I got home last night at 2am and am back in the saddle at the office this morning. I’ll finish up the Latest Positions this weekend and will do some writing about what I learned in NYC too.
TSLA’s down 5% after revealing the Cybertruck last night. My wife watched says we’re getting it. Some of the folks in the Chat Room are disappointed in the design and think it’s silly. I think it’s awesome!
SPCE is down big again today as it has been a lot lately. I’m buying some SPCE here, as it’s still not even a mid-sized position yet.
You all have seen me mention that I shorted VHC a few months ago. The stock is getting killed today as it looks like their IP infringement suits against Apple are going nowhere, which is exactly what I’ve been expecting. I covered about 15-20% of it today. Will short some of the shares I just covered again, if VHC gets back towards $6 or so, I suppose.
A few pics from my iPhone 11 Pro with market-ish-related commentary from my trip for you:
We’re living in a bubble:
Where’s the caution?
Always bet on the US:
Amazing long exposure shot from my iPhone 11 Pro:
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