Tales From The Future
@talesftf.bsky.social
Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice. - Same TFTF as on that other 🐦 site. Still allergic to charlatans. talesfromthefuture.substack.com
There are so many smelly things going on at Musk’s various ventures.
November 29, 2025 at 1:47 AM
There are so many smelly things going on at Musk’s various ventures.
Completion of Tencent’s transaction:
Ubisoft announces the completion of Tencent’s strategic investment in Vantage Studios - Nov 21, 2025.
That news is also linked in my blog post (see above):
staticctf.ubisoft.com/8aefmxkxpxwl...
Ubisoft announces the completion of Tencent’s strategic investment in Vantage Studios - Nov 21, 2025.
That news is also linked in my blog post (see above):
staticctf.ubisoft.com/8aefmxkxpxwl...
staticctf.ubisoft.com
November 25, 2025 at 4:36 PM
Completion of Tencent’s transaction:
Ubisoft announces the completion of Tencent’s strategic investment in Vantage Studios - Nov 21, 2025.
That news is also linked in my blog post (see above):
staticctf.ubisoft.com/8aefmxkxpxwl...
Ubisoft announces the completion of Tencent’s strategic investment in Vantage Studios - Nov 21, 2025.
That news is also linked in my blog post (see above):
staticctf.ubisoft.com/8aefmxkxpxwl...
Yes, until they could present their latest earnings (which was on Nov 21).
They also got the funds from Tencent that day for their new JV.
They also got the funds from Tencent that day for their new JV.
November 25, 2025 at 4:34 PM
Yes, until they could present their latest earnings (which was on Nov 21).
They also got the funds from Tencent that day for their new JV.
They also got the funds from Tencent that day for their new JV.
I hope not :)
Here’s my contrarian take while Ubisoft shares are trading in the ~6 EUR range/share:
talesfromthefuture.substack.com/p/sitting-on...
Here’s my contrarian take while Ubisoft shares are trading in the ~6 EUR range/share:
talesfromthefuture.substack.com/p/sitting-on...
Sitting On My Hands Since Mid-October 2025 - But Bottom Fishing In France (Contrarian Call On Ubisoft)
A few of my eagle-eyed followers may have noticed my tweet last month already: I rather abruptly sold off most of my long stock positions (across all sectors and regions) in mid-October 2025.
talesfromthefuture.substack.com
November 25, 2025 at 1:35 PM
I hope not :)
Here’s my contrarian take while Ubisoft shares are trading in the ~6 EUR range/share:
talesfromthefuture.substack.com/p/sitting-on...
Here’s my contrarian take while Ubisoft shares are trading in the ~6 EUR range/share:
talesfromthefuture.substack.com/p/sitting-on...
Some interesting side notes on $NVDA and updates:
November 25, 2025 at 3:08 AM
Some interesting side notes on $NVDA and updates:
Launching a CyberCab (obviously requires the presence of a safety monitor/driver and is equipped with only TWO seats) would make it a DOA launch without achieving full autonomy first.
Tesla’s empty EV product pipeline looks worse than ever.
$TSLA $TSLAQ
Tesla’s empty EV product pipeline looks worse than ever.
$TSLA $TSLAQ
November 21, 2025 at 11:11 AM
Launching a CyberCab (obviously requires the presence of a safety monitor/driver and is equipped with only TWO seats) would make it a DOA launch without achieving full autonomy first.
Tesla’s empty EV product pipeline looks worse than ever.
$TSLA $TSLAQ
Tesla’s empty EV product pipeline looks worse than ever.
$TSLA $TSLAQ
For future context: www.cnbc.com/2025/11/19/n...
Nvidia shares rise on stronger-than-expected revenue, forecast
Nvidia CEO Jensen Huang said sales for the company's current-generation GPU, called Blackwell, are "off the charts."
www.cnbc.com
November 19, 2025 at 9:49 PM
For future context: www.cnbc.com/2025/11/19/n...
Good luck to Grok/xAI keeping up with the tech titans and their deep pockets in the LLM race.
Prediction: Grok will remain a cash-bleeding niche player since OpenAI is shipping with $MSFT and Gemini has obvious advantages since everyone uses Google to search.
techcrunch.com/2025/11/18/g...
Prediction: Grok will remain a cash-bleeding niche player since OpenAI is shipping with $MSFT and Gemini has obvious advantages since everyone uses Google to search.
techcrunch.com/2025/11/18/g...
Google launches Gemini 3 with new coding app and record benchmark scores | TechCrunch
Google released Gemini 3, its latest and most advanced foundation model, to be made immediately available through the Gemini app and AI search interface.
techcrunch.com
November 18, 2025 at 7:50 PM
Good luck to Grok/xAI keeping up with the tech titans and their deep pockets in the LLM race.
Prediction: Grok will remain a cash-bleeding niche player since OpenAI is shipping with $MSFT and Gemini has obvious advantages since everyone uses Google to search.
techcrunch.com/2025/11/18/g...
Prediction: Grok will remain a cash-bleeding niche player since OpenAI is shipping with $MSFT and Gemini has obvious advantages since everyone uses Google to search.
techcrunch.com/2025/11/18/g...
“Google’s most capable LLM yet, and an immediate contender for the most capable AI tool on the market. The release also comes less than a week after OpenAI released GPT 5.1, and a mere two months after Anthropic released Sonnet 4.5 — a reminder of the blistering pace of frontier model development.”
November 18, 2025 at 7:47 PM
“Google’s most capable LLM yet, and an immediate contender for the most capable AI tool on the market. The release also comes less than a week after OpenAI released GPT 5.1, and a mere two months after Anthropic released Sonnet 4.5 — a reminder of the blistering pace of frontier model development.”
