John

As for 3x brrrs these levels: 1. $SIVE 2. MSSCORP (6830) 3. Auros (322310) Are my best guesses. Here's my thought process: 1. $SIVE: I genuinely do see them being $10B+ next year, they're the literal bleeding edge for CPO lasers alongside $LITE and $COHR. At a $1.3B MC... For likely mapping: Photonics: $AMD CPO, $MRVL Celestial CPO, $JBL 1.6T, Lightmatter, Ayar, ALChip, GUC, O-Net (ELS), $POET. For Space + Defense: Golden Dome via $YSS, $RTX / $ERIC / Bae Systems. Silicon Photonics: $AAPL (Apple Watches). This is just a stupid amount of customers and it's still increasing. They can always TAM expansion downstream through IP acquisitions or vertically integrate to speedrun $LITE's $60B MC one day once they get more funding. 2. MSSCORP (6830): CPO monopoly over inspection at ~$1.2B. 100% monopoly over CPO yields, $TSM, $AMAT, $NVDA, $LCRX, $INTC, and others are all likely customers. "The company’s goal is to seize a 90 percent share of the CPO inspection market" This basically means 100%, they just don't want antitrust. If they defend their monopoly and CPO ramps, can easily see this worth ~$5B-$9B from $1.2B 3. Auros (322310): Samsung / SK Hynix supplier at ~$210M for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (either Samsung/Sk hynix), targets mass supply this year. They've been developing for the past decade, only to volume ramp two products from years of qualification H2 this year. Seems extremely likely to 3x to $630M if they switch to volume ramp, feels like an undiscovered gem in the Korean market? Of course, not sure how they play out and this is all speculative but high confidence supply chain mapping. But off the top of my head these three that I own are the most likely ones at this level.

FSD 14.3 is in Tesla employee beta now and will probably go to wide release end of week

How many Tesla Robotaxis would you want to own? The more I think about it, the more I believe this could end up being one of the greatest investment opportunities regular people ever get access to. And I don't say that lightly. I really do a lot of research before I put any of my $ to work. If Tesla delivers anywhere close to what they’ve been building toward for years, owning a Robotaxi may end up being better than buying a home, better than owning rental property, and better than a lot of traditional “safe” investments people have been told to chase their whole lives. Look at the basic math. A Tesla Cybercab is expected to cost somewhere around $25,000 to $30,000. If one of those cars can generate around ~$30,000 a year in net profit to the owner after Tesla’s cut, charging, tires, maintenance, insurance, cleaning, and all the other costs, that means the car could basically pay for itself in about a year. That's so wild to me... Most investments take years to pay off. A house can take decades. A rental property sounds great on paper, but once you add mortgage payments, taxes, repairs, vacancies, random problems, and property management, the returns usually look a lot less exciting than people make them sound. Trust me, I know bc I own rental properties. And a Tesla Robotaxi is going to be very different. It’s not sitting there doing nothing for most of the day like a house does. It can be out working almost around the clock. While you sleep, while you’re with your family, while you’re living your life, that asset could still be out there producing $ income. And once you're able to scale it, that’s when it starts getting really interesting. 1/ Four Robotaxis could mean around ~$100,000 a year. 2/ Seventeen could mean around ~$500,000 a year. 3/ Thirty-four could mean around ~$1 million a year. And the thing is, the total vehicle cost for a fleet doing that kind of income could still just be around $850,000 to $1 million. That’s the part that completely breaks my brain, bc traditional investments usually don’t work like that. With real estate, you’re usually putting huge $ down upfront, taking on long debt, waiting years for equity to build, and dealing with constant headaches along the way. Tenants, repairs, late payments, vacancies, management fees, surprise costs, stress.. things like that. It honestly never really ends. With the Tesla Robotaxi model, at least in theory for now, the whole thing is much more simple. 1/ You buy the asset. 2/ You place it into the Tesla Robotaxi network. 3/ Tesla handles the rider app, the routing, the payments, and the software side. 4/ The car goes to work. 5/ You collect the $ income after Tesla's cut. You don't really have to worry about things like bad tenants, midnight phone calls, clogged toilets, eviction stuff, fixing drywall bc someone trashed the place... you just have an AI machine on wheels working for you 24/7. That’s why I think this has the potential to completely change how people think about $ passive income... I've been saying this for years to all my family and friends. They all still think I'm crazy... tbh... but everyone says that about me until they realize I'm not bc I've done the work. Even the financing side becomes interesting. If the economics are as strong as Tesla is hinting, even financing the cars could make sense (which I usually never do) bc the income from the vehicle could cover the note much faster than traditional assets usually can. Instead of waiting forever to get past the break-even stage, you could potentially be through that phase much sooner and then use the cash flow to grow the fleet even more. I really could see this product setting many people financially free one day... Now obviously, I’m not saying this is guaranteed. It’s still early. Regulations matter. Insurance matters. City rollout matters. FSD has to keep improving. Tesla has to execute. A LOT of things still has to go right. But that doesn’t change my point. If Tesla gets this right, Tesla Robotaxis has the potential to become a completely new asset class. And I really don’t think most people understand how big that is yet. For years, we've been taught that the dream is to buy a house, take on a 30-year mortgage, maybe rent one out someday, and slowly build wealth over decades. But WHAT IF the better move in the future is owning a fleet of autonomous electric vehicles that can earn $ for you every single day? Like, what if the new rental property is a Robotaxi? That’s why I'm obsessed with this question of how many Tesla Robotaxis people would like to own one day bc for the people who understand this early, it could be one of the biggest wealth-building opportunities of our lifetime. I do like to joke a lot and have fun, but I'm dead serious about this.

