TSLA Since 2019

@MarketMatrixs Amazing!

$ASTS -7% overnight —> green You can’t step on this name for that long. Strength.

Not a bad day for $SATS + 6.58%

@FindleysFinance Understood

@TSLASince2019 Who knows what the stock will do. But the business doesn't look appealing to me here.

It's true that $NFLX has performed well over there years with a recent rough patch in share price performance. However, I think the business still trades a little above fiar value and there are better deals in the market today.

@jeremyjudkins_ $TSLA will shine, be patient.

Is this not really peculiar? $TSLA

@Lkylky0805Yu Well said, when your investment income is greater than you salary, you can retire. 🤣

@TSLASince2019 The momentum shift is real. Once the portfolio starts doing more heavy lifting than your own contributions, that's when you know you've graduated to a new level.

For the first time ever, I’m closing out the day with my net worth over $1M! 🤯🎉 It’s technically right around $1,030,000. That includes my individual taxable account, retirement accounts, my HSA, cash savings, and any debt I have. Pretty crazy to finally get here at 32 years old. I don’t think I was even halfway here a year ago! 😅 Compounding is crazy like that. I’m much more looking forward to my main taxable account hitting $1M by itself. That portfolio finished the day a little under $788k… Just a matter of time!

@farzyness @SpaceX Yes! Without SpaceX renting Colossus 1 to Anthropic, they won't train their model so quickly.

Thank you @SpaceX.

@Mr_Derivatives What's your take? I just added more shares, hope I am right.

$NFLX at $86 got me dumbfounded. Missed the ENTIRE lockout rally in broader markets. Eeesh. With that said, I like the name here.

@Lkylky0805Yu I think it is both. When you see your first 1M double in a year, then another 1M in a few months, you will feel it.

@TSLASince2019 I get what you mean. Do you think the speed-up comes more from larger capital base or better decision making over time? At what point did it start feeling “noticeably faster” for you?

It's not late to get in $MSTR.

@elonmusk @JohnTinsman Elon is good at utilizing resources! Look at how many employees in X when he acquired twitter.

SpaceX has not committed to leasing Colossus for years, although it’s possible that may be what happens. This is a 180 day lease with 90 day notice mutual cancellation thereafter. The short term was our request, not Anthropic’s. We won’t leave them hanging and will provide a reasonable off-ramp, but if compute gets super tight I said we might need it back at some point.

SpaceX Potential Compute Business XAI spent $3-4 billion on Colossus I. They are leasing it out for $45 bil of 3 years to Anthropic. SpaceX is finishing a 1 gigawatt Colossus II for around $17 billion with plans for multiple more. It seems like SpaceX could lease out Colossus II for $50 billion a year or more. Elon is indicating this is his plan below. INCREDIBLE!

@Veganhippo21 I have all of these, COIN, HOOD, MSTR, BMNR! let's go!

$COIN will follow $HOOD lead It’s coming bitcoin:native reclaim 80k

Wow, $HOOD is ripping! +8%

@Trendies_ You scared me for a second.

$420.69 again? $TSLA

@RammerRichard @BDeveran You two gave me confident of adding more shares on this. Thanks!

@BDeveran @TSLASince2019 Yeah you are a big part of the reason I bought last year. Picked up a bit more on the pullback earlier this week.

$SATS Quiet here — too quiet. I expect continued chatter and lopsided price action leading up to the $SPCX IPO. I continue long w/ 5,500 shares @ $75 EchoStar will continue to get discounted by the street, and the 30% short interest is concentrated w/ dark pool inflow from institutions hedging IPO lock ups. Catalysts: AWS-3 paired spectrum sale IRC 1033 treatment on Spectrum sales (AT&T/SpaceX) w/ proceeds rolling over into related assets Dish/DirecTV merger - NewCo (Public) + debt obligations gone from EchoStar Boost synergy as hybrid MNO w/ SpaceX (Speculative), could happen considering AT&T/Verizon/T Mobile are in JV. 30% short interest into large catalyst (IPO) and post IPO performance — Unwinding delta hedge. Want to be clear: Ergen has no plans of selling SpaceX stock. Newly formed EchoStar Capital — will make series of investments w/ windfall from spectrum sales. Additional Spectrum and OpCo sales carve out remaining debt service (converts etc.) EchoStar will continue to unwind OpCos and remaining spectrum assets Additional spectrum assets also worth more than market assumes: 76 MHz of spectrum across AWS-3 (paired 1.7/2.1 GHz, ~21 MHz, 700 MHz low-band, CBRS (~5,500 PAL licenses covering most of the US population), and millimeter wave. Market prices EchoStar as conglomerate TelCo with terminal decline. Market misses: EchoStar Treasury/Capital — a future where EchoStar balance sheet and operations are mostly / fully monetized. Simply put, NAV per share is completely undervalued — market deeply discounting optionality. NAV currently is SpaceX stake discounted, and negative EV to entire operating company / remaining assets + proforma net cash from (AT&T/SpaceX) spectrum closings.

@Louistesla93 无限续杯！ 😇

@TSLASince2019 😃还有饮料🥤

全美最好吃的热狗是Costco的，不服来战！🌭🔥 最难吃的是宜家的… 还有更难吃的吗？😭 #热狗 #Costco #IKEA

Thank you @RammerRichard for sharing your insight. $SATS is a no-brainer, simple math problem.

@RammerRichard @BDeveran $SATS is a no brainer then!

@TSLASince2019 @BDeveran I imagine it will rise with the lockup schedule which releases shares for sale incrementally. As long time SpaceX holders who hedged get the right to cash out they will unwind their hedges pushing up $SATS

@Veganhippo21 I know the drill. :)

@TSLASince2019 Make sure you got cash and make sure u ok with buying at that spot

If I held $NOW no advice But I would sell weekly $110 Calls now, juts sell them and collect, nice premium from IV It’s a type of setup that will be stuck like $COIN at that resistance