Nisdey : the whole "you've already missed the boat" thing is a myth. if people who were already holding stock that they bought at a low aren't selling it, it means they think it will appreciate. Otherwise why would they take the risk in continuing to hold it if there was only minimal upside.

Nisdey : how do you not know this?

Nisdey : Again I'm going to ask the question of Why? why DCA into an asset that in the super-long term must trend towards zero. The dividend isn't bad, but no where near enough to justify the capital losses. why not just save that money, and buy SQQQ the day after the "crash" if it's anything like previous crashes, it does t erase 3 years of bull market in a single trade, and at that point you know form certain. why hodl this crap?

Nisdey : What is wrong with you people... why not simply buy OTM put contracts for cheap, offset by selling some equally OTM call options so that at least you're not burning cash waiting for the apocalypse.
I agree that QQQ is way over valued, but until Trump is sworn in nobody will connect reality with the inflated prices of the companies propping up QQQ (especially TSLA)

Nisdey : Postmen, a lot of postmen...

Nisdey 晴瓦林 : I've wondered why this dude has done this for ages, but the dividend on this fund isn't bad. could that be the reason?
At first I thought he was some rich kid who got some sick pleasure setting daddy's money on fire, but I've spoken to this dude, and he doesn't strike me as a fruitcake, but he alao never answered my question as to why he'd DCA into a short sell ETF? perplexing

Nisdey : Elon Musk isn't a Martian, just a bottom feeding businessman. Sure SpaceX can pull off some neat party tricks, but remember that the actual people doing the rocket science at SpaceX are mostly retrenched NASA staff who were laid off as a result of funding cutbacks.

Nisdey : Unless you're expecting blatant and overt corruption from the Trump administration, I honestly can't see the new Trump administration doing anything to shore up $Tesla (TSLA.US)$ bottom line.
EV subsidies are scrapped, the carbon credit bullshit that sees the likes of Ford paying Tesla for making EVs are going. So everyone thinks that Tesla is going to magically reinvent itself as a leader in AI, self driving or robotics. all industries in which Tesla is nowhere near a market leader.
Unless Tesla manages to buy a company with more advanced tech than their own, I only see the gap widening.
Concerning Elon Musk himself. He doesn't need to rely on the value of $Tesla (TSLA.US)$ to make money, given he has SpaceX (the leading, and soon to be the only US space contractor). Unfortunately for us, SpaceX is private, so for Trump to "pay back" Elon for his help during the election, further government expenditure with SpaceX is a more direct route to Elon's wallet than via Tesla, which already has competitors who already have functional self driving, and robots that don't look geriatric and AI that isn't just Open Source FLUX (for images) and an inference engine for its LLM that is at least 2 generations behind OpenAI / Anthropic.

Nisdey : Fundamentally, unless you are literally expecting the Trump administration to be overtly corrupt, the Trump win isn't exactly great for $Tesla (TSLA.US)$ medium / long term.
Think about it realistically, unless they buy someone Tesla is lightyears behind in both autonomous vehicles, AI and general robotics. They aren't who I see winning the AI / robot / autonomy industry. Grok uses the open source FLUX for its image generation, and it's own LLM inference engine blows goats. At least 2 generations behind OpenAI and Anthropic.