This space is hosted by StocksOnSpaces
Space Summary
The Twitter space was a lively and engaging discussion focusing on personal anecdotes, societal observations, and philosophical musings. Participants shared stories about personal experiences like struggles with the legal system, social interactions, and culinary recommendations, which often segued into deeper topics like the state of free speech on social platforms and global events. The conversation explored the balance between personal freedom and social responsibility, especially in the context of social media and prominent figures like Elon Musk shaping these norms. Mental health topics were interwoven subtly through stories of personal resilience and community support. Overall, the session was rich with diverse perspectives, offering a snapshot of contemporary digital social interaction.
Questions
Q: What is the best place to grab fried chicken?
A: Hattie B’s is highly recommended.
Q: Is it easy to share your personal stories on Twitter?
A: Yes, but there are mixed feelings about public reception and platform policies.
Q: Can you truly have free speech on social media platforms like Twitter?
A: Opinions vary, but many believe there are limits set by algorithms and policies.
Q: Are past legal issues and their consequences a common topic?
A: Yes, personal legal ordeals were openly discussed.
Q: Why discuss global events in casual conversations?
A: Such discussions frame our understanding of societal impacts and shared human experiences.
Q: How do social interactions relate to mental health?
A: Open dialogs in community spaces help in addressing mental health indirectly.
Q: What are people’s views on the right to free speech on platforms like Twitter?
A: Mixed; some feel freedom is restricted by the platform’s policies and AI.
Q: How do people react to controversial figures influencing social media?
A: It is a topic of much debate, with varied perspectives.
Q: Can discussing restaurant recommendations lead to deeper conversations?
A: Yes, it often leads to broader discussions about personal preferences and cultural issues.
Q: Do casual conversations lead to philosophical debates?
A: Frequently, as initial casual topics often open up deeper discussions.
Q: Can you have deep insights from everyday social experiences?
A: Yes, everyday interactions can offer valuable perspectives and insights into human behavior.
Highlights
Time: 00:01:05
Icebreaker: Yo, yo, what’s up, man?
Time: 00:01:08
Introduction Fail: We’re seeing if it would unmute me, but it didn’t.
Time: 00:01:13
Food Recommendation: We should try Hattie B’s.
Time: 00:01:15
Culinary Highlight: It’s their fried chicken chain over there. Pretty good.
Time: 00:01:21
Social Etiquette: How do you bees? How do.
Time: 00:01:25
Personal Inquiry: You pain?
Time: 00:01:45
Social Observation: Revelational times, man. A lot is happening.
Time: 00:01:57
Legal Frustrations: I did everything to get my license back four years ago.
Time: 00:02:20
Global Implications: What makes you think we’re in World War Three?
Time: 00:02:35
Algorithm Observations: The AI can’t differentiate context.
Time: 00:02:40
Free Speech Limitations: Some things said can lead to being silenced.
Key Takeaways
- Conversations about everyday social experiences can offer deep insights.
- Different cuisines and restaurant recommendations are popular discussion points.
- Personal stories shared in open forums can reinforce shared human experiences.
- The topic of free speech and its limits on social platforms is a recurring theme.
- Legal system experiences and frustrations are relatable to many.
- Philosophical debates can stem from casual conversation triggers.
- Mental health and wellness are implicitly important in discussions.
- Opinions on global events and their impact on society highlight diverse perspectives.
- The influence of prominent figures like Elon Musk on social media norms was discussed.
- The session highlighted the balance between personal freedom and social responsibility.
