- Renaissance
- Posts
- $ Million Tesla Trade
$ Million Tesla Trade
Join us on the journey to financial independence.
Renaissance Man
December 15, 2023
Read time 5 minutes
Welcome back to the end of another week with Renaissance - the newsletter equivalent of your ‘financial’ driving instructor….we teach you, get frustrated when you do stupid shit, and occasionally touch your thigh.👀
The quickest way to succeed is to just start and figure it out as you go. You can’t learn to drive in a parked car, so let’s goooooo 🚗 💨
Today at a Glance:
Tesla & The Humanoid (Not Elon) That Can Make You MillionsSimple Crypto Trade To Top Them AllMoney Market Funds Hitting An All-Time HighThe Renaissance Over-Under
Business, Money Markets & Financial News
The Trade Of The Decade - Tesla & The Humanoid (Not Elon) That Can Make You Millions 🤖
Alright Renaissance family, line up and listen in… have you watched the money we make pass you by? Are you too slow or frightened? Then we’re gonna make you rich in one simple move. ♟️
Let me spare you a tonne of research we’ve done, this is what you need to take as gospel. The true value is very simple - find companies that have massive long-term upside that are currently undervalued or have the upside not priced in today.
1/ Tesla is an incredible company, we all know that! And the electric vehicle market has become overpopulated. But they’re like the 40 year old soccer mom in the marathon I ran… miles ahead.
2/ Although, Papa Elon can’t stay focused or stop making babies long enough to retain the top talent! All because he’s obsessed with free speech…and was forced to buy Twitter. 🤢
3/ The zone of competence - social interactions and understanding network effects is not Elon’s strong suit. He’s an engineer and product person through and through. What he didn’t anticipate which we at Renaissance saw coming, was the advertisers leaving and boycotting him.
4/ Not necessary - Elon thinks he can behave the same way he always does and retain advertisers no matter what he does, butttt advertising and media is a different beast - even if Twitter is the best platform and product, advertisers don’t ever have to use it and can get millions of impressions and customers on other platforms like Meta or TikTok just as easily. Elon didn’t account for that.
5/ Watch what happens next - Elon has lost tens of billions on Twitter and has sold Tesla stock to keep it afloat. Andddd he will have to do it again as Twitter needs an estimated $10 billion as far as my math goes… that’s quite the bill, and yes the sides did cure cancer!
6/ The Cybertruck is now released but as cool as it is, its price is way over what they thought it would be! And it’s been described as a "Guideless missile. Death machine. Also atrocious on the physics.” (but that makes us want a Cyberbeast all the more tbh)
Sales won’t hit estimates because of this and stock will be sold, and the price of Tesla will plummet even further to fund Twitter!
7/ So far this all sounds fucking terrible right, so Twitter is basically one of the hottest things ever… a distressed asset.😍 And by proxy, so is Tesla if its got to fund the freak show. BUT. That’s what’s happening today… not in 5 years.
8/ The Optimus humanoid has had shockingly little press coverage due to Elon basically not being at Tesla but at X/Twitter instead. The spotlight follows him online like a nerd follows e-girls, total focus. 👀
⚡ The vast vast majority of the long term value of Tesla is in the Optimus humanoid which is so technically brilliant!
From a lot of people’s back of the napkin math, including Elon’s, the initial numbers for the size of the market is 20 billion units of Optimus, and 10 billion conservatively.
With mass appeal to the average consumer, we’re going full iRobot across the nation! 🤖
9/ This is not factored into the Tesla price AT ALL, and neither is driverless autopilot being perfected, where Tesla’s will then be able to effectively act as Uber drivers! Your car can go and earn money for you while you sleep, and your humanoid can make you breakfast in bed. 😎
10/⚡ The Alpha: The move is, when Elon sells off $10B more of Tesla to keep Twitter afloat the price will crater. Equally when the Cybertrucks sales don’t hit estimates in the next earnings calls the stock will drop.
On those red days when the price falls through the floor - buy as much as you can and hold it. Mission complete. We’ll all be drunk harassing our Optimuses in 2030! ⚡
It’s simple statements and simple graphs that turn out to be true, that’s what changes your life. Make sure you have concentrated capital in your beliefs. Call us when Renaissance makes you a million in the making this Christmas. 🔥🔥🔥
LITTLE BITS 😎
We want it alllllll. We don’t need to have something so hypothetical as ‘enough’. Get what’s yours.
Maybe one time he’ll actually be right HAHA, you real estate junkies make me laugh
Great post! We can all get better results by being more extreme. We 100% endorse this read!
