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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认知比较高的人一般会怎样？

认知比较高的人一般会怎样？

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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

点击图片查看原图

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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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)

11小时前 • Derya Unutmaz, MD • -- 点击 0 评论

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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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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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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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🚨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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Two important dates--Nov 3 & 11--are coming up in the trial of #HongKong #PoliticalPrisoners Chow Hang-tung, Lee Cheuk-yan & Albert Ho. Chow put out this statement in anticipation. As of Oct 14, she was back in solitary confinement but looks forward to seeing everyone in court.
时政
( twitter.com)

5天前 • Hong Kong Democracy Council • -- 点击 0 评论

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Easily learn from & riff on the prompts of interesting videos by tapping on the “make your own video” button
btc
( twitter.com)

8天前 • Elon Musk • -- 点击 • 下载视频 0 评论

00:00:06

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Having a NASA Administrator who knows literally ZERO about rockets & spacecraft undermines the American space program and endangers our astronauts
btc
( twitter.com)

6天前 • Elon Musk • -- 点击 0 评论

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Congrats Starlink & Falcon teams on building and launching 10k satellites!
SpaceX now has several times more satellites in orbit than all others combined.
btc
( twitter.com)

8天前 • Elon Musk • -- 点击 0 评论

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🚨Urgent!!🚨
RINO judges & liberal groups are trying to STEAL two GOP house seats in Utah. You can stop it!
👉 sign up today for a paying job:
btc
( share-na2.hsforms.com)

8天前 • Donald Trump Jr. • -- 点击 0 评论

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The OBBB cuts Medicaid by ~$911B, kicks 10M off coverage & raises costs to fund tax cuts. They want to raise your premiums and cut your care, not protect it.
时政
( twitter.com)

6天前 • Tahra Hoops • -- 点击 0 评论

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It's great to see how quickly we can revert back to the way we used to be as children.
The world needs more fun, laughter compassion & a whole lot more forgiveness.
有趣
( twitter.com)

5天前 • The Figen • -- 点击 • 下载视频 0 评论

00:01:05

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It's great to see how quickly we can revert back to the way we used to be as children.
The world needs more fun, laughter compassion & a whole lot more forgiveness.
有趣
( twitter.com)

5天前 • The Figen • -- 点击 • 下载视频 0 评论

00:01:05

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Why switch to 𝕏 Chat?
- Fully encrypted for maximum privacy
- No AWS or third-party dependencies
- No advertising hooks or hidden trackers
- Supports texts, file transfers, & audio/video calls
- X never reads or sells your chats to advertisers
btc
( twitter.com)

8天前 • DogeDesigner • -- 点击 • 下载视频 0 评论

00:00:05

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更新：维持连胜！「胜率 100% 神秘巨鲸」再次获利离场，10.14 以来达成 12 连胜，累计获利 1,263.4 万美元🙌
今天凌晨 01:45 宣布中美元首将于周四会晤，随后 BTC 短时突破 11.1w，该巨鲸也将 $BTC & $ETH & $SOL 多单依次平仓，共获利 177.4 万美元
▶︎ BTC：获利 127.1 万美元
▶︎ ETH：获利
btc
( twitter.com)

4天前 • Ai 姨 • -- 点击 0 评论

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Because the hierarchy is broken.
I've said this many times before.
Small accounts now have 300-400K likes.
Large accounts are now getting an average of 500-800 likes.
Success cannot occur where hierarchy is broken.
There's hierarchy in everything.
Armies are governed by a
有趣
( twitter.com)

3天前 • The Figen • -- 点击 0 评论

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🚨Breaking: just announced massive cuts to dozens of its PhD programs, citing “financial pressure.”
- Science PhD admissions reduced by more than 75%
- Arts & Humanities reduced by about 60%
- Social Sciences by 50–70%
- History by 60%
- Biology by 75%
- The German
时政
( twitter.com)

6天前 • Chris Brunet • -- 点击 0 评论

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立即预约：
特邀嘉宾： —— Mantle 核心顾问 & Bybit 现货业务及 Web3 负责人 — Mantle Network 华语区负责人 —— 华语知名 KOL
千万别错过（认真脸）。
btc
( luma.com)

5天前 • Mantle • -- 点击 0 评论

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Today, Wu Chi-wai 胡志偉 spends his 63rd birthday unjustly imprisoned in #HongKong.
No one should spend time in prison for defending democracy.
We wish him a happy birthday & call for his immediate release, along with all political prisoners still suffering in #HK.
时政
( twitter.com)

9天前 • The Committee for Freedom in Hong Kong Foundation • -- 点击 0 评论

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Grok Imagine Tips & Tricks #6
Add this to your prompt to create a transition from a wide shot to a close-up focus shift:
"smooth cinematic camera glide from distant wide shot to close-up, realistic depth focus shift, natural lighting, ultra-high resolution, immersive tone"
btc
( twitter.com)

9天前 • DogeDesigner • -- 点击 • 下载视频 0 评论

00:00:06

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🚨 BREAKING: Elon Musk just challenged Andrej Karpathy to face Grok 5 in an AI coding match, like a modern Kasparov vs Deep Blue moment.
Human v/s AGI is on! 🍿
btc
( twitter.com)

9天前 • DogeDesigner • -- 点击 0 评论

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31 landings! I’m old enough to remember industry “experts” saying re-use was a dream or you had to launch 10 times to break even.
I don’t hear those “experts” talking any longer.
Congrats to an amazing team to make this possible & show the industry the path!
btc
( twitter.com)

8天前 • Joe Tegtmeyer 🚀 🤠🛸😎 • -- 点击 0 评论

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GRUESOME & SHOCKING
The UK has been hiding this for 30 years or more.
This 3-min clip from The Grooming Gangs Cover-Up, a verbatim film of the judge’s remarks in a 2013 trial, reveals all.
⚠️Warning: Disturbing content.
See what's been silenced for decades.
#GroomingGangs
btc
( twitter.com)

前天 • Dominic Frisby • -- 点击 • 下载视频 0 评论

00:03:05

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