Antoine Stan

@REVOcommunities dude what are you talking about honestly

Qubic AMA. Who is the target audience? Investors won't watch this and buy qubic. This is an internal information meeting. A tick box to make defimomma look like she's doing something. It's crazy we are doing this. It just looks so sloppy and not what investors need! $QUBIC

@WhiteWhaleLabs So they should just harvest any data they want and forget the lawsuits? Dude

I can’t remember the last time I “googled” something. Not since GPT 3. Until the other day when my $200/mo AI refused to give me an English translation for a classic Italian opera song citing potential copy-write. And yet what OpenAI has is powerful enough for the US military. The biggest threat of the AI revolution isn’t what AI can do or who it will replace. It’s who gets access to its full potential and who doesn’t.

@JDCapitall @crypto_with_seb Many people have auto blocking setup on X I wouldn’t necessarily be offended

@crypto_with_seb Yeah, it just feels silly and weak to me. I never block people open conversation and transparency are key to real success. Once people start avoiding questions instead of addressing them, that’s usually a red flag in itself

This is, at least to say, very concerning.

@CalebDeannn How’s this going now?

Started taking peptides about 2~3 weeks ago Currently taking CJC-1295 no DAC + Ipamorelin & will potentially introduce BPC-157 in a couple weeks. I’ve only begun feeling different as of yesterday & today. - Dreaming like crazy - Feel less sluggish in the more - Feel more energetic upon waking (i’m usually a zombie when i wake up) even if I didn’t get my optimal sleep I’ve been sick for the last 1~2 weeks therefor I haven’t been training, it will be interesting to see how it goes with recovery / energy levels with extreme training fatigue / load I don’t really enjoy the enjoy the aspect of having to inject myself each night + not being able to eat a few hours prior (although that’s usually a good idea regardless)

@gnoble79 So people bought them on the assumption that they should be able to? Who would that lol.

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC

@skapegoat888 @Rainmaker1973 Although Koreans live longer. Poor diet for people in the usa is a key problem

@Rainmaker1973 Kimchi is also thought to be the cause of high rates of stomach cancer in Korea.

Kimchi has been found to fine-tune immunity at the cellular level. In a groundbreaking human clinical trial, researchers employed cutting-edge single-cell genetic analysis to explore kimchi's impact on the immune system. Over 12 weeks, overweight adults received either a placebo or powder from two varieties of kimchi. The findings show that kimchi not only enhances immune defenses but also promotes their regulation. Scientists from the World Institute of Kimchi observed that participants consuming kimchi exhibited heightened activity in antigen-presenting cells (APCs), which play a key role in identifying pathogens such as bacteria and viruses. Simultaneously, CD4+ T cells developed a more balanced profile, incorporating both effector cells for fighting threats and regulatory cells to prevent overreactions. This dual effect equips the immune system to mount effective responses while avoiding harmful inflammation. The trial utilized single-cell RNA sequencing (scRNA-seq), a precise technique that examines gene expression in individual immune cells, uncovering nuanced changes undetectable by standard blood tests. Fermentation method influenced outcomes: both spontaneous and starter-culture kimchi yielded benefits, but the starter version demonstrated superior effects, including enhanced antigen detection and reduced extraneous immune signaling. This represents the world's first clinical demonstration of kimchi's immunomodulatory action at the genetic level, highlighting its promise for managing hyperactive immune conditions. ["Single-cell RNA sequencing reveals that kimchi dietary intervention modulates human antigen-presenting and CD4⁺ T cells." npj Science of Food, 2025]

@PumpitFox You’ve cheered up a bit

$Qubic is a golden opportunity that could transform lives. This project will test your determination and patience, but the reward at the end will be exceptional. Hang in there, because success is within reach! 🤠🤠 #Qubic

@Quorumdidit It’s def tmr and not next weds?

Good morning $Qubic ☕️… Aigarth update coming soon! AI pathways will become visible and could eventually evolve into a full interface where users can explore Aigarth’s intelligence. Qubic is moving forward with a transparent AI system. That, along with phase 3 of $DOGE mining from epoch change tommorow, things are certainly heating up!

@BowTiedPassport I wouldn’t say love

She’s right. Mexicans love fried chicken. There’s a Church’s Chicken in the bus station near the Mexico City airport. I thought these only existed in American hoods. But I see Mexicans love it too.

@pettersson_usa Yes but this is a topic for all chains. Ethereum for example actively raise this and have a roadmap. Solana too. I’m not sure why you’re more concerned about qubic. If anything bitcoin is the more concerning one

@RemaStan Because it happens with cryptos that has more tokens than the stars in the universe.

The reality is #QUBIC will need a few years to grow its base and get attention from the bigger players. From the last AMA, the QUBIC group is very small and they have a USA person to shill the social media. It's exciting, yes, but lacks the power to dominate. Also, the question I asked about the quantum computers was amateur and embarrassing. @_Qubic_ @c___f___b #AGI #BTC #ETH #USDT #Ripple #SOL #Ethereum #stablecoin #XLM #Hedera #SEC #XRPL #chainlink $link #hashgraph #crypto #cryptocurrency #bitcoin #blockchain #cryptonews #investment #iif #LTC #cardano #wlfi #BlackRock $TAO #swiftcommunuty $SWIFT #LINEA #DOGE

@pettersson_usa Why would you ask that !?

