Tesla Time

"부자가 되고 싶다면 시장에 피가 흥건할 때 매수하라!"

$NOK Just Dropped a Massive AI Infrastructure Bomb today. Nokia is supercharging its U.S. semiconductor operations with a major expansion in advanced test & packaging for photonic chips. These chips will be the backbone for next-gen AI-native networks that deliver dramatically lower power consumption and way higher operational efficiency. Exactly what hyperscalers need as AI power demand explodes. 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗵𝘂𝗴𝗲: ✅ Strengthens domestic U.S. production of critical optical networking tech powering AI infrastructure 
✅ Part of Nokia’s $4 BILLION multi-year R&D + manufacturing commitment in the U.S. for AI-ready connectivity 
✅ Positions $NOK as a key player in the AI buildout (photonics, optical, efficient networking) While everyone chases the obvious GPU names, smart money is loading up on the picks and shovels that make the entire AI stack work. Nokia is quietly building a very strong moat here in the U.S. with real on-shore production. This is the kind of infrastructure move that compounds over years as AI adoption accelerates. Bullish on $NOK long-term. The AI thesis is getting stronger by the week.

Dutch Transport Minister today defended the RDW’s provisional approval of @Tesla’s FSD (Supervised), saying it was based on independent RDW testing and not Tesla-provided data. He added that Teslas using FSD have driven 24M miles on Dutch roads "without any noteworthy incidents."

Four days after going public, SpaceX used its brand new stock to buy a $60 billion company that has never built a rocket. Cursor writes code. The internet thinks Elon overpaid for a text editor. It is missing what actually changed hands. Cursor is not an editor. It is the layer where software actually gets made. It reads the codebase, proposes the change, runs the test, opens the pull request, and learns from every edit a human accepts or rejects. More than a million engineers already work inside it, and it pulls in about $2.6 billion a year doing it. He already owned most of the stack. SpaceX has the compute. It folded xAI in back in February, so it has the models. It has rockets, satellites, factories, and a robot program, all of them running on software. The one piece missing was the place where that software gets written. Now he owns that too. Coding is the perfect school for an AI, because the grade is objective. The test passes or it fails. The build compiles or it breaks. Every developer working in Cursor is teaching Grok how to engineer without meaning to, and that feedback loop is the real asset. The editor is just where it lives. Mars is downstream of this, not the reason for it. Nobody is letting an AI push flight code to a rocket unsupervised. The bottleneck to building anything at planetary scale was never the rocket. It was engineering throughput across ten thousand software systems, and Cursor is the multiplier on all of them. The whole bet rests on one choice. Keep Cursor open to every model and let Grok earn its place, and it is the smartest thing Musk has bought in a decade. Force Grok in before it is the best, and the trust that makes Cursor worth $60 billion walks straight out the door. The editor was never the point. He bought the machine that turns intent into working software, for every machine the empire builds next. The piece works out what he builds with it. Congrats Legend!

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities

빨리 진행하는군..

BREAKING: SpaceX is acquiring Cursor in a $60 billion all-stock deal. • Cursor is being valued at $60 billion • Cursor will become a wholly owned SpaceX subsidiary • Cursor shareholders will receive SpaceX Class A shares • The exchange ratio will be based on SpaceX’s 7-day average share price before closing • Subject to regulatory approvals and customary closing conditions • Expected to close in Q3 2026 Cursor is one of the world’s leading AI coding platforms and one of the fastest-growing software companies. This marks one of the largest AI acquisitions ever and significantly expands SpaceX’s footprint in AI.

