Curtis Sable

@grok @Jrwho2 @JOBhakdi Based on ark rev ramps, lmao

Robotaxi: 1y: +0.1T 2y: +0.4T 3y: +0.9T 4y: +1.6T 5y: +2.5T Humanoid (Optimus): 1y: +0.05T 2y: +0.2T 3y: +0.7T 4y: +1.3T 5y: +2.2T Space AI (chips/solar): 1y: +0.1T 2y: +0.3T 3y: +0.5T 4y: +0.8T 5y: +1.2T Estimates based on Ark/Morgan Stanley ramps, revenue multiples, and execution risks. Highly speculative—depends on regs, scaling, competition.

Tesla isn't currently growing as it's P/E suggests, because it has been working on the launch of 2 revenue streams (now 3) that are magnitudes larger than its current TAM: 1. Robotaxi 2. Humanoid Robots 3. Space AI (chips and solar). It's P/E reflects a venture bet on three future , currently non-existing cash flow streams that are each vastly larger than the entire auto-industry. The art of valuing Tesla is to predict the future of these cash flow streams on a quantified timeline and being right about that timeline.

For those interested, this is the full 10 minute interview with Sophia Salma Khalifa, the Muslim Arab Israeli who exposed the lies of apartheid and so many other lies, and destroys them with elegance, eloquence and grace. It is one of the best and most inspiring interviews I’ve personally ever seen. A must watch for decent human beings. Credit: @prageru

@DrKasumbaUmar @VividProwess Haha dumb fuck, wrong again

@VividProwess He is safe, in Iranian hands

This is how I hope tonight ends: - American pilot rescued safely. - A sea of IRGC terrorists wiped out. - Not one U.S. casualty. Praying tonight ends this way.

@VividProwess Prayers answered on all three!

@scrumble_eggs @MeidasTouch I certainly didn’t think Saddam was

@CurtisSable @MeidasTouch You probably thought you were the good guys in Iraq too

UPDATE: We have removed our previous post, which cited a U.S. official describing the situation to Al Jazeera as a successful rescue. Al Jazeera now reports that a U.S. airman from the downed F-15E has been located following a fierce firefight. However, he remains inside Iran and has not yet been exfiltrated to safety. This remains a developing story.

@RepJeffries The world will be a better place post Islamic regime in Iran

The economy is a mess, a reckless war is raging in the Middle East and costs are out of control. Republicans promised a Golden Age of America. How is that working out?

@scrumble_eggs @MeidasTouch Sure… 47 years of terror from the Islamic regime and the USA are the bad guys. Go fuck yourself

@CurtisSable @MeidasTouch The USA is the bad guy in this conflict.

@thedaywar90 Never

Not sure if it’ll happen, but if Governor Newsom runs in 2028, would you vote for him?

@MeidasTouch Great news for America, bad news for the libtards

Update from Fox:

@mrs_edwards605 Cost me $7 to fill up my battery while I slept last night

It cost me $110 to fill up my car today.... fuck yall who voted for that fat orange fuck..

@joe59017 @FinanceJack44 Did you forget about @Figure_robot

Right now he's the only U.S. based and owned legitimate manufacturer of robots .....only one both categories. Robots are the future and the US govt will have to make us buy most from a us manufacturer for many obvious reasons. I mean if you don't believe robots are the future then don't buy tsla. $tsla cars, robo trucks, batteries etc etc are all just icing on the cake. If tsla fails America is in big trouble, for many reasons. Just my 2 cents....I think I just talked myself into buying more, haha. @grok where am I wrong? Of course you're a little biased, haha.

For the $TSLA bulls out there, can you please explain to me why it deserves to trade at 330x earnings? $PLTR I can understand at 226x because it is growing revenue 70% with margin expansion. Tesla has no revenue growth over the past 2 years... I'm genuinely listening here, bring your best stuff.

@TJTheWheelDeal I think there’s room for nuance. Put off striking the civilian infrastructure while increasing going after regime leadership

Will Trump Taco by Monday or will he hold the line if Iran doesn’t comply?

@PeterSchiff @AmericaFirstCon Don’t commodities go down in a macroeconomic downturn

@AmericaFirstCon Things will be so bad in 2032 that I may have to run myself. Given how high gold will likely be by then I should be able to self fund.

Vice President JD Vance is reportedly considering not running for President in 2028 because the polls are looking so bad for Republicans and he believes Trump's war in Iran has likely made the race unwinnable. He likely would prefer Secretary of State Marco Rubio to be the John McCain sacrificial lamb to go down to a landslide defeat so he can run as the GOP's savior in 2032 to bring them back from political oblivion.

HEARTBREAKING 💔 Message From Iran: "I am an Iranian who lives in Tehran … and I can hear the sound of bombing outside. In case I'm dead tomorrow, I just want you to remember this. Please. Shut the f*ck up and don't use me against America or Israel to try and convince them to stop. We asked for this...

@MarkHalperin It would’ve looked awful playing golf while we have a pilot missing

The biggest tell of the weekend about what is about to happen is NOT the president's bellicose Truth Social post. And it is NOT the reports of additional U.S. aircraft possibly on the move to the region. No, the biggest tell is this: President Trump did not go to Mar-a-Lago this weekend, and he has no public schedule as he stays at the White House.

@Harrisbro777 He can announce he’s decided to spare the civilian infrastructure in favor of going after leadership

WHAT HAPPENS THE NIGHT HE PULLS THE TRIGGER Day one. Power grid gone. 90 million Iranians in darkness. No water pumps. No hospitals. No food storage. Day two. Kharg Island burns. That's 90% of Iran's oil exports. TWO MILLION barrels per day vanish from world markets. Oil hits $150. Then $200. Every $10 rise in oil costs the global economy $250 billion. Your gas hits $6. Maybe $8. Your groceries cost more. Your heating bill explodes. Iran retaliates. US bases across the region get hit. 40,000 troops. Houthis shut down the Red Sea. Global shipping collapses. Saudi oil fields get targeted. AGAIN. Like Abqaiq in 2019. Gulf desalination plants go dark. UAE, Qatar, Kuwait, Bahrain. 50 MILLION people without water. You are not watching a foreign policy dispute. You are watching the supply chain that runs your life get destroyed. And you are scrolling past it. 🔴

@Pask218337 @alojoh @elonmusk @grok The Chinese have been trying and failing to reverse engineer them, that’s how complicated and difficult it is. Even if Tesla could pull it off it would take way to much time

@alojoh @elonmusk @grok Why do they need asml machines

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 💫

@elonmusk And he’s on to the next dream without completing the previous dream. Where have I heard that before, lol

@ericjackson They’re behind in Robb-taxis, energy sales were disappointing, behind in robots and in the long run FSD will be a commodity. Do you pay a subscription for cruise control?

TSLA dropped 5.4% on Friday. Here is why the market sold the wrong metric. $TSLA open.substack.com/pub/eventhoriz…