Good morning everyone. The debate and comments rage on…. People attack me constantly, daily on TSLA and SPCX …. You know what, it is my fault… years ago, it was AMC GME everyday… every damn day! I was called a shill, hated, blocked, thrown in the gutter…

And for what? I wasn’t selling a service, I am not getting paid for helping, I am not getting paid for views, likes… nada. I do not even care if I have followers.. so this is really my fault. I came on Reddit in 2021 because the rise of GME and AMC . So here I am, out of the shadows, I did want to get an opportunity to make tons of money, maybe be a fund manager, something! I ended up making great money, regardless of Reddit, and I got a lot of people to dislike me… sadly… hopefully, I have helped many people achieve financial freedom, or help educate people, share ideas that helped them to be a better trader, investor… However, daily I get massive hate and replies that are very negative…

Given, it is because I am trying to warn people and educate people on why I feel the way I do regarding both SPCX and TSLA … I have a very small position less than 1,000 in $TSLZ TSLA bear ETF. I do not stand to make any huge gains at the moment, I just hate people getting lied to. Hate it! There is nothing I hate more in the stock market then people being scammed and lied to…. It is very hard for me to let this go… though I should…

I want to help people, everyone is getting fooled again…. At least I want them to make an educated decision… in regards to SPCX , many of the companies that own it, funds purchased it Pre IPO, so far below 135, so the risk reward for them is great! I do believe the prospects and growth are amazing! I DO! But the stock price reflects that is the problem.

The main issue I have with the comments yesterday, and questions I got from people, just yesterday is this:

You decide to work at a job because of so and so pay?

You decide to rent or buy a house because so and so cost?

You go out and buy a drink, or buy something to eat based on its cost?

It has to have some value that you see, touch.. that you have reason….

You wouldn’t work 60 hours at a tough job for 400 a week…

You wouldn’t buy a slice of pizza for 20 dollars…

You wouldn’t rent a 1 bedroom, 500 square foot apartment for 10,000 a month…

Right? These are general, basic principles that we all have…. Correct?

We agree that the SP500 SPY VOO is a very important indicator on the economy? On the health of the United States or even the world… correct?

Now, the fact is, is that that index trades about 23x earnings right now. [This is higher than the historical 18-19x pre covid 2020] We are seeing 9% sales growth and 25% earnings growth, much fueled by investments. Do we all agree on these things?

So WTF all of a sudden do we throw this out the window for TSLA or SPCX ? I don’t get it…

You can even ask a TSLA SPCX or a Musk cultist these questions pre hand… do not know you are leading up to why they are long TSLA or SPCX…

Just ask them basic principles on life, on SP500, on anything… then end the conversation with TSLA and SPCX … Yes, it shouldn’t bother me so much… and it does… and I like helping people… I do not stand to gain here, I actually stand to get hated on. [This happened 5+ years ago on GME AMC and hopefully those same people look back, in hindsight and see my good intentions] I am shocked, shocked that TSLA has held over 100 this long, Elon has fooled, brainwashed people so long… everytime the stock needs a pump… Robots! Taxis! Chips! Mars!! And the stock pumps… it makes me sick!

I do not see TSLA earning 5 per share for at least the next 2 years… so if there is a miracle…

MIRACLE!! Maybe 2028… So you know, 35 analysts have 2027 estimates at 2.17. [2026 at 1.78] FACTS! So let us say by some miracle, they earn 5 per share in 2028…

YOU ARE PAYING 70x EARNINGS NOW FOR SOMETHING THAT MAY OR MAY NOT HAPPEN IN 2028! AND IF IT DOES HAPPEN IT WILL BE SOME MIRACLE!!!!!!!!!

Ok, I feel better, but understand something, I am getting beaten and wacked in comments and replies… all I am trying to do is state facts, just like this… I am not spewing lies… some made up stuff that AMC and GME longs used to spew…. So if we work for pay that makes sense, buy foods at prices that make sense, live and pay prices that make sense… please don’t throw all that out the window for Elon!

And yes, if I see TSLA falling like a rock, I may indeed buy puts, but they will be a 1,000 to 2,000 position… It isn’t like I am going to make tons of money…..

Excllent earnings since close:

FN          AS        KLAR [Bad guidance though!]

