Has Alibaba stock (BABA) got near term upside of 80%? That’s a new prediction from a DBS analyst with a decent record. We investigate in this episode, and also take a look at which super investors are invested in Alibaba. We also take a look at the latest Alibaba earnings, to see what improvements might have been made to the business.  Related videos: Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Alibaba Stock: Bullish David Tepper vs...

Could Tesla’s current profits get cut in half or more, and Tesla stock (TSLA) with it, with the new EV-related policies of the incoming Trump administration. At present, over 40% of Tesla's profit comes from selling regulatory credits, which could go away. The $7,500 EV tax credit is also likely to be removed.  Related videos: Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU ‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales...

JJ reacts to an interview with Aswath Damodaran, “The Dean of Valuation” and NYU Stern School of Business professor of finance, who discusses the recent Nvidia earnings and valuation. Had “the AI trade:, as Professor Damodaran puts it, now overreached? Related videos: Aswath Damodaran: Greatest Cash Machine IN HISTORY, But... https://youtu.be/IVsYx4evKvU Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia https://youtu.be/Ri7l6lXbOqo Aswath Damodaran: Nvidia Stock “Priced...

There has been an “insane” boom in the number of Tesla owners and others buying up various anti-Elon Musk bumper stickers since the election of Trump. Since their viral success, the micro-business entrepreneur and his wife have been run off their feet filling daily orders. Related videos: Co-President Elon Musk & His Tesla Stock Pumpers https://youtu.be/Cjli6S9CQ9o What Elon Musk’s $100 Million for Trump Will Buy https://youtu.be/y9-tmYzWAIE Tesla's Elon Musk Ultimate...

JJ investigates 6 new humanoid robots rivaling Tesla’s Optimus bot, including some impressive new robots from China. As you’ll see in this episode, the humanoid robot sector is developing quickly, and seems to be on the verge of humanoids doing useful work in commercial and factory environments.  Related videos: Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event...

I react to part of a recent In Good Company podcast interview with legendary super investor Stan Druckenmiller, in which he discusses his thoughts on the increasingly richly valued U.S. tech sector, and A.I. stocks such and Nvidia. Druckenmiller discusses how he is currently positioned in the A.I. sector, and what signs he’s looking for going forward. Related episodes: Peter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlM Nvidia Growth To Continue For AT...

I react to some of the many Tesla stock promoters or pumpers, after the recent Tesla stock price jump following the US election, in which Elon helped Trump become the US President. Will Elon be able to put his “thumb on the scale” to help Tesla, SpaceX and his other companies during the next four years? The Tesla stock pumpers think so, and are pretty optimistic about the near and long term future for Tesla and Tesla stock.  Related episodes: Elon Musk Tesla Accused of Deceptive...

Elon Musk’s Tesla continues to be accused of possible deceptive marketing of its Supervised Full Self-Driving system by the US National Highway Traffic Safety Administration (NHTSA). I investigate the claims, and the implications given the Trump administration will soon take power, and Elon Musk is now working closely the President Trump, including potentially being in a position to regulate Tesla’s regulators. Related videos: Elon Musk’s Huge Tesla Full Self-Driving Mistake...

After Elon Musk helped Trump decisively win the US election, with over $100 million in financial support, in-person at campaign rallies, and constantly on his social media platform X, will Elon now be immune to failure - at least from a regulatory point of view? Will President Trump help to smooth the path and grease the wheels for Elon, Tesla, SpaceX, and Elon’s other companies and business activities.  Related videos: The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance...

After Tesla has sold only about 40,000 Cybertrucks in the US so far, is the Cybertruck already running out of buyers? JJ investigates the evidence for this. Elon Musk had big plans for the Cybertruck, hoping to sell 250,000 per year, and at a much cheaper price than they are. Was Elon being too optimistic?  Related videos: The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism...

Has Tesla’s Elon Musk made a huge mistake when it comes to promising unsupervised full self-driving (FSD) than can work with multiple cameras only, assisted by AI? Will this vision and AI approach work well enough to be an unsupervised robotaxi? JJ investigates and discusses this ongoing issue for Tesla and Elon Musk.  Related videos: Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQ Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab...

I react to and discuss the stock market news that the Super Micro Computer (SMCI) auditor has resigned, surfacing more questions about possible financial and accounting fraud at the high-flying AI-related company. SMCI stock has plunged on the news, after not having a great past few months.   Related videos: Massive Tesla & Elon Musk Fraud Alleged in New Lawsuit https://youtu.be/tMyUi_hXEsc Peter Thiel on How To Make Money in A.I. Investing...

I discuss the recent news that three Tesla board members, including Elon Musk’s brother Kimbal Musk, are preparing to sell around $300 million worth of Tesla stock (TSLA). How can this be true when Elon Musk has recently said that Tesla is soon to begin going though its new phase of massive growth? Related videos: Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism...

I discuss some recent news articles revealing Elon Musk is being a hypocrite when it comes to his current political stance of illegal immigration, as he and his brother Kimbal Musk were illegal immigrants when they started their first company in Silicon Valley, and when they obtained venture capital funding. The company and funding launched Elon on this entrepreneurial career, with Tesla and SpaceX to follow. Recent episodes: The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD...

In this episode I react to Kara Swisher and Prof. Scott Galloway from the Pivot podcast, who discuss Elon Musk’s funding of Donald Trump and Peter Thiel’s funding of J.D. Vance in the U.S. election campaign. I discuss this tangled web of money and influence developing at the the highest levels of U.S. politics, involving these two prominent tech billionaires.   Related videos: Peter Thiel on How To Make Money in A.I. Investing | Stocks Today With JJ:...

I react to Elon Musk’s comments about Tesla Optimus robot and robotaxi progress from the flashy Tesla We, Robot event held recently at Warner Bros Studios in Los Angeles. We look closely at Optimus interactions with the party guests, and take a first ride in a Cybercab. Do Elon’s remarks amount to more “corporate puffery” and extreme optimism, or are they based in reality? Timestamps: 00:40 Tesla Optimus robot progress and buy price 3:50 Optimus robots will walk among you 05:21 Optimus...

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 |...

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...

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: ...

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...

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...

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...

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 statements 03:20 The Snake Oil Salesman’s Promises for...

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...