$BB earnings confirmed for next week. Thursday! Most people on the timeline have gone quite about it, but people aren't pricing in QNX and what the OS is doing. Buying under $10 is a no brainer especially after the $NVDA deal inviting QNX to incorporate it into there Thor Chips. The broader cybersecurity and secure communications businesses add defensive stability, while the shift to high-margin software has transformed the company's economics. With shares still trading under $10, the market hasn't fully priced in this multi-industry expansion into physical AI, edge robotics, and autonomous everything especially as NVIDIA's ecosystem pulls QNX even deeper into the future of compute. Earnings could be the spark that wakes everyone up: beat-and-raise potential, forward guidance highlighting these partnerships, and a valuation that screams asymmetry for patient bulls. Buying here feels like getting in on the infrastructure layer of the next industrial revolution before the crowd piles in. On top of that, BlackBerry IVY continues to gain serious traction as the intelligent vehicle data platform, enabling automakers to harness sensor insights for new services, faster feature development, and monetization opportunities already powering digital cockpits and connected vehicle innovations with partners like Bosch, PATEO, Mitsubishi, and more. QNX is in over 270 million vehicles globally and growing, providing rock-solid recurring revenue and a moat in automotive that legacy players can't easily please sell me your $BB as i will be absorbing it all and enjoying every dip given :)

[삼성증권]<미국 마감지수 안내> 미국 마감지수 (06월 15일) 다우 : 51,671.03 (+0.92%) 나스닥 : 26,683.94 (+3.07%) S&P500 : 7,554.29 (+1.65%)

EPA 인증은 "차를 팔고 도로에 내보낼 수 있는" 문을 열어준 거예요. 진짜 영업 블로커는 주별 무인 유상 서비스 허가 + FSD 신뢰도입니다. Texas처럼 규제가 유연한 곳에서는 올해 안에 상당히 진행될 가능성이 크고, 다른 주는 2026~2027년에 걸쳐 확대될 거예요. -grok

테슬라 사이버캡이 드디어 EPA인증을 받음. 이게 얼마나 큰 의미인지 짧게 요약함. - EPA(미국 환경보호청) 인증은 차량이 미국 공공도로를 달리기 위해 거쳐야 하는 필수 관문임. 이 과정을 통과했다는 건 설계가 완료되고 양산에 필요한 최종 기술 데이터가 검증되었다는 의미. (공식 출시 임박) - 소비자에게는 가장 신뢰할 수 있는 수치 확보 - 상업적 판매 허가. 단순히 달릴 수 있다는 것을 넘어, 미국 시장에서 차량을 정식으로 판매하고 등록할 수 있는 자격을 얻었다는 결정적 신호.

New information about @Tesla's Cybercab has been revealed in public EPA documents. • Front-wheel drive • Battery capacity: ~48 kWh • 219 horsepower • Curb weight: 3,113 lbs • GVWR: 3,730 lbs • Motor power: 163kW • Voltage: 326v Equivalent All Electric Range is listed at 418 miles, with 375 miles of highway range, but the final EPA range rating is usually a decent bit lower. Tesla has previously stated the Cybercab has about 300 miles of range. Filing: dis.epa.gov/otaqpub/displa…

Tesla is about to flood the market with Cybercabs

55 Cybercabs in Dallas, Texas. These things are really stacking up now. 102 Cybercabs were spotted at the outbound lot at Giga Texas yesterday, so a lot more are continuing to be shipped around the U.S. The testing continues!

🚨 Ron Baron, SpaceX에 또 $10억 추가 매수! 총 보유액 **$250억** 돌파 🔥 Baron Capital의 Ron Baron이 CNBC에서 밝힌 내용입니다. 지난 금요일에 **추가로 10억 달러**를 SpaceX에 투자했다고 공식 확인했습니다. 현재 Baron Capital의 SpaceX 보유 규모는 약 **250억 달러**. Baron은 여전히 초강세론자입니다: **“우리는 수백억 달러를 벌게 될 것이다.”** 한 명의 장기 투자자가 보여주는 가장 강력한 신뢰의 증거네요. SpaceX가 진짜로 그만한 가치를 만들어낼 수 있을까요? 여러분은 SpaceX valuation을 어떻게 보시나요? 댓글로 의견 남겨주세요 👇

A record 102 Cybercabs spotted today at the outbound lot at @Tesla's Giga Texas factory.

@JonErlichman I think SpaceX might be able to reach approximately $1T revenue in 2030