Tesla FSD
837 posts
Tesla FSD
@Tesla_FSD
Tesla full-self driving (FSD) early beta tester (2019). 150,000 miles driven on FSD and counting!
Silicon Valley, CA Katılım Haziran 2022
563 Takip Edilen566 Takipçiler
Wow, 27,500 paid subscribers is an insane number on X.
That’s enough to help put a 1 fun billboard somewhere in SF?
But will keep sharing a lot of ideas, despite current market drops!
Got a lot of fun $SOI type monopolies in mind as your countries play supply chain warfare.
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BREAKING: US oil prices surge above $107/barrel after President Trump tells Iran that the "clock is ticking."
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⚠️DESCRIBE HOW NVIDIA EARNINGS WILL GO THIS WEEK USING 1 WORD
$NVDA
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@NoLimitGains @InTheAssembly Any guesses?
I say he added $NOW and $VST
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Leopold Aschenbrenner’s Situational Awareness 13F might drop tomorrow.
If it doesn’t, it means he requested confidential treatment from the SEC because he’s still accumulating.
Updates will be posted on @InTheAssembly, follow with notifications.
The Assembly@InTheAssembly
The 25 year old who turned $225 million into $5.5 billion in 12 months is quietly building a position in a stock almost NOBODY is talking about. Leopold Aschenbrenner is the former OpenAI researcher who launched Situational Awareness LP in September 2024. His fund returned 47% after fees in the first half of 2025. His thesis is simple: AI will be the largest infrastructure buildout in human history, and the market has not priced it in. In his most recent 13F he kept adding to one specific name quarter after quarter. Hut 8. He increased his position by 43% in Q4 2025 alone. This is one of his most asymmetric setups right now. Hut 8 has quietly locked in two of the largest AI infrastructure contracts in the country. A 15 year, $7 billion lease at its Louisiana campus with Anthropic as the end customer and Google as the financial backstop. A second 15 year, $9.8 billion lease just announced this week at its Texas campus with an investment grade tenant. Combined base term contracts: $16.8 billion. If all renewal options are exercised: over $42 billion. The entire market cap of Hut 8 today is a fraction of that. The company also holds over 16,000 Bitcoin and a $200 million credit facility at a fixed 7% rate. That’s rare optionality on the side. When he discloses his new trades, we will share them here. Turn on notifications so you don’t miss our alert, this is VERY important. If you don’t follow us, you might regret it.
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If you listen to last night's Cisco conference call you will understand the allure the data center has for money managers. The superlatives so outweigh any negatives right now that it is hard to justify NOT owning data center stocks. Very different from 2000 and this company...
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NEW TRADE: SOLD $HIMS AND FULL PORTED $QS
Driving right now. Full thesis coming soon.
Kevin Xu@kevinxu
I think I just found a banger
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“SERVICENOW IS GOING TO $0, AI WILL REPLACE THEM.”
Meanwhile ServiceNow is partnering with:
• NVIDIA
• OpenAI
• Anthropic
• Google
• Microsoft
• Amazon
Every major AI company wants distribution through the $NOW platform.
Why?
Because enterprises don’t just need AI models.
They need AI plugged into workflows, approvals, tickets, HR, IT, security, and operations.
That’s where ServiceNow already dominates.
Jensen Huang recently said AI could make ServiceNow “100x more relevant.”
Everyone thinks AI replaces SaaS.
The AI companies think it makes the biggest SaaS platforms even stronger.
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$CBRS IPO comes next week.
Remember that $CRWV went public last year in the midst of a down market and went up 3x.
Cerebras is GAAP profitable, growing revenue nearly 80%, and debuting in one of the hottest markets in history with a big OpenAI + Amazon deal.
It could get wild.
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$DGXX 🚨🚨🚨
With the Cerebras IPO approaching, I think DGXX may be one of the most overlooked AI infrastructure plays in the market.
Yes, $WYFI already has a live Cerebras deployment deal. But what stands out to me about DGXX is the scale and duration of the opportunity being discussed:
• potential 10-year Cerebras relationship
• larger AI infrastructure ambitions
• scalable power and data center expansion narrative
• much smaller valuation relative to long-term potential
To me, the potential $1.1B+ contract framework alone validates the company’s pivot toward AI infrastructure.
What also makes the timing interesting is that right after the Cerebras IPO narrative heats up, DGXX’s first AI revenue contract with SubQ AI is expected to go live. That’s an important transition point from “AI story” to actual AI revenue generation.
The market already rewarded many AI infrastructure companies with massive valuations once investors understood the long-term demand for compute, power, cooling, and AI-ready deployment capacity.
I think many investors still view DGXX through an outdated lens. If management executes successfully on the AI infrastructure roadmap, the current valuation may eventually look disconnected from the scale of what they’re trying to build.
Personally, I believe DGXX can reach $15+ this summer and potentially $25 by the end of the year if AI infrastructure momentum, Cerebras hype, and execution continue accelerating.
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JUST IN: Zero observed commercial ships have transited the Strait of Hormuz since Tuesday.
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New blue paint options for Model 3 & Y
Model 3 & Y Premium – Marine Blue
Model 3 & Y Performance – Frost Blue
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@Tesla_FSD @FL0WG0D Right there with you I’m missing out on at least 10 grand by selling early
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This $MU position is now worth around $700 million
Flow God@FL0WG0D
A total of $58,000,000 into these $MU calls. They loaded up all day long 🤔
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@SERobinsonJr @JoeTegtmeyer Won’t be surprised if it fails. AMD booms after it spin off foundry. TSMC succeeds bc it only focus on manufacturing. Intel failed bc it has both.
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SPACEX / TERAFAB: The County of Grimes, Texas, will be home to SpaceX's Multiphase, next gen, vertically integrated semiconductor manufacturing and advanced computing fabrication facility.
Estimated capital for initial phase is $55 billion. Estimated total investment of $119 billion.
The agreement covers the SpaceX Reinvestment Zone No. 1 – 2026-001 located at Gibbons Creek Reservoir and surrounding areas.
A public hearing will be held June 3rd.
S.E. Robinson, Jr.@SERobinsonJr
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$AMD +17% $INTC +5% Overnight
Told you Agentic AI was going to be the catalyst for the entire AI market. That post had the lowest impressions. Just like when I called the memory bottom.
Silence from the crowd is always the signal.
Choose your notifications wisely.
Trade Whisperer@TradexWhisperer
$MU $NVDA $TSM $SNDK Low impressions on my Agentic AI post. Same thing happened when I called the memory bottom. The crowd is always quiet before the move. Every major call I've made started with low impressions. We are so early. The next big wave is coming.
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