The John Johnston Lounge

Elon Musk’s SpaceX Starship test just achieved a world first engineering feat, catching a massive Starship rocket booster between mechanical arms or giant “chopsticks” on landing. I react to highlights of the historic rocket flight test. 

 Related videos:

The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ

Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA

Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Super investor Michael Burry, of ‘The Big Short” fame, has been making a fortune from his recent deep value investments in China stocks, including Alibaba (BABA) and others. The episode looks at Burry’s China stock investments, including when he invested. We also look at the outlook for the Chinese stock market and macro environment. 

Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join

 Related episodes:

Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee https://youtu.be/Fe6ym9Qwnug

Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

This episode is about the Tesla Cybertruck, which Elon Musk has been leading the engineering and design of for years, and it’s finally been unleashed on the world, in fairly small quantities so far. So, does the Cybertruck suck? If so, how much does the Cybertruck suck? Is the Cybertruck actually great? Let’s find out!

Timestamps:

00:38 Cybertruck, the latest fashion?

01:44 Is Cybertruck a tough off-road truck?

03:42 Cybertruck and water

05:32 Not so stainless steel?

08:41 Cybertruck pure genius criteria

10:02 Crash testing: torsional rigidity, good to have?

12:23 Cybertruck pedestrian friendly?

13:40 Cybertruck armored glass, good to have?

15:21 Cybertruck build quality

16:50 Finger-crunching frunk issue

19:40 Cybertruck "must be low cost"

21:38 Cybertruck Full Self-Driving (Supervised)

22:32 Does the Cubertruck suck?

Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join

Some related episodes:

Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit

https://youtu.be/cGhBMf29xKA

Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit

https://youtu.be/PaUXyey1iG4

Elon Musk: Tesla Full Self Driving Snake Oil Salesman?

https://youtu.be/MG1y8_X40O

Thanks to these YT channels for some of the source material:

Some More News https://www.youtube.com/@SMN

Thunderf00t https://www.youtube.com/@Thunderf00t

Chris Norlund https://www.youtube.com/@realchris

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat’s Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs)

Timestamps:

01:14: David Tepper on Alibaba and other China stocks

05:49 Recent performance of Tepper’s China stocks

07:12 David Tepper vs Stan Druckenmiller on Chinese stocks

11:34 Fundstrat’s Tom Lee: China stock market outlook

Related episodes:

Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc

Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4

Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Is Tesla’s Elon Musk like a snake oil salesman when it comes to publicly promoting Tesla Full Self-Driving (FSD) progress? I investigate and discuss more of the article recently posted on the X platform by harsh Elon Musk and Tesla FSD (Supervised) critic Dan O’Dowd, who’s alleging just that in “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.” 

Timestamps:

00:30 Elizabeth Holmes vs Elon Musk public claims and statements
03:20 The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI

05:05 All Tesla HW3 vehicles capable of becoming robotaxis?
07:42 We, Robot: 10/10 2024 Tesla Robotaxi event, Warner Bros. Studios
10:10 Desperate Tesla Full-Self Driving roadmap

13:44 Full Self-Driving competitiors, Waymo

14:31 Tesla FSD (supervised) in the wild, including CyberTruck

Related episodes:

Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR

Elon Musk: Tesla Full Self Driving Snake Oil Salesman?

https://youtu.be/MG1y8_X40Os

Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA

Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4

Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to an interview with super Investor David Tepper from Appaloosa Management, who today offered his very bullish thoughts on the Chinese stock market, Chinese stocks and more. Then we look at the specific China stocks and ETFs Tepper has in his fund’s portfolio, including Alibaba (BABA), PDD, JD and more. 

Related episodes:

Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4

Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw

JJ’s other channel: The Art of Value: https://www.youtube.com/@TheArtofValue

Referenced video:

CNBC: Billionaire investor David Tepper on China: Central bank comments 'exceeded expectations'

https://youtu.be/uGeyiFj-7D4

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Is Tesla’s Elon Musk akin to a snake oil salesman when it comes to promoting Tesla Full Self-Driving (FSD) efforts? I investigate and discuss the detailed article recently posted on Elon Musk’s X platform by Dan O’Dowd alleging just that: “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.” 

Timestamps:

01:03 Elon Musk Snake Oil Salesman: Dan O'Dowd's article

02:48 Tesla "on the verge of solving autonomy"

04:26 Disastrous FSD Version 11: 2023

05:39 Dangerous on-road, live safety testing

08:41 Version 12: "an almost total rewrite" pivot to AI

11:45 Claim Tesla could leapfrog Waymo within a year

13:56 Buying time with impatient Tesla investors

15:23 Baseless claims of rapid FSD V12 improvements 

17:00 Actually Smart Summon (ASS) not coast-to-coast

18:31 V12.4 multiple safety issues (example video clips)

20:41 Elon claimed V12.5 a "whole other level"

22:02 Elon doubles down on miles between interventions

24:29 Elon: "it will take over a year of driving to get even one intervention"!

25:43 Tesla's robotaxi business dead on arrival?

Related episodes:

Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR

Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA

Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4

Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0

Thanks to Thunderf00t YouTube channel for some of the historical Tesla and Elon Musk clips in this video.

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses Apple stock (AAPL). Could Apple’s iPhone business be running out of juice? Damodaran acknowledges the Apple has been the greatest cash machine in history, but what about Apple as a future growth stock?

Related videos:

Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia https://youtu.be/Ri7l6lXbOqo

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs

Aswath Damodaran: ‘I’m Letting These Stocks Ride’ https://youtu.be/QAt_OrfbpbM

Referenced video:

CNBC: The smartphone business seems to be running out of juice, says NYU's Aswath Damodaran

https://youtu.be/LYP1ezGPUXk

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision

Have Elon Musk, Tesla, Morgan Stanley and others been involved in Tesla stock (TSLA) inflation fraud going back many years? I investigate and discuss part of a new lawsuit alleging the continuous Tesla stock pumping fraud, including alleged overt stock market manipulation, and broadcasting Tesla propaganda on social media using Tesla social media influencers.

Timestamps:

01:46 Overt market manipulation, with Morgan Stanley

03:49 “Short burn of the century comin soon…”

06:16 Efforts to “paint the tape” to increase TSLA stock price

07:16 Broadcasting Propaganda on Social Media (with Tesla influencers)

08:03 Now You Know YouTube channel - Zac Cataldo

09:11 HyperChange YouTube channel - Galileo Russell

10:52 Third Row Tesla YouTube channel - corporate propaganda

21:01 Engaging Influencer marketing agencies-  Tesla Winter Experience

26:10 TeslaBoomerMama (Alexandra Merz) - Tesla stock price target

Related videos

Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR

Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA

Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4

MORE Elon Musk, Tesla Full Self Driving FRAUD Alleged https://youtu.be/9jShvp85WR8

Elon Musk Tesla Stock Pumping Fraud Alleged in Lawsuit https://youtu.be/47VCx2fZDO0

Thanks to Chris Norlund and Thunderf00t YouTube channels for some of the short Tesla influencer clips in this video.

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Have Elon Musk, Tesla and others been involved in continuous Tesla stock (TSLA) inflation fraud going back years? I summarize and discuss part of a new lawsuit alleging the Tesla stock pumping fraud. 

Timestamps:

00:45 Alleged Elon Musk & Tesla Fraud Overview: Greenspan v Musk et al

05:45 Pressuring Tesla executives to to routinely commit securities fraud

09:27 Elon Musk lying in public to justify Tesla revenue recognition

13:11 Fraudulent Tesla stock price targets with ARK’s Cathie Word & others

Related videos:

Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.