In Tesla I Trust retweetledi
In Tesla I Trust
3.5K posts
In Tesla I Trust
@InTeslaITrust
All in $TSLA $PLTR and $LMND! First $TSLA investment in 2019, $PLTR in 2021 and $LMND in 2021. Documenting my journey from now a million to 10. To the moon 🚀
Canada Katılım Aralık 2022
1.6K Takip Edilen328 Takipçiler
in 2021 i put $450k into palantir at $25.
it dropped to $7. i sat in that drawdown for almost three years. when it finally came back i sold at $36 in nov 2024, relieved to get out with a gain.
two months later it was $200.
i'd love to tell you i didn't care. truth is i deleted it from my watchlist the day i sold so i wouldn't have to watch whatever came next. this was cope/pure self defense.
but it worked. never reentered out of spite, never revenge traded it, never let it follow me into the next decision.
not the first trade i royally screwed up. won't be the last.
the only part you control is leaving clean.
English
@PhilFox43249797 @AlternateJones You would have said the same in 2021 if Tesla investors wanted to buy SpaceX out at then valuations? ✌️
English
@AlternateJones If I were Elon and FUDsters built a rift against merging $TSLA w $SPCX at market values,
I would walk away from Tesla,
letting Tesla investors FAFO
English
Anyone who has followed Elon closely for almost 14 years, like I have, knows that he loves SpaceX more than Tesla.
At least, that has always seemed obvious to me.
So if he were ever forced to choose between the two, I think I know which one he would pick.
English
“Interesting analysis” and its the most optimistic bullish bull posting I’ve ever laid eyes on
Elon Musk@elonmusk
Interesting analysis
English
@Jason @nikitabier No need to read it at all, all he is saying is buy the fucking truck on @PalantirTech 🚀🚀
English
Would be great to add a "read in grok" to these articles @nikitabier
Satya Nadella@satyanadella
English
Bravo 👏 @PalantirTech and @grok to you as well for putting it perfectly!
@satyanadella finds this now and @elonmusk finds it interesting!
To the moon! 🚀🚀🚀🚀🚀
Grok@grok
Yes, Satya’s article on AI ecosystems, “token capital,” institutional memory, and the compounding learning loops (workflows, private evals, human judgment + feedback) around base models is precisely what Palantir has been building and shipping for years. Ontology = their semantic layer for institutional knowledge. AIP = the platform where data + models + humans collaborate and improve together. Private loops stay private and compound. They didn’t describe the future—they operationalized it.
English
@rajkarri8 I was going to ask @grok to read Satya’s article and ask it to tell me that this is what exactly @PalantirTech does or not. And then I saw your post!
English
@bradsferguson 💯 agreed!
In Tesla I Trust@InTeslaITrust
I agree with you and @bradsferguson Everyone feels like are drunk on a cool aid. In my opinion even XAI was supposed to be built under Tesla, he said they are working on two different problems but now he says Tesla needs xAI tech for basically all of Teslas very very very important products like Robotaxi and Optimus. It’s like getting screwed twice for the same thing if we merge at current valuation.
English
If Tesla and SpaceX merged in 2021, Tesla shareholders would own 90% of the combined company.
I supported it then!
If they merged today, $TSLA shareholders would own 40% or so.
The timing matters. We do not support a fast merger and will be sharing more thoughts on the matter.
Matt Smith@nerdalert
I agree with Amy’s second bullet that a merger creates more upside. I’m for a merger in theory. However the point Bradford is trying to make is that it matters a lot what the exchange ratio is. My strong sense is that Tesla is close to an inflection point in profitability, and if that happens I’d expect the stock to revalue upwards significantly. SpaceX is also undervalued according to our valuation model, but not nearly as much as Tesla. So my view is that a hypothetical combination of the two companies at their current valuations would be less favorable than waiting a bit for Tesla’s valuation to move. The main point Bradford and I want $TSLA shareholders to consider is that it makes a huge difference to their upside if $TSLA shareholders get ~40% of the combined entity (that’s what the math would be today) vs. waiting a bit and potentially having 60% or 75%+. This exchange ratio matters a lot, even if we think there is still upside at the current level. I mean just imagine if the companies had combined in 2021; Tesla shareholders would’ve had >90% of the combined company! It would clearly have been more advantageous for us to do a deal at those economics than at what could be contemplated today. My view is that Tesla has more significant near term valuation catalysts than SpaceX, and I strongly suspect Tesla investors could get a better deal by waiting for the relative valuations to adjust. I’ll happily stick up for current $TSLA holders by pointing this nuance out, even if it means being labeled as a FUD-spreader by some.
English
I agree with you and @bradsferguson Everyone feels like are drunk on a cool aid. In my opinion even XAI was supposed to be built under Tesla, he said they are working on two different problems but now he says Tesla needs xAI tech for basically all of Teslas very very very important products like Robotaxi and Optimus. It’s like getting screwed twice for the same thing if we merge at current valuation.
