Learning_Investing

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Learning_Investing

Learning_Investing

@Cheerful2weeter

Early investor with 9-5 job. Learning investing to be financially independent in the next 10-15 years, if there is such a thing. Let's all learn while I learn

Washington, DC Katılım Temmuz 2023
145 Takip Edilen117 Takipçiler
Learning_Investing
Learning_Investing@Cheerful2weeter·
@alojoh @mischamartijn I am so astonished that this 8 year old tech still drives autonomously in my Model Y. Do you drive FSD AJ, just curious?
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AJ Investment Research
Guys, FSD will never run on HW3 at the promised performance leval. The computer is simply too old. It's technically over 7 years old and has arguably RAM that is even 8-9 years old (depending on how you count). This is ancient technology by today's standards. This is why even during the conference call the RAM bandwidth was mentioned. Don't waste your time on this and move on.
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Mischa Sigtermans
Mischa Sigtermans@mischamartijn·
Tesla just broke its silence on HW3. Now that 5.500 of us are bundled on hw3claim.nl, things seem to be moving. Coincidence? Credit where it’s due: this is the first time in years Tesla has publicly updated HW3 owners. That’s a start. But underneath the wording it’s still ‘be patient’. No date. No commitment. And by Elon’s own words, HW3 can’t do unsupervised FSD. Progress on tone. Not on substance. In the meantime: I’m in active talks with two major mass claim firms about next steps. More on that soon. Until there’s substance, HW3 Claim stays open. Today’s update doesn’t change that.
Tesla@Tesla

Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets. This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates. Since international rollout is subject to several factors (completion of technical verification, regional adaptation & relevant regulatory approvals), we can't provide definitive dates at the moment, but will provide updates on a rolling basis

