Last week, a friend who owns Tesla shares called me in a rush. He had just read about TeraFab and…
A close friend of mine, a disciplined tech investor who usually avoids story stocks, called me recently with a simple…
A friend of mine called me the morning after the Terafab announcement and said he'd found the next unavoidable winner.…
Let's be clear from the start: you can't actually invest in "Terafab" directly. It isn't a real company you can…
A friend who's owned Tesla for years texted me after the Terafab headlines broke. His question was simple: “Is this…
A friend who manages a concentrated tech portfolio once told me he stopped asking, “What's the next Nvidia?” and started…
A veteran PM once told me that fab announcements are great at attracting capital and poor at telling you when…
A friend texted me during the last AI rally asking whether the opportunity was “the company that already makes the…
Terafab refers to two wildly different things, and their values aren't even in the same universe. The Tesla Terafab crypto…
A friend who runs a concentrated tech portfolio asked me a blunt question over coffee: “How do you value Terafab…