Ross Hendricks @Ross__Hendricks Twitter profile

Last Seen Profiles

@CadenKiefer1

@fwawusa

@SamitoFPS

@YAtO_Etto88

@Gynhows2023

@BreslRahm

@josevinas24

@LibrosdHistoria

@9MillaNina_

@whytwomusic

@oliveirense_jp

@bokeplokalmalam

@BVKJ

@Grimmo_Shepherd

@shabuforever

@BinorRaja

@fitzymj

@urrra3cham

@oprimogay

@futbolxxpert

@SInow

@AzmiA21

@hzly192

@PFF_Giants

@KathleenRocha08

@HuffPostWomen

@ghostcabbages

@quirkedup25

@bechamilton

@kzbv

@harchan2021

@hikarin_0u0

@haikalazharrr

@iDoug_

@bokeplokalmalam

@ilovedanidarko

Ross Hendricks

@Ross__Hendricks

2 years

If you thought Russia controlling 5% of #oil exports was a threat to global stability, wait until you find out who controls 90% of the critical rare earth elements needed for EVs and solar panels.

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Ross Hendricks

@Ross__Hendricks

2 years

Gas is $5 a gallon, 10 year old Honda Civics cost $20k, suburban middle class homes cost half a mil and rent is $2,000 a month Hope the $3k in stimmy checks was worth it

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Ross Hendricks

@Ross__Hendricks

29 days

Friendly reminder: if you're under the age of 55, you should welcome a bear market like a gift from the gods. It never feels like it at the time, but bear markets are when fortunes are made. Assuming you aren't gambling with options, leverage or total shitco's, there's no

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Ross Hendricks

@Ross__Hendricks

2 years

Outside of $TSLA, the last company I saw post >50% unit growth with flat opex was Luckin Coffee.

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Ross Hendricks

@Ross__Hendricks

1 year

Not sure who needs to hear this, but… When one of the largest globally systemic banking institutions gets bought in a last minute fire sale at less than 20% tangible book value, that is not bullish.

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Ross Hendricks

@Ross__Hendricks

2 years

The future is now, and it runs on #oil

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Ross Hendricks

@Ross__Hendricks

3 years

Can't figure out what's worse: the fact that a sitting U.S. Fed President is day trading S&P futures, or that no one seems to give a shit...

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Ross Hendricks

@Ross__Hendricks

3 years

Is this the part where investors realize an iPad on a stationary bike is not a $30B business? $PTON

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Ross Hendricks

@Ross__Hendricks

2 years

So it appears the stock market is now being viewed as an inflation hedge. Guess no one remembers the 1970s...

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Ross Hendricks

@Ross__Hendricks

4 months

$tsla burned $2.5 billion of cash in a single quarter. That’s a stunning reversal of the cash flow windfall it earned during the pandemic years. Welcome to the auto business, where excess capacity and waning demand can turn your cash flow statement and balance sheet upside

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Ross Hendricks

@Ross__Hendricks

2 years

1/ Energy investors should be fearful, not greedy about $120+ #oil ... Of course, I love a good #oil bull market. But there’s a big difference between a healthy bull market and a destructive one. We're clearly headed for the latter. Here's why...

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Ross Hendricks

@Ross__Hendricks

3 years

My top 2022 prediction? $TSLA trades below $200

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Ross Hendricks

@Ross__Hendricks

2 years

The U.S. govt has looted the strategic petroleum reserve to artificially lower #oil prices ahead of mid-term elections. Now at the lowest levels since 1985. Good thing there's no geopolitical hot spots that could threaten global energy supplies amirite?

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Ross Hendricks

@Ross__Hendricks

5 months

Powell presser takeaway: we're giving up on the inflation fight and QT because there's an election to win and $2T+ perpetual budget deficits to finance. If you don't own assets, you lose. Sorry, poors.

