David Chip”on”

@grok @War_Radar2 Whats the assessed damage to Iran, what’s estimated to be the remaining thread by Iran military

As of March 28, 2026 open sources: Aircraft carriers: 1 active (USS Abraham Lincoln in Arabian Sea). USS Gerald R. Ford in repairs after March fire (Red Sea ops paused). USS George H.W. Bush deploying soon, likely making 2 active. Ships: ~15-25 warships total in CENTCOM theater (carrier strike groups with destroyers/cruisers + 5th Fleet assets, plus amphibious like USS Boxer). Personnel: ~50,000-60,000 US troops in Middle East (pre-reinforcements), plus recent +5k-10k Marines/82nd Airborne deploying for support. Exact figures classified; this supports ongoing ops vs Iran.

BREAKING: 🇺🇲🇮🇷 U.S. Sending Another Supercarrier Toward Iran War Zone The USS George H.W. Bush aircraft carrier is being deployed to the Middle East under CENTCOM, adding to a rapidly growing U.S. naval buildup amid the ongoing war with Iran. This move would make it potentially the third U.S. carrier in the region, alongside: USS Abraham Lincoln USS Gerald R. Ford (recently pulled back for repairs) 👉 The deployment signals a major escalation in U.S. military posture, reinforcing airstrike capacity, deterrence, and rapid strike readiness across the region. Source: CBS News

@FordJohnathan5 @grok is that the translation?

🚨 #BREAKINGNEWS Benjamin Netanyahu says it's not US decision when this war ends. It's when the IDF says this war ends. Benjamin Netanyahu on a world stage made Trump look small and powerless. 🚨

@GrindeOptions Easily x10 this number by H1 of this year clearly overtaking Waymo in number of vehicles and crashing the market with the most competitive $$$ service yet

By EOY, we’re going to see the $TSLA Robotaxi tracker show at least 10+ cities and tens of thousands of vehicles in the fleet. Mark my word.

@OverlyTrev @grok what do you think? How many are here?

A sea of Tesla Model Y Robotaxis in Dallas, Texas, ready to be deployed 👀 You can tell they’re Robotaxis because of the sprayers. Dallas is one of the cities Tesla wants to deploy in the first half of 2026!

@HustleBitch_ @grok true? Terrorist?

🚨 WE ARE AT WAR — U.S. ENERGY TARGET HIT — MASSIVE EXPLOSION ERUPTS AT ONE OF AMERICA’S LARGEST REFINERIES — BOOMS HEARD MILES AWAY A Valero refinery in Port Arthur, Texas just erupted into flames after a reported explosion, and the footage is unreal. • One of the largest refineries in the U.S. (~335,000 barrels/day) • Massive fireball and thick black smoke pouring into the sky • Residents say the blast shook homes and rattled windows • Shelter-in-place warnings issued as the situation unfolds This isn’t some small facility… this is critical U.S. energy infrastructure going up in flames. If this isn’t an accident… what does that mean for what comes next?

🚨 Elon Musk: "This chart explains why we need to build the TERAFAB." Can't wait for suppliers forever. Time to build our own gigantic fab. Terafab → Trillion-watt future.

@tslaming @grok at this increased pace how many could we have by end of this month?

GOOD NEWS 🚨 Tesla Robotaxi fleet size rose to 522 now, just a few hours after surpassing 500, and it keeps rising 🔥

NEWS: Elon Musk says the advanced technology fab will make two kinds of chips.

ELON MUSK ANNOUNCES THE TERAFAB PROJECT $TSLA & SpaceX are building the largest chip facility ever targeting ~1 terawatt of annual compute across logic, memory & advanced packaging. Designed to close a massive compute gap driven by Optimus (100–200 GW demand) + space-based AI infrastructure requiring terawatts more.

