Hemal Parikh

SpaceX IPO demand could be one of the craziest setups we've ever seen... this is why I'm thinking $2T could be the floor. I do expect a lot of volatility though. This setup is historic... if you see what I see. This is the first time people on Earth can get a piece of THE company that is leading space, ai, and robotics. 1/ Extreme Oversubscription • This IPO is expected to be 10-20x+ oversubscribed • ~30% retail allocation + institutional frenzy is going to bring massive day-1 buying pressure 2/ Mega-Institutions will also buy • BlackRock in talks for $5B–$10B buy • Other giant asset managers & sovereign funds circling • Could cover huge chunk of the $75B raise instantly 3/ Ron Baron the GOAT also buying • Already holds ~$15B in SpaceX • Wants another $1B at IPO price • Long-term target: $10T–$30T (could be much higher...) 4/ Forced Index/ETF Buying • Nasdaq-100 inclusion possible in as little as 15 days • Index funds & ETFs forced to buy ~$7B quickly • Pure passive demand with almost zero selling pressure 5/ Fundamentals • Starlink is profitable and is a cash-flow machine for the company • Starship: the rocket that is going to take us to the Moon, Mars, and put Starlink on hyperdrive • NASA/DoD: $ multi-billion backlog • xAI synergy + space economy tailwinds Everyone better strap up... 🚀

Tesla has released some new Model S and Model X Signature Edition photos. The Garnet Red color looks very nice. Door handle closeup shows the fleck in the paint. Delivery event livestream tomorrow at 8 PM ET.

This will be fully vertically integrated - silicon ingots, wafers, PV cells and finished panel assembly. On the same site as the new Megapack facility Giga NY has solar cell capacity ~300 MW. This site will likely reach 100 GW over time, a 300x increase This would make Tesla one of the largest solar manufacturers in the world $TSLA

🚨: RUSSIA has unveiled Rosatom’s new plasma engine — a prototype capable of accelerating particles to 100 km/s, with endurance tests lasting up to 2,400 hours. The technology could cut travel time to Mars down to just 30–60 days, and in theory, make trips to the Moon possible in only 12 hours.

JUST IN: Elon Musk has been named the #1 Innovator on the Forbes Innovators 250 list. Forbes on the result: "It wasn't that close."

Maybe getting an addition to the Robotaxi fleet in Houston today? @nishkidoonoo

$GOOGL launched Gemini 3.5 Flash which it says beats Gemini 3.1 Pro across coding, real-world agentic tasks & scaled tool use. Artificial Analysis shows it running at 289 output tokens/sec which is more than 4x faster than Claude Opus 4.7 & GPT-5.5.

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 @thejefflutz says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

Tesla FSD V14.3.3 thinks so quickly. I changed my destination from Curbside to Parking Lot, and the car found a space and turned in literally instantly after pushing the button. Very impressive.

Andrej Karpathy (formerly OpenAI) just announced he's joining Anthropic. His own words: "I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D." Co-founder of OpenAI. Former Director of AI at Tesla under Elon Musk. PhD from Stanford under Fei-Fei Li. The man who coined "vibe coding." One of the most respected AI researchers alive. He left OpenAI in 2024. Built an AI education company. Now he's walking into Anthropic's R&D lab. This is not a PR hire. This is one of the architects of modern AI choosing which lab he thinks is going to matter most in the next decade. OpenAI just lost its founding talent to the competition. Again.

@beffjezos The trend is strong

This is very bullish for SpaceXAI

This is the longest distance I’ve ever run with Tesla Actually Smart Summon (A.S.S.). It reversed, exited onto the road, went around the whole building, then entered the plaza all by itself. This was crazy. My Tesla is slowly becoming my own personal Robotaxi.

One of the production version Cybercabs at Houston Robotaxi hub now has a license plate. $TSLA

Will do ! I got quite distracted with your big Pioneerlands Daily preparations , very exciting - but $TSLA isn’t doing us a favor right now ;) Never forget: overbought and oversold are a thing. I feel we are clearly starting to overdo it to the downside now , but let’s see - watch out for the market . Tesla has sold off much more than its beta, however , and there will be seller exhaustion coming eventually (soon) imo

Totally wild thinking about where FSD was in January 2024 when I had V11, vs where it is today less than 2.5 years later on 14.3.3. Using it back then was far more stressful than just driving yourself. Made tons of mistakes during every drive and embarrassed you almost every time you used it. Just a party trick and beta tech. Fast forward 2.5 years to the current moment I am living. Crossing multiple states on V14.3.3, 150 miles into a 250 mile ride. Not only have I had no reason to touch the controls, but the fact that I even have to supervise feels like a total joke at this point on fair weather days. As a heavy user, I am 100% certain that FSD V14.3.3 has a higher probability of getting me from A to B more safely than I’d get there driving myself. With or without me watching the road. That is real right now, and what I live with right now. You could 100% have your laptop out working the entire time. Watch a movie. Be on your phone. They have literally achieved this already and are just being overly cautious about removing the nag/supervision requirement. But the tech is shipped. Totally unbelievable experience watching this thing play out over the last 2.5 years. @Tesla_AI Keep pushing. You’ve done the thing, and with a little more grinding, the entire world will know. And the lives saved counter will go parabolic, and it will continue indefinitely, far longer than any of us will be alive for. You’ve legit deleted one of the leading causes of preventable death. Can’t think of a better thing to spend your life working on. Keep pushing.

In Shenzhen, an automated restaurant delivery system uses maglev tracks to bring covered trays right to your table.

The judge and jury completely sidestepped @elonmusk’s core claims against the company. Sam Altman stole a charity. Two hours of jury deliberations prove they didn’t even consider breach of charitable trust.

JUST IN: Elon Musk says Anthropic will not be destroyed and acknowledges Opus 4.7 is still better than Cursor's Composer 2.5, albeit far more expensive. Cursor released Composer 2.5 yesterday, matching Opus 4.7 on benchmarks at roughly one tenth the cost per token. Elon Musk's take: Claude's full AI and agentic harness goes well beyond coding, keeping Anthropic ahead on capability. On Cursor's role going forward: "Cursor is an important piece of the puzzle to make Grok much better." Cursor is already training its next model from scratch on Colossus 2 with SpaceX and xAI using 10x the compute. The real Composer is still coming.

Elon on the future: "There will be far more intelligent robots in the world than there will be people." His prediction: not universal basic income. Universal HIGH income. He's been right about most of his predictions. Worth listening here...