Mattp

9.6K posts

Mattp

Mattp

@Marioxjumper

Tesla and Elon fan. Tesla, Sofi, PLTR and anime.

Beigetreten Nisan 2022
175 Folgt177 Follower
Mattp
Mattp@Marioxjumper·
@clashreport Trump has taken out the largest state sponsor of terror in the world. The gulf states and EU are starting to support the war. All of MAGA supports the war. There are wars that did not need to be fought (Iraq war, Ukraine war, vietnam), then wars that were inevitable (Iran war)
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Clash Report
Clash Report@clashreport·
JD Vance is caught in a political dilemma heading toward 2028. Once known for opposing foreign wars, he is now publicly supporting Trump as the U.S. enters a conflict with Iran. If the war ends quickly, his allies believe voters won’t dwell on it. But if it drags on for months, it could define the election and force Vance—or any Republican nominee—to justify the conflict. At the same time, Vance hasn’t even decided whether he’ll run for president in 2028. With a growing family and political uncertainty, he’s taking a wait-and-see approach. Source: WaPo
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Mattp
Mattp@Marioxjumper·
@SawyerMerritt @DirtyTesLa That is why you don't drive you car off road. He broke off the bolt holding that panel to the frame and then drove off road to get the dirt/rocks stuck up there. There is no other way to get big rocks above that panel.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
The media just randomly writing about a six year old video from "Michigan man" @DirtyTesLa 😂
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Mattp
Mattp@Marioxjumper·
@GlobalMacroZen I have taken the "TACO" to mean, Trump wins again. Because every time people start shouting "TACO" it is after Trump has won or gotten what he wanted. Looking at various polls. Trump has 90%+ MAGA support. Trump isn't getting weaker, he is getting stronger.
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Mattp
Mattp@Marioxjumper·
@snapcityclt @ClayTravis That would only work if the terrorists in the Middle East become friendly and became allies. Very few are alive today from Pearl Harbor and a light joke about it isn't going to offend anyone.
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MH
MH@snapcityclt·
@ClayTravis Would you feel the same if he replaced his Pearl Harbor “joke” with one about 9/11?
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Mattp
Mattp@Marioxjumper·
@rahulsood @JoshKale Amazon would buy out the van part of Rivian and let the rest go bankrupt along with the debt. In any case, Rivian has always been a horrible investment and the share dilution isn't going to end any time soon.
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Rahul Sood 🏴‍☠️
Rahul Sood 🏴‍☠️@rahulsood·
@JoshKale I’m a big Tesla bull and I don’t own Rivian, but you should know that Amazon would never let them go broke. No way. They view the Rivian deal as a huge success.
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Josh Kale
Josh Kale@JoshKale·
Nobody understands how much of a disaster this Rivian <> Uber deal is Rivian lost $3.6 billion last year on 42k deliveries. That's $86,000 of value destruction PER VEHICLE that left their factory. Their solution? Partner with Uber to turn a $58K camping SUV into a robotaxi... to compete with Tesla's Cybercab... YIKES Every 12-18 months, this company finds a new partner to write a check: - Amazon: $1.3B equity + 100K van order - VW: $5.8B joint venture - US DOE: $6.6B loan - Uber: $1.25B robotaxi deal (today) The moment they announced the Uber deal, they admitted they're pushing back profitability AGAIN to fund an autonomy program that can't even handle stoplights. Tesla's Cybercab is purpose built at $25,000 with no steering wheel. The cost per mile math isn't even close. The Uber deal is to deploy 50,000 robotaxis by 2031. Slight problem: The car doesn't exist yet. The factory doesn't exist yet. The autonomy software doesn't exist. Manufacturing is HARD. good luck have fun
Josh Kale tweet mediaJosh Kale tweet media
Rivian@Rivian

A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber

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Mattp
Mattp@Marioxjumper·
@ChibiReviews I am at a point where I don't care what people call me or label me as. I seen what those people support and I don't want to be liked by them.
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Chibi Reviews
Chibi Reviews@ChibiReviews·
Anime game fanservice is now getting censored. The typical people that can't separate fiction from reality is now openly praising the censorship of Nanatsu no Taizai. Going as far as to label you PDF if you want it uncensored. youtu.be/iKGny0TNnpw
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Mattp
Mattp@Marioxjumper·
@dividendgrowth1 @StockSavvyShay It is expected that China oil consumption will not reach a peak until between 2026-2030. Ukraine been blowing up Russian oil infrastructure so they can't export as much as they used to.
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CyberTruck Owner
CyberTruck Owner@dividendgrowth1·
@StockSavvyShay It hurts India a hell more, since China's economy is already heavily electrified China has enough coal, batteries, solar, and RUSSIAN energy
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Shay Boloor
Shay Boloor@StockSavvyShay·
The U.S. is relatively insulated from Hormuz risk so any crude spike from Middle East tension is broadly bullish for U.S. energy names. Any disruption to the Strait of Hormuz functions is far more of an economic weapon aimed at major Asian importers... especially China.
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Themes ETFs@ThemesETFs

🚦 What if Hormuz doesn’t close, but gets controlled? - China flows continue - Regional vessels allowed - India gets limited passage - US/NATO largely restricted Asia dominates demand. Gulf producers rely on the route. Not a supply shock: access is being decided in real time.

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Mattp
Mattp@Marioxjumper·
@DriveTeslaca Give her a fine and give her the repair bill to pay. make sure she is shown the video so she know if she tries it again, the Tesla will be recording her crime. We should adopt China's policy of forcing a public apology.
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Drive Tesla 🇨🇦
Drive Tesla 🇨🇦@DriveTeslaca·
Here's the Sentry Mode footage of 67-year old Karen Lewis vandalizing a Cybertruck with a board and nails. She then placed the board under the front tire, presumably hoping it would be driven over. She also placed an aluminum sign under another tire, because? She has since been arrested and charged with misdemeanor damage to property.
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Mattp
Mattp@Marioxjumper·
@clashreport Isn't a lie. US been flying over Iran the whole war and navy sunk. Not every single ship or anti-aircraft of coarse but close enough to say both are gone. It is the end of Iran reign of terror of the last 50 years. Russia and China's biggest ally is falling.
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Clash Report
Clash Report@clashreport·
Trump lies: Their Navy is gone. Their Air Force is gone. Their anti-aircraft equipment is gone. We’re flying wherever we want. Nobody is even shooting at us.
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Mattp
Mattp@Marioxjumper·
@Micro2Macr0 They can't call it out, because that would be seen as supporting Trump. They would rather support terrorists then be seen supporting Trump.
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Micro2Macr0
Micro2Macr0@Micro2Macr0·
We will end the Iranian regime. The fact that most of the West doesn't call this stuff out is disgusting and appalling.
Persian Princess 🇮🇷@Nila775172

In a shocking display of brutality, the Islamic Republic regime has arrested young children aged 8 to 12 inside a school in Izeh, Khuzestan.Their only “crime”? Chanting peaceful slogans in support of Abul Korkor — a local symbol of resistance.Elementary school students, children who should be learning and playing, are being dragged away by security forces for simply raising their voices.This is the true face of the Iranian dictatorship: a regime so terrified that it now targets innocent schoolchildren.The world cannot stay silent. Demand their immediate release! گوشه ای از جنایات جمهوری اسهالی، این کار ج.ا توی کل دنیا قفله. #IranMassacre‌ #جاويدشاه‌ #KingRezaPahlavi‌

