Stanger302

@JeebsTX There should be a 1 share owner club. Im in…🤣

me holding my 1 SpaceX IPO share

@MrDolphin101 Dlc needed correct? Or am i missing something? Thanks

So I'll share my speed run gen 1 trick, maybe do a video. -Spawn ocean - make raft+ bed go to ythe center of the ocean biome - swim down to do the dolphin blitz mission - accumulate 20k points - you have enough points and gear to build a shipyard and boat. #arksurvivalascended

@AlexForbesOps Wood needs to breathe…

@Stanger3021 I used zip system tape on the top edge of the laminated beams only so water doesn’t work its way between 2x12s. Not using it anywhere else. What’s the reason you don’t use it?

Got doubled up 2x12s beams together, cut to size, and flashed on the top edge. 2 coats of Ready Seal Natural Cedar makes this material pop. Pumped to see everything installed and finished with this oil. Definitely going to be the most over built 16x16 pergola out there.

@reoindustries @TheCapnJoe Sliding rear window is a must for trades people who by window/door/floor trim. Use it all the time on my maverick.

@TheCapnJoe Conversations are being had but in the modern era it could present a security concern. Any feedback from X users regarding ideas for the wing window in the front would be great.

A wing window would also be a nice touch.

@reoindustries @CypherStevo Sure hope it’s sooner than 2029 but definitely interested…

@CypherStevo We are targeting the largest market first. 90% of new car buyers buy gas. Downstream, we will introduce more powertrains.

I like the idea of this, it’d be great if this kind of thing had been available for the past 20 years. But 2029 target for deliveries, which probably means 2030, 2031?? Electric is the future though. Other than range, EV is better in every aspect, and range will be no problem once more infrastructure is built and batteries are better.

@Erdayastronaut @RGVaerialphotos @Starlink @StarbaseTX Peakdo on amazon or one similar to that

@RGVaerialphotos @Starlink @StarbaseTX Woah that Starlink battery is cool! What is it?

Using @Starlink to livestream over @StarbaseTX at 6,000ft

@NoMansSky First time I lost motivation to play nms. One of my favorite games this expedition is too repetitive and seems to be “engagement farming”…never thought id be unmotivated to play an expedition. Still love the game tho!!! But this is a miss…

No Man's Sky: The Swarm 🐝Swarm Expedition 🪖Global War Effort 🤼Rival Teams 📦Research Materials 🤖Ground Enemies ⚠️Drone Protection 🏆Expedition Rewards 😍Direwasp Suit 📋Community Goals 🪐Restore Planets 💪Construct the Core 🚀Atlas Threat 🔫Huge Battles Free! Out Now

@ENERGY Which he has failed spectacularly at….

President Trump's agenda has been entirely focused on growing supply of energy to push prices down, bring more jobs to our country, and bring wages up.

@ARCRaidersGame … basically “we are never doing a pve mode” … 🤣 haven’t played in months. Probably never will go back.

@Subnautica FOV slider! 👍🏻

As you all dive into your first thrilling adventures in Subnautica 2 Early Access, we wanted to share a little bit about our plans for the game over the next few months ✍️ Read more: unknownworlds.com/en/news/subnau…

@texas_lizard Hope to sometime!

@Stanger3021 Bring it on down! 🤙🏽

@texas_lizard Looks like the future 🤘🏻

Starship Flight 12 Full Stack

@RepKeithSelf So stop spending money. 🤣🤷‍♂️

The national debt is now larger than the U.S. economy. This is NOT sustainable.

@JoshuaSteinman But because they didnt follow up on their campaign promises all of it will be unwound when dems get elected in 26/28…huge win for gop! 🤣🤣

Huge. There are a bunch more mundane-sounding things like this in the works. But you stack them all up and they are going to revolutionize America’s industrial economy.

@FBI @NewYorkFBI Great! Now do congress for insider trading…

CASE UPDATE from @NewYorkFBI: The Justice Department announced the unsealing of an indictment charging Gannon Ken Van Dyke, a U.S. Army soldier, with unlawful use of confidential government information for personal gain, theft of nonpublic government information, commodities fraud, wire fraud, and making an unlawful monetary transaction. Read more: justice.gov/opa/pr/us-sold…

@gnoble79 If you have shares ill buy some for $100…🤷‍♂️

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

@jonbrooks Most builders i talk to cant/wont build starter homes because the permitting and other related bureaucracy pushes costs to high before first dirt is moved. 🤷‍♂️

The “housing shortage” narrative is one of the biggest lies being sold right now. Why? Because a LOT of people get paid when you believe there’s a shortage. Builders. Lobbyists. Economists. Media. Florida does NOT have a shortage of physical homes. We have: • A pricing problem • A product mismatch • An affordability crisis We are PRE-supplied in mid-level luxury. We are UNDER-supplied in starter homes… …because starter homes are less profitable to build. That leaves us stuck in the middle. And until prices come down significantly, the market stays frozen. Let’s be clear: You do NOT have a “shortage” when: • Prices are dropping • Rents are dropping • Supply is rising • Builders are overbuilding That is not a shortage. That is a market repricing. The “10M shortage” narrative ignores one key question: Shortage of WHAT? Luxury homes? No. Affordable monthly payments? Yes. Big difference.

@XboxGamePass Im still not coming back…

we've made updates to Xbox Game Pass Ultimate based on player feedback.​ ​ check out the full update here: xbx.lv/4sKVqG4