Behind the Mic
I mean, at the top end of the range, you’re talking about more than a double of expectations on EPS. So we’ll see if they live up to it. You know, that’ll be, that’s a big, that’s a very high bar to fix fill, you know, so we’ll see. But I mean, if they can continue to churn out a positive EPS, somewhere between $40 to $0.60, it’s pretty promising. And if they boost EPS guide for the tail half of the year, that’ll be a pretty big deal, you know, because again, people are used to these companies being extremely cyclical. This has been the biggest overhang to both trading and investing in these names for the better part of a decade. If that dynamic starts to change, not only will the stocks have to be repriced, but analysts expectations will have to change on a long term basis. And it’s just going to change the way these companies have to be viewed on a quarter over quarter perspective. And so that might not happen this year, maybe it happens next year, but at some point people will start viewing this as a super cycle and we’ll start saying, okay, maybe the leash isn’t as short on the pricing power as we thought for some of these names. So Micron will be a big deal. Micron will dictate a lot of sentiment. I think if Micron has a positive report, I think you will see most of these semiconductor names rip and, you know, vice versa. If they have a negative report and the stocks down 15 20% tomorrow, you will see a lot of these names fall off the cliff. So it’s going to be a big binary event. Big binary event tomorrow. Bb, it did Stifle, did they initiate coverage on Tesla this morning or just now after the close? Let’s see here. I could tell you right now we pull up my close. Yep. Stifel initiates coverage of Tesla with a buy rating and a dollar 265 price target, implying 45% upside to Tuesday’s closing price. Stifel says in the near term, the revamped model three and upcoming Model y refresh will bolster sales, followed by the commencement of the next generation vehicle, which will likely garner significant investor interest. In the medium term, the firm’s analysts are cautious on the stock as execution challenges emerged amid increased competition in the EV space and ongoing struggles in commercial construction and commercial readiness. But they say they are confident that Tesla can navigate the rapidly evolving landscape successfully and that Tesla can position itself as a leader in the energy storage industry and achieve long term margin expansion. Well, they just got it almost identical to what the analyst it last week from, I think it was from Baird. The note we got from Baird really emphasized the energy business being the next big catalyst. He talked about their competitive advantage in price and access to materials. And yeah, I mean, energy storage, you think about getting into the utilities, you know, many times bigger than automotive. So yeah. Really it’s all I mean, it’s hard to look too far beyond today because we don’t know what’s going on in the economy in a year, no less ten years. But yeah, I mean, the upside’s really unlimited and, you know, I’ve heard some people call for it to double by the end of the decade. So yeah. And I’ll add to that if I can. Just this stock in particular, just it’s such a retail driven name. And I think like these like higher valuations, you just, you can’t see this type of an up move and expect it to continue. But you can chase it intraday in the same way we saw some of these like Aayden names when they had runs. I mean, similar move off the bottom, right? When did this, this was I? I think I’m just a quick comment on that. I mean, it’s also one of the biggest factors with Tesla is CEO Elon Musk’s personal stock sales. Elon Musk, he has sold a significant portion of his Tesla stock in the past year, which has undoubtedly weighed on the stock price. However, his recent compensation package, which ties his pay to specific milestones rather than stock sales, should alleviate some of those concerns moving forward. Yeah, I think that’s a great point. And I think that kind of alleviates some of the downward pressure we’ve seen on the stock. The other big thing too is like their operational execution. They have the highest breaking margins of any automaker in the US right now. It’s like they just, yeah, there’s growing pains, but like the execution has been nearly flawless at them being able to ramp up production of multiple vehicles and varying form factors. All right. So what do we think of Rivian after hours today? Pretty good. Yeah, I mean, it’s up, what’s it at, like up 5% right now. So likely positive beat as well. Yeah, it seems like the excitement was, well, there’s an EV agreement. I mean, what is the company has said is that they’re building out their manufacturing capabilities and then ramping production. So they do still have some ramp issues with production. But they’ve got a few catalysts coming out in terms of one, their delivery trucks, which are supposed to start delivering the next few weeks. So they’ll have some revenue coming in on that side, and they’ve got their electric sports utility vehicle. Yep, that’s such a big part of their strategy and their product mix. You know, the different approach from so many other players. All right, yeah. Be interesting to see if they can get more of their vehicles out to customers more quickly. You know, I think the demand is there. But it really is a production issue for them. I mean, at the top end of the range, you’re talking about more than a double of expectations on EPS. So we’ll see if they live up to it. You know, that’ll be, that’s a big, that’s a very high bar to fix fill, you know, so we’ll see. But I mean, if they can continue to churn out a positive EPS, somewhere between $40 to $0.60, it’s pretty promising. And if they boost EPS guide for the tail half of the year, that’ll be a pretty big deal, you know, because again, people are used to these companies being extremely cyclical. It’s been the biggest overhang to both trading and investing in these names for the better part of a decade. If that dynamic starts to change, not only will the stocks have to be repriced, but analysts expectations will have to change on a long term basis. And it’s just going to change the way these companies have to be viewed on a quarter over quarter perspective. And so that might not happen this year, maybe