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Trey The Options Guy
3.1K posts
Trey The Options Guy
@Trey_Options
Hustling towards financial freedom, so that I can trade Options full-time. Sharing my financial journey here, not financial advice and I'm not selling anything.
Katılım Aralık 2021
714 Takip Edilen844 Takipçiler
Trey The Options Guy retweetledi
@DBurkland @pbeisel It’s in testing right now. Wide release in a few weeks.
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Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield.
This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores.
By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design.
If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half.
And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel@pbeisel
Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.
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@wholemars @future_yas TeslaQ would claim TESLA is totally at fault even if that car is a Toyota.
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@future_yas Yes, that’s how ADAS works. The driver pays attention and makes sure the car doesn’t make any mistakes.
In the eyes of Tesla haters like you, Tesla is at fault even when someone crashes driving manually.
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In the eyes of Tesla stans FSD is never at fault.
If the logs showed that FSD was engaged the whole time, they would complain and say that the driver should have taken over.
Fox News@FoxNews
'TERRIFYING': Dashcam video shows the moment a Tesla Cybertruck, allegedly operating in self-driving mode, nearly sent a Houston mom and her infant off a bridge before violently crashing into an overpass barrier. The woman claims she suffered multiple injuries from the incident and is now suing the automaker for $1 million.
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@thecybersurg Is it? The youtube channels & spaces I followed are still going strong as usual
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The Tesla community seems to be dissolving. They are onto the next cool thing. Meanwhile, I’m buying more shares and loading up as much as possible.
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@CernBasher Soon, this would be the de facto transportion on the road
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@JCChristopher But why would anyone unfollow you? It doesn't make any sense 😂
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Some dude sent me a comment this morning that they wanted me to know they are unfollowing me. Folks, this is a free speech platform, so you can just unfollow, mute, block, whatever you want to do, AND you don't have to explain yourself. You can just do it. It's a beautiful thing.
Telling someone you are unfollowing them is just right under the guy who announces he's leaving X with a 5 paragraph essay, and then somehow ends right back up in your comments a week later.
Ladies, please don't take any umbrage to this next comment I am about to make, since in fact some of the most powerful voices on this platform are women. When dudes send another dude a message that they are unfollowing them, you see just how feminized many men have become in our society.
Anyway, my asshole rant is over.
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@mrfundman No more XAI shares, now dropped to only 0.2% SpaceX shares haha 🤣
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How much will Digital Optimus subscription cost for Tesla owners? Another $99 a month?
Or do we get it free since we are 2% investors
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@dannycheng2022 It really depends on the price you sell at right?
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Can 10,000 shares of $TSLA retire you in your country?
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Taco Bell is better than Chipotle
Ratchathewi, Thailand 🇹🇭 English
Trey The Options Guy retweetledi
BREAKING: AI can now analyze options trades like a $500/hr options strategist (for free)
Here are 10 Claude prompts I use to sell puts, buy LEAPs, and run the wheel without second-guessing every trade
(Save this for later)
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People calling AI a bubble are just sour-graping because most missed the boat.
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$TSLA
It’s going to zero now, isn’t it?
What did I do 🥲
Cantonese Cat 🐱🐈@cantonmeow
I really hate posting these things. It makes me look and sound crazy. $TSLA
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Trey The Options Guy retweetledi
$TSLA has chopped sideways for months while everyone gets bored… my system still reads it as a loaded spring.
BX is green, trend bias is bullish, and price is sitting on major volume support.
Let's break this down ⬇️
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@Tesla Fantastic! Gonna ask, any steering wheel and pedal? 😂
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Trey The Options Guy retweetledi
Weeks like this are where $TSLA tests your patience.
Price flushed into my discount zone while everyone panicked, but the system never flipped bearish
Monthly BX still green, bias still green, volume support intact.
Let's recap the week and talk about my thoughts 💭
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@Jaimehwev @strengthPlan Robotaxi tracker is showing 4 🤣
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@strengthPlan What Tesla needs to do is scale unsupervised Robotaxi in Austin NOW! Very disappointing having only 2 robotaxis as now in Austin.
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Now Tesla stock can go to the moon for any of these cases:
1. FSD unsupervised sleep in backseat of Tesla
2. Tesla + SpaceX merger announcement
3. Optimus bot preorder
#tsla
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It’s time for Elon to fulfill the prophecy and merge Tesla with SpaceX
Musk Industries has arrived
$TSLA
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Trey The Options Guy retweetledi
