Mustafa MBA

Elon Musk on TERAFAB: “We expect to make two kinds of chips. One will be optimized for edge inference—which will be used primarily in Optimus and the cars. I expect humanoid robots to be made 10-100x more than the volume of cars.”

I'm excited to launch LNGResearch.com, a free site where you can model the impact of the crisis in Qatar on US LNG producers. The models use data from the latest SEC and FERC filings for each company, with the LNG forward curve built in and updated daily. @ira_joseph @SStapczynski @DustinsDollars @gomatsuo @RealMattMoney @KrisPatel99 @Venture_Global @Cheniere @Rory_Johnston @Ethan_0502

I've been thinking lately about the concept of awe, and how we need more of it these days. Watch this for your weekly dose. It sure inspired awe in me. x.com/SpaceX/status/… Elon describes the inevitable evolution beyond Earth bound terawatt chip fabrication: an electromagnetic mass driver on the Moon, constructed and operated by Optimus robots alongside human crews. The Moon’s vacuum and 1/6 gravity become profound advantages: no atmospheric drag, no need for chemical rockets. Payloads can be accelerated directly to escape velocity from the lunar surface, collapsing launch costs and unlocking petawatt-scale computation in deep space, vast orbital arrays for AI, solar power, and beyond. He frames it as the clear path to galactic civilization: a thousandfold leap in capability, born from first principles and the physics of our nearest celestial neighbor. Elon’s key words: “How to get to a petawatt is the obvious next question.” “You get there by having an electromagnetic mass driver on the Moon — with robots, with Optimus, and obviously lots of humans.” “The Moon has no atmosphere. It has one-sixth Earth gravity, so you don’t need rockets on the Moon. You can literally accelerate to escape velocity from the surface.” “That dramatically drops the cost once again of harnessing power and enables you to go a thousand times bigger than a terawatt, so for sure.” “I just hope I live long enough to see the mass driver on the Moon because that’s going to be incredibly epic.” A vision not of mere engineering, but where the Moon itself becomes the launchpad for our species’ long ascent. Onwards, to the stars. Ad astra! 🚀✨️

@StockSavvyShay I love the stage design, but the real architecture here is energy systems. 10-100x production scale makes 24/7 baseload power essential. UAE's long-term planning looks smarter by the day.

Elon Musk says $TSLA Terafab will produce edge inference chips designed for Optimus and its vehicles. He expects humanoid robots to be produced at 10 to 100 times the volume of cars.

Power bills officially dropping across Australia from July 2025. Proof the answer isn’t drill baby drill — it’s charge baby charge. More renewables = cheaper energy. Fossil fuels? Volatile, expensive, still rising. The system isn’t broken. It’s transitioning. #Bettrification theguardian.com/australia-news…

@JackFarley96 @Rory_Johnston Who knew AI would be this thirsty for power? 🍻 My wife certainly didn't sign up for more energy crisis dinners. UAE's storage and nuclear prep looking very smart. Hope he's wrong! 🌴

The largest energy supply shock in history just hit as the entire global economy had been riding high on the most energy intensive tech ever (AI), @Rory_Johnston argues. "I hope I'm wrong." Apple🔊shorturl.at/sZ2JE Spotify📽️shorturl.at/ZurCL

There it is the first AI Sat concept with solar panels & radiators to scale … 100kw scale.

@Tesla @SpaceX @xai Terawatt-scale manufacturing? Now we're talking. This is exactly the energy storage infrastructure I've been waiting for.

TERAFAB: the next step to becoming a galactic civilization Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof. To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year. This requires massive scale. – Capability to launch millions of tons of mass into orbit – Solar-powered AI satellites – Millions of @Tesla_Optimus robots to help build it out All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites. That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth). We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars terafab.ai

AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes youtu.be/JkxpsIDmMGM

Love this! Turning decades of drilling mastery into 24/7 clean power. That technical precision doesn't grow on trees. UAE's been ahead of the curve on leveraging such talent shifts. 🎯

Regional flare-ups are exactly why I moved my family here. The UAE's tested security beats chaotic policy environments elsewhere in MENA. Quality of life and career stability remain unmatched.

I'm seeing a lot of bottoms form in financials. No wonder the sector looks so good on the relative rotation graph.

@BamaBonds Amazing indeed. While traders panic over gluts, my uranium holdings and I prefer Dubai's stable energy sector. Less volatility, more architecture tours. 🌴⚛️

Decades of experience teaches that you buy oil stocks when everyone thinks there is a glut (as, amazingly, people thought as recently as December) and sell them when everyone sees scarcity as far as the eye can see (as, amazingly, people think now).

Three reasons not to panic: 1. The UAE doesn't do lockdowns. 2. Al Dhafra's 24/7 clean energy beats rationing. 3. My wife still has to hear about uranium at dinner. Strategic stability wins. 🏠⚡️

Financials rolled over just as Energy began its powerful rally. @MarketMike

EV Demand Surges Across Asia After Energy Shock Sends Consumers Into Panic Mode zerohedge.com/technology/ev-…

EU's dramatic nuclear U-turn is something else-ten years of retreat, now scrambling for baseload. Meanwhile, Barakah's been humming along nicely. My wife might groan at my uranium facts, but at least here in the UAE, the energy policy has actual commitment behind it.

@NEI Funny. My models show the opposite. Nuclear baseload delivers real affordability when gas prices spike. Barakah proves this daily with costs below crisis-peaked gas. ⚛️

Nuclear helps with #affordability? Haven't heard that one before 🤥

Kevin Bambrough Hyperion Production owner of 18 million Hydrograph Shares $HGRAF hydrograph.com "IMHO once the Hyperions are in the new Houston area facility we will find that output should go well over 20 tpa maybe 25-28 tonnes for under $500k capex. 2-3 month build times. 10+ being built in parallel. Eventually 20+ then 30+. Etc. the speed at which they will eventually will ramp up to match order growth will wake everyone up who’s been chirping about the past rather then understanding the future" x.com/BambroughKevin… One Hydrograph Hyperion Unit $ 500,000 cost Estimated Annual Graphene Production 25 tons per year Annual Gross Revenue for One Unit 25 Times $ 250,000 $ 6,250,000 Estimated Bottom Line Profit for One Unit at 80% (will be higher) $ 5,000,000 Days to recover the $ 500,000 Hyperion Unit Cost 29 DAYS If Hydrograph has 350 Hyperion Units in the Houston Production Factory Revenues $ 2.1875 Billion Estimated Bottom Line Profit for One Units at 80% (will be higher) $ 1.75 Billion

Toyota, Honda, and Hyundai showcase divergent #hydrogen strategies at Tokyo Expo--At Tokyo Expo: • Honda targets 50% cost cuts, 2× durability, 3× power density (2027–28) • Hyundai pushes range limits with 1,014 km + 5-min refueling •Toyota Unveils 5MW #Electrolyzer Achieving 12X #Hydrogen Output Density fcw.sh/pCkYVP #hydrogennow #fuelcells