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    The EV transition is real

    https://electrek.co/2024/04/19/dc-fast-charging-station-for-every-15-gas-stations/ The US now has 1 DC fast charging station for every 15 gas stations Michelle Lewis | Apr 19 2024 DC fast charging station installation is gaining momentum in the US – Q1 2024 saw a 7.6% increase to nearly...
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    Tesla 2024

    No, the irony is SunTrader doesn't trade TSLA at all. And unlike his assertion, I have no love for Elon Musk and have called for his removal as CEO more than once. SunTrader must have held shares in the traditional automakers, back when our arguments revolved around how Tesla wasn't going to...
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    Time to sell Nvidea? Meta and Google announce they'll make their own "in-house AI chips"

    Will come a point when workers will revolt against these job displacements. When I read of replacing factory workers with bots, I think it's good idea because labor management is always a nightmare and the cost of labor is high for employers. On the other hand, bots need maintenance (high cost...
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    'Doomsday': Singapore renters sound the alarm as prices surge

    Land rights is an interesting subject, one of the foundations of society and fought over since man roamed the earth. For some, land belongs to the people while for others land can be purchased and owned by individuals. You can see where that's going... Singapore juggles freehold (you own the...
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    Time to sell Nvidea? Meta and Google announce they'll make their own "in-house AI chips"

    Meh, we hear much about AI because it's a media talking point. But it's also clear that AI will displace thousands of workers. Here in Southeast Asia and India the repercussions are coming with thousands of layoffs from some of the world's largest consulting groups. Sure there are new jobs...
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    'Doomsday': Singapore renters sound the alarm as prices surge

    Surprisingly, Americans buying a property in Singapore don't have to pay a 12% stamp duty. With prices for 800 sqft selling at a couple mil, it's significant.
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    When unions go MAGA

    That's until they come out of their ratholes...
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    Tesla 2024

    What does then even mean? Are you upset that it hasn't happened sooner or snarky because you believed it was impossible in the first place? Imagine what the world would look like if no one tried the impossible.
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    When unions go MAGA

    I spoke about it well over 5 years ago, when Trump was still president. I worked in the management side of a heavily unionized industry and already then, listening to them talk, I could tell Trump attracted many of the white workers. Read your history. MAGA is not the Republican party, it...
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    Tesla 2024

    Maybe it's your neverending bearish spin on Tesla since I joined 4 years ago? "EV sales growth rates industry-wide are slowing". You said it, not me. Slowing doesn't mean stopping or dropping, and it's not unique to Tesla, but industry wide. Everytime you say margin I say Tesla has the...
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    When unions go MAGA

    https://www.axios.com/2024/04/14/teamsters-donation-josh-hawley-senate-republicans Scoop: Teamsters make another move toward GOP headshot Hans Nichols The Teamsters union's political action committee is jumping into the Missouri Senate race, contributing $5,000 to Sen. Josh Hawley's...
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    Tesla 2024

    No, it's margins against other companies margins. Tesla just happens to have the highest in its business.
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    Is it immoral to get a second job as a software developer?

    Right, it just depends how indispensable you are to the business and that depends on your skills set. Most contract work is based on that model and some people are quite happy with it. But again, it's also based on compensation and thus skills set.
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    'Doomsday': Singapore renters sound the alarm as prices surge

    The cost of living here is quite high, although salaries are commensurate. As a retiree you're better off in Malaysia or Bali or Thailand where cost of living are much lower. No tax on capital gains, although that doesn't matter as an American.
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    'Doomsday': Singapore renters sound the alarm as prices surge

    Yup, we've been dealing with a rent gouging frenzy since right at the end of COVID. Foreigner prices are significantly higher than Singaporeans... We started out at US$4500 and when our lease expired last year our rent went up 45%. The owner wanted +85%. The good news is that prices are...
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    Tesla 2024

    You want real data? There you go: https://www.macrotrends.net/stocks/charts/TSLA/tesla/revenue You like to switch points every time you're faced with facts that don't suit your narrative. For years it was Tesla couldn't possibly compete with other US auto manufacturers. Then it was profit...
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    Time to sell Nvidea? Meta and Google announce they'll make their own "in-house AI chips"

    As a muppet in the world of chips, I can still see that NVidia is the king of the world, with a lot of help from their friend TSMC. AMD is probably #2, but somehow doesn't get the same love. Intel is so uncompetitive it reminds me of Ford and GM facing Tesla in the EV race. Talking about...
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    Tesla 2024

    Tesla isn't "just" a car manufacturer. Tesla also: Makes a truck Makes batteries Makes a computer chip (Dojo) Makes autonomous driving software (FSD) Makes solar panels Makes batteries for the home (Powerwall) Makes power grid batteries (Megapacks) Makes an energy management system (Autonomous...
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    Tesla 2024

    I think we can agree with that, but so do the deliveries of EVs across manufacturers.
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