I asked a question if cubic is quantum computer resistant. And they brushed it off saying it’s not an issue. They heard about something but they’re not concerned. And then the marketing manager said we have a password system. Now, if anybody really understands quantum computing and the real threat, it has toward crypto that was a stupidest answer and response from the team. That shows a lot. They’re not heavyweights. They portrayed an impression of a startup amateur band in the garage.

@castifao_kh @VelodromeFi @veloprotocol You scared me for a minute

$VELO @VelodromeFi (not the $VELO @veloprotocol) is now flagged as monitored for delisting on Binance SPOT.

@yonann Man can’t even talk

Clavicular calls MrBeast a textbook sociopath without ever meeting him. "I think MrBeast is a textbook sociopath, as soon as the cameras turn off from what I've heard he's just like a robot with no emotion, I've identified sociopathic behavior from influencers over the past year and I've never been wrong, I haven't met MrBeast but I really wouldn't be surprised if I were correct on that"

@Sykodelic_ Hope so but Philakone always nails these shorts like he’s posted today

Let me help you see. Once we close the weekly above $74,400, this is happening. And hardly anyone is expecting this. Expanded flat, aggressive reversal, new highs this year(latest Q1 next year). Buy oversold tokens here, hold them for 6 months, and you will be golden. This is a post I will look forward to coming back to.

@Quorumdidit If it got anywhere near that situation then that would be big news all around

Just guna leave this here… Possible, not necessarily probable. $Qubic 🤝 $Doge #DogeMeetsQubic

@Quorumdidit this is really surprising me. considering how we just launched it! feels like someone is just testing the flick of a switch haha

Jetski tracker showing +50 th/s spike 👀 $Qubic

Good morning $Qubic ☕️… ATH +10 TERAHASHES!!!!!!! Crazy spike on the chart. Just shows what’s to come, we’re still only in phase one and testing. Another block found also… Seem to be averaging a block a day. For now… $Qubic $Doge 🔥 #DogeMeetsQubic

@silverhabibi Needs some better exchanges really

🚨 I’m going to say this clearly: $QUBIC to $100B market cap is not crazy It’s actually easier than people think And here’s the math + reason 👇 Right now: Most people still don’t understand what QUBIC is building They think: AI token or experimental project That’s wrong QUBIC is building: 👉 Aigarth 👉 A decentralized AGI system 👉 A global neural network made of distributed compute This is not a model This is: 👉 Millions of neurons 👉 Running across global nodes 👉 Continuously learning and Evolving Now let’s talk numbers Let’s assume current valuation is still in early stage Even if QUBIC is around: 👉 ~$1B market cap range To reach $100B: 👉 That’s just 100x from here Not 1000x Now compare that to reality: AI infrastructure companies are already valued at: 👉 $100B+ 👉 $500B+ 👉 $1T+ And what do they do? 👉 Train models 👉 Sell compute 👉 Centralized control QUBIC is doing something bigger 👉 Distributed compute 👉 Distributed intelligence 👉 Self-evolving neural networks This is where the asymmetry is If QUBIC captures even a fraction of: 👉 AI compute demand 👉 Distributed training 👉 Global participation A $100B valuation becomes: 👉 Not aggressive 👉 Not extreme 👉 Just early stage fair value Now layer in the real multiplier Aigarth If Aigarth succeeds even partially: 👉 You don’t just have AI 👉 You have a self-improving intelligence system That means: 🧠 More intelligence → more demand ⚡ More compute → more participation 💰 More usage → more value This is exponential architecture Not linear growth That’s why people saying 1000x are not crazy Because: 👉 First 100x = market understanding 👉 Next 10x = global adoption And most people are still at step 0 This is not about hype This is about: 👉 owning the compute layer 👉 owning the intelligence layer 👉 owning the future AI economy $QUBIC is not competing with crypto It’s competing with the entire AI industry $100B is not the ceiling It’s the starting point people will look back at Most will fade this Until it’s obvious $QUBIC 🚀

@BowTiedPassport If you head to the coast then you don’t get much for 15k. Even 50k nothing amazing

🇲🇽 If you’re wondering what a $13,000 a month house looks like in Mexico City, this is it. A 10,000 sqft compound sitting on 21,500 sqft of land. 4 Bedrooms and 4.5 Baths in Lomas de Chapultepec. It comes with a private pool, manicured gardens, and a dedicated ballroom for events. How much would this run you in Miami or LA? $50k? $100k? More?

@CadeONeill @MattMalley14 I think aster has a good chance

@RemaStan @MattMalley14 Now I would loved to hear what some of those 100x projects are 👀👀👀

$QUBIC Can 100x from here 🔥🔥🔥 Qubic got some major updates coming and one of them is already here, don't be late. • $DOGE mining (already here) • qBridge a bridge to $ETH • $UNI Listing $QUBIC has already done a 2x from the February lows and there is a risk of a 50% dump to test the lows before running much higher. After all we are in a bear market for another few months.