Its because of the Amazon ads that Im leaning towards PINS, their user base has been steadliy growing despite the introduction of the ad spam in the past year, and it should only keep going up with their anti-ai filters. ETSY is good for ecom but with the growing prices, I was worried that its sales revenue would be down. We will see I guess.e
quick summary of my DD, Pintrest 400mil users, Instagram (main competitior in discovery and ecom platforms) 1 bil users. Pintrest ecom partnership with Amazon, Instagram with Meta. Pintrest Anti AI filters admist negative AI sentiments in ecom community, pintrest steady user growth and increased advertisments in user feeds = more ad revenue. PE ratio is 12, its not crazy overvalued like Palantir is (I acknowledge that was a stupid trade). There is room for growth for pintrest if they continue to grow user base.
Im already back up to 2.8k loss for the day. PINS is a hold because their partnerships and Anti-AI filters along with the increased advertising should be a solid bump in revenue and positive guidance for Q4, very undervalued compared to their competitors despite only being half the user base of instagram. Im gonna sell PLTR and UBR the moment I see them recover a little, I dont mind a 1-2k loss on that
It's a good deal on paper. In practice, it is very likely that the requirements to get the pay package won't even get close.
Tesla has 2 things going for it: ai and the electric vehicle.
AI is in a bubble. True, it has uses and revenue, but not enough revenue to justify the extraordinary cost that has been put into it from all parties concerned. Some companies will make it, but many others won't.
Musk has alienated his most fanatical base of TESLA purchasers. It is hard to see how he will ever get the cars sold to the level required. On top of that, other companies are beating him to the driverless cars and taxis (Waymo in the US is years ahead of Tesla in terms of securing permits and government approvals to operate. Also, from what I've heard, he's getting his ass handed to him in China.
MySpace ass advertising company with a user base average age 64, their users dying of old age and they renamed their company for the "metaverse"
Boomer fucking tard shit
I think the problem for Bitcoin is that it's gotten so big now that most of the big money and retail investors who were ever going to get in, had already done so. I don't think the base of that pyramid is ever getting much bigger than it has now. And without the promise of outsized (market beating) gains, nobody wants to bet on fake internet money
It's absolutely worth lottos. 2.8x revenue market cap. Active user growth similar to SOFI. Growing user base. Growing ARPAM. Solid SE America user base, which has a low average income. Struggling lower and lower middle class. Decreasing credit worthiness of consumers. What's not to like.
Meta is 100% perfectly fine here if you have a decent horizon. Gotta build base and momentum to get going. I still think by April-May it can be 900+, if some random OpenAI fuckery gets announced it’ll happen a lot sooner.