Author: Ondrej Slunecko

Adam Jonas, a prominent Tesla analyst at Morgan Stanley, has made a significant move by raising his price target for TSLA by 60% from $250 to $400. He also upgraded the stock from equal-weight to overweight and named it his “Sector Top Pick,” replacing Ferrari ($RACE) in that position. This bold call from one of Tesla’s most influential analysts could have a substantial impact on the stock’s performance. Why does this matter? Jonas is widely considered one of the most influential Tesla analysts, having covered the company since its IPO. His past calls have had a notable impact on Tesla’s…

In a daring move that has left investors and analysts astounded, luxury furniture retailer RH (formerly known as Restoration Hardware) has taken a substantial risk to bank on a swift resurgence after enduring a challenging year. With a strategy they are calling an “inflection point,” RH is making waves in the financial world with a gamble that could rewrite the narrative of the recent struggles of RH stock. https://twitter.com/ondrejslunecko/status/1700189542152638603?s=20 Over the past year, RH, like many in the retail industry, faced considerable setbacks due to ongoing global uncertainties. However, RH’s management appears to have a different vision for the future,…

Today’s grids are being ruined by systemic preferences for unreliable electricity. Congress should end these now.

Instead of informing us with accurate science about gas stoves so we can make better decisions, anti-fossil fuel activists are distorting science

Republicans are promising a pro-energy agenda. Here are 4 essential topics they should take up.

The essentials of Part 1 of Fossil Future, in my own words

Storing just 3 days of global energy would cost $590 trillion at Elon Musk’s current prices. And the panels would take up more space than all the world’s cities, towns, and villages combined.

THE LIES about Pandemic Treaty (NEW) Tucker Carlson vs. Bill Gates Video available on: https://youtu.be/rUr7iAVkFdo Concerns about authoritarian measures and infringement of rights arise with the proposed WHO Pandemic Treaty. “Health passports” raise alarm for increased control and surveillance. WHO’s involvement in the treaty development sparks questions on foreign powers’ authority. Key facts: binding WHO guidance, removal of dignity protection, Director-General’s power. Suppression of dissent and free speech hinders societal progress. In a powerful display of unity, a group of Members of the European Parliament (MEPs) and a newly formed European Citizens Initiative gathered in the European Parliament to defend…

Palantir earnings released within the past few days, revealing some positive progress, yet also concerning negative outlook for the future of the company. Today, I want to go over the most important principles I look at when computing success of the Palantir business model. Whilst the quarter, and the year, specifically from a financial perspective has been steady – if somewhat disappointing – the underlying business is chugging along nicely. Whilst there is limited exponentiality present this year, and specifically for the final quarter, the underlying business is steady. I believe that to compute success of an early stage company,…

There are a few noticeable points I want to analyse in regards to the shareholder letter for the company. One point of mention includes Karp’s opening statements of the letter, in which he restates his long term outlook for the company. “Our commitment to and relentless focus on the long term at times has required patience.” CEO, Alex Karp Fundamentally, as noted within the past, I do believe that the obsession from Wall Street and the majority of retail investors upon short term metrics and results is dangerous for true wealth generation capabilities. I have noted in the past that…