It’s actually The House view.

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NO TIME TO VIEW BRO..SELL EVERYTHING IN ROBINHOOD OVERNIGHT MARKET NOW

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How do you view in real time

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[Soul glo](https://tenor.com/view/soulglow-look-back-thunder-gif-12810359)

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His last short was Tesla and that didn’t go well. But, a very smart guy willing to put his money where his mouth is. Many spew talk on cnbc and simply don’t. Have to respect his view.

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I think googl will thrive too. But it can easily come down 30% for any multitude of reasons that are of much much lesser magnitude and have nothing to do with a bubble pop or any type of economic downturn. The reason bump is because earnings and their quantum compute announcement also, frankly not much at all to do with AI. I just think your view that it will only go down if there is some major event like the a bubble pop or economic collapse is really narrow thesis. So many other factors, endless amount really, that could bring it down. The bump right now is in part also due to a completely stagnant past 3ish years. You're just riding a wave, which I am too, but im not sitting here acting like im warren buffet because of it. I dont think people talking about a AI bubble has pushed GOOGL stock down either, i dont get that thought process when its up like 100% in a year during this conversation.

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The charitable view is China owns over 80% (?) of rare Earth metal processing. This move (long term) will uncouple the US from possible Chinese interference (the implementation of Export controls). > The startup’s magnet production has received huge demand since China first implemented export curbs on rare earths and critical minerals essential to U.S. manufacturing and defense—and which are difficult or impossible to source elsewhere. > U.S. manufacturers and defense contractors have been scrambling for alternatives and the shortage has amplified the vulnerabilities of dependence on China for critical minerals since Beijing put strict export restrictions on them late last year, and followed with curbs on rare-earth magnet exports in April. American companies subsequently had to seek permission from Beijing and prove their products weren’t used in defense. Uncharitable view: insider trading, the classic.

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They’re on 1D view.

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I sort of agree with you in concept. But in reality the problem is that if the bubble does pop, people are going to sell Google like crazy no matter what or where it's at at the time. Just because people view it as being part of the bubble, which you seem to recognize. So it'll crash regardless. Obviously it isn't going to be a company that fails. But whatever value it has at the time is going to plummet. Just because it's going to get dragged down with everything else at bubble popping time.

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Fine, I give you current margin is better than elsewhere in the world. But that is only because US is a protected market. This will not last really. Would be interested in your view what‘s pumping TSLA today then. EDIT: and btw. would be interesting to see where the 31% margin is coming from. From these big B2B deals or from retail?

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