simon sidespin 🇺🇦🇫🇮

9.5K posts

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simon sidespin 🇺🇦🇫🇮

simon sidespin 🇺🇦🇫🇮

@SSidespin

The ideal large-scale energy generation mechanism is supersonic vertical take-off and landing fusion power plant. First principles, bro.

Katılım Şubat 2020
385 Takip Edilen490 Takipçiler
simon sidespin 🇺🇦🇫🇮
@AnilVohra1962 You're on a roll quote tweeting things that are obvious falsehoods but which you'd like to be true this morning. Please calm down a bit. A few deep breaths should do it. Anyway. Good morning!
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simon sidespin 🇺🇦🇫🇮
@anthonypesec The reason I wonder is that this particular "problem" does not even enter the discussion where I live. Here, it's all about "do we allow it or not? Who pays for insurance? Do we want to risk being burned to death in our sleep as a thermal runaway lights up all cars below us?"
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simon sidespin 🇺🇦🇫🇮
@anthonypesec "So many against EVs as they can’t be charged at home by people living in units." This might be a good solution but in terms of actually solving this supposed problem, a meter and a padlock would solve it, too.
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Santiago Capital
Santiago Capital@SantiagoAuFund·
1. The Strait will not be open. 2. The Strait will be open and Iran will control it. 3. The strait will be open and the US will control it. 4. The strait will be open and no one will control it.
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GBR@GayBearRes·
Why does it feel like the stock market is sleep walking through this?
Shawn Dejong@ShaMustard

@cryptogoos $96 WTI... lmao there's no suppression going on here... nothing to see folks.

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simon sidespin 🇺🇦🇫🇮
@talesftf Here are my very rough Tesla Terafab estimates: CAPEX (a promise of 1 fab): $0 BILLION CAPEX (a promise of Terafab scale): $0 BILLION First silicon: this year, probably Mass production: next year, for sure
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TalesFromTheFuture - now also on BSKY 🦋
Here are my very rough Tesla Terafab estimates: CAPEX (1 fab): $35+ BILLION CAPEX (Terafab scale): $80+ BILLION First silicon: ~2030+ Mass production: 2032+ I’m probably even optimistic with the timeline given that Tesla has no expertise in this sector. #timestamp $TSLA $TSLAQ
TalesFromTheFuture - now also on BSKY 🦋@talesftf

I’m pretty sure that Musk will backtrack like a scared weasel once he realizes the cap-ex numbers for his Tesla “Terafab” BS dreams…. $TSLA $TSLAQ reuters.com/business/autos…

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simon sidespin 🇺🇦🇫🇮
@Automoto415792 Note that this applies to basically all public companies. Tesla just happens to be an extreme case among large cap companies with regards to how much of MC is tied to perpetual beliefs in magic happening in the next two years. Lose that, and there's no capital to move anywhere.
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simon sidespin 🇺🇦🇫🇮
@Automoto415792 I think you should calm down a bit with your doom posting. Having said that, there is no $1.5T capital that can move from Tesla to anywhere else. Tesla has raised $20b and made a cumulative free cash flow of $25b. The remaining $1,450b of market cap is made of hopes and dreams.
simon sidespin 🇺🇦🇫🇮 tweet media
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Automoto
Automoto@Automoto415792·
SpaceX IPO will wipe out $tsla valuation. Whole invested $1,5T capital will move to SpaceX. Why? there is no futre promise left at Tesla. They will divest auto business- possibly BYD- do robotics as boring company sideshow and FSD as a software shop.
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simon sidespin 🇺🇦🇫🇮 retweetledi
simon sidespin 🇺🇦🇫🇮
I sincerely hope that this time is different, because it seems that the strategy employed will require it.
simon sidespin 🇺🇦🇫🇮 tweet media
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simon sidespin 🇺🇦🇫🇮
Leaked footage from the Sec Tres Bessent interview, just after he got called to the situation room for a few minutes mid-interview and was asked how the POTUS is taking things.
simon sidespin 🇺🇦🇫🇮 tweet media
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Rob Forth
Rob Forth@robinivski·
Most is clickbait, I guess, but seeing so many tweets about this being such difficult market, while it doesn't feel to me like that. But that may say more about the small corner I'm navigating. Maybe too many people are chasing the mood of the day?
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simon sidespin 🇺🇦🇫🇮
I just realized why this Iran thing seems so familiar. The people in charge make outlandish claims and outright lies, pumping the stock market up. Then periodically we get actual news from the real world, and stock market goes down. The entire stock market has become Tesla.
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