it happens next year, but at some point people will start viewing this as a super cycle and we’ll start saying, okay, maybe the leash isn’t as short on the pricing power as we thought for some of these names. So Micron will be a big deal. Micron will dictate a lot of sentiment. I think if Micron has a positive report, I think you will see most of these semiconductor names rip and, you know, vice versa. If they have a negative report and the stocks down 15 20% tomorrow, you will see a lot of these names fall off the cliff. So it’s going to be a big binary event. Big binary event tomorrow. Bb, it did Stifle, did they initiate coverage on Tesla this morning or just now after the close? Let’s see here. I could tell you right now we pull up my close. Yep. Stifel initiates coverage of Tesla with a buy rating and a $265 price target, implying 45% upside to Tuesday’s closing price. Stifel says in the near term, the revamped model three and upcoming Model y refresh will bolster sales, followed by the commencement of the next generation vehicle, which will likely garner significant investor interest. In the medium term, the firm’s analysts are cautious on the stock as execution challenges emerged amid increased competition in the EV space and ongoing struggles in commercial construction and commercial readiness. But they say they are confident that Tesla can navigate the rapidly evolving landscape successfully and that Tesla can position itself as a leader in the energy storage industry and achieve long term margin expansion. Well, they have it almost identical to what the analyst it last week from, I think it was from Baird. The note we got from Baird really emphasized the energy business being the next big catalyst. He talked about their competitive advantage in price and access to materials. And yeah, I mean, energy storage, you think about getting into the utilities, you know, many times bigger than automotive. So yeah. Really it’s all I mean, it’s hard to look too far beyond today because we don’t know what’s going on in the economy in a year, no less ten years. But yeah, I mean, the upside’s really unlimited and, you know, I’ve heard some people call for it to double by the end of the decade. So yeah. And I’ll add to that if I can. Just this stock in particular, just it’s such a retail driven name. And I think like these like higher valuations, you just, you can’t see this type of an up move and expect it to continue. But you can chase it intraday in the same way we saw some of these like Aayden names when they had runs. I mean, similar move off the bottom, right? When did this, this was it? I think I’m just a quick comment on that. I mean, it’s also one of the biggest factors with Tesla is CEO Elon Musk’s personal stock sales. Elon Musk, he has sold a significant portion of his Tesla stock in the past year, which has undoubtedly weighed on the stock price. However, his recent compensation package, which ties his pay to specific milestones rather than stock sales, should alleviate some of those concerns moving forward. Yeah, I think that’s a great point. And I think that kind of alleviates some of the downward pressure we’ve seen on the stock. The other big thing too is like their operational execution. They have the highest breaking margins of any automaker in the US right now. It’s like they’re just, yeah, there’s growing pains, but like the execution has been nearly flawless at them being able to ramp up production of multiple vehicles and varying form factors. All right. So what do we think of Rivian after hours today? Pretty good. Yeah, I mean, what’s it at, like up 5% right now. So likely positive beat as well. Yeah, it seems like the excitement was, well, there’s an EV agreement. I mean, what is the company has said is that they’re building out their manufacturing capabilities and then ramp production. So they do still have some ramp issues with production. But they’ve got a few catalysts coming out in terms of one, their delivery trucks, which are supposed to start delivering the next few weeks. So they’ll have some revenue coming in on that side, and they’ve got their electric sports utility vehicle. Yep, that’s such a big part of their strategy and their product mix. You know, the different approach from so many other players. All right, yeah. Be interesting to see if they can get more of their vehicles out to customers more quickly. You know, I think the demand is there. But it really is a production issue for them. I mean, at the top end of the range, you’re talking about more than a double of expectations on EPS. So we’ll see if they live up to it. You know, that’ll be, that’s a big, that’s a very high bar to fix fill, you know, so we’ll see. But I mean, if they can continue to churn out a positive EPS, somewhere between $40 to $0.60, it’s pretty promising. And if they boost EPS guide for the tail half of the year, that’ll be a pretty big deal, you know, because again, people are used to these companies being extremely cyclical. This has been the biggest overhang to both trading and investing in these names for the better part of a decade. If that dynamic starts to change, not only will the stocks have to be repriced, but analysts expectations will have to change on a long term basis. And it’s just going to change the way these companies have to be viewed on a quarter over quarter perspective. And so that might not happen this year, maybe it happens next year, but at some point people will start viewing this as a super cycle and we’ll start saying, okay, maybe the leash isn’t as short on the pricing power as we thought for some of these names. So Micron will be a big deal. Micron will dictate a lot of sentiment. I think if Micron has a positive report, I think you will see most of these semiconductor names rip and, you know, vice versa. If they have a negative report and the stocks down 15 20% tomorrow, you will see a lot of these names fall off the cliff. So it’s going to be a big binary event. Big binary event tomorrow. Bb, it did Stifle, did they initiate coverage on Tesla this morning or just now after the close? Let’s see here. I could tell you right now we pull up my close. Yep. Stifel initiates coverage of Tesla with a buy rating and a dollar 265 price target, implying 45% upside to Tuesday’s closing price. Stifel says in the near term, the revamped model three and upcoming Model y