Summary of InvestAnswer's Posts 19-21 Jan 2024 (Patreon)
Content
Summary of InvestAnswer's Posts
Date: 19 January 2023 - 21 January 2024 📈
Thanks Josh
Remember, this is data from a few days ago, and does not reflect today's market action or the Tesla earnings data.
Bitcoin Mining Revenue
New record revenue for Bitcoin miners, despite market weakness.
Pelosi Call Tracker
How can we get real time access to her trades?
Bitcoin ETF:
Korea and Hong Kong are spearheading efforts to launch a spot Bitcoin ETF.
Miners:
In IA's model, CLSK continues to hold its position as the top miner.
Solana ROI:
IA experienced greater returns in one year on Solana than in over 7 years accumulating Bitcoin, underscoring the efficacy of altcoins.
Ssolana Alt Selection:
IA adopts a straightforward approach to choosing SOLALTS: identify the standout from four years ago and find a superior, more cost-effective, faster, and widely adopted version built on SOL. It has worked very well so far - SOLALTs are outperforming SOL and BTC
Trading and Investing:
CRWD:
When asked about $CRWD, IA said it looks very robust at first glance but he does not own any
PYPL:
PYPL seems poised for a breakout, receiving its first buy signal in years.
Tesla Energy:
Elon envisions their energy business surpassing the entire car industry. Strata clean energy has initiated construction on its massive 1GWh Tesla battery system in Phoenix, AZ.
FSD:
IA and many others value FSD at a minimum of $1 Trillion. Tesla is on the cusp of nailing FSD ie soon - 3-12 mths it should be safer than your average driver and that can be proven out with data.
Cumulative FSD miles driven is off the charts. No other company has this.
Bot Valuation Model:
IA will be doing a tesla bot valuation joint session w Cern Basher Friday week. Cern is very bullish on this use case.