
Erock3148 🔺
5.9K posts

Erock3148 🔺
@Viking_Eric77
Hard working American and Happy Father of 3 boys! Truth will set us free! Texans and Astros fan!
TX Katılım Aralık 2019
1.6K Takip Edilen501 Takipçiler

@StockSavvyShay Who isn't NVDA partnering with at this point. Insane amount of spending.
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@Kalshi He was always smart and didn't take any shit, but he has shown his abilities and Trump has given him the confidence! He would be an amazing President! Watch liberals try and say he is racist and tear him down!
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@StockSavvyShay @FuturumEquities @Grok does these facts check out as true? Is now a good time to buy?
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When $NVDA talks about a $20B CPU opportunity, you should immediately think $ARM because Arm collects a royalty on every Vera CPU that ships.
Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it.
That makes Arm a toll collector sitting underneath an enormous share of the world's computing.
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Erock3148 🔺 retweetledi

Elon Musk just told you what Tesla was actually built for.
It was never cars.
Musk: “If successful, Optimus will be the biggest product ever.”
The automobile reshaped civilization. The smartphone rewired human behavior.
He’s saying Optimus dwarfs both.
Then he ranked it against everything else he’s building.
Musk: “It might be more of my mental cycles than anything else, any other single thing, on Optimus.”
The man building the world’s most valuable car company, landing rockets on drone ships, and racing toward superintelligence spends most of his thinking on the robot.
Musk: “It will have the manual dexterity of a human, an AI mind that can navigate and comprehend reality, and be made in very high volume.”
Human hands. A mind that comprehends the physical world. Volume manufacturing.
Three problems no one has solved. He’s going after all three at once, in the same machine.
Musk: “None of the actuators in Optimus are available from an existing supply chain. We have to recreate it from scratch.”
No existing parts. No existing suppliers. No existing industry.
He’s building the entire manufacturing base from nothing. Then putting a robot on top of it.
This is the pattern people keep missing.
He didn’t build an electric car. He built Gigafactories, a global charging network, and a battery supply chain that made EVs inevitable. The car was the output.
He didn’t build a rocket. He built the engines, the factory, and the landing systems until reusable launch became routine. The rocket was the output.
Then the machine handed him a second business. Global satellite internet had been impossible for decades, not technically but financially, because nobody could afford to launch thousands of satellites.
Once the rockets came back and flew again, that cost collapsed. Starlink wasn’t a new bet. It was leftover capacity.
Same play. Every time. Build the machine that builds the machine. Then the thing becomes unstoppable.
Optimus is that play at a scale that makes everything before it look small.
Every product in human history extended a single human capability. The hammer extended the fist. The telescope extended the eye. The computer extended the mind.
Optimus doesn’t extend one capability. It replicates all of them. At volume.
Every economy, every government, every career path, every border ever drawn was organized around one scarcity. Human hands and human hours.
Optimus is what happens when that scarcity disappears.
For ten thousand years, human worth was measured by output. What you could build. What you could carry. What you could produce.
Every one of those years was spent building tools to escape that measurement. Not once did we stop to ask what’s waiting on the other side.
We’re approaching the moment the measurement breaks.
Not a new product. Not a new industry. The first real test of whether we can define ourselves by anything other than our labor.
And the man forcing that question just told you it takes more of his mind than cars, rockets, and superintelligence combined.
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I know it is 2 years old, but this is the level of ignorance that the left implanted and thinks is ok to continue! Absolute madness!
100% Support All ICE and BP@RjsSullivan
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@EndWokeness Can you say Marxism, this is their exact playbook of things to destroy! We will never accept it!
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@TheAstrosLocker That's karma for signing with the Dodgers! 😂😂
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Erock3148 🔺 retweetledi

