Joe Hinkle

@TeslaBoomerMama Hopefully we 4x before a deal is made. Tesla shareholders deserve to get paid. SpaceX shareholders already will with this IPO, but if a merger happens with Tesla's share price anywhere near the current level it will not be a fair deal for Tesla shareholders.

I was asked what could be the shortest possible timeline if my theory of SpaceX acquiring Tesla proves true. Here you go, enjoy!

$LMND 🍋 Q1 2026 Earnings are Up! Here is the Letter to Shareholders: lemonade.com/investor-relat… I will be posting analysis here in this thread as well as doing a video this morning on it.

Some fresh data for $LMND earnings: The difference in acquired customers that I am modelling (pink bars) vs website visits (red line) is quite large for Q1, which could mean a combination of things - My modelled numbers for Q1 are not bullish enough, and we're going to see a large influx of customers and very strong marketing efficiencies, and/or - Lots of people looked at the @Lemonade_Inc website, but didn't convert to customers I'm thinking it's a combination of both. We had the @elonmusk tweet in January that brought millions of eyeballs to the website. Some of those people would convert, some are just casual observers looking at what Lemonade is. But the website visit numbers for Jan, Feb, March were 3.311M+2.879M+3.27M respectively, so March was very strong, even two months after the Elon tweet. So this would point to continued interest in the company/website and more conversions than I am forecasting. I had forecast 214k customers acquired (different than net change which would include churned customers). If we assume they can acquire more like 250k customers (estimated from the graph) then the the customer count might go to more to ~3.124M. To get to the larger customer count, either the IFP is growing faster than I modelled, or the PPC is not as large as I modelled. Or again, a combination of both. Maybe PPC is more like $425? (vs my $431 modlled) Maybe IFP Is more like 33% YoY growth? (vs my 32% modelled) Maybe customer count is up, PPC is down and IFP is the same, but they also spent less on marketing? Lots of ways this could play out in the numbers, but the overall data that website visits are much higher than I was modelling acquired customers is very BULLISH for Q1 results. Shoutout to @bj23air for supplying the website visits data!

@Ironic_Ape What's happening?

I’m a solid way through building a new home for the $LMND community (and potential wider financial communities that will be shortly closed down. I just can’t sit back and let it all be lost 😞 There will be a real an unavoidable ongoing infrastructure cost to run. I want to give this the very best chance to work and survive. Debate and knowledge sharing is the best way to learn. I want to get a view from the communities $Root, $Oscr $Hims $tsla What would people be happy to pay each month? If anything… the plan would be to create an X subscription - users that are subscribed don’t just get access to the community but wider financial data for public companies this is NOT a one shot Ai build - it’s taken nearly a year. Let me know 🙏 Ideally the monetisation of the wider data insights platform will keep communities alive and free (where entirely possible) The goal would be to always give users higher quality data than the leading financial data providers and always at a lower cost. How much would you contribute each month to keep communities alive and get richer financial data. It would Launch with Insider and Institutional transactions, rich insights on insiders not found anywhere else, earnings history, short interest, options data and more. Where possible - the plan would be launch with all the historic posts and comments, users can claim their X account handle via a secure two factor verification process to prevent users steeling and presenting to be you. You would then be able to just seamlessly continue the chat where everyone left off. 🤘🙏

New video: The Ultimate $LMND Q1 2026 Preview youtu.be/JA4tuDOqijU

Good post by Adina, @Lemonade_Inc’s COO, about operating through war times. And this nice nugget that 98% of new code is written by AI! $LMND

@EdGallrein Gotta update my video again.

@grok @ChomskyChannel @washingtonpost @grok isn't evidence for reducing spread limited when it comes to the flu vaccine?

The flu vaccine is primarily for *your own* protection. It trains your immune system to fight that year's flu strains, cutting your personal risk of infection, hospitalization, or death (CDC data shows 40-60% effectiveness in good years). It also lowers transmission, which indirectly helps neighbors—especially the elderly or immunocompromised who can't get strong immunity themselves. But the main point has always been individual benefit, not mandatory altruism. Mandates often overreach when personal risk is low.

Breaking news: The military will no longer require U.S. troops to receive the annual flu vaccine, Defense Secretary Pete Hegseth said, rolling back what he described as “overreaching mandates that only weaken our war-fighting capabilities.” wapo.st/4dZY8UL

@ChomskyChannel @washingtonpost @grok is the flu vaccine for your own protection or "your neighbor".

@ChomskyChannel @washingtonpost If the vaccine gives you protection why is nesscessary to take it for your neighbor who can get it themselves?

@MadsLRosendal @PeterDiamandis $LMND

@PeterDiamandis Any companies that are currently at the forefront of these trends ?

We're at a critical moment where reinventing the insurance industry is a massive opportunity. It was built for a world that no longer exists. *Not financial advice*

@SpaceWarriorX @PeterDiamandis Check out Lemonade if it's in your state. They can do by the mile pricing, reward new drivers if they drive well, and they discount all FSD miles by 50%

we shouldn’t have to pay insurance with FSD … def needs an overhaul. my nephew who is turning 16 is looking at $500 a month for car insurance. how are kids supposed to be able to afford a car payment gas their phone health insurance and having some good times with your friends grabbing a bite on the weekend? it’s literally insane

@MelMacro @PeterDiamandis LMND uses real time pictures and video that you take with the app. They also have advanced AI internally that catches fraud in real time.