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Ross Hendricks

@Ross__Hendricks

5 months

So apparently Musk claims Reuters is “lying” by citing multiple internal sources that the Model 2 plans were shelved Maybe he’s right. Maybe Reuters fabricated these sources from whole cloth. Or, maybe the guy who faked the largest corporate buyout in history is not being

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Ross Hendricks

@Ross__Hendricks

1 month

Buying $AAPL at 35x earnings on the hope that consumers - the same ones getting crushed by a cost of living crisis, cutting discretionary spending on everything from $SBUX coffee to $MCD burgers - would embark on an historic upgrade cycle for $1100 iPhones because of AI Siri

fred hickey

@htsfhickey

1 month

Interesting that after a sharp spike higher this morning, Apple's stock has now rolled over and is down on the day. From Verizon's Q2 earnings report presentation this morning: "Consumer Wireless equipment revenue was $4.1 billion, down 6.5% year over year, driven primarily by a

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Ross Hendricks

@Ross__Hendricks

9 months

I hate to break it to you, but interest rates are only half of the equation in mortgage affordability. The other half, of course, is the price of a home... which is at all time highs. As a result, housing affordability has never been lower. The idea that you should overpay

Paula Pant

@AffordAnything

9 months

I hate to break this news to you, but … Today's mortgage interest rates are historically normal.😖 From 1971 to 2015, mortgage interest rates ranged from 4.6 percent to 16.6 percent. During the majority of those years, average rates spanned 6 to 10 percent. Today's interest

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Ross Hendricks

@Ross__Hendricks

1 year

This is quite a chart showing a 2008-style collapse in household net worth. Can someone please explain how this is possible with stocks and real estate prices hovering near all time highs?

Game of Trades

@GameofTrades_

1 year

Households' net worth is now contracting at the deepest levels since the 2008 Financial Crisis

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Ross Hendricks

@Ross__Hendricks

7 months

$TSLA now down 60% as the Nasdaq breaks out to new all time highs It never was a tech stock Now it’s not even a growth stock Just a regular auto company, on its way to trading at regular auto company multiples of 8x earnings

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Ross Hendricks

@Ross__Hendricks

27 days

Update on this “free money” idea… Down $42k on the $100k loan taken out two weeks ago

Rolf Stocks&Options

@RolfOptions

2 months

Crazy idea #2 Yes? No? Why? Take a loan $100,000 Sell 19x 33DTE 20 delta puts of $SOXL Collect $4,110 With 20 delta there should be ~80% win rate Sell 10 times get 2 assignments After assignment and whatever drop is, sell 20 delta calls Roll up and out as required

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Ross Hendricks

@Ross__Hendricks

3 years

How to blow half a mil, and your entire account, on one $TSLA trade. This is how the mania ends.

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Ross Hendricks

@Ross__Hendricks

1 year

Exciting to see the first “new bull market” in history that begins at 20x forward earnings

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Ross Hendricks

@Ross__Hendricks

2 years

Someone big is liquidating $TSLA

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Ross Hendricks

@Ross__Hendricks

1 year

For those claiming "Markets are forward looking and pricing in improving fundamentals" Allow me to present a short story in two charts... Part 1: $AAPL 2023 ESP estimates have done nothing but decline since last October

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Ross Hendricks

@Ross__Hendricks

3 months

$PYPL just flipped on the monetization switch for Venmo

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Ross Hendricks

@Ross__Hendricks

1 month

What if I told you that rampant accounting chicanery has inflated mega-cap tech earnings by the largest degree in modern history? And that if you price these companies on a free cash flow basis, they're more expensive than what we saw at the peak of the Dot Com mania? Consider

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Ross Hendricks

@Ross__Hendricks

8 months

$tsla to trade below $100 before year-end Mark it

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Ross Hendricks

@Ross__Hendricks

1 year

$TSLA price cutting helped move volume, at the expense of collapsing margins across the board. Congratulations, $TSLA longs, you now own a traditional automaker competing on price at the expense of profitability

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Ross Hendricks

@Ross__Hendricks

2 months

Friendly reminder: $tsla is a post-growth auto company trading at 90x earnings

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Ross Hendricks

@Ross__Hendricks

7 months

Elon Musk audibly laughed when asked if $tsla will grow at 50% from here Finally we’re on the same page Bagholders take note

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Ross Hendricks

@Ross__Hendricks

2 years

Far too much focus on Musk paying $250k to keep the SpaceX flight attendant quiet. The actual amount he was willing to pay to kill this story (and others like it) is $44B.

