S&P 500 Is the market overvalued or in a bubble? Contrary to consensus - no. If analysts are correct and margins expand to 15.5% by 2027 (+180 bps), then multiples remain more likely to expand than contract. Less cyclical index composition + higher margins = rising multiples.

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S&P 500
Is the market overvalued or in a bubble? Contrary to consensus - no.
If analysts are correct and margins expand to 15.5% by 2027 (+180 bps), then multiples remain more likely to expand than contract.
Less cyclical index composition + higher margins = rising multiples.
时政
( twitter.com )

3天前由 Warren Pies 提交

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1周内 1个月内 1年内全部时间

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When shareholders first voted on 2018 pay package, #Tesla was not in any index, and the pay package won decisively. In the second vote, forced by an activist Delaware judge, $TSLA was 1.2% of the S&P 500, and the pay package won decisively. Now $TSLA is 2.4% of the
btc
( twitter.com)

8天前 • Cathie Wood • -- 点击 0 评论

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The new Hitler is
If you rape a child & you’re muslim nothing happens.
If you’re English & post online against illegals & rapists, you get sent to prison for years.
The rape of England is happening due to the police “following orders.”
btc
( twitter.com)

27天前 • Valentina Gomez • -- 点击 • 下载视频 0 评论

00:00:40

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Presidency & House are shifting hard to the Right. All that leaves is the Senate.
btc
( twitter.com)

12天前 • Mankosmash • -- 点击 0 评论

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Under Siege is almost here! Pre-order your copy right NOW & tune in next week.
btc
( a.co)

18天前 • Eric Trump • -- 点击 • 下载视频 0 评论

00:00:49

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Every Tesla you buy in the US is designed, engineered & made right here in America 🇺🇸
btc
( twitter.com)

22天前 • Tesla North America • -- 点击 0 评论

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The world is healing! But this manufactured trend isn’t like Pokémon… countless children were permanently mutilated under the guise of progressive wokeism. The doctors, teachers & “psychologists” who pushed children & parents into this insanity need to be held accountable NOW!
btc
( twitter.com)

14天前 • Donald Trump Jr. • -- 点击 0 评论

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NOW: Protesters outside DC hotel where top HK gov’t official Paul Chan is hosted at luncheon by ⁦ while his gov’t hunts down HK exiles in the US & has hundreds of #PoliticalPrisoners in HK, & fellow HK gov’t officials are sanctioned by the US. #FreeHongKong
时政
( twitter.com)

11天前 • Hong Kong Democracy Council • -- 点击 • 下载视频 0 评论

00:01:56

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The FBI was taking their “hate group” definitions from ADL, which is why FBI was investigating Charlie Kirk & Turning Point, instead of his murderers …
btc
( twitter.com)

27天前 • Elon Musk • -- 点击 0 评论

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I just tried Grokipedia v0.1 & it’s great for such an early version & for how fast it was put together. I mostly looked up science-related topics & the entries were generally more extensive in both content & references than the Deep Research AI articles.
btc
( grokipedia.com)

14小时前 • Derya Unutmaz, MD • -- 点击 0 评论

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LADIES & GENTLEMEN.. Our 2nd episode, Sports Chokes.
Al Michaels & Bob Costas join Ari & Ben as they try to land on 1 DEFINITIVE Sports Chokes Rushmore. Thru some debate & phenomenal story telling we discover which 4 sports chokes should be etched in stone forever.
HOW'D WE DO?
btc
( twitter.com)

20天前 • RUSHMOREonX • -- 点击 • 下载视频 0 评论

00:42:15

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Apple fans rejoice — the iPhone is finally catching up to Xiaomi’s design. Who knew Cupertino’s R&D team takes notes from Beijing?
#TGTM #AppleVsXiaomi #TechWars #CopyOrOriginal
时政
( twitter.com)

1个月前 • The Great Translation Movement 大翻译运动 • -- 点击 • 下载视频 0 评论

00:00:20

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In case you didn't notice, Tesla's Services & Other business is now lifetime profitable (on a gross margin basis).
With a record quarterly gross margin of 10.5%.
btc
( twitter.com)

5天前 • Cern Basher • -- 点击 0 评论

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Great engineering & manufacturing review today!
Imagine having your personal C-3PO & R2-D2 … Optimus will be even better.
btc
( twitter.com)

1小时前 • Elon Musk • -- 点击 0 评论

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Meme hunters, struggling with Chinese memes?
Here’s your BSC Meme Bilingual Glossary: Featuring October-launched BSC memes that hit $1M+ market cap 👉
▶︎ Chinese & English names
▶︎ Meanings & CA
▶︎ Created Time & more
Trade memes, learn Chinese —
btc
( nine-roar-0d6.notion.site)

20天前 • Ai 姨 • -- 点击 0 评论

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Grok 4 still ranks #1 on the FinSearchComp Benchmark
It's a first expert-level benchmark for financial search & reasoning
Grok 4 is very close to approaching the human experts' level....
btc
( twitter.com)

昨天 • X Freeze • -- 点击 0 评论

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Starship vs A380 & 737-8
When stacked with the Super Heavy booster Starship is taller than an A380 and a Max-8 on top of each other, 123m vs 73m+40m
btc
( twitter.com)

12天前 • ApoStructura • -- 点击 0 评论

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Show Grok to friends & family!
btc
( twitter.com)

20天前 • Elon Musk • -- 点击 0 评论

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LADIES AND GENTLEMEN.. Our 1st episode, Receivers.
Tom Brady & Peyton Manning join Ari & Ben as they try to land on 1 DEFINITIVE NFL Receiver Mt Rushmore. Thru some debate & phenomenal story telling we discover which 4 receivers should be etched in stone forever.
HOW'D WE DO?
btc
( twitter.com)

28天前 • RUSHMOREonX • -- 点击 • 下载视频 0 评论

00:36:05

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America, you have 2 candidates for NASA leader
- First is a 2 time commander astronaut, spacewalker, CEO and an aggressor squadron pilot
- Second is a 3-time lumberjack tree climbing champion & former news anchor
Pick wisely, and let your representative know about it.
btc
( twitter.com)

7天前 • Canraptor ☄️ • -- 点击 0 评论

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Messi & Ronaldo trying to calculate my odds 💸
有趣
( twitter.com)

28天前 • non aesthetic things • -- 点击 0 评论

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Making the roads safer for humans & wildlife alike
btc
( twitter.com)

11天前 • Tesla • -- 点击 0 评论

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网络鸦片 & 网络叫花子
时政
( twitter.com)

27天前 • iPaul • -- 点击 0 评论

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Download the new app!
Much faster to ask & answer questions.
btc
( twitter.com)

1个月前 • Elon Musk • -- 点击 • 下载视频 0 评论

00:00:10

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🚨Just a Reminder: Teslas have the lowest maintenance & repair costs of any car brand.
Here’s what you’ll never pay for again:
• Oil changes
• Transmission fluid & replacement
• Spark plugs
• Engine intake filter
• Timing belts
• Pistons
• Muffler
• Catalytic converter
btc
( twitter.com)

9天前 • Tesla Owners Silicon Valley • -- 点击 • 下载视频 0 评论

00:00:27

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