A Green
7.5K posts
A Green
@aargreen
New dad x2. American Exceptionalist. Investor. Accidental FIRE. Futurist. Bad faith arguments = Blocked. All tweets Not Financial Advice.
Beigetreten Mayıs 2012
798 Folgt321 Follower
If SpaceX IPOs above $2T mid-2026 with ~$24B projected revenue (Starlink ~70-80%, launches, synergies from today's TERAFAB announcement for AI/space chips), that implies ~83x forward P/S.
Premium vs current ~80x at $1.25T private val, but justified by Starlink subscriber explosion (9M+), Starship scale, and Musk ecosystem tailwinds. Think early NVDA/Tesla territory for hyper-growth. NFA.
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BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.
55% chance.
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@WeTheBrandon That's not even really a possibility now. It's out of his control. There's no un-bombing or un-mining possible.
Plan for reality as it is, not as you wish it to be.
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I PRAY FOR TACO TUESDAY EVERYDAY. And if he did that, you'd see me dial back on him overnight. We've got to get our people out of that mess.
StratAnalytica@StratAnalytica
@WeTheBrandon This will give Trump the perfect excuse to cut his losses and leave…
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Ben Shapiro praises Trump’s Iran strikes as ‘single bravest foreign policy move of my lifetime’
foxnews.com/media/ben-shap…
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@ardacebie @elonmusk @LiveSquawk Imagine asking Tim Cook to retrofit your seven-year-old iPhone, because it doesn’t have the latest chips in it🤣.
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Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI.
Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software.
You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind).
This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal.
In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft.
No other company can yet do this.
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@beaverd @Smoke_and_Oakum Sadly, no she's not. Most charities are crooked af, but it's legal up to a certain threshold, 60% for "overhead" IIRC
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this is super illegal
this lady is going to jail for a very long time
Libs of TikTok@libsoftiktok
JUST IN: Gavin Newsom's Wife has reportedly been pocketing MILLIONS of dollars from her "charity," which supposedly combats "harmful gender norms." She's personally paid herself nearly ONE THIRD of the nonprofit's total income every year, according to DailyMail
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The short answer is that there is nowhere to hide if this continues
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@WeTheBrandon @honestpollster Mark Mitchell hasn't tweeted since Feb 16. Wellness check anyone?
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Pretty certain that Susie bought out all the pollsters who would have tried to report the truth on the unpopularity of this war because the polling Trump is receiving is absolute garbage, fyi. Even for polling it's bad. So either the science has totally collapsed or it's bought.
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One of the weird things about getting higher and higher in an industry is toward the top you realize how few people have any idea what they’re talking about
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Is anyone going to talk about him just cannibalizing the Senate? Am I the only one?
Collin Rugg@CollinRugg
BREAKING: U.S. Senator Markwayne Mullin will become the United States Secretary of Homeland Security (DHS), effective March 31, 2026, according to President Trump. "The current Secretary, Kristi Noem, who has served us well, and has had numerous and spectacular results (especially on the Border!), will be moving to be Special Envoy for The Shield of the Americas, our new Security Initiative in the Western Hemisphere we are announcing on Saturday in Doral, Florida. I thank Kristi for her service at "Homeland." The news comes hours after the National Review reported that Trump was "furious" that Noem suggested that he gave approval of a taxpayer-funded $220M ad campaign contract.
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Trump Doctrine in Iran. Massively destroy all military capabilities. Kill the people building lethal weapons to use against us. GET OUT. Reserve the right to do it again if needed. Zero efforts to build Madisonian democracy. Iran must re-build what comes next. 🇺🇸🧐
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@ChinaEV_Eng_Lif @aargreen @DirtyTesLa @BeardedTesla No, no, in a recent shareholder meeting, they said they will take care of HW3 owners.
They didn't say how exactly...
GIF
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Tesla Bait and Switch FSD transfer on existing orders was the wrong move. They need to honor their program at time of order. We know how this ends though 😔
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@niccruzpatane Do the right thing for customers and they will do the right thing for you
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Elon Musk says if HW3 doesn’t achieve UnSupervised FSD, TESLA WILL UPDATE computers for FREE.
“We will take care of those with HW3”
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@TechOperator @BeardedTesla I'm still waiting on the promised hardware 3 upgrade. Don't hold your breath
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@BeardedTesla I’m confident they’ll do the right thing for existing orders.
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Needing oil is not a choice. And i am ok with paying dollars for it. But then do not pretend as if protection provided was never paid for. And if you no longer provide protection you are parasiting. A long time it was a pretty good deal btw. But now the US is in decline and can no longer provide protection and order. Because it printed way to much dollars. Your empire is finished and that happens with al empires. A time to rise and a time to fall. No hard feelings. It is what it is.
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I'm going to let you in on a secret: When President Trump bashed NATO in his first term, I thought it was one of his worst foreign-policy moves. Today, I think America letting Europe feel what the real world is like is a great idea. Europeans have become addicted to free American protection. Not only do they benefit from American muscle, but they close their nose whenever talking to us.
Let the UK, France, and whoever else thinks America is the problem join BRICS. Let's see how China will protect them from Russia—or vice versa. Every time I go on European channels, it feels as if I'm on Al Jazeera or whatever outlet is most hostile toward America and Americans.
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For real.
No way they move on Taiwan now.
US/Taiwan chip mfg becomes the raw input to all AI growth.
Hegemony secured for the next century.
....and no better time to buy NVDA.
Tony Kinnett@TheTonus
Xi realizing the Chinese hypersonic missiles that didn't keep the U.S. & Israel from leveling Khamenei aren't going to help him take Taiwan either.
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@ThierryIanek @hahussain You say it like you have a choice. If you want to have oil, you pay for it. You're not doing a favor. The US controls the world's oil now. Buy it or don't, up to you.
Protection is a separate issue.
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@aargreen @hahussain It is true not all who use the petrodollar receive protection. But all who have received protection have payed for it through the international tax system called petrodollar.
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@ThierryIanek @hahussain The petrodollar is not in exchange for protection. Even our enemies use the petrodollar.
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@hahussain Protection wasn't for free. It never was.
Petrodollar is a tax system. If Europa wants to buy oil it needs world reserve currency.
No problem for me. But now we are still paying ... for an at least very weakened protection. When will new patriots for Ukraine be delivered?
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@Balder13946731 It's woke to try to tell the Department of War not to kill people, yes. War is literally in their name.
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