NOSTALGIA OF THE DAY
Crypto Market & NFT News
Simple Crypto Trade To Make Your Million! If You’re An Idiot And Aren’t Actively Trading 🤪
Take 2! It’s simple statements and simple graphs that turn out to be true, that’s what changes your life. Make sure you have concentrated capital in your beliefs. Call us when Renaissance makes you a million in the making this Christmas. 🔥🔥🔥
Maybe you’re here for the traditional finance alpha, business, or real estate stuff, or maybe just FOR general shithousery 😉 (that’s what I tell myself anyway…) So I’ll assume some of US aren’t REAL crypto people!
That’s okay because as fancy as we can get here, simple graphs rule the world! So here is the sure-fire graph to guarantee you your million in crypto. All you have to do - is agree.
The graph - what is this graph above? (12 marks)
That’s right, dick for brains, it’s segments of the Bitcoin chart which basically acts as the index for the entire space.
And from last week in case you didn’t remember, we called the top of the 8-week green run perfectly from the historic chart, and look what happened: another call for us…✅
“Bitcoin prices just fell over 5% in a matter of minutes, hitting as low as $41,500. After its eight straight green week, Bitcoin is finally taking a breather.”
History ⚡
- The 1st halving in 2012 resulted in a 10,000% increase ($11 -> $1,150)
- The 2nd halving in 2016 resulted in a 3,000% increase ($650 -> $20,000)
- The 3rd halving in 2020 results in a 630% increase ($8,800 -> $69,044 ATH!)
- The 4th Bitcoin halving is less than 115 days away. 👀 Don’t be a moron. Buy your Bitcoin and Eth on red days from now to eternity. All charts will recover to push to new all time highs.
Once the ETFs are approved the institutional capital will be in the billions and the market will NEVER be the same! Guaranteed money from Bitcoin and Eth - read the graph and turn your brain on. ✅
Waiting years for 5 digit returns is not quiteeee fast enough for us. 😎
- If you invested in $BEAST when we said you’d have hit a 5x in less than a week. And Elon hasn’t even tweeted or spoken about Cybertrucks yet…and he will…I’ll die on this hill…it will happen. 👀
- Anything on AVAX right now is on fire, any of the meme coins or technical coins we’ve called on Eth are replaying on AVAX right now - same story different chain! Look at Unibot on Avax!
- $BIT - $BYTE is running on SOL and is following the GROK narrative, and $BIT is on Eth and right in the sweet spot. This might just run up to the $10-20 million market cap, we’re in from here.
Wealth Building, Personal Finance Hacks & FAT FIRE
As we roll towards 2024, it’s time to take stock of our positions and how we plan to allocate this in the coming year. The economic environment has shifted, interest rates have increased, and with it millions of more people are happy to “lock in” their happy 5%.
In fact, money market funds hit an all-time high of $5.8 trillion at the end of November. More and more investors are rotating into money markets to lock in the safe return. With the FT reporting this is set to increase even further in 2024.
Meanwhile what do all of these charts have in common?
S&P up over 20% YTD
NASDAQ up nearly 40% YTD
Bitcoin up nearly 150% YTD
That’s right they’re all extremely green and up a hell of a lot more than 5%!
Meanwhile last week alone another $73 Billion poured into money market funds with investors deciding they would rather put money in cash, collecting an inflation-adjusted, after tax profit of around 1%. 🤡
I get it. A 5% guaranteed return sounds attractive now compared to the incredibly low interest rate environment we’ve seen for so long. But there’s a reason it’s 5%, and in reality this could be a rather painful decision long term.
Remember when something sounds too good to be true, it generally is. And this rings true if you think it’s now amazing that you can get 5% in money markets.
Investors are compensated for investing in risk-on assets. And everyone with their money parked in cash has missed out on this rally over the last year.
You’ve got to remember, you are not only rewarded for holding stocks, but you are also penalised for holding cash.
Now will it be any different in 2024?
With each month that goes on it seems more and more likely that the US is avoiding a recession, and inflation keeps ticking down. Interest rates won’t be going any higher and that means there’s only one direction for them. ⬇
And what could cause stock prices to go even higher from here? Could it be the $6 trillion of investors money sitting in money markets eventually flooding into actual risk-on assets once they realise they are withering away their potential returns parking their money in cash?
When the time comes for all the money to rotate back, who’s going to be rewarded? The ones holding the stocks and risk-on assets that’s who. 💪
That’s not to say there’s no place for a cash position, but coming into 2024 it’s one to consider. Have you got too much in cash? Are you being penalised for this more than you would like? If you need the money for an upcoming down payment fair enough, but with long-term capital and with years on your side, risk-on is the way to go. ♨
Meme of the Day
That’s a wrap for this week! Meet us on Twitter to talk all about it. Where we’ll send you jokes, tips, and all important news from the world of money, business and crypto and more! (@RenaissanceDly)