@elonmusk @LeahLibresco We want a cyber suv

@LeahLibresco Something way cooler than a minivan is coming

MAKE A MINIVAN, ELON.

@sciencegirl Old school RuneScape. The Autism is real ;)

For those who used a computer between 1995 and 2001, what's the computer game from that time that sticks with you the most, and why

@spotted_model I’m looking at one for $85,900 2024 cyberbeast with less than 1k miles…thoughts?

Somebody in Miami should drive over and see what the catch is with this Foundation series. Way too good for that price. Contact info in the 4th pic.

How To Relieve Lower Back Tension

@pdicarlotrader $tsla

Ton of Monthly BX closed red to end February. Odds of a market correction are the highest they’ve been in a year. Drop 1–3 tickers you want me to cover this week. I’ll do a full video breakdown on the most requested names.

Gym vs Home

Definitely trying this.

BREAKING: ELON MUSK SAYS — $TSLA WILL DELIVER CYBERCAB FOR “$30K OR LESS” THIS YEAR 👀 HOLY !!!

@amitisinvesting @Mr_Derivatives Old school RuneScape

@Mr_Derivatives I used to when I was 10. GTA Vice City was my thing. Haven’t played in about 15 years though but I do love Chess!

okay have never done this before but lets do it since the market is closed AMA!

@pdicarlotrader $Sofi

Market’s closed. Good. That’s when we get ahead. Drop the tickers you want broken down for this week 👇 Top 5 most mentioned get a full video analysis.

@pdicarlotrader @ManzTrades Hows sofi looking rn?

@ManzTrades Agreed. I’ll be watching that zone as well 👀

If Palantir pays a visit to the 200 Week Moving Average FinX is going to have a complete meltdown. that being said, I would be a buyer there... $PLTR

@grok what kind of shark is this in the video?

With @Tesla live with unsupervised robotaxis in Austin today, no better time to dive into our robotaxi research…! I used to be asked: will autonomous driving ever work? Now, the question is: when will it come to my city? Robotaxis are already driving themselves, and within their operation zones, they’re competing head-to-head with human ride-hail. From here, it’s all about scale.

@squawksquare FSD is so good 😊

Well, it was fun while it lasted. $TSLA

Elon: Roughly 10 billion miles of training data is needed to achieve safe unsupervised self-driving

NEWS: Norway shattered its all-time new car sales record in 2025, and Tesla emerged as the clear winner, capturing 20% market share. A year-end rush ahead of higher EV taxes pushed registrations to ~180k vehicles, with EVs accounting for 96% of sales. teslarati.com/tesla-claims-n…