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Dave Lee

Follow @heydave7

8 Oct, 9 tweets, 2 min read

Here’s a thread about my take on the VP debate.

1. Much more substantial topics were discussed than the Presidential debate. Moderator kept it civil and productive.

2. Pence did a better job at speaking to his target audiences:
- non-urban
- blue-colllar
- military
- police
- religious
- gun owners
- wealthy

3. Kamala Harris’ target audience was less clearly defined by her talk:
- mothers
- those with pre-existing conditions
- student loan holders
- urbanites
- those who don’t like Trump
- minorities

4. If election were by popular vote, then Biden/Harris would win because more of their audience exists in the most populous cities/states.

To me it’s rather clear that Biden will win the popular vote.

5. Trump/Pence really connect very deeply with those in less populated states and areas. And they know how to articulate the issues that matter to them.

Outside urban areas, I see much more fervor for Trump than Biden.

6. A lot can happen between now and the election, but at this moment I can see Trump edging out Biden in the electoral college system.

Most of the polls would disagree and put Biden as the clear favorite. Go figure.

7. For me personally I don’t like either candidate as I think both are clueless in knowing how to solve the real problems facing our country. We’re in the midst of the computer revolution and internet revolution, and it’s upending our society and country’s stability.

8. And the AI revolution is getting started and almost everyone is underestimating it. It will likely exasperate the growing tensions between classes and cultures in our country. And I don’t see much leadership that recognizes this and has a plan to deal with it.

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Dave Lee

@heydave7

4 Oct

The most impressive low-risk, high-reward investment gains I've seen are from people with relatively high and secure income (ie., high-paying job, passive income, business, etc) and they invest their vast majority of savings into decade-winners.

Their secure and high income makes it easy to replace money they lose with bad investments and gives them more chances to find the next big decade-winner.

On flip side, I do see some who make amazing gains by taking huge risks with money that they can't easily replace. Sometimes it works out, but most of the times it doesn't.

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Exceptional service is rare, so when I receive it I usually try to let their manager/store owner know. If large co., then I let manager know but also email corporate. In my email I describe the exceptional service I received and I ask that the employee be recognized for it.

I just did this yesterday for a banker at a Wells Fargo branch. He went out of his way and helped me out with a somewhat complicated matter. I asked him how I can help him get recognized for his exceptional service. He was thrilled.

On the spot, I sent an email to Wells Fargo corporate and also talked to his manager asking her to make sure he gets recognized.

Corporate replied via email, "I've forwarded your comments to the appropriate manager. They'll recognize [] for providing you with excellent service."

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Dave Lee

@heydave7

25 Sep

@elonmusk

Here's a few reasons why I think @elonmusk is sandbagging the timeline for Battery Day improvements.

1. Elon is keenly aware Battery Day must not affect Model 3/Y sales negatively AT ALL. If he mentioned pending price or range improvements for 3/Y, it could halt sales.

2. It's obvious that Tesla is well underway in their aggressive battery developments. This didn't start just several months ago.

3. New 4680 cells are likely going to first production of Semi (initially for Tesla internal use). Roadrunner line seems active already, so I wouldn't be surprised if Semis are already being built right now with the new cells, albeit in limited quantities.

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Dave Lee

@heydave7

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Gold has outperformed Bitcoin in the past year.

[note: using GBTC as equivalent for Bitcoin and GLD as equivalent for Gold for charting purposes]

Gold also outperforming Bitcoin over past 2 year timeframe as well.

Even S&P 500 is outperforming Bitcoin over past year.

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Dave Lee

@heydave7

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So this is how I get internet at national parks.

👇🏻

I prefer using cell data but in national parks cell data is very poor. Sometimes I might get limited cell data late at night or early in the morning, and completely no cell data the rest of the time.

For cell data, I have 5 options I carry. I have two Verizon hotspots (both unlimited data) and I have two AT&T hotspots (100gb and 25gb plans). This is in addition to my and my wife’s two Verizon iPhones.

I also have a WeBoost cell booster with antenna mounted to top of RV.

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Dave Lee

@heydave7

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So who's got a good theory on why TSLA has exploded to $1500+?

Please add your theory in the replies.

I'll add my theory below as well.

There’s a lot of minor reasons why TSLA stock is doing well.
1. Fed backstopped the market and printing $
2. Growth stocks benefitting from inflow of investor dollars (ie., look at SHOP)
3. Market thinks economy bounces back fast after COVID

4. Tesla’s demand doing well, shows why its the strongest auto maker
5. Tesla in 1st place with FSD development
6. Model Y ramping, adding to Tesla’s ability to grow profits
7. China production and demand growing nicely
8. Berlin factory progressing well

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