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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

The Compound and Friends

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Volatility and Resilience: Tesla's Stock Dynamics

This chapter examines the dramatic fluctuations in Tesla's stock, including a notable 17% drop that quickly rebounded. The speakers discuss the resilience of Tesla shareholders amidst controversies and explore Morgan Stanley’s efforts to manage debt related to the company. Additionally, they analyze Tesla's performance in comparison to larger tech stocks, the potential for growth in its AI initiatives, and the implications of ongoing market trends.

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