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vgr's profile
Venkatesh Rao
Venkatesh Rao
Venkatesh Rao
@vgr

Tweets

Venkatesh Rao

@vgr

This is my conversational account. For my work follow @ribbonfarm, @breaking_smart, @artofgig. Tweets are 90% vacuous views, apathetically held. Mediocritopian.

Los Angeles, CA
venkateshrao.com
Joined August 2007

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    Venkatesh Rao‏ @vgr Feb 4
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    now the question is if tesla surge is entirely due to the short squeeze or there's some changed perceptions of the fundamentals

    10:57 AM - 4 Feb 2020
    • 8 Likes
    • 🎙 Piyush Maverick Tainguriya Customer Support🎙 dotglum Ari Gesher Raj Balakrishnan K 🇺🇸 Manage Tail Risks. Grow The Economy. *laughing nervously* Mark (🧘🧪🧙‍♂️💩❤️)
    6 replies 0 retweets 8 likes
      1. New conversation
      2.  🇺🇸 Manage Tail Risks. Grow The Economy.‏ @YangTerrence Feb 4
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        Replying to @vgr

        Both. And new narrative

        2 replies 0 retweets 0 likes
      3. Venkatesh Rao‏ @vgr Feb 4
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        Replying to @YangTerrence

        what's the new narrative?

        2 replies 0 retweets 2 likes
      4. 1 more reply
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      2.  🤧 🌎‏ @atthatmatt Feb 4
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        Replying to @vgr

        Latter. Tesla is being compared analogously to companies in the industries it tackled from first principles. The interesting question is: could Tesla set off another wave of innovation and investment like the railroad?

        1 reply 0 retweets 0 likes
      3. Venkatesh Rao‏ @vgr Feb 4
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        Replying to @atthatmatt

        where? I haven't seen any prominent examples of this supposed new narrative

        1 reply 0 retweets 1 like
      4. 1 more reply
      1. Danny Iskandar #mask4all‏ @diskandartweet Feb 4
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        Replying to @vgr

        both and more, the market or the big investor who used to say 'NO' finally kind of wake up to reality. Also the retailer investor who has been on the fence just watching. i persuaded my brother 1 month ago to buy. Now it is time to get my tipping fee :) from him. FOMO plays too

        0 replies 0 retweets 1 like
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      1. K‏ @2Canadians Feb 4
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        Replying to @vgr

        K Retweeted Inquisitive Investor

        I was wondering too and saw the light. 👇https://twitter.com/QuisitiveInvest/status/1224756052899528704?s=19 …

        K added,

        Inquisitive Investor @QuisitiveInvest
        Looks to me like $TSLA is going through a classic "re-rating" more so than a short squeeze. Seems like people have decided its a tech company instead of an auto company. New valuation levels likely persist until proven otherwise, imo.
        0 replies 0 retweets 0 likes
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      1. Marcus Detry‏ @MarcusDetry Feb 4
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        Replying to @vgr

        Model Y manufacturing could also be a game changer. Anticipating that production can go from 70 parts to 1 with a very large aluminum casting machine.

        0 replies 0 retweets 0 likes
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      1. Shashikanth Bhat, EquityFarmer‏ @shashi_bhat Feb 4
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        Replying to @vgr

        Getting the Chinese plant up and running within a year must put other auto companies in deep trouble. Ten years ahead in tech they don't have yet plus improving the game they have always played till date.

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