$DIS price crash is partially due to overenthusiasm on it's streaming business. When investors realized the capex needed to compete and macro conditions changed, that catalyses the plunge. Lookat $NFLX. Having said that, Chapek does need tolook at content strategy for not only Disney+ but movies as well. The ratings for the past few Disney releases hadn't been ideal. How will he deal with parks & cruises in a global economic slowdown? What about new opportunities that $DIS can go into ie. metaverse & NFTs? Not sure Chapek is the guy for this though

The bull case for Palantir really lies in the Foundry platform. If it can continue growth and hold off competitors like Databricks, I think it has something unique that is applicable across industries & use cases. There's also investment gains potential from the spacs it had invested in.

Cash is also an option. Don't listen to these wall st commentators who have no clue what's going on and still asking people to buy stocks. The current inflationary environment is something most fund managers had never experienced in their lifetime 

But Elon will be unveiling his robot soon. The Tesla bulls will buy into his robot bullshit and send the stock to the moon. The vaporware cybertruck, roadster & hatchback will also launch in 2023. Hiscult followers will surely buy more shares. Won't stop the ultimate bubble stock from crashing though

Lilium (LILM) is another alternative that investors can look at. The landscape is very competitive though. Aerospace giants like Airbus & Embraer have eVTOL aircraft in prototype. The other eVTOLs in the market are EH & ACHR. Evidence of flight, safety record and reasonable operating costs had yet to be demonstrated by the players. Whether the TAM is really that big is another unknown. 

Don't believe too much in newsletter sellers like them. Wait till the earnings revisions and guidances are pulled during Q2 earnings reports, that's when you will see the real bear market

Seeing some hard core Elon fans in the comments. Need to remind them that all high flying stonks eventually go nowhere over the long term because of overvaluation. I'm shorting $TSLA via shorting ARKK & XLY. Will consider buying tsla when it's $400 

$GILD is a good company 

Good article written by non Elon fanboy. I don't like Musk for his antics but he's doing very interestiNg things with his companies. Still think $TSLA is a bubble stock though [Grin] 

Indeed. This bear market rally will end when the big boys dump after sucking everyone in. Retail are again the exit for hedge funds that need to selltheir holdings at a higher price 

Guess he realised crypto is a risk asset and not an inflationary hedge

Super happy with the company performance. Did op profit drop because of increased investments for EV? If so, it's a good move for the long run

The more indexes go up from pumpers pushing for cuts, the steeper the fall will be to cleanse the speculators, small banks that didn't manage risk, commercial real estate, over valued VC funded startups and cry babies like Bill Ackman

Lousy report that ignores the development of solid state batteries that will be superior to Tesla if the tech works. $QS, $SLDP and even Toyota are developing solid state technology.