Chip Lunderburg's Posts

Chip Lunderburg

$11.5MFollowers

@chip_lunderburg10/20/2023

Tesla is back to where it was in August

August to September was great... its been downhill sharply since.

Christian

@christian762110/20/2023

And it’s got further to go lol. Only thing keeping Tesla above the rest was those juicy gross margins

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Chip Lunderburg

$11.5MFollowers

@chip_lunderburg08/16/2023

Intel scraps $5.4 billion acquisition of Tower Semiconductor after regulators fail to approve deal

Intel terminated its acquisition of Israeli chipmaker Tower Semiconductor, saying it failed to get the required regulatory approval.

The U.S. chip giant will pay a termination fee of $353 million to Tower.

Intel announced plans to buy Tower in February 2022 for $5.4 billion. Tower is a contract chipmaker that manufactures semiconductors for other companies.

Not a bad way to make $353 million.

Chip Lunderburg

@chip_lunderburg08/16/2023

Regulatory approval was too hard to get / was taking too long.

+ 3 comments

Chip Lunderburg

$11.5MFollowers

@chip_lunderburg08/02/2023

Ford’s U.S. sales rose nearly +6% in July, but sales of the electric Lightning model dropped more than -28%.

Sales of Ford’s F-Series pickups, an important profit driver, rose 8.2% in the month to 68,536 trucks.

But sales of the electric F-150 Lightning dropped more than 28% from a year ago, to just 1,552 trucks, after the company shut down the Lightning’s factory for six weeks to install production upgrades.

The Lightning’s factory reopened earlier this week. Ford said on Tuesday that orders for the Lightning had jumped sixfold after price cuts in mid-July.

So there's still a lot of demand for the Lightning especially at lower price points. The main issues is that there was just a factory delay.

Nathan Worden

@nathanworden08/02/2023

What is the Lightning priced at? And how does that compare to Rivian?

+ 3 comments

Chip Lunderburg

$11.5MFollowers

@chip_lunderburg07/28/2023

Mobile Phone Data came out

Everyone not named Apple dropped.

Everyone dropped 6% in sales.

Premium is holding up more than non-premium. Apple is holding up best.

Be very careful about playing against Apple.

A 6% drop in volume does not fully appreciate the raises in prices. Also, Apple's install base leads to more ads revenue.

$AAPL

Rico

@heyrico07/28/2023

So you're bullish on Apple?

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Chip Lunderburg

$11.5MFollowers

@chip_lunderburg07/13/2023

The Trade Desk will join the Nasdaq 100

$TTD will replace Activision Blizzard in the Nasdaq 100 prior to market open on Monday, July 17, 2023.

Why is this exciting?

A significant amount of research finds index inclusion is associated with increased investor demand, elevated stock valuations, and decreased cost of capital.

Check out @arpatna who shorted the Trade Desk and covered in November 2022 at the exact best time:

Ashish, would you go long $TTD now?

Rico

@heyrico07/13/2023

Nice trade chart!

+ 4 comments

Chip Lunderburg

$11.5MFollowers

@chip_lunderburg07/12/2023

Bob Iger is staying through 2026

He will be 75 in 2026. At which time, I can only assume, he will be old enough to run for President.

Iger told CNBC in February that he had no intention to stay longer than two years in his post, which would have taken him through 2024.
Since he replaced Bob Chapek in November, Iger has undertaken a broad restructuring of the company, including thousands of layoffs.

Cue succession vibes

Chip Lunderburg

@chip_lunderburg07/12/2023

Link to source:

https://www.cnbc.com/2023/07/12/disney-extends-ceo-bob-igers-contract-through-2026-two-years-longer-than-planned.html

+ 12 comments

Chip Lunderburg

$11.5MFollowers

@chip_lunderburg07/06/2023

Zuck vs. Musk: Threads has 100 million downloads

Threads is seeing a lot of initial success. It's basically a copy of Twitter. This makes the cage match between Zuck and Musk more likely. The more points of competition, the more they will want to throttle each other in the ring. Here are the latest stats for the matchup: