Eugene Ruiz

@DropSiteNews Stop that’s completely bullshit

🚨BREAKING: Iran has submitted a new proposal through regional mediators to end the U.S. war, according to a senior Iranian official who spoke to Drop Site News, while Trump reportedly weighs launching new strikes as soon as this weekend. The proposal splits negotiations into two tracks: ➤ Track 1: End the war first. Iran wants a formal declaration ending the war, an end to the U.S. naval blockade on Iranian ports, and the release of frozen Iranian assets before broader nuclear negotiations begin. In exchange, Iran would provisionally reopen the Strait of Hormuz, waive transit fees temporarily, and allow maritime traffic to resume while a new “governance regime” for Hormuz is finalized. Iran is also demanding a compensation mechanism funded by the U.S. and other countries involved in attacks on Iran to pay for damages inside Iran, along with an end to Israeli attacks in Lebanon. ➤ Track 2: Nuclear negotiations after the war ends. Iran says it would: • Suspend enrichment above 3.6% for 10 years • Dilute uranium enriched above 20% under supervision inside Iran • Commit not to develop a nuclear weapon In return, Iran wants: • Recognition of its right to enrich uranium • Limited enrichment rights preserved under a future agreement • Full sanctions relief The Trump administration reportedly wants the war-ending deal and nuclear agreement finalized simultaneously, while continuing to insist Iran cannot keep enriched uranium. Iran says that demand remains a major obstacle. Iranian officials also warned Tehran is preparing for escalation if attacks resume, including potential strikes on U.S. interests and bases beyond West Asia, as well as Gulf energy infrastructure and naval assets, alongside possible coordination with regional allies to disrupt shipping in the Bab al-Mandab Strait. 🔗 Full report below ⬇️

@USronaldcarter Let what sink in ? Believing Iranian state media the same Government that has killed more than 1 million of its people and caused another 8 million to flee !

🚨🚨🚨 11,000 PROTESTERS FLOODED THE STREETS OF TEHRAN CHANTING "REVENGE AGAINST THE DEVIL" — WHILE TRUMP BUNKERS DOWN IN DC AND CANCELS MEMORIAL DAY. THE PRESSURE IS ABOUT TO BREAK. 🚨🚨🚨 Crowds in Tehran are chanting for war. Trump just flew back from New Jersey, skipped his own son's wedding in the Bahamas, and every intelligence official in Washington canceled their holiday weekend. 82% of Iranians support retaliation according to state-run polls. Let that sink in. 💀 Trump canceled Bedminster — his own weekend getaway — citing "government circumstances" 💀 His son's Bahamas wedding: skipped 💀 The entire US intelligence community: on standby, Memorial Day canceled 💀 Pentagon pizza orders spiked Friday night — the oldest OSINT signal in DC And Iran won't be the only country watching. ⚠️ Tehran — crowds chanting "Revenge against the devil" in the streets tonight ⚠️ Gulf states — Qatar, Saudi Arabia, UAE urging delay, but their window is closing ⚠️ Washington — Polymarket pricing regime change in Iran by May 31 ⚠️ Florida — foiled IRGC assassination plot against Ivanka Trump with a blueprint of her home ⚠️ The entire Middle East — airspace closures, standby orders, no one going home for the holiday Every country that has a stake in this is watching the same signal at the same time. The media is showing you "diplomatic uncertainty" and "stalled talks." They're NOT showing you that presidents don't fly back from their kid's wedding for a press release. Here's the pattern — and it NEVER fails: → President cancels holiday → intel community goes on standby → 48–72 hours later the world changes 1998. Clinton canceled Martha's Vineyard. Three days later: strikes on Sudan and Afghanistan. 2011. Obama skipped Camp David. 48 hours later: Bin Laden was dead. 2026. Trump skipped a wedding. EVERY. SINGLE. INTELLIGENCE. OFFICIAL. CAME. BACK. If the entire US intel apparatus canceled Memorial Day on DAY 1 — what happens by Day 3? This doesn't end with a press release. It ends when a decision gets made in a room with no cameras. And that process just started. In Washington. Tonight. The pattern is the same. The signals are the same. The only thing we don't know is the hour. Prepare accordingly. 🚨🚨🚨 I'll keep you updated as this unfolds, turn on notifications this is EXTREMELY important.

That’s not a loophole fool. What about the farmer in Montana who has seen his 20,000 acres go from being worth 3 million to being worth 50 million should he pay taxes on the 47 million because he borrowed money from the bank., It’s not a loophole it’s they entire concept of capitalism and building wealth

@WinTex412763 I'm mad there are such loopholes in the tax code congress wrote

Jeff Bezos capped his salary at $82,000. Not because he's modest or because he wanted what's best for society and his company but because salaries are taxed. Instead, he borrows against his $230 BILLION stock to fund his lifestyle UNTAXED No paycheck = no income tax. The he jumps on TV and said he pays his fair share of taxes. They think we're stupid.

And what about all the shares he has sold which is available to review as part of SEC public records. Tax on those sales are in the billions 1000’s of times what you will pay in your lifetime If you want to post at least understand what the hell your posting about instead of listing a minor piece of the whole picture

@kamychen I think Tesla is mature with little upside left Space X is frontier with who knows how much upside So you sell the mature Elon company and use the proceeds to buy his new IPO

@EugeneR1012 That’s a bold rotation thesis. You think TSLA selling pressure is really funding future SpaceX IPO demand?

I’m surprised a lot of you aren’t buying this $TSLA dip. Great opportunity in my eyes as the next leg up should take us to all time highs

First and foremost if you don’t know this the market is often emotionally first and financial facts second And it can often stay that way for a year or more. Second if you think Uber’s app is nothing more than a map quest and appointment app. I not sure anything I say will change your view ! If it were that simple none of the partnerships Uber has entered into the last 3 plus years would have ever had come about. Do you really think Nvida placed their bet on AV with an Uber partnership because that’s all there is ??? AI, AV etc. is about data anyone can buy the compute. Uber has 10 years of ride hailing data 100’s of billions of miles, consumer preferences, time of use by every location nearly around the world. Capacity requirements, on it goes Clearly they have perfected the entire model they nearly overnight are becoming the largest food and retail fast delivery company overnight for anybody not using Amazon. To argue as you have anybody can do it, simple as pie is ludicrous and is emotional not factual. Building a 200 plus billion dollar revenue company growing at 20 plus % is a serious business with large barriers to entry. Otherwise Google, Amazon, Tesla, Microsoft , booking, would already be doing it. I think Tesla is making a very interesting play in AV but contrary to Elon’s simplistic technical view there is a long serious ramp. To optimize the product for consumers satisfaction. That is why Tesla should buy Uber using Stock take a 250p/e company and use it to buy a 18x p/e company. That’s the equivalent of buying a 150 billion dollar company for free. Pretty cheap way to become instantly the ride hailing AV monopoly company in the world.

Cool so why are they an acquisition target if they're so amazing as you and Jason suggests? The way you make it seem it's as if they should be the one valued at a trillion! Do you think that Tesla & Google is missing driving/maps/traffic data? Do you think that previous revenue is indicative of future revenue when buying a legacy revenue stream? I'm always willing to learn something new, but what exactly is Uber's moat?

Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss

@GrindeOptions Wait Dow up 150 S & P - 5 Nasdaq - 134 Is your version of a bloodbath ?? What the hell are you talking about ?

And people thought I was kidding.

That’s stupidity talking they do 15 billion rides a year. they do 200 billion in gross sales their commission on those sales is 65 billion. They are growing at 20% for the last couple of years. They employ 10 million drivers worldwide. They have 20 plus deals with different global OEM’s for Robo Taxis They have a partnership with the biggest company in the world ( Nvida) They are testing AV cars all over the world They do 13 billion this year in FCF more than Tesla. Yup anybody can do this Clearly you have never run or built a company !!

Uber is app and a brand with almost no physical moat. They don't do anything unique that can't be replicated. Their largest revenue generating workforce are all independent contractors who run 2 other ridehail apps at the same time. Robotaxis are eliminating all of those revenue generating independent contractors. Thats like early Amazon buying physical bookstores knowing full well they will shut down all these physical bookstores because of their online store...

@AustrianEcon201 @jimcramer Guys Boeing has 7 years of backlog adding 200 jets or 500 it just adds to the backlog not sales

@jimcramer 📚 Also Jim, Delivering means production & production means with Price Discovery. Boeings revenue went from $16 Billion to $18 B while the same time period Cost of Production rose $2.1 Billion. Along with R&D expansion. Its not looking good from a balance sheet perspective.🤝

Getting a jump on my Sunday think piece... thinking about how stupid it was that Boeing's stock sold off on China. Boeing is a delivery story, NOT a China story. They have many more orders than they can handle now...

@rstreets01 @alex_avoigt Interesting the numbers don’t agree

@EugeneR1012 @alex_avoigt Which dreams would that be? Every single goal that Tesla has, they will absolutely achieve. It’s a forgone conclusion at this point.

