원문 보기
hey everyone me Kevin here boy oh boy if Elon Musk knows how to play 4D chess we could literally before our eyes be seeing the unfolding of that 4D chess I mean this is absolutely remarkable because now there's talk about potentially the United States government the Biden Administration potentially shutting down the Twitter deal and so obviously this is leading Twitter shares to have a little bit of pressure under their stack uh Twitter shares right now down only about four percent in pre-market they were down about 16 so some of that pain has gone away but it's another stain in this potential deal going through and in this video we're going to talk about how could potentially the government shut this deal down but then we'll also talk about is it possible that Elon Musk coaxed or invited the government to potentially shut this deal down because after all he does a lot of maybe buy AI Twitter and even though he's coming across as wanting to buy Twitter and posting tweets about how he's going to buy Twitter how could he behind the scenes actually be making it unappetizing for the government to allow the steel to go through maybe dragging this deal out to April when Elon musk's financing finally expires he's got about six months to go before his financing expires and that is his remaining contingency obviously borrowing the government just completely blocking this if this gets delayed until April and Elon musk's financing contingency expires the banks will almost certainly walk away from this deal for Elon Musk which the deal not happening that is Elon buying a Twitter not happening would probably be a good thing for things like Tesla stock but folks let's jump into some of the details here so there is this committee it's kind of like a secretive committee called the committee on foreign investment in the United States this is a committee that it sometimes operates under the cover of Darkness that is it's not a surprise that Joe Biden came out and the Biden Administration like oh we had no idea they were potentially investigating Twitter you know but then again you know politics is such that on one hand you're kind of like oh I had no idea but on the other hand you kind of ordered it that part doesn't so much matter but this committee has been responsible for blocking some of uh Trump's doings Obama's doings uh regarding Trump there's been a lot of involvement regarding this committee and a trump and China but more importantly this is a committee that reviews Acquisitions generally by uh or in the United States by Foreign buyers to make sure if they're legally possible and after all the Twitter deal is interesting because you've got a lot of investors in it like binance who's owned by a Chinese foreign National you've got uh the PRI or the prince of us one of the princes of Saudi Arabia I'm gonna mess this up but I think it's my best pronunciation attempt and you've got the uh Sovereign wealth fund of Qatar so you've got a lot of these foreign organizations and institutions and people involved in the Twitter deal and so it makes sense that the committee on foreign investment in the United States would be involved but you wonder if this committee is potentially being weaponized to stall the deal uh for some fear that the sweater deal will have some form of National Security risk now is it potentially possible that this committee wasn't actually worried about blocking Twitter until Elon the Twitter deal until Elon Musk started causing some controversy over the last few weeks now I talked about and summarized all of the controversies going on with Elon Musk and I'll put a little pin up here somewhere for the prior video on exactly this but one of the things to consider is the summary Elon Musk has kind of hinted at having talked to Putin now he previously says that was only about starlink but then he started running polls that somewhat made some people think that Elon Musk was using Putin and Kremlin talking points which raises the prospect of wait a minute what if elon's compromise now I I don't I think a lot of us don't think he actually is compromised we don't actually think he's a comrade but it raises the Specter of such and Elon as the master 4D chess player potentially knows hey if I start getting myself involved on Twitter with negotiating peace in Ukraine between Ukraine and Russia maybe the committee on foreign investment in the United States will start wondering oh maybe there is a national security risk here oh but let's talk National Security Elon Musk sued the Department of State for the right and the U.S Air Force for the right to compete in the satellite airspace to get starlink network bands uh you know rather than only companies like Boeing and Lockheed having the right to compete so now starlink is out there and oh what just happened with starlink oh Elon Musk suggesting hey the Pentagon should cover the cost of 20 million dollars per month for servicing Star Lake in Ukraine now we made a whole video on on thoughts on this and details on this elon's decided to ultimately cover the bill and there are so many debates about hey he said he was donating why is he now asking and then Elon says well I was asked to ask whatever that part doesn't matter what you have to think of for the purposes of this video here and this Twitter deal is that think about it if Elon Musk wanted the government to stop the Twitter deal from happening what would he do and how does that compare to what he is doing well he would create the impression that him owning Twitter as a national security threat oh negotiating peace with Russia hmm that's somewhat of a national security threat turning potentially turning off the communication systems for Starling for Ukraine that's a national security issue here's another one the Washington Post okay wait wait wait let me let me phrase it this way another one what if Elon Musk just goes in and fires everybody at Twitter well gosh that would be a bad look on the Biden Administration right so National Security risk if you're talking to Putin or talking about peace with Putin National Security risk if you're shutting off internet or taking control of Internet threatening money right like that's a risk and three if you're threatening to cut a bunch of jobs that's a risk and so one and two have happened what's happened with number three oh Washington Post all of a sudden reporting that Elon Musk is confidentially suggests testing he might cut 75 percent of Twitter's Workforce in a matter of months now that might be necessary all of these things could just happen to be part of the plan anyway but boy oh boy if you wanted to weasel your way out of this deal and or potentially just drag the deal out to uh April when financing expires why not potentially create this slander right or or slanderous opportunity right before no maybe it's not even necessarily standard but this opportunity to uh make yourself look like a jobs villain make yourself look like the job's villain so if the buying Administration lets Elon Musk go through it's like here he goes now he's just gonna fire 75 of Twitter's Workforce Jordan's got a good amount of employees I mean number of employees let's see how Twitter has 7 500 employees okay that's a lot of people I mean you take you take that and you fire 75 that's 5 625 people gone White Collar jobs gone weed in the course member livestream this morning looked at obviously snap but we also looked at American Express American Express starting to take larger losses for reserves because they're worried that white-collar professionals are going to start losing their jobs what this is like such a U-turn from American Express I mean they're probably not wrong but it's a U-turn and it's a red flag okay but think about the Ford 30 chess moves that are happening here elon's trying to run the clock so he's creating a national security risk with this potential negotiating with Putin this potential shutting off starlink and this potential laying off of a bunch of people I have to say if Elon wanted out of the this deal this is like literally the perfect Playbook for canceling this deal it's brilliant now do I support it he look he overpaid for the deal he screwed up okay he's way overpaying for the deal he knows that he's overpaying by a factor of two to three for this freaking deal okay he knows that look I said that back in May uh actually before may it was like back in March when this was first talked about that's not a surprise now we're beating a dead horse to say though but elon's been saying hey like it's okay like I know I'm overpaying but I'll make it worth more but then he goes further I'll make it worth more by maybe negotiating peace with Russia or firing 5 600 people doesn't actually make you think he really wants this deal to go through really interesting though to almost weaponize the Biden Administration to kill the deal now no guarantees the deal could still go through the Stock's at 50 bucks instead of 54.20 it's actually not that much of a discount so clearly the market is not that worried about it right now the Market's only pricing in a 7.4 uh chance or Arbitrage opportunity here that's nothing so if you bought Twitter today and the deal went through you're up 7.4 that's not worth all the crazy risks going up but I'll tell you if Elon was trying to cancel the deal this is Playbook how to do it this is how to get what you want in America yeah play the game and I'm not saying it's the right thing to do boy oh boy it's entertaining and get yourself metcaven.com life check out get your money out of the Twitter deal put it into house hack not Financial advice or solicitation go to househack.com to learn more because there's a deadline coming up in 10 days October 31st thanks for watching we'll see in the next one bye
Comments 0