Paulo Santos
@ThinkFinance999
Idea Generator is about deep value. It gives you access to simple, deep value ideas structured in a risk-managed Portfolio.
European politicians are dumb and don't understand they have an easy path to 0% tariffs. Just tell the US "it's either 0% tariffs or we ship advanced semiconductors and semiconductor fabrication equipment to China". Somehow, they don't use this very obvious card.
Money pouring into fully speculative things at unprecedented speed.
History is being made in crypto markets: The Ethereum ETF, $ETHA, has officially exceeded $10 BILLION in assets under management for the first time. It took just 251 trading days to reach this threshold, the 3rd-fastest for any ETF on record. In the past, only two Bitcoin…
Also, everyone in China buddles their self-driving functionality with the car. And they'll jump to 200 miles per intervention before $TSLA moves to 20,000. And the problem, which Teslarians so well exemplify, is that consumers can't easily distinguish between the need to…
Very akin to the SPAC phenomenon, which had exactly the same kind of news as well. Of course, it all blew up not long after those news started pouring in.
"$86 billion has been raised [for companies to buy cryptocurrencies] in 2025. That’s more than double the amount raised in initial public offerings in the U.S." wsj.com/finance/curren… Our capital markets are now just one giant Ponzi scheme. It's ALL relying on "greater fools."
$TSLA is literally just going to ferry people around SF like all Tesla drivers do, using FSD. Unreal. The California regulators already confirmed Tesla isn't allowed to test a robotaxi service with or without safety driver due to lack of licensing.
The demo sank already, as $TSLA didn't have any of the proper licenses for this stunt to save the stock. But somehow the stunt worked.
A $TSLA robotaxi launch in San Francisco is highly irrelevant, considering it will come with a safety driver. The signal in that is exactly zero (the same as countless customers in San Francisco driving around supervising their Teslas under FSD). Seemingly, this is being done to…
A reminder that the $TSLA Austin "robotaxi" service isn't actually open to the public and the San Francisco one won't be open, either. They're just theater at this point.
The most amazing thing is justifying this $170 $PLTR price target based on a $24 billion run rate in 2032. That's what, 17x 2032 revenues? It's completely stupid.
🚨 $PLTR Piper Sandler Bank estimates over $1 Trillion TAM by 2032 and describes Palantir as "ONE OF A KIND GROWTH & AI SECULAR WINNER" as they set a price target of $170
A $TSLA robotaxi launch in San Francisco is highly irrelevant, considering it will come with a safety driver. The signal in that is exactly zero (the same as countless customers in San Francisco driving around supervising their Teslas under FSD). Seemingly, this is being done to…
The influence from the propagandized anti-China western investors is falling quickly. This is good for HK stocks.
TINA for China 🇨🇳 indeed globalstockpicking.com/2025/01/06/tin…
This is the way to go, to protect its population from this pure grift, especially since they have some inclination towards gambling. Once upon a time schemes such as crypto (ex-regulated stablecoins) weren't allowed - yet this stuff has been allowed to go fully mainstream in the…
🚨🇨🇳 BREAKING — China Has Fully Banned All Forms of CryptoCurrency.
For vision-only, the contenders will likely come from China. That said, I wouldn't be surprised if, behind the scenes, $GOOG was now also working feverishly on a $TSLA-like solution. AI tech advanced, and there's now the obvious risk vision-only might be enough. Google can't…
Good catch, the amount of smoke and mirrors is wild. $TSLA
I can’t believe @Tesla has only reached 7,000 @robotaxi miles after one month of operation in Austin, TX 🇺🇸… That figure is so bad it just doesn’t seem possible. With 10 cars, that’s 7,000 / 30 / 10 = 23.33 miles per day per car. That is so incredibly low 🧐
Concern over wealth inequality is not proof of oppression. It is proof of resentment. It does not mean the rich have stolen. It means the observer cannot stand that others have achieved more. Inequality, by itself, tells you nothing about justice. It tells you nothing about how…
I think Xiaomi's upcoming EREV, a full-size SUV, will have an EV range of 200+ km.
This looks VERY good for the segment (around $10,000). $BYD is starting to face serious competition. carnewschina.com/2025/07/24/arc…
The end of EV tax credits in the US, alone, ought to be enough to destroy 4 quarters of $TSLA deliveries and earnings (Q4 2025; Q1, 2, 3 2025). It will favor Q3 2025 deliveries and earnings, though.