HG

Hey just want to report a weird bug: I am able to export individual workout in “export as csv” to Google Drive just fine, but if I’m export all workout or auto sync to Google Drive with default export as csv, the file is unreadable because “it is formatted as gpx data is binary” according to LLM. Can you check please?

@TeslaJoy Disagree. Logistical nightmare - yes, but Tesla will at least try to honor the upgrade offering. The best strategy ofc is to offer large incentive for trade-in with FSD transfer, but that means angry owners have to spend money to get "upgrades" - unlikely.

HW upgrade will NOT happen for HW3 cars. Tesla will realize how costly, labor intensive, and inefficient that idea is and scrap that. Tesla doesn’t have enough technicians to service all these customer upgrades while still handling regular service calls. They will end up offering some type of FSD discount (hopefully) for HW3 owners to trade in, take a hit on their FSD purchase, and then do the hardware upgrades internally and at their own pace instead. This way, their technicians won’t be overwhelmed.

pov: back in 2021 you responded to an instant message on your Bloomberg Terminal from a user you didn’t recognize located in Hangzhou, probing you about the Multifractal Lévy-Stable Process Adversarial Graph Neural Network Covariates Copula-Driven Spatial Autocorrelation Smoothing algorithm that only you and two other quants in New York were supposedly working on for hyper-optimized trans-Pacific drone-freight routes, leveraging stratospheric UAVs with real-time wind shear adjustments and machine-learned port congestion predictors. The message contained a date and the coordinates of a Tsim Sha Tsui dive bar in Singapore, where you exchanged the algos architecture under the table for $30M in Bitcoin private keys split three ways, then went ghost for 4 years. Now it’s 2026, you’re living in Hong Kong in the summer, Seoul in the winter, views of Victoria Harbour, doomscrolling on 𝕏 every night.

$tsla bounced at $424, 435, 444, now at $452. IF it closes over $452-456 today, $465 482 by eow possible but hard 465 level , so could see reversal there. IF close over 482 weekly, $tsla will likely tre ATH by ER...

@smartertrader Oil price drops -> inflation down, rates down -> tech up, right?

Why is Spx not up 30. lol. Simple

@Osint613 Wanna guess how does US moves nuclear warhead? I bet only few could recognize them while driving besides them

China reportedly camouflages its mobile DF-series intercontinental ballistic missile launchers as Zoomlion construction cranes, blending military hardware with the country’s ubiquitous industrial equipment.

@splendid_pete politician: got it, if one wants to boost GDP, sends more ppl to ER by whatever means it take

An American goes to the ER for high blood pressure, stays under 24 hours, no surgery, no CT, no MRI, and gets a $41,000 bill. Lovely. Now here’s the part people miss when this gets discussed economically: that $41,000 fully counts toward U.S. GDP. Not because it’s useful, but because GDP counts priced transactions, not value or outcomes. And it doesn’t stop there. The system creates additional GDP layers around the same visit. Hospital administrative labor, insurance claim processing, billing departments, compliance and coding, insurer overhead and profit, financial services handling payments and debt, interest if the patient can’t pay immediately. So one short ER visit inflates healthcare GDP, inflates services GDP, inflates finance GDP, inflates measured economic activity. Even though nothing extra was medically produced. This is why US GDP looks larger than countries with regulated or single payer healthcare. In Europe, the same visit might cost a few hundred euros, involve minimal billing, and generate far less economic activity on paper. Same patient. Same outcome. Wildly different GDP contribution.

$TSLA breakout, back-test... levels : 444 452-456 465 482 next time 482 breaks 👀👀👀

$orcl very interesting recovery, wait and see where it is going to close this week: - back over $225, then 241 257 triggers the next run (NEED positive news to change sentiments) -under $195, $182

$TSLA weekly & daily $SPX dumps and $TSLA green, defending that 444 area and pop 10pt for 2 days. Might see ATH if $456 close EOW... Load it

$tsla needs to defend that 444 or back under 435 if $spx breaks 6800

@JonBbC_TechGeek So far looks positive as "unsupervised is coming", but nothing stops them from retracting such statements (HW3 retrofit for free), especially if the retrofit deemed more hurtful then them thought.

