원문 보기
so billionaire Ken Griffin just dropped a massive bombshell about Tesla and Elon Musk something you have never heard before also we have a shocking decision coming out out of the courton Delaware about said Elon Musk and Tesla which has blown everybody's mind also we have Chinese stock at a 5year low and evergr getting liquidated a lot of macro pressures in China coming close to an end also we have earnings from Microsoft Google and AMD a lot of interesting things came out of these earnings and the fed's rate decision is today we'll talk about all of that but first of all we have to give out today's MVP award and today's MVP award as always is sponsored by stock MVP your research tool for smart long-term investing in the stock market today's MVP is the founder and the CEO of paler Alex karp the reaction of anti Israel protesters and organizations and countries bringing absurd claims there is no other world power that including what I view as almost the holy country of America that would react any other way but worse to these situation that's just a baseline fact The Logical reaction to being held by a completely different standard The Logical reaction would be like screw it why should we have a standard at all there are a lot of people again the functional most functional parts of the world again places I've not been aligned with are like yes but we need societies and insti to work not work in the theory of some academic Playbook run by people who've literally destroyed everything they've touched but by people have done things that are very hard under the harshest conditions and so that those that's what I thought honestly I don't know how this man walks around with balls of steel they must weigh so much but this guy absolutely cares 0% what others think of him he says exactly what he thinks and he calls it like he sees it in fact I'm sure a lot of people in mainstream media a lot of people in the industry share his opinions but they're too afraid to talk about it shout out to Alex carp for giving literally zero frecks about what other people think about him and saying the truth calling it like he sees it now let's move on to Ken Griffin the billionaire from Citadel who talked about Tesla at least tried to talk about Tesla and got cut off immediately but before he got cut off by the interviewers he managed to say a lot of important things in just a few seconds check it out us companies your Fords and GMS are still trying to catch up with Tesla and Tesla has one great asset Elana is a phenomenal entrepreneur and I think that don't lose sight of the fact that Tesla makes a great car but there's an opportunity at Tesla to create the software platform for the future of automobiles the self-driving car good chance will first happen at Tesla um now he didn't waste a lot of time and in the short time frame he talked about this he actually talked about three important points I want to put out in this video today now these points are that the big three in the United States the four the GMS the stantis they're all still haven't caught up with Tesla they're light years behind and the pace at which they're running is significantly slower than the pace of Tesla when somebody is miles ahead and they're running faster and they increasing speed while you running significantly slower and you're slowing down you're not going to win this race essentially what he was alluding to even though he didn't want to outright say it is that Ford and GM in their current constellation Construction whatever you want to call organization they're finished they're going to have to come up with some sort of a way to maybe reorganize their business maybe combine it maybe merge because in the current constellation of Ford and GM they cannot compete with Tesla he was literally telling you gently that this is the end of Ford and GM and stantis the way we know it now stantis still has a lot of brands in Europe it's going to keep it afloat but for for GM the geographic concentration in the US market and the lack of ability to compete with Tesla is a whole different story so check out how little of wars were wasted to make this really important point he then also said that the most important secret weapon of Tesla is Elon Musk the guy who everybody loves to hate on especially on mainstream media especially in the courts of law in Delaware the most hated person in the earth this guy is a billionaire he literally has no skin in this game and he's telling you this is the secret weapon this is the secret sauce this guy and I agree with him 100% look at the end of the day we're talking about a guy who gave shareholders a 15,000 return on their Equity since Tesla went public I don't know a lot of companies that did that I don't know a lot of CEOs that did that and in fact right now as we speak Tesla is sitting literally on five or six different SC curves it literally can pick which ones they want to take next we've never seen a company like this before we've never seen a CEO like this before and the crazy part about us this wasn't even the most important Point K Griffin made because then he went ahead and actually said something absolutely brilliant which is that Tesla will most likely become the only provider of autonomous driving the same thing Ron Baron told you months ago the same thing that the Tesla Community have been telling you for years there's nobody else in the game there's no real competitors that are competing with Tesla about autonomous driving if autonomous driving isn't possible that's the only way in which Tesla doesn't monopolize this Market but if Humanity manages to get to autonomous driving to level four this is going to be the company to do that there's not going to be a second or a third they're essentially going to quasa monopolize this Market which means their technology is going to be in every single vehicle in the market that wants to have monopolis monopolis yeah sure monopolis driving sure autonomous driving and you know how much money we're talking about here this is a software business this is 80% margin what Ken is telling you hey the cars are great but think about the next thing think about the software they're literally writing code that nobody else will have and will become standard in the Auto industry and they the only ones who going to have it now shout out to Ken Griffin he might be my next MVP we'll see about that although grandpa is kind of a close second here now look Elon Musk just got absolutely wrecked by the court in Delaware by the same judge who actually made him by Twitter now X so she just voided his 56 billion compensation package from 2018 now H let's talk about it now he took the judge 200 pages to explain that this payment plan was unfair I'm not kidding I'm not exaggerating the legitimate argument that was made here is that the compensation package was unfair 200 pages to tell you that she didn't like the fact that this guy was getting paid $56 billion now honestly this might be one of the most commonest decisions we've ever seen from a US court of law and I hope Tesla appeals this although I don't think so and I'll tell you in a second why there's an easy way to work around this stupidity but look you have to understand the package here that he got and by the way I'm not talking about the big package that's Alex karp with his steel Bol this guy got a $56 billion package fine but he never got cash that's the whole point this is performance-based equity he only gets paid if the company goes wild if the stock price goes crazy Elon doesn't get paid in cash he only gets paid if he gets the job done that's the whole beauty of this package we're talking about a guy who gave you 15,000 per return from the IPO to this day he literally did crazy things no other CEO has done in this industry slipping on the Factory floor getting 17 divorces 15,000 kids God knows how many bad personal life choices absolutely no work life balance No Tan overweightness cage matches with Mark Zuckerberg like craziness we've never seen before just to give you this and he never got paid without giving results so yes they might appeal this although I don't think it's likely I think it's more likely they go back and they revoted and they pass it in a way that technically matches something that the court of law cannot not overthrow because it was unfair they're going to go around the loopholes and going to give him a bigger package now because the company has been doing better than ever so at the end of the day and no offense to the court of law or the judge but this decision was like a fart it's very loud it's very uncomfortable noisy embarrassing but soon to be forgotten now let's talk about the everg Grand Story it's getting worse in China so China is actually in a spiral which is something we've been talking about for months so the Chinese CSI 300 and no that's not a TV show actually slid to a 5year low because the manufacturing activity shrank in China for the fourth straight month in January on top of it everr the largest property developer in China is now being liquidated by the Hong Kong cords which is a whole mess on its own but basically the Chinese government tried to prevent this for the past two years they failed the courts in Hong Kong are forcing the Chinese authority to liquidate ever Grant they don't want to do that because it's going to cause a massive Mayhem inside China you have to understand that 60 70% of the entire private Chinese Savings of nor people like you and I are in real estate there's no other Investments available for Chinese people they're not allowed to invest like you and I so these apartments these 1 billion apartments that have never been lived in and will never be lived in this whole ghost series ghost neighborhoods ghost train stations ghost City Halls all of this was a way for the Chinese people to invest their money 70% of that money is now sitting in something that's essentially a pony scheme if ever Grand Falls it's going to start a domino effect that's going to crash 35% of the Chinese GDP it's not going to be even about that it's going to be about the fact that a lot of angry Chinese will take to the streets and if you remember about a year ago we had the mortgage protest in China which gave the Chinese regime a little taste of what can happen if this whole thing goes to it up so basically the choice of the Chinese government is really really tough here they can either break apart and liquidate everr and actually comply with the Court's orders which is going to start a huge mess in China it's going to be in civil uprising of unseen proportions or they can ignore the Chinese court and absolutely do nothing and pump money and keep this company zombied and alive and preventing the big mess in China but essentially voiding the entire court system and rule of law in Hong Kong which is going to drive any sort of foreign investments that Hong Kong had so both options are terrible we're talking about a country with 35% of their GDP in this Pony scheme real estate market and the problem is that they have such a huge demographic issue so many elderly people not enough working age people there's no way for them to generate enough people to create demand for all this excess real estate to get themselves out of this mess so it seems that this is kind of the beginning of the end of China as we know it now Google Microsoft and AMD I actually reported earnings and this was a very interesting earning season so it was good it was good but not as good as certain people expected I think um some of these companies were kind of a victim of the insane expectations people have put on them look Google and Microsoft actually beat revenue and earnings but Google had disappointing ad Revenue they slightly missed and YouTube underperformed now I can see it on my end cuz I get ad Revenue I could have told you that in advance now Google still had great results despite the YouTube and the ad Revenue being down because of the fact that their cloud services grew by 26% which was absolutely phenomenal now Microsoft revenue from aour which is their cloud service actually grew 30% so you can see where the money is where the growth is it's in the cloud services the same thing with AMD AMD is now making money from the data centers so the data center business for AMD grew 38% you can see how the money flows from the old traditional business lines to the cloud services and now in the case of AMD to the data centers now it seems like AMD is actually positioning itself quite nicely ASD number two in this massive Market behind Nvidia but the good news are that Google and Microsoft ain't going nowhere and if you are an AMD investor you should be extra happy because this company just placed itself as the number two in a massively growing market so good stuff and of course we have to talk about fed Reserve day today we have an interest rate decision announcement which is going to be a nothing Burger they're not going to change it everybody knows it is the worst scape secret in the industry inflation is slowing down they still want to see where this thing is going but the main thing that's slowing down inflation is gasoline gasoline is coming down because of cyclical effects because of winter that's not something that's going to be changed by interest rates the one thing that they need is for the real estate prices to come down a little bit more and then inflation to come to 2% but that's not going to happen before people start to move in the summer months now if the Federal Reserve drops rate right now sure it's going to increase some transactional activity in the real estate market but very minuscule because wintertime is just not that great instead they can wait until the summertime until the market actually has a lot of momentum both directions and then drop rates and then see the real estate prices actually come down which will bring inflation down towards the 2% towards the summer in the second half of 2024 which they can do without gambling on lowering rates right now before they know for sure it's better to be safe than sorry I absolutely agree with what they're doing here and before I let you go make sure you check out stock MVP stock dmv.com it's a platform built by retail investors like myself for retail investors like you research your stocks understand them understand the business lines make your own DCF models Etc and of course if you'd like to become a better investor you're more than welcome in my Academy Tom Nash Academy at patreon patreon.com Nash I'll see you there see you in the next one
Comments 0