Discombobulator

@JoshShapiroPA Hey Josh, give these families free gas tax at .58$ per gallon, free turnpike access, reduce their state income tax, let them register their cars for free, no auto inspection each year, maybe they’ll afford private insurance

100,000 Pennsylvanians were forced to drop their health insurance because of skyrocketing premiums. Donald Trump and Congressional Republicans had every opportunity to extend the ACA premium tax credits — and they chose not to.

@JoshKale Instant follow

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

@elonmusk except on Rogan

I don’t even smoke lol 💨

@Tesla same chart below highway speeds will remove the skew of adoption miles

@ChadMoran Be prepared: You may only be provided the value of the original roadster from the referrals exchange. They may force you to pay or finance the price increase. Doing so would give Tesla a higher premium on the car and likely reduce the margin conversion that was way higher then

The only vehicle to get a mid-cycle refresh without being released.

@RyanCohen24 people get emotionally attached to players because they remember some point in their life where that player made them happy. If this happened in nature, we would all starve.

Bryce Harper could be 0 for his last 100 and I’d still want him up in a big spot. Just what that dude does

@Phillies too little too late, now and for the last two post seasons

THE GREATEST SHOWMAN ON BASEBALL'S BIGGEST INTERNATIONAL STAGE! 🇺🇸

@Xil_llix 3/16/26. $2.07 forward EPS. $2/.1= $20 current value. 20/395 = .0506. 94.94% of Tesla’s stock price is based on future value

@el_p0m0d0r0 I don’t think you did the math on this.

The biggest mistake a $TSLA holder can make this year is to sell his shares to buy the SpaceX IPO…

@Fides_Veritas @zerohedge even if enough tokens pass through a GPU over its GAAP lifetime to zero out it’s acquisition cost, you ALSO need to have someone willing to pay more per token than the electricity cost and both cannot exist at the same time. Marketshare competition will always offer a free LLM

@el_p0m0d0r0 @zerohedge Doesn't necessarily mean that it's not going to be net profit-generating on the margin up front to a certain extent.

*NVIDIA CEO SHOWS OFF NEW RUBIN ULTRA SYSTEM *NVIDIA SAYS VERA HAS TWICE THE PERFORMANCE OF ANY CPU

@Stephanie_Link GAAP useful life is 6 years. Moore’s law says this is 3 generation cycles. Either Nvidia revenues collapse violently or hyper scalers die from CapEx suicide every 4-8 years. Its obvious Math. Either situation results in Nvidia revenues collapsing unless they stop selling hardware

$NVDA says they have $1T in backlog through 2027. Mind boggling.

Moving fast means you break things, no shame in that. But the market has totally hallucinated on Tesla stock. It would actually make more fundamental sense for Elon to do an Only Fans and promise % returns from wherever he works bc thats basically what retail and insitution is doing

The two products giving $tsla a 360 p/e and $1.5T valuation lol 😅😅😅

@Xil_llix Taxi is already priced into a 95% future value premium stock at $2.00 EPS

@el_p0m0d0r0 I’m friends with many "Tesla cultists" and no, they don’t think that. They know the value of what they hold. Your P/E analysis will be thrown out the window the moment Robotaxi and Optimus scale.

It took Apple 9 years to capture 40%+ marketshare of handhelds with iPhone after release in 2007. Handhelds had ALREADY become a population adopted tech sector by 2007. So you are saying that humanoid robots from Tesla will reach scale adoption in the near term for a tech sector that hasnt been released yet?

@pbeisel Moore’s law with GAAP useful life at 6 years will yield only 1 reality: Either a tremendous collapse of revenues at Nvidia OR capex suicide by hyperscalers every 6 years. BOTH scenarios render a collapse of Nvidia god-candle revenues

@JOBhakdi Tesla also cannot afford to become a hyper scaler. SpaceX wont become a hyper scaler until maybe 10+ years of launch cycles.

@JOBhakdi Its simple and undeniable. Moores Law destroys GAAP depreciation cycles. No chance Nvidia keeps these revenues or else the hyper scalers go out of business in the limit of endless 6 year CapEx suicide. Either scenario, Nvidia revenues collapse

Elon seems very relaxed and confident these days. When you connect the dots, I think he (and many other leaders across the AI industry) see us (/them) reaching escape velocity VERY soon. AI is in overdrive, and it has vast consequences for AI-first companies. Space AI will be the biggest thing that ever happened - by far - and it is happening NOW. Tesla is reconfigured to be the universal atoms-in-value-out company. The core business will be AI chips and solar for space, plus its vertically integrated universal manufacturing stack, including Optimus. Robotaxi is just a bootloader for cash, it carries the company from 2026 to 2031 or so when the rest really kicks in. For Elon, that means he has about 40B in cash to bridge from here to Robotaxi cash flow at scale, which is a cakewalk. Robotaxi will deliver about 100B in cumulative gross margin by 2031 and scales exponentially from there, while Optimus and other things kick in on top of it. As long as these cash flow bridges are in place and AI keeps exponentially improving, Elon is on track for Dyson swarms and universal matter I/O. Which is quite astonishing.

@zerohedge by year 6 in GAAP, a GPU is either at 25% or 12.5% potential of the most efficient chips, which means either 4x or 8x the amount of power needed to match frontier chips. At the scale of data centers, THIS IS NOT NEGLIGIBLE

@zerohedge This is catastropic for the insane CapEx committed to Blackwells already. You cant GAAP depreciate a Blackwell for 6 years when its behind 2 - Moore’s law generations