To The Moon

$Lucid Group Inc(LCID)$ reported a significant loss of approximately $328,000 for every vehicle delivered in Q2 2024. Yet, amidst these staggering losses, Lucid's shares soared in after-hours trading following the announcement of better-than-expected second-quarter revenue and a $1.5 billion commitment from Saudi Arabia's Public Investment Fund. This combination of mixed signals highlights the challenging landscape for luxury electric vehicle (EV) makers. The concept of a luxury EV seems like a dream for automakers: high margins, brand prestige, and a growing market of environmentally conscious affluent buyers. However, the reality is proving far more complex. If luxury buyers solely embraced EVs, the most desirable models might wield significant

$Boeing(BA)$ has once again delivered disappointing financial results, confirming my bearish stance on the company. The wider-than-expected loss and weaker revenue highlight the ongoing challenges faced by the aerospace giant. Boeing is caught in a perfect storm of issues. The 737 Max crisis, supply chain disruptions, and increased competition have all contributed to its struggles. The recent door plug incident further eroded customer confidence and added to the company's woes. My opinion is Boeing is lack of pricing power, as unlike other industries where companies can leverage economies of scale to increase profit margins, the aircraft manufacturing industry is heavily regulated and capital-intensive. This limits Boeing's ability to pass on increa

$Palantir Technologies Inc.(PLTR)$ Guidance must be fantastic if we want $30. None of this, “bootcamps haven’t yet manifested sales”, Economic headwinds.., Gov contracts slowing…” Or else we see $15-$19. That’s a fact…[Sly][Sly][Sly]