refresh will bolster sales, followed by the commencement of the next generation vehicle, which will likely garner significant investor interest. In the medium term, the firm’s analysts are cautious on the stock as execution challenges emerged amid increased competition in the EV space and ongoing struggles in commercial construction and commercial readiness. But they say they are confident that Tesla can navigate the rapidly evolving landscape successfully and that Tesla can position itself as a leader in the energy storage industry and achieve long term margin expansion. Well, they have it almost identical to what the analyst it last week from, I think it was from Baird. The note we got from Baird really emphasized the energy business being the next big catalyst. He talked about their competitive advantage in price and access to materials. And yeah, I mean, energy storage, you think about getting into the utilities, you know, many times bigger than automotive. So yeah. Really it’s all I mean, it’s hard to look too far beyond today because we don’t know what’s going on in the economy in a year, no less ten years. But yeah, I mean, the upside’s really unlimited and, you know, I’ve heard some people call for it to double by the end of the decade. So yeah. And I’ll add to that if I can. Just this stock in particular, just it’s such a retail driven name. And I think like these like higher valuations, you just, you can’t see this type of an up move and expect it to continue. But you can chase it intraday in the same way we saw some of these like Aayden names when they had runs. I mean, similar move off the bottom, right? When did this, this was I? I think I’m just a quick comment on that. I mean, it’s also one of the biggest factors with Tesla is CEO Elon Musk’s personal stock sales. Elon Musk, he has sold a significant portion of his Tesla stock in the past year, which has undoubtedly weighed on the stock price. However, his recent compensation package, which ties his pay to specific milestones rather than stock sales, should alleviate some of those concerns moving forward. Yeah, I think that’s a great point. And I think that kind of alleviates some of the downward pressure we’ve seen on the stock. The other big thing too is like their operational execution. They have the highest breaking margins of any automaker in the US right now. It’s like they just, yeah, there’s growing pains, but like the execution has been nearly flawless at them being able to ramp up production of multiple vehicles and varying form factors. All right. So what do we think of Rivian after hours today? Pretty good. Yeah, I mean, what’s it at, like up 5% right now. So likely positive beat as well. Yeah, it seems like the excitement was, well, there’s an EV agreement. I mean, what is the company has said is that they’re building out their manufacturing capabilities and then ramping production. So they do still have some ramp issues with production. But they’ve got a few catalysts coming out in terms of one, their delivery trucks, which are supposed to start delivering the next few weeks. So they’ll have some revenue coming in on that side, and they’ve got their electric sports utility vehicle. Yep, that’s such a big part of their strategy and their product mix. You know, the different approach from so many other players. All right, yeah. Be interesting to see if they can get more of their vehicles out to customers more quickly. You know, I think the demand is there. But it really is a production issue for them. I mean, at the top end of the range, you’re talking about more than a double of expectations on EPS. So we’ll see if they live up to it. You know, that’ll be, that’s a big, that’s a very high bar to fix fill, you know, so we’ll see. But I mean, if they can continue to churn out a positive EPS, somewhere between $40 to $0.60, it’s pretty promising. And if they boost EPS guide for the tail half of the year, that’ll be a pretty big deal, you know, because again, people are used to these companies being extremely cyclical. This has been the biggest overhang to both trading and investing in these names for the better part of a decade. If that dynamic starts to change, not only will the stocks have to be repriced, but analysts expectations will have to change on a long term basis. And it’s just going to change the way these companies have to be viewed on a quarter over quarter perspective. And so that might not happen this year, maybe it happens next year, but at some point people will start viewing this as a super cycle and we’ll start saying, okay, maybe the leash isn’t as short on the pricing power as we thought for some of these names. So Micron will be a big deal. Micron will dictate a lot of sentiment. I think if Micron has a positive report, I think you will see most of these semiconductor names rip and, you know, vice versa. If they have a negative report and the stocks down 15 20% tomorrow, you will see a lot of these names fall off the cliff. So it’s going to be a big binary event. Big binary event tomorrow. Bb, it did Stifle, did they initiate coverage on Tesla this morning or just now after the close? Let’s see here. I could tell you right now we pull up my close. Yep. Stifel initiates coverage of Tesla with a buy rating and a $265 price target, implying 45% upside to Tuesday’s closing price. Stifel says in the near term, the revamped model three and upcoming Model y refresh will bolster sales, followed by the commencement of the next generation vehicle, which will likely garner significant investor interest. In the medium term, the firm’s analysts are cautious on the stock as execution challenges emerged amid increased competition in the EV space and ongoing struggles in commercial construction and commercial readiness. But they say they are confident that Tesla can navigate the rapidly evolving landscape successfully and that Tesla can position itself as a leader in the energy storage industry and achieve long term margin expansion. Well, they have it almost identical to what the analyst it last week from, I think it was from Baird. The note we got from Baird really emphasized the energy business being the next big catalyst. He talked about their competitive advantage in price and access to materials. And yeah, I mean, energy storage, you think about getting into the utilities, you know, many times bigger than automotive