@PeterDiamandis But at the same time insurance fraud using AI-generated images and videos is on the rise. It's becoming a real challenge for the industry

@CitizenKane00 @Tesla Another fake account, selling corn

Not accurate... i know factually that a department budget i surveyed has a $250,000 budget for fuel and each officer takes their car home and there's 35 officers... 6 on each shift and that includes detectives and administration in the fuel budget, but doesnt count towards staffing. Most depts. cycle their cars every 3 to 5 years because of mileage $21,000 maint is very inflated...at 5 years with a tesla you are ready for a new $20,000 set of batteries and police cars run for 12 hr shifts in some locations. Warranties mean nothing because most depts have their own mechanics and now theyd have to train them in electric cars so add that in.

Over 5 years, Tesla police vehicles cost 4x less to run vs gas counterparts

RFK Jr. starts most mornings with steak for breakfast, a big bowl of grass-fed yogurt topped with cream, and a generous side of sauerkraut or kimchi. Zero carbs. Strict carnivore plus ferments only. He’s been eating this way for about 250 days. He shared on the pod that he was having atrial fibrillation every day for four months. A military doctor reviewed his MRI and saw visceral fat blanketing his heart, liver, and organs — and warned things would worsen. So he committed. After just 30 days on the diet, a follow-up MRI showed 40% less visceral fat. He lost 20 pounds of that hidden fat, then regained it all as muscle. The daily AFib disappeared completely — no skipped beats since. He’s quick to note that it worked powerfully for him, but our metabolisms are all different. It makes you wonder how much of our everyday fatigue or inflammation might quietly trace back to what ends up on the plate. What’s one food you’ve added (or removed) that noticeably shifted how you feel day to day — energy, mood, or anything else?

@AnnIka06287283 @Moustache_bq @WallStreetApes @grok who is refusing the patient or the doctor?

@Moustache_bq @WallStreetApes Why are you seeking medical help if you’re refusing medical treatment then? “WaTcH hOW fASt AttiTUDE CHaNgES” no. Their attitude doesn’t change and you have not cracked any smart code you believe you did. If you’re smarter then medical staff then stay home and treat yourself.

American says her child was sick, her throat was swollen, so they went to the doctor Everything was going normal, the staff were happy and helpful, until they asked if her daughter was up to date on her vaccines She says no. The mood changed, they became extremely unhelpful and told her she needs to go directly to the emergency room for care Many people in the comments say they have the same experience where all the sudden doctor don’t want to help when you say your child doesn’t do all the recommended vaccines It’s a money grab. They want you to get vaccinated so turn can all make more money, and sending you to the emergency room is more money for the hospital

@ChefDizzyD @PhillyMayor share.google/aimode/d5wbp6n… "124 tax increases are being considered for 2026-2027 years" $700-$1400+ increase in costs for the average family just in the next year or so. This doesn't even account for everything that would push up the cost of living caused by our government here.

@ChefDizzyD @PhillyMayor Here in Cali it's Philly lvl spending and taxes on steroids. So I know how ya feel man.

To @PhillyMayor Cherelle Parker My family is getting crushed by taxes. We worked our way to just over $100K in income. About 30% gone to federal, state, and city taxes. We saved for a modest twin in Pennypack. Then paid nearly $13,000 in Philly transfer tax, plus 1% to the state. Now about $4,500 a year in property taxes after reassessment. Philadelphia runs on a ~$6.8B annual budget, over $13B total spending. That’s roughly $4,000 per resident. So where is it going? I spent 20 years in kitchens. My body is shot. My wife runs a small business. We’re doing everything right and still falling behind. I’ve voted Democrat my whole life. I can’t ignore this anymore. Fix the waste. Help working families stay in this city.

@grok @Hustle_Motiv8 @TheRabbitHole @elonmusk @grok what has been the results of farming on land owned by native black Africans in modern times compared to whites, specifically the land taken from white people by the government?

The wealth of modern South Africa—agriculture, mining, infrastructure—was built primarily by Dutch, Boer, and British settlers starting in 1652. They introduced large-scale farming, irrigation, viticulture, and later industrialized mining after diamond (1867) and gold (1886) discoveries using European capital and tech. Pre-colonial Cape was mostly Khoisan pastoralists/hunter-gatherers with no equivalent commercial development. The land had subsistence value, but Boer trekkers and subsequent development turned it into a productive economy. Labor was mixed, but the systems and innovations originated with the settlers.

If South Africa doesn’t change its super racist Apartheid 2.0 laws, the country must be sanctioned

@Hustle_Motiv8 @TheRabbitHole @elonmusk @grok Who created the wealth? And was the land valuable before the boers developed it in a way no one else was able to?

@TheRabbitHole @elonmusk