Whether or not $VPG is a 1x supplier the bull thesis can be explained in one sentence…
“The humanoid bet is the reverse: it lives or dies at the fingertips.”
Julian retweeted
Seattle could immediately become one of the world's greatest cities if we embraced our tech industry 🛰️
@SpaceX just acquired xAI and to build the world's biggest industry ever ... Datacenters in Space
Where are they hiring? Seattle. Where is @Starcloud_ (launched the first datacenter in space) based? Seattle. Why? Because we have the best satellite engineers in the world (@Starlink has had an office here for a while) Oh and @blueorigin HQ? Seattle.
I grew up in Seattle and it's always been a place for the world's brightest tech talent. Sadly, this is changing ...
Seattle's citizens seem to embrace an anti-tech, 'everyone who is successful is bad' culture (we drove away Bezos). This is so lame and killing our golden goose that has built the amazing PNW 🌲
It is my mission for Seattle to do a 180. Talk about how we have the most cutting edge satellite tech in the world. How this will enable a new era for humanity.
Seattle needs to embrace its identity. We are building the future and should be proud of it 🌧️🗻🦾
Fired up! 🚀 Just opened a @Robinhood joint investing account with bae.
A few months ago we also got the RH credit card. Funding this 100% from cash back + selling stuff around the house (so far ~$50 from an old tea kettle).
Let’s see where this goes! 💸
Autonomy is solved. FSD 14 driving in heavy rain better than I could. Maneuvered around trash on the highway and pot holes on the city street that i couldn’t see and obeyed the slow/stop manual stop sign guy with perfection. It’s finally here.
Who’s got the best explanation for p/s on $ROOT vs $LMND? Dependency on Carvana for growth? Carvana warrants? Diversity of insurance types? Lemonades foray into Europe?
Revenue:
$ROOT: $1.37B ✅
$LMND: $600.7Mil 🤨
$PGR: $82.4B ✅
Market Cap:
$ROOT: $1.4B 🤨
$LMND: $3.9B 🤔
$PGR: $144.5B ✅
Price-To-Sales:
$ROOT: 0.96x ✅
$LMND: 6.57x 🤨
$PGR: 1.75x ✅
Est Growth CAGR (3 yrs):
$ROOT: 25-50% ✅
$LMND: 29-42.1% ✅
$PGR: 4.9% 🤨
What is growth, if you keep none of what you make?
Operating / Profit Margin:
$ROOT: +8.83% / +5.98% ✅
$LMND: -32.65% / -33.96% 💀
$PGR: +16.28% / +12.66% ✅
$PGR has crushed it for the last 20 years 🙏
$LMND may crush it for the next 20 years - if it achieves its profitability goals in late 2026 or 2027 🙃
$ROOT is crushing it now, and the next 20 years 💪
To $530 and beyond with $ROOT! 🔥