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Mattp
Mattp@Marioxjumper·
@clashreport Still 44% approval on Rasmussen a few % off the normal range, but it will rebound once Iran war is won and oil prices fall back down. Trump always look at the long term and not the day to day.
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Clash Report
Clash Report@clashreport·
Donald Trump’s approval ratings have dropped to their lowest levels yet on the economy and cost of living, according to a new poll. Overall, 38% approve of his performance while 59% disapprove. Views on key issues are worse, with strong dissatisfaction over inflation, gas prices, and rising living costs—61% say inflation is getting worse. The decline is partly tied to economic pressure linked to the Iran conflict. Source: Newsweek
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Mattp
Mattp@Marioxjumper·
@SimoVieira10 @farzyness lol, there is no way anyone can say Iran is winning. Saudi is pumping all their oil to the red sea, UAE is pumping oil past the Strait of Hormuz. Oil prices are high for Iran allies and low for the US. Iran is falling and they are throwing a hissy fit before dying.
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Simão Vieira
Simão Vieira@SimoVieira10·
@farzyness Sorry, disagree. Gold and silver are down because its now clear that the iranians are winning by stalling shipping on the Ormuz strait and it gives a clear signal of future strong recession, reduction of industrial activity and therefore less demand for Critical minerals.
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Farzad 🇺🇸 🇮🇷
Farzad 🇺🇸 🇮🇷@farzyness·
Ok so gold and silver spiked because of war with Iran’s Islamic regime, and now that it’s becoming obvious Iran’s Islamic regime is going to collapse, gold and silver are cratering. Come back tomorrow for more shitty macro analysis.
The Kobeissi Letter@KobeissiLetter

BREAKING: Gold prices extend losses to -5% on the day and silver falls over -10% as rate cuts are priced out due to rising inflation and soaring energy prices. Gold is now down nearly -$1,000/oz from its record high.

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Mattp
Mattp@Marioxjumper·
@iluvusa3 @garyblack00 Rivian not gotten any approval and they are very far from being self driving. I would bet they will be no where near ready by 2028. Will be closer to 2032. We seen Rivian do many partnerships in the past that don't work out. This will be the same.
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iluvusa3
iluvusa3@iluvusa3·
@garyblack00 How come everyone gets approval .. and $tsla haven’t got it so far for unsupervised fsd
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Gary Black
Gary Black@garyblack00·
$RIVN +10% premarket after $UBER announced that it will invest up to $1.25 billion in Rivian Automotive to launch up to 50,000 robotaxis between 2028 and 2031. The companies said that initial deployments of 10,000 vehicles are expected to begin in San Francisco and Miami in 2028 and will expand to 25 cities by 2031. Uber's investment is subject to hitting certain autonomous milestones by specific dates. An initial $300 million investment has been committed to following the deal's signing, subject to regulatory approval. investor.uber.com/news-events/ne…
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Mattp
Mattp@Marioxjumper·
@gibby_joe52901 @Micro2Macr0 Not true. This is Trump's check mate on Iran. Iran's only hope was push oil prices high to put pressure on Trump to stop the war quickly. We all know how Trump feels about forever wars, he hates them. Iran is left with no other option but to surrender.
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Joe Gibby
Joe Gibby@gibby_joe52901·
@Micro2Macr0 What this is telling you is that he has no solution and this war is not ending Like ever
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Micro2Macr0
Micro2Macr0@Micro2Macr0·
$USOIL will plummet while the rest of the world gets hit much harder. I'm pretty sure you're going to see a lot of countries helping in the Strait of Hormuz soon.
First Squawk@FirstSquawk

UNITED STATES WEIGHS CRUDE EXPORT TARIFF — AND POSSIBLE BAN — TO CURB SURGING ENERGY PRICES AMID MIDDLE EAST CONFLICT. || POTENTIAL CURBS COULD WIDEN WTI CRUDE–BRENT CRUDE GAP, LOWER DOMESTIC FUEL COSTS BUT DISRUPT GLOBAL SUPPLY AND PUSH INTERNATIONAL PRICES HIGHER.