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Ross Hendricks

@Ross__Hendricks

10 months

It's very simple. If you're still bullish here, you're ignoring the three golden rules of not getting your ass handed to you in financial markets... 1) Don't fight the Fed (tightest Fed in two generations) 2) Price over news. Stocks ignore bad news in bull markets and they

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Ross Hendricks

@Ross__Hendricks

1 year

Don’t look now, but the St Louis Fed just forecasted a negative GDP print for Q2 Anyone remember the last time a new bull market started with this trend in GDP growth?

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Ross Hendricks

@Ross__Hendricks

1 year

Someone must really like the CPI numbers that the rest of us will be reading about tomorrow a.m.

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Ross Hendricks

@Ross__Hendricks

7 months

$QQQ down 2% overnight as bull market gurus discover the concept of "priced in" peak cycle earnings Next up: macro tourists will baghold citing low employment and strong GDP Fun fact: The Nasdaq lost 40% of its value in Q2 2000 with nominal GDP running at over 7% and

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Ross Hendricks

@Ross__Hendricks

3 years

Don't know who needs to hear this, but #oil prices doubling in 3 months as the economy rolls over ain't bullish for oil stonks.

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Ross Hendricks

@Ross__Hendricks

3 years

I see investors are piling into $TSLA as a safe haven. Makes sense.

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Ross Hendricks

@Ross__Hendricks

13 days

@VladTheInflator This list is bullshit if Baltimore isn’t even on it

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Ross Hendricks

@Ross__Hendricks

3 years

Pro-tip: it’s hard to have hyper inflation with money velocity falling to the lowest levels of… *check notes* … all time.

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Ross Hendricks

@Ross__Hendricks

3 years

At what #oil price will the politicians inform us that "the science has changed" on climate? My bet: $150

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Ross Hendricks

@Ross__Hendricks

1 year

When investors paid 35x sales for the dominant tech infrastructure company powering the internet boom, $CSCO, in June 2000, you went down 60% and then spent the next two decades breaking even As for me, I'll buy $NVDA puts at 35x sales My money will probably see you in hell

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Ross Hendricks

@Ross__Hendricks

3 years

A record 2,472 Lamborghini’s were delivered to US customers in 2021. #bitcoin crashing solves this.

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Ross Hendricks

@Ross__Hendricks

9 days

@TheStalwart A pointless question. The real question: what happens to economic growth if every single small business owner is plagued with a tax bill that requires them to liquidate their assets to pay each year?

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Ross Hendricks

@Ross__Hendricks

1 year

Not an AI meme stonk, but the CDS of US Bank Corp - America's 5th largest bank - going parabolic Probs nothing

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Ross Hendricks

@Ross__Hendricks

2 years

$TSLA bulls are baffled that the stock can drop 12% even with "deliveries growing by 40%" They can't fathom that the stock was priced for literally taking over the entire global auto market. It's not about the delivery miss, it's about the dissolution of the entire narrative

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Ross Hendricks

@Ross__Hendricks

7 months

$TSLA out with the triple-miss Revenues, EPS and gross margins all disappoint And that's despite analysts taking a chainsaw to their estimates over the last 12 months My $100 price target for 2024 appears too high

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Ross Hendricks

@Ross__Hendricks

11 months

Can y'all spot the generational buying opportunity 6% off the highs?

Finance Guy

@GuyTalksFinance

11 months

Time to start buying

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Ross Hendricks

@Ross__Hendricks

2 years

Everyone's an environmentalist until it means lagging the S&P 500 "BlackRock has opted to liquidate a multi-strategy fund overseen by two veteran investors after struggling to amass sufficient assets since its launch three-and-a-half-years ago."

BlackRock closes ESG fund due to lack of interest, amid poor performance

Asset management giant calls time on strategy in light of costs related to running fund below capacity.

citywire.com

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Ross Hendricks

@Ross__Hendricks

1 year

Can anyone remember the last time a cutting-edge "technology" company disrupting the legacy dinosaurs in its industry was forced to slash prices 6 times in a single year? The only thing $TSLA is winning is the race to the bottom in profit margins

Tesla discounts Model S by $30,000, and Model X by $41,000 - Autoblog

Tesla this year has dropped the starting price of the Model X to $79,990 — a $41,000 reduction from the start of the year — to get federal tax credits.

www.autoblog.com

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Ross Hendricks

@Ross__Hendricks

1 year

Oh you thought $IWM rallying 10% in 6 days was a healthy rotation to broaden out market breadth? Nope. Just another record call buying spree, this time in small caps. For a preview of what comes next, simply refer to the $QQQ price action today. Anyone remember the record