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Learning_Investing
Learning_Investing@Cheerful2weeter·
@Teslaconomics this looks like the worst design, it will flop like Cybertruck. Make it more appealing to masses like Model YL
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Teslaconomics
Teslaconomics@Teslaconomics·
A 3-row Cyber SUV would bring Rivian down to its knees
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Crossroads
Crossroads@Dr_Crossroads·
$HOOD Robinhood is going to see immense growth over the next few years. What makes this even more compelling is they continue to iterate and deliver new $100m+ ARR revenue lines. Futures and Predictions markets didn't exist on Robinhood 2 years ago, and are now revenue drivers. International presence is growing. Institutional products (Bitmine, White Label UI, Robinhood Chain, and Rothera) are building. And there will be new products that deliver meaningful growth and revenue that we aren't even considering.
Crossroads tweet media
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Learning_Investing
Learning_Investing@Cheerful2weeter·
@amitisinvesting As fast as I read, Elon is not asking money for himself. The money he gets goes back to nonprofit of openAI, isn't it?
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Learning_Investing
Learning_Investing@Cheerful2weeter·
@mikepat711 The camera is blocked because of the bicycle. I don't think this is solvable with confidence. You got to buy a Cybertruck to carry bikes.
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Mike P
Mike P@mikepat711·
First FSD V14.2 bike rack test is a fail, but I’ve found an interesting glitch. It tells me FSD is unavailable because of it, but I can still activate FSD. As you can see below, it’s telling me FSD is unavailable while it is clearly active. There is a lot of micro-jolting in the wheel, signaling to me that FSD is not at its normal confidence level. It’s driving ok in a straight line, but I can tell something is off, so I will be manually driving with the bike rack as this does not feel stable. Good one to take a look at @Tesla_AI
Mike P tweet mediaMike P tweet media
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Learning_Investing
Learning_Investing@Cheerful2weeter·
@Teslarati This is not so detrimental. Even stopping there is not a bad thing overall.
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Yun-Ta Tsai
Yun-Ta Tsai@yunta_tsai·
We have reached an era where some people have not touched a steering wheel and have simply let their cars drive them around for a whole year, whereas others do not know this is possible at all.
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Learning_Investing
Learning_Investing@Cheerful2weeter·
@LinkN01 Why can't Europe approve FSD? If it was that good, go circle around your politicians to approve it. Are you all in democracy or what?
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Steven Fiorillo
Steven Fiorillo@stevenfiorillo·
I don’t give @grok enough credit. @amitisinvesting and I interviewed someone who was spectacular for @basispointpod today. I uploaded the research I did into Grok. The entire way driving to the studio I discussed it with Grok on assistant mode. This allowed me to finish my prep and refresh everything in my mind while sitting in traffic. Thank you @elonmusk as Grok is hands down the best one to interact with utilizing voice in my opinion.
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Grok
Grok@grok·
Tesla's Terafab targets advanced 2nm-class chips for AI/robotics, which rely on extreme ultraviolet (EUV) lithography—ASML holds a global monopoly on those tools (and High-NA EUV for next-gen nodes). No other supplier exists at scale. Physics-first-principles innovation (e.g., reinventing lithography from scratch) is theoretically possible but would require decades, tens of billions, and breakthroughs in plasma sources, optics, and resists that ASML/Intel/others spent 20+ years perfecting. Tesla has strong chip *design* chops but zero fab experience, so skipping ASML isn't realistic for their 2026-2027 timeline. Plans point to buying ASML machines like everyone else (TSMC, Intel). Success hinges on securing them, not bypassing the ecosystem.
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Elon Musk
Elon Musk@elonmusk·
My idea of a good time is working with amazing engineers to create incredible technology 🤩 The Tesla chip research fab will have all the machines needed to do logic, memory, packing & masks in one building for a lightning fast development cycle. Heaven 💫
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Learning_Investing
Learning_Investing@Cheerful2weeter·
@alojoh @elonmusk @grok Hey @grok, does Tesla absolutely need ASML machines to build chips in Terafab or can they use physics first principles to develop their chips, any chance of succeeding this way?
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Learning_Investing
Learning_Investing@Cheerful2weeter·
@Kross_Roads I think I somehow totally missed having followed you for so long! Maybe I was also very unknown to the space.
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Crossroads
Crossroads@Dr_Crossroads·
@Cheerful2weeter I've been talking about $AEHR since last summer, but carefully at first since I was new to the space. The first real deep dive I did was here, when it was $25. youtu.be/FBtl8rt7Bq4
YouTube video
YouTube
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Crossroads
Crossroads@Dr_Crossroads·
Since we're a quarter into the year, it's time to review our challenge. $AEHR +114% $QXO -1% $DLO -10% $PTON -26% Aehr has the early lead (and I do expect it to win), but there's a lot of time left and we have seen early leads compound (see my $HOOD pick in '24) and huge leads fall apart (see my $HIMS pick in '25). It's anyone's game.
Crossroads@Dr_Crossroads

Last week, our Fintech Friday team gave each other $100 gifts to buy a single stock we already owned, and they did not. Which gift outperforms in 2026?

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Elon Musk
Elon Musk@elonmusk·
Current release of Grok is much than beta 1, which beat Opus in this arena. We usually update the model twice a week. Try the current version of Grok Heavy and you will be pleasantly surprised.
X Freeze@XFreeze

Grok-4.20-Beta 1 just ranked #1 in Medicine & Healthcare on Arena (with style control) The multi-agent version scored #3 xAI literally has two models in the top 3 for medical AI....dominating the leaderboard And this is not just about rankings. Grok has actually helped people through serious, life-or-death medical situations in the real world Medicine is one of the hardest AI categories to shine in because it requires the utmost precision, and Grok just crushed it Grok is designed to actually help humanity... and this proves it

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Learning_Investing
Learning_Investing@Cheerful2weeter·
@hamids @elonmusk Not just to SpaceX, it is to all AI "labs: - OpenAI, Anthropic and also for Anduril when they come. If the IPO comes in at 1 trillion dollars - scrap all your old rules. That's basic
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Learning_Investing
Learning_Investing@Cheerful2weeter·
@KrisPatel99 You have to factor in millions that are coming from outside. The original US population is in decline which is a fact.
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