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by weeboid 1876 days ago
When S&P plunges more than 10%, buybuybuy. 30%? Shit go full margin and back up the truck. I’m sitting on 2x since Dec.

Protips. Saas is the thesis. Long term solar is a 100x-1000x easy-ish bet. Capture is “good enough”, we are going to solve storage. Transmission will significantly collapse into storage. Game will change. The entire energy game.
2 comments
pc86 1876 days ago
> Long term solar is a 100x-1000x easy-ish bet.

This is WSB-level nonsense.

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jonfw 1875 days ago
Reminiscent of the dot com boom. People said "this internet thing really looks like it's on the up and up" and they were right. What they didn't understand is that investing in 'pets.com' didn't mean they were investing in the internet.

Yes the solar industry could probably go up 100x. No, the companies we're investing in today won't track that.

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weeboid 1867 days ago
Ok, please put all your savings into shorting an index of all current solar companies
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imtringued 1875 days ago
100x? I think that is at the edge of what the EV market can accomplish.
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