The Tesla Duck

🧵 Something very bullish is happening right now at Tesla. Elon made a serious bet that FSD would be completed this year. I know his timing is notorious for being shit but he's not saying within two years. That is a small timeframe, he knows something.

@nikitabier This is probably not the play. I adamantly believe that group chats don’t act as a replacement for communities. A better solution may exist but Group Chats isn’t it.

Today we're announcing two product changes for organizing communities on X: 1. XChat now supports joinable links for groupchats. Create a public link & share direct to Timeline. With support for 350 members per chat (and growing), Groupchat Links are the fastest way to bring people together on X. 2. Due to declining usage, we're deprecating X Communities on May 6. To migrate your Community's members, pin your groupchat link so people can join it over the next 2 weeks. This is part of our broader effort to simplify the experience on X. Make no mistake: we are investing heavily in niche communities with the launch of Custom Timelines—and much more to come.

@TrendSpider She does share some blood with Jensen after all

My apologies Lisa, I wasn't familiar with your game $AMD

I can end this rally today if you guys want. $SPY

@elonmusk without the Plaid models it feels like something is missing. Is it possible we’ll get a Model 3 Plaid closer to the 2.0 0-60?

@0xcyberbro @babyfolio He has talked about buying on margin many times he’s very open about it

@babyfolio It's not margin, he.used very limited margin. His port is like 90% $path and the rest $lmnd $four and $hims. He was super early to TSLA and LMND and seems like now he's lost it all on $path.

Sometimes you just gotta admit you lost, losing 80% is NOT normal. This looks like a prime example of why you should be careful when using margin. Anyone knows what stocks he's holding?

@Mr_Derivatives @itsthesquonky @notanotherquant He was overleveraged buying on margin. He’s honestly a cool dude I respect his transparency during a time like this for him. He had over $10MM at one point.

@itsthesquonky @notanotherquant Omg… even worse than i thought then.

Friendly reminder a -84% drop means you will need a +525% return now to get back to breakeven. Not impossible. But certainly will be a challenge and will take a long time.

@jimcramer Bro why

Very oversold...

@DramaAlert It’s not an optical illusion it’s just an animation

A new freaky optical illusion has been discovered. 😳

@OrdiJayCee @WatcherGuru I mean this is true for either side it’s called bias

@WatcherGuru Bro, if this was Obama or Biden doing this the right would be losing their goddamn minds.

JUST IN: 🇺🇸 President Trump imposes 10% global tariff on all countries and says all tariffs will remain in place, despite Supreme Court ruling.

@PaperBagInvest Paper Bag let’s keep life simple. Full port the ER or nah? Make sure to write NFA!

Yessir

@cornfed_88 @jakebrowatzke Own both

@jakebrowatzke I dont think software is dead. And if it is AI companies are not a bubble. In fact this would mean they are severely undervalued.

My theory is that this SaaS selloff is happening to try and make sure incumbents CAN'T be disrupted. Equity in small cap tech is drying up.

@koosamy @bitcoinpasada @shai_wininger @Lemonade_Inc @Tesla Exactly.

@TheTeslaDuck @bitcoinpasada @shai_wininger @Lemonade_Inc @Tesla Thanks for the correction, so you will need the base price to get the correct pricing.

And... we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get ~50% off their Tesla FSD-driven miles + the best car insurance experience in the US, bar none. lemonade.com/fsd

@jakebrowatzke Just stay committed to the game. I'm rooting for you bro.

Growth hack: Want your X to blow up? Just lose $7M in a month and then post a screenshot. Easy money. My X Payout will be at least $75.

@koosamy @bitcoinpasada @shai_wininger @Lemonade_Inc @Tesla Almost right. They quote it based on a base price + miles / fsd miles driven.

@bitcoinpasada @shai_wininger @Lemonade_Inc @Tesla 970 miles driven on fsd charged at 50% discounted is $145.50 + $9 of manual driving.

@TheAbomNoMan @TrendSpider No we are comparing it to the Russell

@TrendSpider Are we really comparing $ETH to the best asset class of all time?

$IWM vs. $ETH Failed range highs, back to range lows...then rip it?

