CT
373 posts


@amy787 @LeonardPet63466 Elon is a global treasure and nobody but Elon can change my mind.
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@amy787 @LeonardPet63466 I could care less about clicks or vanity gains. I’m getting to old for it and I’m not savvy enough to capitalize on it. I look for real people that love Tesla the company because they get it. It’s a community that understands the outcome and opportunities.
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REALITY DISTORTION FIELD
Elon Musk is not given enough credit. He is pulling off a miracle right now - the reality distortion field people said Steve Jobs created - magnified by 1000x.
♦️Elon Musk is making all other companies and Tesla suppliers STEP UP THEIR GAME to match his ambitious goals. With only 20 GWs of compute is produced a year, Elon Musk announced plans for 1000 GW. A FORCING FUNCTION that breaks supply chains and becomes an EXISTENTIAL THREAT to every other company - they have a choice invest in growth or be hopelessly left behind.
♦️TSMC just folded - announcing significant increased investment in the Arizona fab that will produce Tesla’s chips and future fabs. Before they had told Elon Musk they weren’t “comfortable” investing more and growing faster.
EXISTENTIAL THREAT
Why? Because Elon Musk is solving for existential threats to his own ambitions (Optimus needs chips, xAI needs Space Compute).
INFRASTRUCTURE - THEN GROWTH
Also consider - Wall Street is smarter than many of you give it credit for - IE Wall Street won’t 5x Tesla, IF Tesla is chip constrained. That infrastructure and supply chain to enable exponential growth needs to be locked down first. Exactly the problem Elon Musk is solving for right now. Tesla needs the Terafab or Optimus can’t grow. Even RoboTaxis can’t. The global fleet is over 60 Million vehicles - consider how many chips it is to replace that. Growth would be constrained to 20% YOY. xAI needs the compute to win the AI Race…
RERATE?
Would Wall Street 5x Tesla for 20% growth? NO!!! Of course not. Tesla can’t raise money on favorable terms - SpaceX can! But Tesla designed the chips. Win/Win. Tesla and SpaceX have a mutually beneficial symbiotic relationship.
♦️SpaceX IS raising capital. For Tesla to go to the capital markets for 50-4000 Billion is MORE DILUTIVE than a merger. SpaceX will spend the bulk of their 70 Billion IPO War chest on the Terafab - 50 Billion to start - that is existential to Optimus. It is also existential to AI Space Compute and xAI.
♦️Dilution isn’t a bad word for a growth company - if it is just as much as necessary and the money sets up enormous growth waves. Dilution is actually expected.
Next: Dispelling the inevitable FUD


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5, 4, 3, 2, 1... LIFTOFF!
You thought SpaceX was just about getting payloads to orbit? Think bigger. SpaceX is breaking the bonds of Earth and lifting all of humanity toward the stars.
The Space Age is here.
Even dedicated space watchers miss the full picture:
♦️ The West cannot afford to lose the AI race—it’s existential. xAI is the only fundamentally truth-seeking AI. Your portfolio means nothing if we fall behind.
♦️ Without xAI and orbital AI compute, there is no Space Economic Flywheel. By becoming its own best customer, SpaceX is launching humanity’s galactic future.
♦️ The Flywheel: xAI’s relentless demand drives more Starship launches → launch costs to orbit collapse → entirely new companies and applications become viable → capital floods the sector → demand explodes. And repeat.
The IPO primes this flywheel with massive capital.
xAI is the ultimate multiplier. Just as Starlink and Falcon 9 shattered every analyst’s cost-to-orbit projections, the Space Compute Flywheel will do the same—only faster.
Centuries from now, people will still envy those who could invest in the IPO… and shake their heads at those who missed out.
Watch the video, it’s obvious:
SpaceX goes hard - and Everyone else is playing catch-up.
(Video: SpaceX Edit, Starship 10)
Justin Poirier@justinpoir
@aaronburnett I wish he didn't tie it to the AI play, I preferred the pure space version narratively and economically
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@WilliamShatner You might want to raise your shields captain. This could get bumpy.
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And for the #teslarites who don’t understand 500 miles. Time is money. How long does it take to pump a tank of gas? 4-5 mins versus 30. Early last week I went up to the Yosemite area (about 300 miles.) I got up there, did my thing and got gas (5 mins) and drove back. With a Tesla. It would be drive up (maybe on one charge) charge up 20-30 mins, do my thing. Drive back, stop along the way to recharge (again probably another 20 mins…) That’s too long. 500 would be one recharge so it’s 10 mins gas versus 29-30 mins which I would consider.🤷🏼
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@IowaTesla I would start by turning the breaker off and torque the connections. If the connections are loose that can generate heat.
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$EOSE
Like clockwork, the scummiest actors crawling out of the shadows. This app never misses to entertain.
Here is some life advice for anyone interested: don't let other people influence your thoughts or decision making. Doesn't matter if they align with your priors or not. Think for yourself. Make your own decisions. Own your decisions. But do not let others influence you. You don't know their angle, you don't know their playbook, you don't know their circumstances.
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@x_times_1 In your opinion, would a position in the $10 range be wise , if holding until 2030?
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$eose over 25 years of hiring people I learned that “the best predictor of future performance is past performance“...
It works for evaluating management teams as well.
There were many times that I wanted to buy back the stock in the high 9’s and low
10’s .
At one point, I did take a partial position looking for a breakout to $13 but kept a tight stop loss that hit when it failed.
Ultimately, I couldn’t re-enter because the mantra above kept occurring to me.
And it proved true one again. 🥴
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@DirtyTesLa No you’re not. I know it, you know it, everybody knows it.
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