Markets & Mayhem

@Mayhem4Markets

1 year

There was just a record amount of call buying in $IWM This happened just after the record call buying in $NDX, which sent tech flying Is a small cap mania about to begin now? Chart: Goldman Sachs

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Ross Hendricks

@Ross__Hendricks

5 months

@Lunnzies he was sued and fined by the SEC for doing exactly that

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Ross Hendricks

@Ross__Hendricks

2 years

GLJ calls out the absurdity of $TSLA opex falling by over 20% despite the highest auto supply chain inflation in over 40 years. The company that hand builds cars in a tent has suddenly become the most efficient automaker on Earth. Nothing to see here.

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Ross Hendricks

@Ross__Hendricks

11 months

RIP “oversold bounce” bros and bull market Furus buying the generational dip while quoting Buffett and citing the CNN fear and greed index (lol) You don’t unwind the greatest equity bubble since 1999 with a 6% decline folks It gets worse from here

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Ross Hendricks

@Ross__Hendricks

1 year

You know how I know the market hasn't bottomed yet? Because $800 billion corporations are posting 10% daily gains on Wall Street shill reports of $500B TAMs for non-existent business lines.

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Ross Hendricks

@Ross__Hendricks

1 year

For future reference to all $TSLA investors, when you question how shares could fall 75% even as the company continues delivering 50% annual revenue growth... The reality now made clear in $TSLA's financial statements is the company lacks a meaningful moat against its

Porter & Company

@Porter_and_Co

1 year

$TSLA down 7% today as the market finally comes to grip with the unavoidable reality that Tesla is just another automaker, not a "tech company" Exhibit A: $TSLA operating margins, which have nearly been cut in half from 17.2% to 9.6% over the last four quarters

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Ross Hendricks

@Ross__Hendricks

4 years

Lawrence Fields : "Actually, no one can see a bubble. That's what makes it a bubble." Michael Burry : "That's dumb, Lawrence. There are always markers. $TSLA - it's up 10x since last November, and it still raises money every quarter because its a cash-burning shitco."

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Ross Hendricks

@Ross__Hendricks

1 year

Seems like a good time to be buying stonks at 52–week highs

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Ross Hendricks

@Ross__Hendricks

6 months

Fun fact: a doctor I know is all-in on $SMCI and the AI revolution. Here's the history... He was all-in on tech stocks in 1999 Bought condos in the mid-2000s Capitulated on longs near the lows in December 2018

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Ross Hendricks

@Ross__Hendricks

11 months

Teslas greatest competitive advantage has been to create a fan base so deeply committed to the religion of the share price, that they can take a 10 minute staged video and extrapolate it into hundreds of billions of dolllars of future market value over the next decade…

Jason DeBolt ⚡️

@jasondebolt

11 months

Great write up, especially relevant to all long term retail investors. Buy $TSLA and hold for at least 7-10 years. The opportunity here is truly astounding.

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Ross Hendricks

@Ross__Hendricks

3 years

Now that we know $arkk is the “biggest bag of odorous excrement ever assembled in the history of capitalism”, what are the odds Cathie and crew were right about $tsla?

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Ross Hendricks

@Ross__Hendricks

1 year

I don't always pay 20x earnings for $SPY, but when I do, I prefer to buy into an accelerating decline in earnings

FactSet

@FactSet

1 year

$SPX is expected to report a Y/Y earnings decline of -6.8% for Q2 2023, which would be the largest decline since Q2 2020 (-31.6%). #earnings , #earningsinsight ,

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Ross Hendricks

@Ross__Hendricks

2 years

#Oil lookin ready to make a run at new highs... What happens when we hit $200 and the SPR is tapped out?

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Ross Hendricks

@Ross__Hendricks

1 year

Congrats $aapl beat watered down analyst guidance. Still paying 30x earnings for a company with negative earnings and sales growth What could go wrong?

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Ross Hendricks

@Ross__Hendricks

3 years

How can we justify a 10-year Treasury yield of 1.5% with inflation running well over 5%? The answer: producer inflation running even hotter. When producers can't pass inflation to consumers, deflation is coming. That's the bet Mr. Bond Market is making.