Here are all statements across all Tesla earnings calls regarding the future state of FSD for HW3 owners. Took me a while to hunt down all these clips. Key takeaways: 1) A (free) computer upgrade is coming. We need to remain patient. 2) HW3 owners will get a “V14 Lite” in the 2nd Quarter of 2026.

$DIS $ORCL $MU So OpenAI just got a customer using AI to create content, and people still saying no money to fund data center? Maybe, but watch for the next one to fall in line... On top of that, training/generating image seems to use require more memories aka $mu $sndk

$IREN If the stock price fall under $40, it could cause panic and send it back to $30 then $27-25. $ORCL only if the leader can recover, or $IREN $CIFR $CRWV likely drop lower

orcl need to explain how they paying fro infrastructure if they do its positve

$orcl see? If you wait for that confirmation, you will probably earn less but will get fucked less too - unless you buy small. See if $orcl get reversal tomorrow back to $225, anything is possible, or straight to $182...

@farzyness Because no steering wheel on robotaxi?

Shifting 50% of IRA holdings from $TSLA to $LMND. Still overwhelmingly in $TSLA, but this is the first time in a long time where my stock portfolio is no longer 1 stock. I now believe there's a massive misunderstanding of Lemonade's long-term potential after spending a fair bit of time re-engaging my research of the company. In the age of AI, companies that are AI-first - like Lemonade and Tesla - stand to win outsized market share. The insurance market is very reminiscent to me of the Legacy Auto market. Slow, bloated, old-school. Legacy. Lemonade is the disruptor in this space. They are extremely lean relative to the other players, and the leaders of the company are tech-first. In the age of AI, tech-first leaders will experience outsized wins vs those that aren't tech-first. Given that AI is undoubtedly reaching AGI, an AGI running an insurance company will be orders of magnitude more efficient than a legacy insurance company. Legacy insurance companies will be slow to adopt this inevitable outcome become of politics, preservationism, and lack of technical knowledge. The insurance market is about $5 trillion per year globally as of 2025. Lemonade is a $6 billion company. The largest insurance company in the world is $300 billion market cap in United Health Care. The next two are about $150 billion. An AI-first company will have a much easier time diversifying its insurance portfolio over time, as the core function of an insurance company is to cover the risk of something going wrong, and the thing you have to solve for is if that thing going wrong was legit, and if it's legit, you give people the money you promised them based on what they are paying in. You make money by being really good at figuring out the likelihood of things going wrong + charging the fairest rate possible for those that want to cover themselves from things going wrong. An AI is going to be so much better at this than a human, or group of humans, building the actuarial tables and models from scratch - even with the help of algorithms. AIs will be much better at solving these difficult problems from first principles, and their ability to analyze multiple data points that would contribute to better outcomes for the company will be orders of magnitude better. Humans are limited by their brains. AI is limited by compute. Compute is quasi-infinite. Human brains that can do actuarial science at a high level is very limited. Not only that, but because Lemonade is starting with this premise, it implies that its operational leverage - its ability to keep costs the same while they ramp the business - should give them extremely strong earnings potential. And as AI gets better and better, Lemonade will have an easier time expanding in a growing economy due to AI vs the incumbents. Therefore a $6 billion valuation for Lemonade feels extremely low vs its long term potential, and given that they survived the shit show that was COVID from an insurance perspective, they are equipped with invaluable experience & proof that the company is extremely solid and extremely resilient. I'm planning on holding my Lemonade stock until 2030 at the earliest. NFA.

$orcl so $225 proven to be important, maybe I will get some when it get through 242 257. IF data center gets a come back could see 330...

Pretty clear to me just another TACO: - China is just minding their own business (only buying soybean they need) - has not confirmed on $nvda H200 Those "omg did you listen" & "if you don't buy $nvda you deserve to be homeless" are just fueling your FOMO. WAIT FOR CONFIRMATION!