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Mattp
Mattp@Marioxjumper·
@GrotheCapital @SawyerMerritt @Tesla Waymo estimated revenue is 3x higher then Tesla, but Waymo is not profitable. Tesla robotaxi is going to pass their auto sales in a year from launch. And unlike Waymo, have a gross profit on launch.
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Nick Grothe
Nick Grothe@GrotheCapital·
This rollout has taken way too long. I'm not saying $TSLA won't get there eventually, but they are abandoning focus on the core business before having the next cash cow ready. Even if you believe TSLA will launch in all Waymo cities, look at Waymo revenue and compare to Teslas existing auto biz...
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
NEWS: Morgan Stanley says they’re more optimistic about @Tesla’s progress toward an unsupervised robotaxi rollout after a recent visit to Giga Texas, particularly its progress in addressing edge cases around pickup and drop-off. The firm views Tesla's ability to scale the unsupervised robotaxi fleet as the most important catalyst for the stock this year: "Each incremental mile driven by the robotaxi fleet accelerates learning for personal FSD, which supports higher FSD attach rates and reaccelerates auto demand, improving free cash flow generation." Morgan Stanley believes a successful robotaxi rollout has the potential to create a flywheel across Tesla's ecosystem: "Incremental unsupervised robotaxi miles driven improve the underlying autonomy model, which accelerates the path to personal unsupervised FSD." The firm reiterated an Equalweight rating and $415 price target for $TSLA.
Sawyer Merritt tweet mediaSawyer Merritt tweet media
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Mattp
Mattp@Marioxjumper·
@niccruzpatane Someone should tell them that Tesla exists and already have level 4. No one is going to buy a $200k ugly car that will be very limited on where you can drive it and not work nearly as well as Tesla FSD.
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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
This new company called Tensor Auto is claiming they’re making the first Level 4 autonomous vehicle that you can personally own. It costs $200,000. 😂 • 37 Cameras • 5 LiDAR Sensors • 11 Radar Units • 22 Microphones • 10 Ultrasonic Sensors • 8 Water-Level Sensors
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Mattp
Mattp@Marioxjumper·
@StockMKTNewz It isn't going to repeat because we did not have price controls this cycle. That second spike in the 80's was caused by years of price controls ending and prices spiking up.
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Evan
Evan@StockMKTNewz·
Chill
Leverage Shares ETPs EU@LeverageShares

What if oil prices stay high? Markets look back at the 1970s stagflation scenario. Back then, oil shocks and energy supply disruptions drove inflation higher while economic growth slowed. Today’s energy market is raising similar concerns: ◾ Oil prices are ~60% higher YTD ◾ European wholesale gas prices are at 3+ year highs As a rule of thumb, every 10% rise in oil prices adds ~0.2pp to inflation in developed markets. If energy prices stay elevated, markets could face a difficult mix of persistent inflation and weaker growth - the classic stagflation scenario.

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Mattp
Mattp@Marioxjumper·
@muddywatersre Thanks for giving me a lower price to buy more shares.
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Mattp
Mattp@Marioxjumper·
@clashreport Iran already been slaughtering tens of thousands of protesters. That is always the price for getting freedom from a dictator terrorist government. Trump has made an opening for the protesters to gain freedom with less death.
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Clash Report
Clash Report@clashreport·
Israel is publicly urging Iranians to revolt, but privately admits protesters would likely be “slaughtered.” Israeli officials say Iran’s regime is “not cracking” and will “fight to the end” If protests erupt, the IRGC “has the upper hand” and would crush them. Despite this, Israel still hopes for an uprising and wants the U.S. ready to support it. U.S. officials now also acknowledge protesters face extreme risk from armed security forces. Source: WaPo
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Mattp
Mattp@Marioxjumper·
@clashreport People thought the same when Japan was talking to the US before they bombed Pearl Harbor. There was no chance at a deal. Iran made it very clear they would not give up their nuclear enriched fuel. One thing is has been made clear. Trump is not an asset to anyone but America.
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Clash Report@clashreport·
INTERESTING: UK National Security Adviser Jonathan Powell attended US–Iran talks and believed a deal was “surprising” and could prevent war. Further talks were planned, but two days later the US and Israel attacked Iran. One diplomat said Witkoff and Kushner were seen as “Israeli assets” pushing Trump into war. Source: The Guardian
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Entdecken

@clashreport @SawyerMerritt @DirtyTesLa @GlobalMacroZen @snapcityclt @ClayTravis @rahulsood @JoshKale