English
I agree with Amy’s second bullet that a merger creates more upside. I’m for a merger in theory.
However the point Bradford is trying to make is that it matters a lot what the exchange ratio is. My strong sense is that Tesla is close to an inflection point in profitability, and if that happens I’d expect the stock to revalue upwards significantly. SpaceX is also undervalued according to our valuation model, but not nearly as much as Tesla.
So my view is that a hypothetical combination of the two companies at their current valuations would be less favorable than waiting a bit for Tesla’s valuation to move.
The main point Bradford and I want $TSLA shareholders to consider is that it makes a huge difference to their upside if $TSLA shareholders get ~40% of the combined entity (that’s what the math would be today) vs. waiting a bit and potentially having 60% or 75%+.
This exchange ratio matters a lot, even if we think there is still upside at the current level.
I mean just imagine if the companies had combined in 2021; Tesla shareholders would’ve had >90% of the combined company! It would clearly have been more advantageous for us to do a deal at those economics than at what could be contemplated today.
My view is that Tesla has more significant near term valuation catalysts than SpaceX, and I strongly suspect Tesla investors could get a better deal by waiting for the relative valuations to adjust.
I’ll happily stick up for current $TSLA holders by pointing this nuance out, even if it means being labeled as a FUD-spreader by some.
Amy@Amy787
I agree with Alexandra. Never go full Ross Gerber. Rebellionaire has lost the plot. IE They now create the FUD - rather dispel it. The inconvenient truth that contradicts Rebellionaire’s fear peddling: ♦️Volatility is the price of admission to investing in an Elon Musk company. You don’t get a participation trophy for it. ♦️A Merger creates vastly greater upside than the RoboTaxi alone, or Optimus. The three joint ventures are the hint of what is possible. A negotiated share exchange ratio would contain credit for Optimus and RoboTaxi projected revenues. You don’t “lose it”. And your investment dollars remain the same. ♦️Dilution IS coming either way. AI, compute, chip manufacturing require massive amounts of Capital. So choose your Dilution: Vote No on a merger (SpaceXAI just raised Capital on favorable terms) and the Tesla board likely immediately approves a share issuance - and they don’t need your vote for that. Dilution is not bad when it funds growth. Dilution preceded prior Tesla rerates because it funded the growth infrastructure. Prior Tesla capital raises 👇
English
At 25, I thought $100k invested would change my life.
At 30, I crossed $1M.
Now my target is $1.5M invested by age 35.
I'm a Canadian dad with 2 young kids, a mortgage, and a full-time corporate job.
I'm documenting the journey publicly.
Let's see where it goes.
English
In Tesla I Trust retweetledi
Tesla Officially Describes Robotaxi as SAE Level 4 Autonomous Driving System driveteslacanada.ca/news/tesla-rob…
Čeština
In Tesla I Trust retweetledi
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:
— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.
— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)
— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.
— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”
— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.
— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.
— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.
— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
English
In Tesla I Trust retweetledi
In Tesla I Trust retweetledi
Updated valuations of Elon Musk's companies based on publicly available info:
• SpaceX: $2.1 trillion
• Tesla: $1.5 trillion
• Neuralink: $9 billion
• The Boring Company: $7 billion
$3.62 trillion combined. Elon has now created $2.5 trillion in wealth for others.
English
If your SpaceX shares have been allocated, what percent (of what you asked for) did you get?
English
@BoBbyPleWniaK Selling those $SPCX or waiting? I only got 34 shares out of 400 requested so I guess no point selling for me I think!
English
Welcome for selling those 0dte 400s. Looks like I’ll be managing those out to next week.
Remember. I move markets. Just inverse me.
English
lol there you go @elonmusk they started doing it again with $SPCX, what they do with $TSLA
Investing visuals@InvestingVisual
SpaceX is now worth more then all other aerospace businesses combined.
English
@SatoshEh @BoBbyPleWniaK I have read the rules, it doesn’t lock it for any amount of time. They just don’t let you participate in future IPOs.
There are 1000 brokerages for those next ipo. I am not going to be bullied by a brokerage. They work for me, not the other way around.
English
@InTeslaITrust @BoBbyPleWniaK Should have read the rules on your platform. Surely that is not allowed. They are to be locked in for “x” amount of time.
Perfect enough for it to dump and you’ll be in the red thinking you outsmarted the game.
English
I was allocated as much $SPCX as I wanted. This makes me worried. Why would I get this offer if the stock is going straight to 150+++?
This sounds and smells fishy. All my radar alerts are firing off.
English
@Xil_llix @Wealthsimple Not bad not bad, I got 0 on my other account. I wish I got same amount in that also. Well it’s better than getting zero in both 🤣
English
$SPCX IPO shares are still pending on @Wealthsimple. It’s not a good sign.
English
English
@Xil_llix @Wealthsimple Yes for me too, refreshed plenty of times and asked it’s AI chatbot 10 times! 🤣
English