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Ross Hendricks

@Ross__Hendricks

1 year

$TSLA -5% $NFLX -9% after hours Possible turning point in the great tech mania of 2023, or we still hodl'n for new all time highs?

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Ross Hendricks

@Ross__Hendricks

2 years

$Goog losing $200B on fears that consumers will flock to $msft Bing is the most asinine thesis I’ve heard since the melt up

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Ross Hendricks

@Ross__Hendricks

4 months

This is how automakers go bankrupt... failure to correctly anticipate demand, leading to excess production capacity and unsold inventory. Slowly, and then suddenly, $TSLA is careening towards gaping holes in its cash flow statement and balance sheet.

Christopher Bloomstran

@ChrisBloomstran

4 months

Austin, we have a problem. Literally a graveyard of unsold Tesla sedans and Cybertrucks parked at vacated Chesterfield Mall in St. Louis. Reeks of death.

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Ross Hendricks

@Ross__Hendricks

2 years

To summarize AI day... $TSLA spent 6 months building a rudimentary robot that Boston Dynamics had 10 years ago, plus a Powerpoint with 3-d renderings of things that don't exist yet.

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Ross Hendricks

@Ross__Hendricks

1 year

The credit crunch is real Bank credit collapsed last week at the fastest pace since Nov 2008:

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Ross Hendricks

@Ross__Hendricks

4 months

$TSLA's firing spree spreading across virtually all geographic regions, pulling back on key growth initiatives across the board except the robotaxi stock pump (lol), and now liquidating land reserved for future super-charging locations. Why does a company that reported $26

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Ross Hendricks

@Ross__Hendricks

10 months

Friendly reminder: $MSFT and $AAPL make up 30% of the Nasdaq and trade at their highest valuation levels since the Dot Com bubble. $AAPL is 5 quarters into a revenue recession and the AI hype narrative underpinning $MSFT just imploded Lots of luck $QQQ bulls!

Special Situations 🌐 Research Newsletter (Jay)

@SpecialSitsNews

10 months

OpenAI co-founder and President Greg Brockman said he's departing from the maker of generative artificial intelligence tools just hours after the board pushed out Chief Executive Officer Sam Altman. 😳 $MSFT Via @DeepStrikes

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Ross Hendricks

@Ross__Hendricks

3 years

Good time to remember how a stonk can fall by 90%… 80% drop, followed by another 50% decline Math that may soon come in handy for $tsla longs

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Ross Hendricks

@Ross__Hendricks

3 years

Woah. Missed this last night. Just Elon Musk casually explaining that $TSLA has to literally solve artificial intelligence to actually make good on his full self driving promises. In other words, it was all bullshit from the beginning, and will likely never happen.

Elon Musk

@elonmusk

3 years

@teslaownersSV @TheRealKeean We have to solve a huge part of AI just to make cars drive themselves. In retrospect, it was inevitable. The road system is designed for cameras (eyes) & neural nets (brains).

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Ross Hendricks

@Ross__Hendricks

1 year

TFW $aapl is putting up negative revenue growth in a 5% inflation environment, and bulls bid it to new all time highs on a $3,500 VR headset announcement to price shares at a 30x multiple heading into a recession

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Ross Hendricks

@Ross__Hendricks

3 years

Or... now check this out... he's distracting you from the fact that $TSLA has underspent on new model development, has zero product pipeline, and thus will never justify a valuation implying total domination of the global auto industry, and thus needs a new narrative for fanboyz.

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Ross Hendricks

@Ross__Hendricks

1 year

I'm old enough to remember the last time it was a "new bull market," announced by virtually every pundit and media outlet across the board, including the Wall Street Journal in August 2022. Over the next two months, the Nasdaq fell by 23%.

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Ross Hendricks

@Ross__Hendricks

1 year

Local man in the arena confuses beating the "End Boss" with margin-destroying price cuts. $TSLA has massively under-invested in R&D to create artificially high profit margins in recent years. The company hasn't introduced any new models in 5 years, allowing a flood of legacy

Chamath Palihapitiya

@chamath

1 year

I was shocked when I saw this chart. The speed and aggressiveness with which $TSLA is cutting prices is the way to beat the End Boss. (Rapidly increasing price affordability) x (constantly improving hardware and software) = super maximized market demand This is a lethal

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Ross Hendricks

@Ross__Hendricks

7 months

We're at the stage in the $NVDA rally where everyone is convinced it's a ctrl+p money machine Won't be long now...

