The Art of Value

Technology super investor Peter Thiel recently offered his thoughts on AI. investing, the current state of the A.I. sector, which companies he thinks will win AI,  and the current state of the stock market in relation to AI stocks such as Nvidia (NVDA). Related episodes: Peter Thiel: Bitcoin Price Won’t Rise Dramatically https://youtu.be/SNaFiryWQXU Peter Thiel: Elon’s X Is A Big Financial Worry!  https://youtu.be/-Z8cAhG6t5o Referenced video: All-In Podcast: Peter Thiel | All-In Summit 2024 https://youtu.be/SYRunzR9fbk Become a YouTube member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join Or Join The Art of Value Patreon community:  https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to Elon Musk’s remarks from the flashy Tesla We, Robot event held in Los Angeles. Elon’s presentation can been seen as a kind of greatest hits of his “corporate puffery” from the past few years, with some new products, and adding more to his vision of the future, that he says will soon become a reality. Timestamps: 01:05 Definition of Elon’s “corporate puffery” 03:09 Elon’s Welcome to the We, Robot Party 05:06 Vision of an exciting future - Unsupervised Full Self-Driving 05:56 Low cost but Increased value with autonomy  06:58 FSD safety - 10x safer than a human 08:31 Low cost of autonomous transport 09:40 Price of buying a cybecab  10:22 Owning a fleet of cybercabs 11:13 Timeline predictions for FSD and cybercab production 14:01 Unsupervised FSD for Hardware 3? 15:41 Camera vision + AI solution of Tesla Full Self-Driving 18:21 Inductor charging and cybercab cleaning  20:00 The future Robovan 21:21 “The future should look like the future” 23:04 Optimus robot progress, future vision, buy price  25:27 “The biggest product ever of any kind” 26:52 The Age of Abundance  27:57 How much of what Elon says is possible? Related videos: The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ Elon Musk: Tesla Full Self Driving Snake Oil Salesman? https://youtu.be/MG1y8_X40Os  JJ’s other YouTube channel: Stocks Today With JJ : https://www.youtube.com/@jjstockstoday Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join Recommended book:  Abundance: The Future Is Better Than You Think, by Peter Diamandis (referral link): https://amzn.to/4eQpeeE Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Elon Musk’s SpaceX Starship test just achieved a world first engineering feat, catching a massive Starship rocket booster between mechanical arms or giant “chopsticks” on landing. I react to highlights of the historic rocket flight test.   Related videos: The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Super investor Michael Burry, of ‘The Big Short” fame, has been making a fortune from his recent deep value investments in China stocks, including Alibaba (BABA) and others. The episode looks at Burry’s China stock investments, including when he invested. We also look at the outlook for the Chinese stock market and macro environment.  Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join  Related episodes: Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee https://youtu.be/Fe6ym9Qwnug Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

This episode is about the Tesla Cybertruck, which Elon Musk has been leading the engineering and design of for years, and it’s finally been unleashed on the world, in fairly small quantities so far. So, does the Cybertruck suck? If so, how much does the Cybertruck suck? Is the Cybertruck actually great? Let’s find out! Timestamps: 00:38 Cybertruck, the latest fashion? 01:44 Is Cybertruck a tough off-road truck? 03:42 Cybertruck and water 05:32 Not so stainless steel? 08:41 Cybertruck pure genius criteria 10:02 Crash testing: torsional rigidity, good to have? 12:23 Cybertruck pedestrian friendly? 13:40 Cybertruck armored glass, good to have? 15:21 Cybertruck build quality 16:50 Finger-crunching frunk issue 19:40 Cybertruck "must be low cost" 21:38 Cybertruck Full Self-Driving (Supervised) 22:32 Does the Cubertruck suck? Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join Some related episodes: Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 Elon Musk: Tesla Full Self Driving Snake Oil Salesman? https://youtu.be/MG1y8_X40O Thanks to these YT channels for some of the source material: Some More News https://www.youtube.com/@SMN Thunderf00t https://www.youtube.com/@Thunderf00t Chris Norlund https://www.youtube.com/@realchris Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat’s Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs) Timestamps: 01:14: David Tepper on Alibaba and other China stocks 05:49 Recent performance of Tepper’s China stocks 07:12 David Tepper vs Stan Druckenmiller on Chinese stocks 11:34 Fundstrat’s Tom Lee: China stock market outlook Related episodes: Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4 Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Is Tesla’s Elon Musk like a snake oil salesman when it comes to publicly promoting Tesla Full Self-Driving (FSD) progress? I investigate and discuss more of the article recently posted on the X platform by harsh Elon Musk and Tesla FSD (Supervised) critic Dan O’Dowd, who’s alleging just that in “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.”  Timestamps: 00:30 Elizabeth Holmes vs Elon Musk public claims and statements03:20 The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI 05:05 All Tesla HW3 vehicles capable of becoming robotaxis?07:42 We, Robot: 10/10 2024 Tesla Robotaxi event, Warner Bros. Studios10:10 Desperate Tesla Full-Self Driving roadmap 13:44 Full Self-Driving competitiors, Waymo 14:31 Tesla FSD (supervised) in the wild, including CyberTruck Related episodes: Elon Musk Tesla Fraud Investigation playlisthttps://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR Elon Musk: Tesla Full Self Driving Snake Oil Salesman? https://youtu.be/MG1y8_X40Os Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0 Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to an interview with super Investor David Tepper from Appaloosa Management, who today offered his very bullish thoughts on the Chinese stock market, Chinese stocks and more. Then we look at the specific China stocks and ETFs Tepper has in his fund’s portfolio, including Alibaba (BABA), PDD, JD and more.  Related episodes: Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4 Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw JJ’s other channel: The Art of Value: https://www.youtube.com/@TheArtofValue Referenced video: CNBC: Billionaire investor David Tepper on China: Central bank comments 'exceeded expectations' https://youtu.be/uGeyiFj-7D4 Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Is Tesla’s Elon Musk akin to a snake oil salesman when it comes to promoting Tesla Full Self-Driving (FSD) efforts? I investigate and discuss the detailed article recently posted on Elon Musk’s X platform by Dan O’Dowd alleging just that: “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.”  Timestamps: 01:03 Elon Musk Snake Oil Salesman: Dan O'Dowd's article 02:48 Tesla "on the verge of solving autonomy" 04:26 Disastrous FSD Version 11: 2023 05:39 Dangerous on-road, live safety testing 08:41 Version 12: "an almost total rewrite" pivot to AI 11:45 Claim Tesla could leapfrog Waymo within a year 13:56 Buying time with impatient Tesla investors 15:23 Baseless claims of rapid FSD V12 improvements  17:00 Actually Smart Summon (ASS) not coast-to-coast 18:31 V12.4 multiple safety issues (example video clips) 20:41 Elon claimed V12.5 a "whole other level" 22:02 Elon doubles down on miles between interventions 24:29 Elon: "it will take over a year of driving to get even one intervention"! 25:43 Tesla's robotaxi business dead on arrival? Related episodes: Elon Musk Tesla Fraud Investigation playlisthttps://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0 Thanks to Thunderf00t YouTube channel for some of the historical Tesla and Elon Musk clips in this video. Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses Apple stock (AAPL). Could Apple’s iPhone business be running out of juice? Damodaran acknowledges the Apple has been the greatest cash machine in history, but what about Apple as a future growth stock? Related videos: Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia https://youtu.be/Ri7l6lXbOqo Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: ‘I’m Letting These Stocks Ride’ https://youtu.be/QAt_OrfbpbM Referenced video: CNBC: The smartphone business seems to be running out of juice, says NYU's Aswath Damodaran https://youtu.be/LYP1ezGPUXk Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision