Truth Social is being taken public through a SPAC. In theory, Trump's shares will be worth $3B. In reality, that valuation is insane - Twitter - Valuation $12.5B with about 350M active users. $36/member. Truth Social - $3B? With 2M users. This is $1500/member. Happy to hear any thoughts on this disparity. But, to me, it looks like the $3B value is unsustainable. Even $100/member is high, and that is a $200M valuation. $Digital World Acquisition Corp(DWAC.US)$$トランプ関連(BK2592.US)$$Twitter (Delisted)(TWTR.US)$$メタ プラットフォームズ A(META.US)$
$Twitter (Delisted)(TWTR.US)$ $テスラ(TSLA.US)$ What is X Payments? X Payments is an upcoming feature from X, a company known for its innovative technology and user-centric approach. While details are still emerging, X Payments is expected to offer a seamless and secure way for users to send and receive money, make purchases, and manage their finances. With a focus on simplicity and accessibility, X Payments aims to make dig...
Last year, Mark Zuckerberg declared 2023 to be a “year of efficiency.” His company,$メタ プラットフォームズ A(META.US)$, soon laid off a third of its employees.$アマゾン ドット コム(AMZN.US)$,$アルファベット A(GOOGL.US)$and$マイクロソフト(MSFT.US)$also cut tens of thousands of workers. Their worlds did not stop. Not only that, the companies were rewarded. Their stock prices soared. Some divisions were more productive. And the companies — including X, formerly known...
$Twitter (Delisted)(TWTR.US)$$テスラ(TSLA.US)$ Key Details: 📍 Fidelity's investment in X, formerly Twitter, marked down by 72% since Musk's takeover. 📍 November update shows a 19% cut in value from September, amidst advertising struggles and $13 billion debt. 📍 Uncertainty over Fidelity's current stake size and valuation methodology. 📍 Fidelity's report implies a 72% decrease in X’s overall company value. 📍 X under Musk: Dramatic changes a...
1. AI goes mainstream. We believe AI is the biggest transformation in the tech sector in the last 30 years and is a "1995 Moment" not seen since the start of the Internet in 1995. We believe AI will comprise 8%-10% of IT budgets in 2024 up from less than 1% in 2023 and represents a $1 trillion of spending over the next decade. 2. Apple introduces the AI App Store.$アップル(AAPL.US)$We believe at WWDC in 2024 Apple formally in...
I'm glad to be invited as a speaker in Moo Moo's Fireside Chat about 2023 Recap & 2024 Outlook, where we talked about our investment journey in 2023, our outlook for 2024, and answered burning question that fellow retail investors had. In the chat, I mentioned that I'm using a barbell strategy, where half my portfolio is in safer tax-free income generating instruments, and the other half is riskier assets. My...
MooMamaLlama :
A massive shout out to @doctorpot1 for an awesome end of year Livestream. Love to read all your write ups and answers I have to say it's great to go over parts of our Fireside Chat though.. sure,. we went overtime haha but it seemed to fly by.
$テスラ(TSLA.US)$$Twitter (Delisted)(TWTR.US)$$ARK Innovation ETF(ARKK.US)$ Turning X into a "Giant Brain" Future Financial Platform: Elon Musk envisions transforming X into a "giant brain" that acts as a collective consciousness, with users reporting information and giving opinions. The ultimate goal is to pivot X into a financial platform after securing money-transfer licenses. Musk's Thoughts on Public Companies and Tesla's Pro...
Twitter (Delisted)に関するコメント
In theory, Trump's shares will be worth $3B.
In reality, that valuation is insane -
Twitter - Valuation $12.5B with about 350M active users. $36/member.
Truth Social - $3B? With 2M users. This is $1500/member.
Happy to hear any thoughts on this disparity. But, to me, it looks like the $3B value is unsustainable. Even $100/member is high, and that is a $200M valuation.
$Digital World Acquisition Corp(DWAC.US)$ $トランプ関連(BK2592.US)$ $Twitter (Delisted)(TWTR.US)$ $メタ プラットフォームズ A(META.US)$
$テスラ(TSLA.US)$
What is X Payments?
X Payments is an upcoming feature from X, a company known for its innovative technology and user-centric approach. While details are still emerging, X Payments is expected to offer a seamless and secure way for users to send and receive money, make purchases, and manage their finances. With a focus on simplicity and accessibility, X Payments aims to make dig...
Their worlds did not stop. Not only that, the companies were rewarded. Their stock prices soared. Some divisions were more productive. And the companies — including X, formerly known...
Key Details:
📍 Fidelity's investment in X, formerly Twitter, marked down by 72% since Musk's takeover.
📍 November update shows a 19% cut in value from September, amidst advertising struggles and $13 billion debt.
📍 Uncertainty over Fidelity's current stake size and valuation methodology.
📍 Fidelity's report implies a 72% decrease in X’s overall company value.
📍 X under Musk: Dramatic changes a...
2. Apple introduces the AI App Store. $アップル(AAPL.US)$ We believe at WWDC in 2024 Apple formally in...
In the chat, I mentioned that I'm using a barbell strategy, where half my portfolio is in safer tax-free income generating instruments, and the other half is riskier assets. My...
Turning X into a "Giant Brain"
Future Financial Platform: Elon Musk envisions transforming X into a "giant brain" that acts as a collective consciousness, with users reporting information and giving opinions. The ultimate goal is to pivot X into a financial platform after securing money-transfer licenses.
Musk's Thoughts on Public Companies and Tesla's Pro...
▶️ YouTube: 93% use the app. $アルファベット C(GOOG.US)$ $アルファベット A(GOOGL.US)$
💃 TikTok: 63%. $ByteDance(FT0001)$
👻 Snapchat: 60%. $スナップ A(SNAP.US)$
📸 Instagram: 59%. $メタ プラットフォームズ A(META.US)$
📘 Facebook: 33%.
🎮 Discord: 28%.
💬 WhatsApp: 21%.
🐦 Twitter/X: 20%. $Twitter (Delisted)(TWTR.US)$
🕹️ Twitch: 17%.
Source: Pew Research.
Key Details:
📍 Elon Musk's X, formerly known as Twitter, secures a money-transmitter license in Pennsylvania, its 13th U.S. state approval.
📍 This license enables X to facilitate money transfers, potentially allowing user-to-user payments akin to Venmo.
📍 Musk's vision f...
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