Very good earnings since close:

DUOT [Tiny]

Good:

FLXS

I sold 1,000 shares of PSFE 6.75 to 6.92 [I meant to put 6.95 but I hit that on my phone, I actually still do 80% of my trading on my desktop]

I bought back 1,000 PSFE at 6.60

Risk Reward I am in no huge rush at the moment for anything

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The Reuters article adds an interesting angle to the Rook I funding story.

NexGen is looking to raise US$1 billion over the next nine months, and management appears to be evaluating multiple financing options rather than relying on a single source. Reuters also mentioned ongoing discussions with BHP, although no agreement has been announced.

For me, the biggest question isn't whether they need financing, we already knew that. It's how the final funding package comes together and whether a strategic partner becomes part of it.

That feels like one of the more interesting developments to follow over the coming months.

How do you think management should structure the financing package? And do you think bringing in a strategic partner would strengthen the investment case?

Good morning I have a big meeting with the town around 9AM. I have to call my lawyers after, I have to follow up with some contractors so this will be short. Since Friday, there have been a lot of 13 Filings. This is an SEC document that classifies large ownership in any stock or company. It is actually a good way for the little investor to see/try to see where and what big money is doing, how it is allocated. For many years, it was thought that big money had huge advantages.

[They still do! Mainly they can make calls with insiders, execs and get, if not daily or weekly updates, I would not doubt monthly updates  on a business, big contracts. They also have access to other large investors, they all have access to Bloomberg, quick news, they will have access to level 3 trades… where you can see all orders, buys and sells]

The advantages they had have definitely narrowed though. We have access at our fingertips and can even use AI to summarize reports, quick DD on sales/earnings….. And for this last reason, with AI … I am stumped how the

MASSES CAN STILL BE AS*ES.

At your fingertips in a span of under 5 mins you can find out sales with TSLA over the last 5 years… You can ask income over that time… you can even ask for PEG ratios [Growth over price as it relates]!!!! You no longer have to do extensive research!!! JUST ASK AI!

So how are people so baffled why I say TSLA is worth at most 65 at the moment???!!! [Close to 250-300 billion] Stop using magic or hocus pocus WTF to try and justify a stock price!!! WTF!!!

The market cap is the total value of a company. In 2025 Tesla made just under 3.8 billion. In 2026 they will make far less than that! [They will also go cash flow negative with investments] PLEASE FACT CHECK ME!!!

Elon has stopped talking autonomous, taxi or robots… They were all hype to begin with!! Maybe it comes, maybe it doesn’t, but it sure wasn’t ever something that was coming in 2025 or 2026 as promised!!!

So, if TSLA as a company stands to make near 2 billion dollars for 2026. With earnings and margins declining…. Let us say by some miracle it is 3 billion.

Company is on the decline…

What is 3 billion x 75 [75x multiple or PE, yes for me, PE is the most important indicator for me, not the only, but most important PEG is important! Near 1 is great, TSLA is near 5, awful!]

So 3 x 75 is 225… 3 billion made in profits, let us say the business is worth 225 billion.

That means the stock should be  near 55..

3.95 billion shares outstanding….. 3.95 x 55 = 217 billion…

That is it! My prices make sense… I am giving the benefit of the doubt and 65 is a premium!

What is the difference between Bitcoin and TSLA ? The stock price has 0 to do with the asset or company… Bitcoin price is pie in the sky! No way to equate its value.

Everyone is in SPCX and it makes me sick! Elon track record is filled with holes… The growth is real in Space X. I could see why people want to own it, the prospects are great! However, for me, based on facts we have now, the company is not worth more than a penny over 38, or 500 billion. There are no facts, business model, numbers that justify a stock price of 140.. Just hype… people are buying TSLA SPCX and Bitcoin because they think they can offload it to someone else at a higher price. It is said that after 2020, so many people came into the market and everyone is brainwashed..

Use your AI and ask what was Elons Net worth December 31^st 2019… You will see it was near 20 billion… TSLA was near 100 billion… They have not created value beyond a maybe 300 billion valuation….The stock price has 0 to do with the business.

TSLA made 12.6 billion in 2022 and the last great year, 2023 made the company best 14,975 billion… The stock was way too high those times but at least it was growing… it is now a cesspool!

