"GS's $109M investment backed a video doorbell company that later got acquired for $1B, underscoring that the Street beat the Shark Tank rejection narrative."
@ ~$918.89
Worst Regret In Shark Tank History!
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"GS's $109M investment backed a video doorbell company that later got acquired for $1B, underscoring that the Street beat the Shark Tank rejection narrative."
"AMZN ultimately buying the entire video doorbell company for $1B vindicates the thesis that the product could scale far beyond early skepticism."
"AMZN’s business performance in the Magnificent 7 complex is described as “incredibly well,” supporting the view that top megacaps are still compounding strongly despite bubble-style valuation talk."
"The S&P 500 is in an end-phase “parabolic meltup” with valuation and risk signals at their most concerning level since 2021, so while stocks could keep running, the setup is one to treat as high-risk rather than blindly expect smooth gains."
"GOOGL is part of the Magnificent 7 showing genuinely strong results that boost confidence the US can remain dominant, even against elevated market valuation concerns."
"AAPL is highlighted as one of the Magnificent 7 names doing incredibly well, implying earnings strength is a key reason the rally can persist even when multiples look stretched."
"META is cited within the Magnificent 7 as genuinely impressive and performing strongly, reinforcing the bull case that earnings/cash flow are supporting prices even in a “meltup” backdrop."
"MSFT is included among the Magnificent 7 delivering impressive results, which is presented as an underpinning to continued equity strength despite high valuation metrics."
"NVDA is named among the Magnificent 7 as performing incredibly well, supporting the argument that strong earnings are currently outweighing “dot-com style” valuation fears."
"TSLA is listed as one of the Magnificent 7 names doing incredibly well, implying robust performance from mega caps helps sustain the rally even if the broader market looks bubble-adjacent."
"TSLA's Model S build quality and reliability are terrible, with reported motor failures after just a week and lengthy shop time without a loaner, making it a poor ownership experience despite the underlying tech being impressive."
"I lost ~30% on a 2010 Tesla Roadster and am bearish on Tesla’s near-term collectible/resale strength because ongoing brand reputation issues around Elon Musk, high repair costs, and weakening demand have pushed values lower."
"Chipotle's roughly $15 bowl price point makes eating there daily materially cheaper than a $5,000/month private chef, underscoring the chain's value-based demand durability."