It says “**TOP** 90%”. Come lead us master!!!

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It might lead to selling more cars in the end, but the current stock price is so inflated by future hype there is no way it will not crater if melon does not get his candies.

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A sudden price drop can trigger margin calls in accounts that used leverage through direct purchase or options contracts. Those calls can lead to additional sales on the following day, sending the price down further.  Meanwhile, heavy institutional selling rarely happens at once. Instead, big investors will often spread sales over two to three days to help prevent heavy declines due to the sell-off while maximizing their selling price.  After three days, margin call pressure and institutional selling may have subsided, offering a clearer picture of the stock’s trajectory. 

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you said the strong usd will lead to a sell off and now state the strong usd will lead to less inflow of capital, those statements arent the same edit: I agree with the first part, a weaker dollar can make us equities more attractive.

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The thing is, the chain reaction might already happen by PLTR news/topics about its overvaluation (Like it wasn't over valuated before ...), This could lead to broad market fears in AI related stocks and that is what we see today.

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True but it could also lead to people over leveraging themselves in shorts and propping the market up

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Everyone is riding on the bubble and fearful of the final pop. If there’s a panic down it could lead to a self perpetuating prophecy and itself cause the pop.

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Tesla doesn't meet the requirements to be excluded. Basically, you can get excluded for producing coal, oil, tobacco, cannabis and weapons. In addition to some ethical considerations: [https://www.nbim.no/en/responsible-investment/ethical-exclusions/](https://www.nbim.no/en/responsible-investment/ethical-exclusions/) Some reasons for ethical exclusions: * serious or systematic human rights violations * serious violations of individual's rights in situations of war or conflict * the sale of weapons to states engaged in armed conflict that use the weapons in ways that constitute serious and systematic violations of the international rules on the conduct of hostilities * the sale of weapons or military materiel to states that are subject to investment restrictions on government bonds * severe environmental damage * acts or omissions that on an aggregate company level lead to unacceptable greenhouse gas emissions * gross corruption or other serious financial crime * other particularly serious violations of fundamental ethical norms

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IN the scenario you're describing, you jokingly talked about farmland. I'd increase my investment in a few local farm and restaurant owners who do good business. Go bottoms-up instead of large cap on everything. I'd start putting more money in biotech and pharma - the funhouse within the big top. The economy's fine. Some industries aren't listening to or have had their head in the sand around AI, its impacts, or why the actuaries at Tesla, Meta, Apple, Google, Amazon or Microsoft approve such insane investments in CapEx spending. The quiet and haphazard dismissal of most mid-level long-tail staff and leadership from some businesses, along with a slowdown of spending on new hires amongst a nebulous expectation that AI will somehow solve these gaps is the real problem under the hood that will lead to some interesting fruit, like Alan, a 50+ former and recently laid off programmer I ran into at Best Buy (which was PACKED with people, btw) who's starting a YouTube channel about his real life passion, (birds) opening an LLC to provide interoperable support for automation Git libraries. What happens when financially well-to-do's like Alan turn a corner? Or become self-sufficient? We didn't have influencer, gig worker, or YouTube creators in the economy of yore. We also didn't have the most nimble, well-informed (lol) voting block in the world, the global investor. Fluent in multiple markets and armed with the capable tools to bet on the future, will insure the future. There's a lot of money there, sure. Also, there's a sea of money looking for a home every month from a surprising number of 9 to 5ers.. Their investments and the variety of options at the retail investor's disposal has never been greater. The market has come to the common man, and what has this retail investor done? Nothing short of Saving Our Economy. IN the real world, our dollars in this community (for better or worse) is actually aborbing the bumps in economic activity as is AI - and spending on AI. The reason for the insane PE ratios and their justifications are well founded. AI is already making money in its emergent phase. The surrounding ecosystems of integrated services and cloud providers are a growing army of new businesses and most of them are choosing the US to hang their shingle. Emerging innovations still pent up out of the pandemic still have a backlog of commercial applications still not met yet due to the backlog / romanticisms of AI. So that backlog of 6+ years of connected work is what we, the collective we, are betting on. Return to office mandates, while controversial, have accelerated our re-discovery that we all work better together, even if Sean makes that tea nobody likes the smell of every afternoon. We are SO early in this supercycle.

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The problem is the company will be a driving factor in changing the world. Digital transformation is the next age. It will be lead by NVIDIA, cloud companies (AWS, AZURE, and googles cloud), data centers, and the rise in nuclear energy. This will happen, it’s not an if anymore.

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