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Ross Hendricks

@Ross__Hendricks

3 years

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Ross Hendricks

@Ross__Hendricks

1 year

Part 2: $AAPL market cap has gained $1 trillion YTD Definitely not an option-driven tech stock mania All about the improving fundurrrmentals

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Ross Hendricks

@Ross__Hendricks

3 years

I think the $TSLA bubble has popped y'all.

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Ross Hendricks

@Ross__Hendricks

8 months

A lot of perma bulls are about to learn how much of this market has been fueled by 0DTE degenerate gamblers

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Ross Hendricks

@Ross__Hendricks

2 years

Everyone's an environmentalist until gas hits $6 a gallon

Disclose.tv

@disclosetv

2 years

JUST IN - White House eyes restarting idle oil refineries (Bloomberg)

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Ross Hendricks

@Ross__Hendricks

3 years

$TSLA ending at $400 is a pipe dream. The show doesn't end until $40 - $50.

Jeff Mills

@jeffmills_7

3 years

Hot take for today. In my opinion we see between $400 - $500 in $TSLA before this is all said and done.

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Ross Hendricks

@Ross__Hendricks

3 years

Love this marketing. Plant-based cancer stick. Like ESG investors buying $FB

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Ross Hendricks

@Ross__Hendricks

1 year

Looks like $tsla will be tapping public markets again and Morgan Stanley wants to be first in line to earn the commission. Total 🤡 show

zerohedge

@zerohedge

1 year

Morgan Stanley Upgrades Tesla, Says "Dojo" Supercomputing Effort Could Unlock $10 Trillion TAM

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Ross Hendricks

@Ross__Hendricks

3 years

State of America: $TSLA charges thousands of dollars for non-existent full self driving vehicles since 2016 = perfectly fine. $MCD occasionally turns off the McFlurry machines = full blown FTC investigation.

The Boston Globe

@BostonGlobe

3 years

If you ever wondered why @McDonalds McFlurry machines are often out of order, you're not alone. The FTC also wants to know why the fast food chain’s ice cream machine always seems to be broken.

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Ross Hendricks

@Ross__Hendricks

1 month

$tsla earnings call recap for those who missed it

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Ross Hendricks

@Ross__Hendricks

11 months

RIP anyone carrying energy shorts this weekend

First Squawk

@FirstSquawk

11 months

ISRAELI DEFENCE MINISTER GALLANT: “WE WILL CHANGE REALITY ON THE GROUND IN GAZA FOR THE NEXT 50 YEARS. WHAT WAS BEFORE, WILL BE NO MORE. WE WILL OPERATE AT FULL FORCE”

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Ross Hendricks

@Ross__Hendricks

1 year

In today's edition of "nothing matters" $TSLA stonk breaking out to new highs while 2023 earnings estimates make new lows This isn't a bull market; it's a nihilistic market

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Ross Hendricks

@Ross__Hendricks

1 year

Dip buyers prepping for the generational buying opportunity in $SPY down -0.25%

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Ross Hendricks

@Ross__Hendricks

2 years

Lord give me the confidence to declare "I'm the new Nasdaq" literally one month after losing 75% in the largest collection of shitcos on the planet

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Ross Hendricks

@Ross__Hendricks

1 year

Pro tip: if $MCD $WMT and now $COST are suffering from a weak consumer, your mega cap tech stonks aren’t gonna save ya

JaguarAnalytics

@JaguarAnalytics

1 year

$COST Sequentially decelerating. Systemwide now negative. Bad!

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Ross Hendricks

@Ross__Hendricks

1 year

Fund managers can’t get enough $AAPL at 30x declining earnings to show LPs they owned a big winner in Q2

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Ross Hendricks

@Ross__Hendricks

3 years

Our ancestors will struggle to believe an entire generation bid up worthless shit-coins to a $2 trillion market capitalization... fortunately, we've created real-time documentation of the degeneracy via $TWTR

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Ross Hendricks

@Ross__Hendricks

3 years

$PTON went from "disruptor, SAAS margins and infinite TAM" to a shitty hardware company with no moat and no growth in 12 months. First 9 months was a slow burn of smart money cashing out and baggies dip buying, followed by 3 months of sheer capitulation. $TSLA longs take note.