Jordan Huang

🚨 BREAKING 🇮🇷 IRAN NOW AGREES TO INCLUDE ITS NUCLEAR PROGRAM IN TALKS AND OPEN THE STRAIT OF HORMUZ. THIS IS THE FINAL STEPS BEFORE THE US-IRAN PEACE DEAL IS SIGNED. GIGA BULLISH FOR MARKETS!

YUGE! ALSO: 31 unsupervised Robotaxis now. At this rate, we will hit 1800 in May lol

Lol this is why all the money is going into AI

Fact: $TSLA is adding 2,000 new FSD subscribers daily 🤯

People who have left California are receiving letters telling them that they still need to pay California state taxes. They want them to PROVE the day they left. My gosh, if this doesn't show how broke California is I don't know what will.

Waymo 财报 Q1 2026 - 收入：$4.11亿 | 同比：-8.7% 🔴 - 营利：-$21亿 | 同比：-72.1% 🔴 - 车队数量：1391辆 → 3067辆 数量越多...亏损越大！🤠 $TSLA

@BastianBraun121 Now if these drove to their destinations…😆

🚨 The future is rolling in right here! LFG 🚀🔥

ok this is the best one so far.

Ilhan Omar pronounces "World War II" as "World War Eleven." UNBELIEVABLE

The Democratic Party are domestic terrorists.

Home-school your kids!! PLEASE!!!

@SawyerMerritt Parking is still bad, always park too far away

If you use any version of FSD (Supervised) V14, what is the most common reason you disengage (even if it’s rare)?

Why would a teacher named Cole Allen travel across the country to kill President Trump? The same reason a mother named Renee Good tried to run over an ICE agent doing his job! They were both indoctrinated by lies and pure hate coming from Democratic leaders and legacy media!

I think Tesla needs to deliver FSD unsupervised + large scale unsupervised robotaxis this year. If they delay to 2027, competition could reach levels that appear to be rivaling Tesla. Let’s say Tesla is at 99.999% and Waymo gets to 99.99%. Sure Tesla could be 10x safer, but no one can tell so it doesn’t matter. This will be clear when Tesla is at 99.99999% and competition is at 99.999%. Also, when more cars on road are driven by AI, it will also decrease the likelihood of edge cases occurring. So this is the year for Tesla to deliver. If they don’t do it this year then their advantage will be forever unknown to mass public.

Read, please. Important

SCOOP: The man who just tried to assassinate President Trump is a TEACHER in California in addition to being a registered Democrat.

This is a long write-up but worth the read for Tesla investors who are interested in the prospect of a Tesla / SpaceX merger. @smdcapital @DanBTC916 As a former big law M&A attorney, I have been thinking about this potential transaction for many months now, trying to figure out how it would work, what the timing would be, mechanics, structure, etc. With the recent decline in TSLA stock and negative sentiment following last week’s call, many Tesla bulls (I won’t name names) are now working overtime to convince followers that a near-term merger following SpaceX’s IPO is the right path forward. Indeed, Elon seemed to be dropping some hints with his commentary about Terafab, particularly the inherent conflicts and the difficulty in parsing out rights and responsibilities between each company. And I do think Elon has had this thought in the back of his mind for the past few years, seeing the combination of his companies under a single structure as inevitable. I also think, through his actions and inactions (delays, missed deadlines, moving goal posts, divisiveness, politics, lack of enthusiasm on quarterly calls, etc.), he has kept the TSLA share price suppressed with that ultimate goal in mind. Occam’s razor. So here are the mechanics. SpaceX is expected to IPO at a $1.75-$2.0T valuation. It will have a dual-class share structure, where Elon retains the voting shares. Tesla has a single class share structure where each share has both voting and economic interests. For a near-term merger to be viable, Elon has to ensure SpaceX maintains or exceeds its IPO valuation, and Tesla valuation stays at or below current levels. Why? It is almost guaranteed that SpaceX would be the surviving entity in a merger scenario, so Elon can maintain the dual-class share structure and thus, maintain majority voting control. It is not legally possible to implement this type of structure at Tesla post-IPO, so the only way to keep it is if SpaceX is the surviving entity. And in order to convince Tesla shareholders to give up their voting rights in exchange for non-voting, economic shares in SpaceX (which is how such deals are commonly structured), SpaceX will have to offer a premium to Tesla holders — precedent is in the range of 20-40%. If Tesla is trading at a similar valuation to SpaceX, e.g., $2.0 trillion, and SpaceX has to pay a 20-40% premium to entice Tesla shareholders to approve the deal and give up their voting rights, then SpaceX shareholders would be diluted and are less likely to approve the transaction. If SpaceX is trading at $2.0 trillion and TSLA at its current $1.4 trillion market cap ($375/share), SpaceX can offer a 40% premium ($2.0 trillion valuation, $525/share, top-end of precedent) and avoid dilution. TSLA shareholders would almost certainly approve such an offer in light of current sentiment and Elon’s recent guidance (or lack thereof). Keeping the TSLA share price suppressed is the only way any near-term merger is viable in my opinion. I understand why Elon wants to combine the companies. It would significantly simplify governance and streamline his workload. And I ultimately think a combination of the two companies in the future makes sense. But the reality is, we have waited patiently for years now (with the stock trading lower today than it traded 5 years ago!), and we are finally on the cusp of a significant re-rating once robotaxi is scaled and Optimus goes into volume production. As a Tesla shareholder, I would prefer to consider a merger with SpaceX after the re-rating, when Tesla is trading at a much higher valuation. Why give it up now in the 11th hour when we’ve waited this long already? At the end of the day, what’s good for Elon isn’t necessarily good for Tesla shareholders.

The @Tesla Robtoaxi App has just officially launched for Android users. Go get some rides y'all! Download: play.google.com/store/apps/det…

A new era begins

In formation

Purpose-built for autonomy Cybercab in production now at Giga Texas