Now we should filter out a lot of noise. I believe the most important aspect of value investing is certainty.

So how do we assess certainty? After deeply using AI, can you really imagine life without it? After experiencing FSD at its full potential, can you truly go back to an era without FSD?

Investing in this company while complaining about high capital expenditures is inherently contradictory. Investing in these companies means allowing them to use their powerful technology, excellent talent teams, and unique business models to generate returns. If you invest in them but then complain that their capital expenditures are too high, is putting money in the bank like some other company what you actually want to see?

Investing is an anti-human-nature behavior. First, be honest with yourself about what you are doing; second, focus on execution.

Know what you are investing in, understand the companies you invest in, and choose to go against the tide when others are panicking. I don't know what other methods exist for making money in the capital markets besides this approach. Keep it up $SpaceX(SPCX.US)$Tesla(TSLA.US)$Alphabet - C(GOOG.US)$NVIDIA(NVDA.US)