"The company’s marketable equity securities include $80 billion in shares subject to short-term restrictions and $14.1 billion subject to long-term restrictions"

Actually more like $14.1 and whatever value the other $80 is worth when they sell. Which is probably going to be worth well North of whatever is lost on the $14.1 B long-term... All part of the scam to inflate the value of the AI bubble

exactly. amazing what sort of showman Musk is. Didn't he sleep with Brin's girlfriend at one time?

It will be difficult since they acquired it for less than a billion 10 years ago.

https://www.theguardian.com/science/2015/jan/20/spacex-fundi...

They didn't invest 94B$

But yes the stock could go down much further and I hope they are willing to show the losses if they can show this as gains today.

Imagine the next call being about how their 95$B went to sub 30B$..

Will that be a negative line item. I don't see the point in disclosing this stake as earnings.

But I do get that accounting was made as a tool for companies to show off.

hate makes people stupid.

They got in at a ~12B valuation. They'll be fine

Why? They will still have their same stake no matter what happens with the stock price.

It's not like they can sell the SPCX stock. It's still locked up.

Feeling sated and not constant greed is no way to build billionaires, nope.

I'm sure at an $80 valuation they will tell everyone how it's time to buy as it slides down further

This is a micro/macro mistake. You obviously can't dump a 6% stake at strike price on Robinhood.

"The Market", at this scale, means "You find the buyer(s) yourself and work up the deal with a hundred lawyers and PR staff and hope the contract negotiation stays secret".

(1) there's a lock out, they can't legally (2) Moving that kind of volume at market price is extremely difficult (3) This disclosure was required by law as part of their earnings. They would rather have said nothing and quietly offloaded it.

One consequence of booking the revenue is that they're going to have to report a loss when they sell it.

It's possible there's some tax shenanigans at play (idk): report the profit, mark it against their massive AI capex, sell later when they can book a loss. (I'm not sure if it works that way, it wouldn't for an individual, but maybe they can find a way to trigger a stepped up basis.)

Short Google? Early is wrong you know?

from your list, I think only Google has moat and something I would short least.

Google has hardware, software ecosystem, mobile ecosystem, controls browser, has access to 2B+ users, has talent to come up with ideas - perfect spot for AI