Wednesday, Tesla will release its first-quarter earnings and you better be prepared for Tesla bears, media, analysts and short sellers to try everything they can to drive the stock price down by claiming that Tesla is an automaker and that the first-quarter results are bad. We know the drill and they will do this regardless of how good the actual numbers and the outlooks turns out to be. In fact, the car business revenue and profits are rather secondary, even though they are likely to improve over the course of the year thanks to the availability of FSD in many more countries and rising demand of good BEVs and there are not many good BEV models out there other than the Model 3 and Model Y. The real deal to watch is the Robotaxi business in the US, the expansion of FSD in Europe and China, as well as Optimus and Tesla Energy who are by far more crucial for Teslas profits. Future projects like Terrafab are the exciting icing on the cake and should also be closely watched. Usually, Tesla's quarterly earnings and calls are always received negatively by the market, and the stock falls for a few days before recovering, but with Tesla you never know. We know already that the Robotaxi expansion is ongoing and we may see soon much bigger numbers soon so if you are a shareholder be smart and do what is for many the hardest - nothing. It's a rollercoaster ride until it becomes a moon rocket, so buckle up! $tsla

@Spyder474 @GrindeOptions We are not talking Tesla the car we are talking the robo taxi market Completely different operation

@EugeneR1012 @GrindeOptions The record so far is TSLA is #1 in EV sales, market value TSLA more than all other manufacturers new and legacy combined. TSLA is winning, so far and it's not even close.

I really do think $TSLA will crush $UBER over time.

@gregory_FTA So I’m going to allow my personal car go unattended to use as a robo taxi ? Do you know damage that would happen ? Even if I decided to do that how much of a cut would I ever allow Tesla to have ? The economics for Tesla would be dramatically different if profitable at all.

@EugeneR1012 You do realize every single car Tesla makes has the same autonomous capabilities, correct? They made nearly 2 million cars last year. Thank you for the investing tip.

$TSLA If Tesla continues to steadily scale unsupervised robotaxi as they have this past week, it will be very difficult to keep the stock down. If they can scale to 32, they can scale to 320 If they can scale to 320, they can scale to 3,200 If they can scale to 3,200, they can scale to 32,000+ At that point, they've won. Company will be re-rated when this is understood. jmo

@CryptoNobler Underwater on your shorts buddy

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! The U.S.-China trade deal just COLLAPSED. The U.S.-Iran peace deal is officially CANCELLED. And new Trump tariffs are coming. When markets open on Monday, this won't be “just normal volatility.” Stocks will dump. Metals will dump. Bitcoin will dump even harder. Smart money already sees what’s happening. They are not “buying the dip.” They are building cash positions and reducing exposure before the real crash begins. And now add a real trade war on top of that: China is actively rejecting U.S. Nvidia chips. That is not just a tech story. Because once semiconductors become a geopolitical weapon, supply chains stop functioning normally. Capital freezes. Confidence breaks. And global growth expectations reset lower immediately. At the exact same time: → Japanese bond yields are surging → Global bonds are being sold aggressively → The dollar is losing stability → Liquidity is tightening worldwide This is no longer one isolated event. This is pressure building across MULTIPLE fronts simultaneously. And now the geopolitical layer just intensified again. After MONTHS of negotiations, the U.S. and Iran walked away with no agreement. That changes everything. Because when diplomacy fails, markets stop pricing “hope.” They price ESCALATION. And none of this is happening in isolation. Japan’s bond market is already flashing stress. China-U.S. tensions are escalating again through semiconductors. Oil markets are becoming unstable. And liquidity conditions are deteriorating globally at the same time. Now connect the dots. When geopolitical stress collides with a fragile financial system, reactions do not stay contained. They CASCADE. Oil does not pump higher slowly. It goes parabolic. Capital does not rotate calmly. It skyrockets towards safety all at once. And risk assets? They do not “dip.” They COLLAPSE. This is exactly how chain reactions begin. Because once markets start pricing prolonged instability instead of temporary fear, the entire system changes. Watch oil. Watch bonds. Watch semiconductors. Because once this accelerates, there will be no time left to react. I’ve spent years tracking macro and systemic market reactions like this. When the next move becomes clear, I’ll share it here publicly. Follow and turn notifications on. Because by the time it reaches the headlines, it’s already too late.

@Jason @WaltLightShed @Waymo @Uber @nuro @WeRide_ai @TechTekedra @dkhos Absolutely neither wants to give on pricing. There is no other business reason that makes sense

Absolutely crazy that Waymo and Uber aren’t deepening their relationship dramatically given the game on the field 🤷 Maximizing utilization in order to lower the cost per mile and wait times, is the most important problem to solve — @TechTekedra and @dkhos need to take a long walk and figure out how the win together. They’ve got serious competition coming for what most folks agree is a ten trillion dollar global market… and they’ve captured < 1% of it combined. 🤷

Just dropped a new #AutonomyMarkets episode. Watch or listen on your favorite podcast player. Forget the @Waymo/@Uber News, Focus on the @nuro and @WeRide_ai Partnerships $UBER lightshedtmt.com/ls_media/ep-88…

@Jason I agree Google is a perfect match Tesla would get a bargain since its stock sells for 250 P/E and it completely solves their ramp issues with Robo Taxi

You guys all sound ridiculous The strait is considered international waters no country but Iranwants it to be controlled by Iran including China. Lastly do you really think a half assed country who runs around the strait with 35’ speed boats because that’s all they left can control anything ? We can carpet bomb the entire Iranian coast line and distroy everything if it becomes necessary.

