Investing General Discussion

Haus

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Snippet from the Verizon conference call. Someone is out of touch with the weakening consumer.

"Cost increases in handset prices due to tariffs will be absorbed by the consumer" - conf call comments - Source TradeTheNews.com



You heard it here, $2k iPhones are just going to be absorbed by the customer.
This is completely true, because just as HMO insurance disconnected consumers from how much their medical care actually costs, the subsidized "Get a whatever phone FREE with your 4 year contract at genericwirelessprovider" deals have disconnected people from how much phones cost. And the wireless providers are charging so much for service that having the "latest and greatest phone" is one of the few lures they have to get people to sign up.
 
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Sanrith Descartes

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– Yes, Robotaxi is still on track for June in Austin

– Both Semi & Cybercab lines remain on track for volume production next year

– Model 3 & Y deliveries in the US are now made with 100% US built battery packs

– Model 3, Y & Cybertruck now drive autonomously from production line to outbound lots in Fremont & Giga Texas

– Achieved record Powerwall deployments for the 4th quarter in a row, crossing 1GWh for the first time
 
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Jysin

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16:05 TSLA Reports Q1 $0.27 v $0.44e, Rev $19.3B v $21.0Be;
-Tariff landscape to have a larger impact on energy unit
- It is difficult to measure the impacts of shifting global trade policy on the automotive and energy supply chains, our cost structure and demand for durable goods and related services. While we are making prudent investments that will set up both our vehicle and energy businesses for growth, the rate of growth this year will depend on a variety of factors, including the rate of acceleration of our autonomy efforts, production ramp at our factories and the broader macroeconomic environment. We will revisit our 2025 guidance in our Q2 update. - Source TradeTheNews.com
 

Sanrith Descartes

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16:05 TSLA Reports Q1 $0.27 v $0.44e, Rev $19.3B v $21.0Be;
We will revisit our 2025 guidance in our Q2 update. - Source TradeTheNews.com

Think About It GIF by Identity
 

Haus

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TSLA not moving at all. Hilarious, they're going to kill all options this week

if it drops below $175 I might finally start a position
Yeah, if TSLA doesn't take a big hit off missing by that degree... Does that signal the "Markets move up even on bad news" point is near?
 
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Il_Duce Lightning Lord Rule

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Guys, I have a feeling that what we're seeing now with the uncertainty and massive market swings, is going to be games-journalist-difficulty tutorial level shit compared to what's coming over the next few years.

We better hold fast...

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Gravel

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I hope not. If the market is more volatile like this, and it's a long term trend, money will probably move out of stocks and that'd be real, real bad. For everyone and everything.
 
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Tredge

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I hope not. If the market is more volatile like this, and it's a long term trend, money will probably move out of stocks and that'd be real, real bad. For everyone and everything.

In volatile markets, sitting on cash isn’t a strategy—capital must be deployed somewhere, even in uncertain times.

Crypto? Not exactly stable historically. Could evaporate at any time and IMO will go the way of tulip bulbs.

Gold? Many might agree and in an unstable market many will choose this route. However, gold also has drawbacks - it generates no income, has storage costs, and its price can be just as erratic as stocks during turbulent periods.

Bonds? They offer stability and income, but low yields in certain environments (like today’s) may not outpace inflation. Plus, rising interest rates can erode their value, making them less "safe" than assumed.

I’ll always bet on productive assets like equities and real estate. Well-run companies adapt to economic shifts, and high-quality real estate in growing markets has a proven track record of long-term appreciation. Dividend-paying stocks, in particular, provide steady income during downturns, cushioning volatility while you await recovery.

The key is diversification and a long-term perspective. Volatility creates opportunities for disciplined investors to buy undervalued assets. A balanced portfolio—emphasizing equities, real estate, and selective fixed-income instruments—has historically outperformed market-timing or over-reliance on safe havens.

Markets have endured depressions, wars, and crises. Today’s volatility, while unsettling, is par for the course. Patience, diversification, and a focus on productive assets remain the investor’s best tools.
 
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Il_Duce Lightning Lord Rule

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Right, but he's insinuating volatility way worse than this, and for much longer.

In that scenario I see money going overseas.
I'm saying for maybe the next 2-3 years, give or take. Does that count as long term?

Also, overseas is going to have it far worse than we are I think.

It also means there's going to be lots of opportunities out there if you (we) can successfully navigate these ups and downs...
 
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