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Everyone is talking about $TSLA & $SPCX at a $500/share merger.
@elonmusk has consistently praised @ARKInvest modeling around $TSLA as being the most accurate. But if we simply work ARKinvests discounted share price backwards we are supposed to have a BEAR case fair value between $1300-$1800 TODAY!
So are you really willing to give up your shares for $500 and voting control for such a discount just to merge with a company you can already buy on the open market?
According to ARK’s June 2024 model ($2,600 expected value by end-2029), the implied fair value today (Oct 26, 2026) is roughly $1,300–$1,900, depending on the discount rate.
And using their latest model that was released a week ago.
Rough range for the expected value: about $1,400–$2,700 today, depending on the discount rate used. The bear case discounts to roughly $1,300–$1,800, and the bull case to roughly $1,950–$2,800 in the same rate range.
A while back after the marathon in May I challenged myself to drop 20 pounds from 195 pounds to 175 by the end of the year and it's too late to cut before the IRONMAN in Florida so it looks like I failed in that goal as I am around 191 pounds still... Or did I...
Today I did back to back skin fold caliper test by Team Youphoric Stephen Daniele and I immediately drove over to get a DEXA scan for comparison and Stephen was able to give some great insight & advice as always.
I am super proud to see that I went from 35-38% Body Fat to the 25-29% body fat range when blending both tests.
DEXA says from May in 6 months I managed to shed 11 pounds of fat and gain 6.5 of lean muscle
Skin fold says in 13 months I shed 32 pounds of fat and gain 13 pounds of muscle.
What surprised me the most is how I dropped so much fat while simultaneously gaining muscle 💪🏽 especially while only doing endurance sports. So I'd say I didn't entity fail in my goal 😅
Next year while training for the full IRONMAN in Canada should bring on some even larger changes.
Just an update on @michaeljburry assuming he is still holding.
Tesla short announced June 30 at $416 Now ~$405 → ~2–3% profit.
LULU got crushed post earnings.
Sold LULU / bought DECK (Oct 5) and plans to buy back after the 30 day tax loss wash:
LULU was ~$91–93 when he sold. Now ~$110 → up ~18% (he missed this bounce).
DECK was ~$80 when he bought. Now ~$83 → up (~3%)
I want everyone in the stock market to make money except for Tesla short sellers.
Mike retweeted
👀🚨 UPDATE: Police confirm the victims of the violent home invasion in Toronto this morning, a father & his 2 daughters, were shot by a group of armed home invaders who smashed their way in via a backdoor.
The mother also sustained serious injuries after being hit with a hammer
Saturday's Tri-Brick #Ironman training ramp up. Trying to not overdo it.
Mike retweeted
Tesla has introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs:
Form: tesla.com/robotaxi/interest
Mike retweeted
Hey @tesla_na we need these protection plans available in Canada 🇨🇦
Tesla raises wheel & tire protection prices as Cybertruck windshield plan gets cheaper driveteslacanada.ca/news/tes…