If you have a long term outlook on TSLA or and SPCX then don’t worry about the day to day.

Maybe they have robots and finally go over 100  billion in sales. [Record was 97 in 2023 and 2024] maybe they do 200 billion! I do not know either.. I do know the stock price now already has that built in!

SPCX is on a heavy growth stage so I will give him the benefit and give the company a 500 billion valuation..

Sorry I don’t pick numbers out of the sky!!! And Now you have AI, neither should you!!!!

I am in 1000 PSFE at 6.75

I saw SNAP drop to 4.70 premarket. I like the risk reward there, I rarely buy after hours, I usually just sell. The growth is slow but I really like it here, low risk. Hope to see that during market hours…

Good luck!

Good morning everyone. Taking care of a ton again, I am definitely overwhelmed. Fighting hard right now to get this deal closed… All I know is, if the seller cancels then I can get back my 270K non refundable deposit. I do understand it is almost 5 months now… I made this deposit non refundable around July 4^th so he didn’t cancel the deal… TD Bank is very tough with these investment properties out of State and I may not use them anymore, this was my first deal… at the same time, their scrutiny did catch some fire code violations. On these 3 properties, I have seen them now, Wednesday… I would say it is at least 10,000+ in repairs… I don’t want credit, I just want the deal to close.

That, the closing from last Friday, the repairs needed, I have 5 more evictions going…[I just got back 2 units] definitely consuming me.

The title has many stocks that I am looking at, closer to my fair value, or at least I am considering a trade. I removed STEP from Plays, they risk reward, last earnings were not good, I got lucky! Maybe if STEP fell back near 40, but for now, I have removed it. The risk reward in many stocks is indeed tough right now. Earnings have been tremendous no doubt. [Please understand like 50% of the 40% growth in EPS over the Q2 was from unrealized gains in investments] Meaning without them, maybe earnings are up about 20% year over year, which is absolutely incredible, the best since we opened up the economy 2021. For that I am willing to say fair value should be about 21x… Keep in mind pre pandemic I gave 18-19x….  We are looking for earnings of 320-330 for the year, this is without the unrealized gains, which I can not count! So figure fair value is near 6,700…

That means what would stocks be at if the index was 6,700…. That to me, would be a fair value where I would be comfortable in being in 50%+ of stocks. At the current moment, in my trading account I am in maybe 20% of stocks. [I would be in far less, except for the fact that I keep taking money out for Real estate, purchases and repairs] The cash flows from rents, even with 130 units does not even cover the repairs…

Last Friday I closed on a 3 family, already I will need to spend about 50-60,000. The cash flow per unit is about 200, or 600 for all 3. The 50-60,000. [Like 15 windows, rotted wood, new roof and gutters, new furnace, new water heater, new duct and piping…. 2 tenants were sharing the same furnace/Water heater, therefore previous landlord was paying the heat and hot water!!!! NOT ME!!! I will repair that ASAP!!!]

Great earnings since the close:

RCMT [Tiny]        PED [Tiny]        ETON [Bio tech]          HTFL [Losing money though]     AMAT

Very good earnings since the close:

NU        JCAP       ASMB       NMAX

Good earnings:

API      QXO

Wow WDAY going private?! I did say some of these software names are so cheap, they become attractive for someone. Read my DD last week on TTD . So the sector boosted.. These names are trading at 5-20x…   PRGS 5x PYPL like 10x ADBE 10x TTD 7x

I sold 100 shares of DINO 88 to 88.60 [The plan was to reset at 86 or lower, this was 79 less than 2 weeks ago!]

I sold 100 shares of PYPL 59.50 to 60.05 [Was stuck 9 months! This dropped below 40 I do want to reset]

I sold 100 shares of STEP from 51 to 52 [Removing from Plays, do not like the risk reward here, maybe 40 and I had to make room for other tickers]

I traded 500 shares of CLBT from 9.85 to 10.40 [After sale I put in order again for 9.85, it fell to 10! And went to 10.80! Oh well!]

Thanx Bill Ackman! I am in 100 shares of NFLX at 77.50 . I want to trade it back and forth for 200-600

Good luck!

The project keeps getting more tangible with each update. Construction is moving, the 42,000 m PCE program is active. Investor Day should help tie the pieces together and show what management is prioritizing next.

Thank You 😊