@emaann28 @DavidSHolz Converting all that energy into intelligence
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Destined Miss
286 posts
Destined Miss
@ZhouShunin89396
miss了TSLA爆发、PLTR起飞、NVDA狂飙，还错过了存储大牛！
Katılım Mayıs 2024
579 Takip Edilen658 Takipçiler
@DavidSHolz even if the scaling numbers are right, the harder question isn’t can they put more solar in space but what do you do with that energy once it’s up there?
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As a 20-year immigrant to Canada, I’ve personally witnessed this country’s decline over the years.
I still remember when the CAD was once stronger than the USD (over 1:1). Back then, the gap with America felt small. Now it’s widening fast.
I still love Canada’s landscapes, culture, and people. the landscapes have not changed, but the culture and demographics have shifted dramatically in recent years… and way too quickly.
Today’s massive organized crime is yet another wake-up call. 🇨🇦
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MASSIVE organized crime network busted in Canada 🇨🇦 All but one are based in Canada, but get this, none of the accused are Canadian citizens 👀
A combined 109 criminal offences linked to organized crime activity, including extortion
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I agree — Tesla Robotaxi will succeed. It’s only a matter of time.
But $TSLA still carries real risks:
• A major Robotaxi accident could trigger huge regulatory and public backlash;
• Uber/taxi drivers protesting in mass;
• US-China tensions hurting Tesla sales in China;
• Even Elon’s personal safety.
There’s no such thing as zero-risk investing $TSLA
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Tesla Robotaxi will succeed. It’s only a matter of time.
I see no risk in my $TSLA investment.
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$EOSE Right now, there’s only ONE thing that actually matters:
How effectively can Frontier Power USA convert the pipeline into backlog — and then turn that backlog into real revenue?
This single question answers everything else: real performance, pipeline quality, whether the backlog has any fluff, and most importantly — whether the market is actually buying it.
You can talk all day about great products and policy tailwinds, but if customers aren’t placing real orders, it’s all just noise.
I’ve been an $EOSE investor, getting absolutely tortured… and I still haven’t sold a single share.
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@mymorristribe We need strong orders to truly accelerate scaling.
We trust in Mahaz，he’s the person I’m most looking forward to hearing from on the earnings call.
Honestly, I think margin turning positive may not move the stock as much as solid order flow.
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$EOSE Help me out finance GURUs...how BIG of a deal is reaching "positive adjusted EBITA by end of year"? Seems like they'd need like a massive improvement in cost-out measures to achieve that right?
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Tesla Robotaxi 真的要来了，现在只剩下一个问题：什么时候。
你什么上车？
未来已来！🚀⚡ $TSLA
Mitch Forest - edu/acc@MitchForest
Cybercabs all over downtown Austin this morning
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@MitchForest It’s crystal clear now: Tesla Robotaxi is happening. The only question left is when.
Yes, Waymo and others exist, but we all know the truth that Tesla is building the real Physical AI: truly sentient, massively scalable, and universally deployable.
The future is here. 🚀⚡ $TSLA
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Cybercabs all over downtown Austin this morning
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@RTNToronto Honestly, the food and service haven’t changed much… but every single time it’s Indian faces behind the counter.
i don’t this think will change, still Canadians. these years of immigration policy need some serious rethinking.
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No matter how Iran dresses up this “environmental tax,” if it actually gets implemented, I’m deeply disappointed in the US.
There was no such toll before the conflict!
Now the whole world pays the price.
The White House’s “complete US victory” narrative feels less and less true… at the negotiating table, it’s at best evenly matched.
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⚡️JUST IN
Iran's Foreign Ministry confirms that an environmental tax will be charged on ships:
"There is no toll; people should use the correct terminology
Iran and Oman are currently drafting a new protocol
Under this new system, maritime services will be provided to protect the environment of the Strait of Hormuz, the Persian Gulf, and the Sea of Oman, which requires the collection of an Environmental Tax
We hope to reach a final agreement with Oman on this matter soon"
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我就是那个 under pressure 的时候，会自发工作 overtime 的人。
但我努力不是为了证明自己多重要，而是因为我在做喜欢的事、突破专业能力，和公司双向奔赴、双赢。
当工作不再让我成长时，我也会果断换新机会。
Nithya Shri@Nithya_Shrii
Everyone is replaceable at work. Even the ones who stay late. Even the ones who skip meals. Even the ones who give up their weekends and family time. So don’t give your whole life to a company that can replace you anytime. prioritize yourself.