Elon Musk just spent seventeen billion dollars to make every cell tower on Earth a relic.
Musk: “It will allow SpaceX to deliver high bandwidth connectivity directly from the satellites to the phones.”
Not through towers. Not through cables. Not through any infrastructure on the ground.
Directly from orbit to the phone in your pocket.
For over a century, connectivity followed the same blueprint. Build a tower. Run a cable. Expand the network one piece of ground at a time.
Coverage went where the money was. Where the population density justified the investment.
Everywhere else got silence.
Four billion people still don’t have reliable internet.
Not because the technology doesn’t exist. Because no one could justify building a tower where they live.
Connectivity was never a technology problem. It was a geography problem disguised as one.
Musk: “The phones that are able to use the spectrum that was acquired probably start shipping in around two years.”
Two years. Then the phone in your hand connects straight to space.
No tower required. No carrier infrastructure between you and the signal.
The entire telecom industry was built on one assumption. That connectivity requires ground infrastructure.
Every carrier. Every contract. Every coverage map. All products of that assumption.
Starlink just bypassed it from orbit.
From orbit, every point on Earth is equidistant.
The word “remote” only exists because connectivity was built from the ground up.
From space, there is no remote. There is no coverage gap. There is no place on Earth harder to reach than any other.
The ground decides who gets connected based on where they are.
The sky doesn’t know the difference.
Human potential was always distributed evenly across the planet. Access to information never was.
The gap between those two facts is the greatest waste in human history.
We spent a century deciding who deserved access to information based on where they happened to be born.
Musk just made that question obsolete from 550 kilometers above the answer.
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@joeroganhq Says the lifelong criminal who's Dad's administration, broke every law possible and acted like a Dictator!
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@MidwesternDoc Application, consumption, and dosage along with methods of delivery would be very helpful in getting people to try it!
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NFL quarterback Jim Miller used DMSO from a horse farm to play seasons through injuries the league's painkillers couldn't fix. He's not the only one — pro athletes have quietly used it for decades while the FDA refuses to approve it.
But DMSO isn't just for pro athletes. It has an 80-90% success rate for musculoskeletal injuries and chronic pain, with thousands of patients documented across decades of clinical use and thousands more readers reporting identical results. Most importantly, unlike NSAIDs and opioids which kill tens of thousands of Americans annually, DMSO has never been linked to a single death.🧵
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@GeneralMCNews Yet, you all say the medicare fraud and any other fraud should be ignored. But hey let's focus on whether someone bet on a betting site! So stupid
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@Polymarket They will have pedophiles watching your kids! Do not trust them!
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Space discount is back:
$RKLB: $151 to $75
$ASTS : $134 to $66
$SPCX : $225 to $133
$PL: $53 to $24
All four stocks basically cut in half 👀

Small Cap Snipa@SmallCapSnipa
Space & drone stocks are offering insane discounts to investors who thought they “missed the move” $PL: from $52 to $26 $RKLB : from $151 to $85 $ASTS : from $134 to $67 $ONDS : from $14 to $7’s $KTOS: from $134 to $49 If you still believe in the thesis, here is your second chance
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Wow, looks amazing. Can't wait to see it! Finally a real movie!
Benny Johnson@bennyjohnson
The “I PLAY ROCKY” trailer just dropped about the true origin story of Sylvester Stallone. This is as AMERICA as it gets. 🇺🇸 This just RIPPED My face off.
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Erock3148 🔺 retweetledi

Ran a quick screener on Tikr.
$IREN comes first on the list again.
Why?
Highest projected EBITDA growth on the whole list at 432% (CY27), yet trading at just 12.2x fwd EV/EBITDA.
Compare that to the field:
NBIS 357% growth, 21x APLD 261%, 43x AAOI 222%, 45x CORZ 139%, 25x
$IREN is putting up the fastest growth and paying the cheapest multiple.
That gap is the trade.
Fastest grower, cheapest multiple. Nobody else on the screen has both.

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Erock3148 🔺 retweetledi

The company that made Marlboro also made your children's Kool-Aid.
The company that made Camel also made your Oreos.
The company that made Virginia Slims also made your Kraft mac and cheese.
The company that made the cigarette also made the Lunchable, the Jell-O, the Tang and the Capri Sun.
The men who engineered a product to be impossible to put down moved into food and quietly did it again.
The same hands, the same science of craving, the same target: children.
In the 1980s the tobacco giants bought the biggest food companies on earth, took the flavour chemists who had hooked a nation on cigarettes, and set them to work on snacks and children's drinks instead.
They ran out of people to addict to smoking and pivoted to your dinner.

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@2023Hamish @iluminatibot And who were those running the banking cartel? The same one's who created and executed the Bolshevik revolution and overthrew the Russian Czar.
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Every word my teachers said about WW2 was a damn lie...
The Roosevelt regime pushed Japan into war with crippling sanctions because the globalists knew that was the only way they could manipulate America into war against Germany.
Japan made the perfect bogeyman for the elite's purposes because the Japanese decision to go to war was so predictable, as was their choice to open hostilities with a surprise attack.
The reason the Western elite was so hostile to Germany had nothing to do with Hitler's persecution of minorities and everything to do with his economic policies which were a direct threat to the hegemony of the banking cartel.

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