Downward Pressure Persists: TSLA, RIVN, and PYPL Face Bearish Trends
If Tesla is an AI company, but its CEO is diverting the most critical resource in AI to his OTHER AI companies, is Tesla an AI company?
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$General Motors(GM)$ vs TSLA operating margins
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2. $Rivian Automotive, Inc.(RIVN)$
I'm going to keep banging this drum.
1. Rivian doesn't have enough capacity to get to FCF+
2. The market is getting more competitive and margins are falling
3. Rivian's vertically integrated model is more expensive
4. Cash is running out
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PayPal building a stable coin on Solana.
Stripe integrating stable coins.
The war on credit card fees has begun.
https://x.com/TravisHoium/status/1798384956302930150
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- Pandaxiong·06-06hahaha..LikeReport