Amy

TESLA AFTER A SPACEX IPO Many analysts assume a static pie — i.e. a scarcity mindset. They think a SpaceX IPO hurts Tesla longterm by splitting Elon’s (and investors’) attention. They somehow forgot that Elon Musk built both Tesla & SpaceX simultaneously to trillion-plus valuations. Tesla has always been volatile, a SpaceX IPO is just this week’s excuse. Traders make money from volatility. These analysts are ALREADY WRONG. Within 3 months of AJ’s doomsday 2/25 analysis, Tesla & SpaceX are deepening a mutually beneficial partnership. This isn’t a zero-sum game. Instead of each company remaining on a trajectory to be an $8 Trillion company, Elon Musk leveled up to a new 100 Trillion market cap goal. Instead of competition between Musk companies and divided loyalty, Elon Musk has tasked Tesla/SpaceX/xAI with one audacious mission: remove the constraint of Earth and its limited resources by kick-starting a true Space Economy flywheel. Digital Optimus, the Terafab and AI Space Compute are just the start. A SpaceX IPO primes the flywheel with initial operating cash. This is the biggest undertaking in human history — an investment opportunity that could exceed today’s Earth economy by 10x, 100x, or even 100,000x. What’s the actual limit once humanity goes galactic? The “Elon Musk community” doesn’t split — it gets stronger as the mission converges. 🧵 Next, don’t ignore the early signals & kick yourself later

@GrantGuyUSA Yes, have been a 787 FO for 11 years, 500 seniority numbers from jumping the trash bag to Captain.

@Amy787 Boeing？

I changed my user name to @Amy787

@BillsR_Electric Best airplane. Boeing outdid themselves designing it.

@Amy787 Dreamliner

@Mark41825515557 The rumor is far different than the public story.

@Amy787 Watch out for those fuel cutoff switches!

@pitreinc @herbertong It’s a beauty!

@Amy787 @herbertong

@marchese_ross Just got my 20 year ALPA pin.

@Amy787 How long have you been flying?

@nowteslafy That would be a cool tour!

@Amy787 I toured Boeing just a few weeks ago!

@Boston4Bikes Not yet. 500 seniority numbers away. But then I have to decide how much I would hate reserve. I could b a captain on any narrow body, but I don’t want to fly domestic and I am obsessed with the 787.

@Amy787 Congrats, Amy! Are you captain of 787 now?

@MatthewDR Ha! I won’t care I just got sick of typing underscore CAP CAP CAP etc….

@Amy787 I’ll be careful not to deadname you 😜

@poloknt Yes. Have been a first officer on it for 11 years now. My airline was a launch customer. Will be able to hold Captain on it in a few more years. I wanted something simpler…. They won’t give me just Amy.

@Amy787 Are you flying the 787 or something?

@Jackie_s_pace Same. Good strategy. Alex Karp is good too. Palmer Luckey if/when his company goes public.

My investment strategy is to invest in the best people. If Elon dies, I will invest in Jensen. If Jensen dies, I will invest in Demis.

What company hits a $10T valuation first? @grok chime in

SpaceX is reportedly planning to acquire Cursor 30 days after its IPO.

@TeslaLarry @krisadipap Awesome!!

My day at the office

@DGMJK Much easier to just say Amy…. Then underscoreSFTahoe.

@Amy787 At least you didn't change it to "Plane Jane" :) I've always thought of you as the Professional Airline Pilot, so this fits you better!

@TeslaLarry ❤️

@Amy787 A rose by any other name smells as sweet!

@F_15_Tony @reinhs @X Imagine that!!!

@Amy787 @reinhs Can't imagine anyone adding their favorite airplane to their @X handle, lol.

@Jackie_s_pace It seemed appropriate!

@Amy787 👩‍✈️

@BMohammedl It’s Simpler!!

@Amy787 The upgrade is well-deserved 🤍

@tslaming Work….

@Amy787 Why 787? 😊 You’re a fan of the airplane from Boeing? 👀

@praveen_cj Ha! I don’t think Starships will need pilots. But if they do….

@Amy787 You should have added SpaceX 🤣