, than SpaceX's ANNUAL REVENUE run-rate!

Rivian's success or failure is not dependent on Cybertruck sales. However, Cybertruck's failure is due to: - Not being able to convert 2 Million pre-orders - Falling short of 250,000 annual expectations by a factor of 10! (not just 10% or 20% short, but 90%+ short of expectations) You can call Rivian a failure, if you want, because it's still losing money. But it's only a failure in the same way Amazon was a failure for the first 10 years of its life or Tesla for the first 17 years of its life or SpaceX for the first 20+ years of its life. These "failures" are simply businesses being built to capture enormous market share in a massive market. A person that doesn't understand business, explains this as failure. Businessmen and entrepreneurs explain this as an investment. I used to think you understood this well, when we were both on the same side making these arguments to $TSLAQ. But somewhere along the line, you became an EBot. Someone who thinks everything Elon does is GREAT, and everything everyone else does is 💩. You've become a person who thinks Elon is the ONLY person who can do amazing things. What a sad miserable way to think.