Confidential
6.6K posts

Confidential
@Confidential25
Make money, hunt, fish, travel













We discussed the Anthropic <> SpaceX deal on our private podcast yesterday. I'm really enjoying these weekly discussions with our live audience. subs can get it here. research.33fg.com/analysis/the-a…


We sold the $450 strike covered call, I'm not sweating this move at all. We use a significant margin of safety because the primary reason for holding $TSLA is to participate in the upside we believe in, not to maximize the yield at the risk of losing a huge % of your shares. This has been a winning strategy for us over the past three years.


If you assume Starlink will only launch the FCC approved 30k Starlink V3s, thats 30,000 Tbps. Constellation today (10k sats), with V2 Mini predominantly, is 700 Tbps (by our estimate). Take into account FCC applications are expanded on as needs be, and Elon said Starship will launch 20k Starlink sats per year, there is a clear path to a ~100,000 Tbps constelation, maybe ~2030. That is a 100x increase in Starlink bandwidth compared to today. What effect will this have on the world? 👀


Full duration and full thrust 33-engine static fire with Super Heavy V3


Magrathea backed by 100M$ to rebuild American magnesium production. Read more: magratheametals.com/news/100million

















