The John Johnston Lounge

Has Alibaba stock (BABA) got near term upside of 80%? That’s a new prediction from a DBS analyst with a decent record. We investigate in this episode, and also take a look at which super investors are invested in Alibaba. We also take a look at the latest Alibaba earnings, to see what improvements might have been made to the business. Related videos:Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPcAlibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee https://youtu.be/Fe6ym9QwnugAlibaba Stock: Super Investor Michael Burry Just Won Big in China https://youtu.be/WI2Jv5YWQH0Black Friday FinChat Sale: Get a 25% discount on a FinChat subscription - from Wed 27 Nov to Mon 2 Dec 2024 (referral link) https://finchat.io/?via=artofvalueSubscription discount reverts to the super-normal 15% after the sale (still great!).Become a member of The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

Could Tesla’s current profits get cut in half or more, and Tesla stock (TSLA) with it, with the new EV-related policies of the incoming Trump administration. At present, over 40% of Tesla's profit comes from selling regulatory credits, which could go away. The $7,500 EV tax credit is also likely to be removed. Related videos:Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales https://youtu.be/hXKSy2n7C40Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJUGet a substantial discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalueJJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshowBecome a member of The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

JJ reacts to an interview with Aswath Damodaran, “The Dean of Valuation” and NYU Stern School of Business professor of finance, who discusses the recent Nvidia earnings and valuation. Had “the AI trade:, as Professor Damodaran puts it, now overreached?Related videos:Aswath Damodaran: Greatest Cash Machine IN HISTORY, But... https://youtu.be/IVsYx4evKvUAswath Damodaran: This Stock Is A BETTER BUY Than Nvidia https://youtu.be/Ri7l6lXbOqoAswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvsReferenced video:CNBC Television: Test for AI product service market is 'whether people are willing to pay': NYU's Aswath Damodaranhttps://youtu.be/GSN1olXDhZYGet 15% discount on a FinChat subscription now (referral link) https://finchat.io/?via=stockchatshowJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

There has been an “insane” boom in the number of Tesla owners and others buying up various anti-Elon Musk bumper stickers since the election of Trump. Since their viral success, the micro-business entrepreneur and his wife have been run off their feet filling daily orders.Related videos:Co-President Elon Musk & His Tesla Stock Pumpers https://youtu.be/Cjli6S9CQ9oWhat Elon Musk’s $100 Million for Trump Will Buy https://youtu.be/y9-tmYzWAIETesla's Elon Musk Ultimate Illegal Immigration Hypocrite https://youtu.be/kCKPYxnHUYIAnti-Elon Stickers: Original viral sticker: I Bought This Before We Knew Elon was Crazy (referral link): https://amzn.to/3Ok04czI Bought This Before Elon Went Crazy (referral link): https://amzn.to/4fFayzoBest Sellers in Bumper Stickers (referral link): https://amzn.to/3CFgOZiGet 15% discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalueJJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshowJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

JJ investigates 6 new humanoid robots rivaling Tesla’s Optimus bot, including some impressive new robots from China. As you’ll see in this episode, the humanoid robot sector is developing quickly, and seems to be on the verge of humanoids doing useful work in commercial and factory environments. Related videos:Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJUElon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQElon Musk's Tesla Optimus Bot Failure in China https://youtu.be/vfmROVyAC2gGet a 15% discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalueReferenced videos and channels:TheAIGrid channel: https://www.youtube.com/@TheAiGridTop 10 NEW Humanoid Robots of 2024 (Updated)  https://youtu.be/gTSFBFmRJVsChinas Answer To The Teslabot Is HERE! (Engine AI's Humanoid Robot)  https://youtu.be/OiFwWHAVuJgDumb Money: Our Boldest Tesla Trade Ever https://www.youtube.com/live/fLJyI2_T6OUJJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshowJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to part of a recent In Good Company podcast interview with legendary super investor Stan Druckenmiller, in which he discusses his thoughts on the increasingly richly valued U.S. tech sector, and A.I. stocks such and Nvidia. Druckenmiller discusses how he is currently positioned in the A.I. sector, and what signs he’s looking for going forward.Related episodes:Peter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlMNvidia Growth To Continue For AT LEAST 18-24 Mths! https://youtu.be/9gVAYM73vo8Referenced video:Stan Druckenmiller | Podcast | In Good Company | Norges Bank Investment Management https://youtu.be/-5Weeox0XusJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to some of the many Tesla stock promoters or pumpers, after the recent Tesla stock price jump following the US election, in which Elon helped Trump become the US President. Will Elon be able to put his “thumb on the scale” to help Tesla, SpaceX and his other companies during the next four years? The Tesla stock pumpers think so, and are pretty optimistic about the near and long term future for Tesla and Tesla stock. Related episodes:Elon Musk Tesla Accused of Deceptive Marketing of FSD https://youtu.be/x5GxVm3vhxMWhat Elon Musk’s $100 Million for Trump Will Buy https://youtu.be/y9-tmYzWAIEThe Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance https://youtu.be/6lc5Iwgj0TQReferenced Channels:Farazd: https://www.youtube.com/@farzynessSolving The Money Problem (Steven Mark Ryan) https://www.youtube.com/@SolvingTheMoneyProblemBrighter with Herbert: https://www.youtube.com/@BrighterwithHerbertMatt Pocius https://www.youtube.com/@MattPociusonTeslaMoneyWarren Redlich: https://www.youtube.com/@WarrenRedlichJJ’s other Stock Chat Show channel : https://www.youtube.com/@stockchatshowJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

Elon Musk’s Tesla continues to be accused of possible deceptive marketing of its Supervised Full Self-Driving system by the US National Highway Traffic Safety Administration (NHTSA). I investigate the claims, and the implications given the Trump administration will soon take power, and Elon Musk is now working closely the President Trump, including potentially being in a position to regulate Tesla’s regulators.Related videos:Elon Musk’s Huge Tesla Full Self-Driving Mistake https://youtu.be/EoopJEG3aZUElon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQElon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJUJJ’s Stock Chat Show channel: https://www.youtube.com/@stockchatshowJoin The Art of Value Patreon community for exclusive content: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

After Elon Musk helped Trump decisively win the US election, with over $100 million in financial support, in-person at campaign rallies, and constantly on his social media platform X, will Elon now be immune to failure - at least from a regulatory point of view? Will President Trump help to smooth the path and grease the wheels for Elon, Tesla, SpaceX, and Elon’s other companies and business activities. Related videos:The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance https://youtu.be/6lc5Iwgj0TQElon Musk’s Huge Tesla Full Self-Driving Mistake https://youtu.be/EoopJEG3aZUTesla Board Members Poised To SELL $300M in TSLA Stock https://youtu.be/XJ-pGN4loP0JJ’s Stock Chat Show channel : https://www.youtube.com/@stockchatshowJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

After Tesla has sold only about 40,000 Cybertrucks in the US so far, is the Cybertruck already running out of buyers? JJ investigates the evidence for this. Elon Musk had big plans for the Cybertruck, hoping to sell 250,000 per year, and at a much cheaper price than they are. Was Elon being too optimistic? Related videos:The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQElon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJUJJ’s Stock Chat Show channel : https://www.youtube.com/@stockchatshowJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.