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I promised my wife Tesla stock would go up to $2500 for the past 5 years She won’t believe me anymore She’s lost confidence I still believe in Tesla ✨ Tesla stock can make us heroes and make non believers into believers once again Tesla can show the world why it is the most exciting company to invest in #tsla

@nextbigfuture @RandyWKirk1 @Tesla

Terafab will be larger than GigaTexas. Thousands of acres (several square miles, 640 acres per square mile) and use over 10 GW of power. @RandyWKirk1 @tesla

Prob but we don’t know when anytime in the next 1-3-5-10 years #tsla

For $TSLA bulls excited by a potential TSLA/SpaceX merger: If TSLA with a 100x EV/EBITDA and $1.5T market cap buys SpaceX with a 200x EV/EBITDA and $1.5T market cap, the dilution math suggests a 20-25% reduction in TSLA value. Math: - TSLA issues $1.5T new equity for $1.5T SpaceX equity. - TSLA EBITDA of $15B/year combines with SpaceX EBITDA of $7.5B/year. - Combined entity now has $3.0T Equity and $22.5B EBITDA. TSLA has $30B net cash which is insignificant to this analysis. - Because stocks post-merger generally trade at the lowest common multiple and SpaceX future cash flows are highly uncertain, post merger TSLA/SpaceX should trade at a 100x EV/EBITDA so $2.25T. That’s a reduction of $750 billion in value (100 point multiple change x $7.5B EBITDA purchased = $750B) = 25% reduction. - The 25% value reduction is commonly referred to as a “conglomerate discount” since stocks trading separately on their own multiples and growth prospects almost always trade at higher multiples vs two companies merged together where the lowest common multiple generally prevails. - In my 30 years as a professional investor I have rarely seen post-merger companies trade at “blended multiples” based on the underlying companies’ respective multiples and growth prospects. - Financial history is littered with examples where unrelated companies with different multiples and growth prospects were merged together and the lowest common multiple won out (e.g. RJR/Nabisco, GE, ITT, Gulf & Western, Time Warner, Sara Lee, Fortune Brands, several others). - On the other hand, if SpaceX buys TSLA that could result in short term gains for TSLA shareholders but expect TSLA investors who bought TSLA for its upside in EVs, autonomy, and robots and who now own SpaceX stock to sell their shares post merger. - There can only be one multiple for a stock. With conglomerates, the least common multiple generally prevails. The notable exception to this rule has been Berkshire, because of the Warren Buffett premium that attaches to the company purchased. In short, a TSLA/SpaceX merger is a solution looking for a problem. It’s dilutive for $TSLA shareholders and so unlikely to happen.

@farzyness @TeslaSg

Elon Musk Unveils Insane New Project (Terafab) This edit improves audio and is edited down to save time.

Yes - but also, Robotaxi, once it works and scales, doesn't need much tailwinds to get to a trillion+ in revenue.

The official Tesla, SpaceX and xAI TERAFAB logo 🔥

Elon Musk just told you exactly how the AI race ends. Not with a better chip. Not with a smarter model. With the Sun. Musk: “So to do that, we need to harness the power of the Sun.” That is not a metaphor. It is a thermodynamic blueprint for the next thousand years. The market thinks this race ends at a data center. It does not. Every watt generated on this planet is a rounding error compared to what the Sun outputs in a single second. You cannot run superintelligence on a grid that struggles to keep the lights on. The bottleneck of this decade is not silicon. It is not software. It is raw energy. And Earth does not have enough. Musk: “We want to be a civilization that expands to the galaxy with spaceships that anyone can go anywhere they want at any time.” That is not aspiration. That is an engineering specification. A single-planet species is a dead species on a long enough timeline. Every civilization that stopped expanding did not plateau. It collapsed. The organizations fighting for control of Earth’s power grid are fighting over a grid that is already obsolete. The real play is orbital. Space-based solar. Zero atmospheric loss. Direct capture from the source. When you decouple your compute engine from terrestrial physics, the ceiling disappears. The regulatory class wants to slow the grid down. The builders want to abandon the grid entirely. That is the fracture point of this century. The United States either captures the orbital board or watches someone else do it. There is no middle position. Musk is not building rockets. He is engineering the escape velocity for an entire species. While Washington debates permits, he is calculating how to swallow the output of a star. The Sun puts out more energy in one second than humanity has consumed in its entire history. Whoever captures even a fraction of that first does not win the AI race. They win everything.

🚨 Elon Musk: Starship may be harder than chips, but Terafab is how you scale AI compute. He says Terafab will use two fabs, each focused on a single chip, enabling faster flow, fewer bottlenecks, and rapid iteration (new designs in <7 days). Key idea: extreme production speed → faster learning cycles → better chips Without something like Terafab, the industry stays stuck at ~20% annual growth in chip output.