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Of course prioritize yourself!
I’m exactly that person who works overtime when under pressure. I work hard not because I want anyone to see how “important” I am. I do it because I genuinely love what I do and keep pushing my own limits. it’s a true win win with the company.
When the role stops letting me grow, I’ll move on without hesitation.
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Everyone is replaceable at work.
Even the ones who stay late. Even the ones who skip meals. Even the ones who give up their weekends and family time. So don’t give your whole life to a company that can replace you anytime. prioritize yourself.
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@oran_ge 你真的不需要2000万美元才能开心，也没必要害怕改变。
作为能投资美股的人，我们已经非常幸运了。虽然可能不会变得超级富有，但我们完全可以很容易地过上舒服、自由的生活。
所以，安心工作，享受现有的生活吧！🙌
财富是工具，生活本身才是目的。
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湾区正在经历人类分化最严重的时刻。
在过去5年里，大约1万人的群体已经实现了远超2000万美元的财富自由。Anthropic、OpenAI、xAI、Nvidia、Meta TBD的员工、创始人等组成。
这个群体之外的人，赚得不少，但一辈子也到不了这个水平。
另外的群体，则是裁员潮里失去工作的人，很多人还没找到新的工作。
在企业的晋升之路，看起来就像在爬一座错误的大楼，这是另一种选择大于努力。
为什么还要为了这点薪水工作？几年后我的工作还会存在吗？
人们在讨论着「永久底层阶级」的话题，特别是年轻人。
公司里的中层也很难受，他们没有精力和人脉去创业，但又知道公司正在干掉中层。
富人们也没有特别开心，他们创业只是为了赢得地位，但从未想过30岁就已经衣食无忧了。
别人问他，为什么不干脆卖掉公司，他说：然后呢？创业的人时候每个人都想跟我聊天，如果我卖了公司，我就只剩下钱了。
Deedy@deedydas
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
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You really don’t need $20 million to be happy, and there’s no need to fear change.
As people who can invest in the US stock market, we’re already incredibly fortunate. We may not become extremely wealthy, but we can easily live a comfortable and free life.
So, work with peace of mind and enjoy the life you have right now! 🙌
There’s more to life than just money.
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The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen.
Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation).
Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there.
Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI.
As a result,
1. The corporate ladder looks like the wrong building to climb.
Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more.
2. There’s a deep malaise about work (and its future).
Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire"
3. The mid to late middle managers feel paralyzed.
Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies.
4. The rich aren’t particularly happy either.
No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money."
I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here.
Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success".
Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
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希望特斯拉不要太急躁，按部就班地推进就好！
我们都等了这么多年了，再多等几个月也没关系。
相信 Musk 的执行力，一定会把事情做到最好！
Cybercab 舰队已经开始快速扩张了，未来可期！🚀 $TSLA
sladoc@tesla2moon
How many Cybercabs are there in Houston area? Today I counted 11 at the Houston Robotaxi Hub. On the way to the Cypress Tesla SC, I spotted 3 more on the road, and found one additional Cybercab parked at the service center. That’s 15 in just a 30-minute window. There’s no way I saw every single one, so there are very likely more than 20 Cybercabs operating in the Houston area now. The fleet is expanding rapidly. $TSLA @Robotaxi
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Hoping Tesla doesn’t rush and just keeps moving forward step by step!
We’ve already waited so many years, a few more months won’t hurt at all.
I fully trust @elonmusk execution ability to deliver the best possible outcome!
The Cybercab fleet is already expanding rapidly. The future is bright! 🚀 $TSLA
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How many Cybercabs are there in Houston area? Today I counted 11 at the Houston Robotaxi Hub. On the way to the Cypress Tesla SC, I spotted 3 more on the road, and found one additional Cybercab parked at the service center. That’s 15 in just a 30-minute window. There’s no way I saw every single one, so there are very likely more than 20 Cybercabs operating in the Houston area now. The fleet is expanding rapidly.
$TSLA @Robotaxi
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我在飞机上一直都记得系安全带，会松一松但不解开。
Stay safe up there！✈️
Fahad Naim@Fahadnaimb
Cathay Pacific flight CX156 (Airbus A350-900, registration B-LRV) from Brisbane (BNE) to Hong Kong (HKG) that got absolutely wrecked by turbulence yesterday.... 10 people hurt (6 crew, 4 pax), 8 in hospital. It hit right as they were serving meals. Clear air turbulence is sneaky AF because no warning on radar. Stay safe up there, always keep your belt on
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