@Simon_Hypixel @KweebecCorner Simon, could you open your DMs for me?!

@KweebecCorner gg on 100k subs!

@Simon_Hypixel I have a buddy who is a phenomenal developer with an extensive history as a developer especially for MC servers and such. He is currently working on building his Hytale portfolio in hopes to one day work for your team. He doesn’t know I am writing this but i’d love to support his dreams by connecting you guys if I could!

I want to take a moment to talk about where the game is right now, and where it is going! First, we should not compare Hytale today to what it currently offers versus where we expect it to be in the long term. What you're playing right now is just the start of our long journey, and pretty much all aspects of the game need major work. A few months ago, I said the game wasn't good enough, and I still mean it. I'm incredibly grateful for the game's success right now, and for how many of you see its potential. Honestly, I did not expect such a positive reaction across the board. That support is real, and it matters. But we need to stay disciplined and focused. The real danger at this stage would be to chase short-term satisfaction and lose sight of the long-term health of the game. We could very easily add more progression systems for the sake of progression. More loot, dungeons, boss fights, talent trees, new weapons, armors, ores, and much more. Sure, we could throw those in within a few weeks. However, that would be the easy road, and it would distract us from building the foundation we need for the systems that matter. Hytale is meant to be a forever game, and we are building it that way. Trust me, I'm a big fan of these features and want to work on them ASAP, but I must be patient and focus on executing the long-term vision. That being said, our dev approach is pretty unique, and I know it can feel weird at times and feel like it contradicts the long-term focus, but it's somewhat both calculated and fun. A lot of features go out in a V1 state, half-baked on purpose, so you and the modding community can mess with them and show us what is good and what needs work. Take the Necromancy Grimoire, for example. When it first dropped, people were unsure what it was for and why it felt so limited. Two weeks later, in the most recent pre-release, you can already see it getting better. That is intentional. Those early versions help us experiment with magic and set up the groundwork for things like summoning allies in future major updates. The feature might not be polished, but its bones (no pun intended!) are there. Similar to fire spread and the flamethrower coming to Creative Mode this week. It may feel raw, but your feedback and playtesting will shape it. We do this so we can keep updates coming quickly and refine these systems before they are cemented into the core of the game. Our focus right now is spot on: core game mechanics, quality of life, and everything needed to support the game's future... plus some fun stuff, of course! We need these basics solid to get the ground ready for Adventure Mode and, soon, begin the Cursebreaker story arc via Exploration Mode. Behind the scenes, production is moving very well. We are a lean team with limited management, and yet, everyone is clear on the path forward and motivated by what we are doing. Seeing what you all make with the modding tools so far has been one of the most motivating parts of development! Early Access has exceeded expectations and has given us runway beyond what we need to reach full release. That means we can accelerate, take risks, and invest in long-term systems. We'll be opening up job roles soon, and I fully expect many of the people who help shape Hytale in the future will come from the Hytale community you're building right now. If you are a modder reading this, here is the real call to action: get your hands dirty with the tools while they are still forming. Break the things that need breaking. Show us what works, what doesn't, and what the game could be once these early systems evolve. Your experimentation is actually shaping Hytale. You're not just playing the game, you're helping make it. We will have announcements soon about how you can join the team and get more formally involved. But if you want to help shape the long-term direction of the game, start by building in it now.

@Simon_Hypixel Hey @Simon_Hypixel what are your plans in regards to EULA & limiting server owners the way Minecraft did. Surely as the owner of Hypixel you'd be pretty against what minecraft did to server owners profitability.

What small features or quality-of-life improvements would you like us to add to Hytale in the short term? I already have a massive list from the in-game feedback button, Discord, Reddit, YouTube, and other social platforms, so we are not running out of things to do! That said, I am curious to see what you think should be the highest priority!

@jakebrowatzke Where could I read your bull thesis on Path in detail?

$PATH trades for $15 yet fair value for 2026 is over $70 so keep that in mind this year if you care about money at all

@shai_wininger @elonmusk PR Professionals

Thanks @elonmusk! This feels like the beginning of a wonderful friendship.