BREAKING: China has explicitly informed the US that it recognizes Iran's "exercise of sovereignty" over the Strait of Hormuz, contradicting the White House readout of the Trump-Xi summit that claimed Xi opposed Iranian "militarization" of the Strait and any "toll" for its use, per a source close to Iranian Parliament Speaker Ghalibaf. More than 10 Chinese ships have successfully transited under Iran's Persian Gulf Strait Authority permit system in the past two days.

@BernieSanders Well Bernie maybe we should walk back progress a couple of hundred years to horseback for travel too . Your commentary is so backwards Ps you have been in government for 40 years how did you become a multimillion ??

Net worths of the AI oligarchs joining Trump on his trip to China: Elon Musk: $828 billion Jensen Huang, Nvidia: $195 billion Tim Cook, Apple: $2.9 billion Dina Powell, Meta: $200 million Do you think they’re losing sleep over the millions of jobs AI could replace?

@NancySinatra Really did you forget about the Clintons ? Zero to a net worth over a billion

These words from an honest president are well worth repeating.

Sorry folks robo taxi will never ramp like the bulls would have you believe. 1 million, 3 million, It will never scale to a profitable division. Because of the optimization required ( time to pick up) You need millions of drivers to do this. Autonomous car development Companies that are part of Uber’s platform have the ability to ride an optimized network that already delivers satisfaction across the world. 10 years from now the full conversion will be done and every auto company will be involved. Tesla on its own can’t afford the vehicle ramp required, it will frustrate too many customers with delays and people will eventually delete the app.

Tesla SHOULD NOT merge with SpaceXAI! The main reason given for Tesla not merging with SpaceXAI is goes something like: "Robotaxi hasn't ramped yet. Tesla stock could 5X. I'm here for the ramp. Optimus hasn't ramped either. Tesla could 10x. Let's give it a few years. I don't want to give my upside to SpaceXAI shareholders who just enjoyed a 4.4X since last summer." On its surface, this is a sound argument. I share these sentiments. Who could argue with that? I will. (I'm capable of holding two opposing thoughts in my mind at the same time). AI waits for no one First, have you seen how fast AI is moving? How durable is Tesla's Robotaxi moat? Honest answer: I believe it's strong, but we just don't know. How durable is Tesla's Optimus moat? Honest answer: I believe Tesla is extremely well positioned, but again, we just don't know. So no one has the luxury of waiting a few years to see how things play out in this space. The good news is that Elon has always been good at seeing the next steps ahead and positioning his companies well before most. Robotaxi Ramp Issues What happens to the Robotaxi ramp if Federal autonomous legislation doesn't come? What happens if Federal autonomous legislation is terrible? Or, perhaps the legislation is favorable, but think about what could happen to the Robotaxi ramp if Elon can't get enough chips to build millions Cybercabs or build tens/hundreds of millions of Optimi. Being chip constrained would materially harm the present value of Tesla if Robotaxi and Optimus can't scale beyond a certain point. Sure the cash flow pours in on the first 10 million Robotaxis, but investors would say: "We're going to give this company a low P/E because their growth is capped. They should have thought ahead and invested in semiconductor capacity. This business can't scale." What does Tesla need SpaceXAI for? 1) Capital - fresh off an IPO SpaceXAI will be flush with cash. 2) Starlink for low-cost global connectivity to cars, Semi and Optimus. 3) Grok is the interface for Robotaxi (so you can speak to the car). 4) Grok is the brain/voice of Optimus. 5) Orbital AI data centers are needed for training & inference for Robotaxi, Optimus and Digital Optimus. 6) Semiconductors from Terafab - a joint project between Tesla and SpaceX (Tesla can't self-fund this). 7) SpaceX's material science expertise. Sharing the Wealth with SpaceXAI Okay, so if Tesla isn't merged with SpaceXAI, how much will Tesla have to pay SpaceXAI for all of the above? - What portion of Robotaxi revenue goes to SpaceXAI? - What portion of Optimus revenue goes to SpaceXAI? Tesla may have to pay SpaceXAI a slice of the economics from Robotaxi and Optimus. That could mean SpaceXAI collects money every time: - a Robotaxi mile is driven, - an Optimus unit uses Grok, - a vehicle connects through Starlink, - Tesla uses orbital data centers, - or Tesla runs fleet-level inference. So Tesla shareholders may think they are avoiding dilution by rejecting a merger. But they may simply be choosing a different kind of dilution: permanent economic leakage. Instead of giving SpaceXAI shareholders ownership upfront, Tesla may end up paying SpaceXAI forever. Pick your poison carefully!