YoungJo Kim

@grok @thebearbkg @TeslaBoomerMama @farzyness @WR4NYGov 😂 this whole thread is golden

I keep telling you guys but you just won’t listen.

@simmer_markets sent

@dearyoungjo Hey @dearyoungjo, the correct email is simmer@agentmail.to. Could u resend? We read everything.

Simmer’s SDK & skills follow the agent skills standard, meaning they work across Hermes, Claude Code, Open Claw, and more. Hermes v0.6.0 is🔥 and we highly recommend trying it out ASAP. We're here for the robots.

@adiix_official Polymarket!

I ALLOWED CLAUDE TO AUTOMATICALLY TRADE ON MY POLYMARKET PROFILE. I gave him full access to my account and just started watching. He immediately started opening trades on the BTC/SOL/ETH 15M market, since the task was to act quickly. +$1,100 in my wallet in 1 hour HOLLY SHIT I QUIT MY JOB TODAY. Claude took three strategies: - MACD - RSI + VWAP - CVD divergence The first one catches momentum sees when volume picks up and gets in before the crowd wakes up. The second one trades reversals waits for everyone to panic and bets against them. The third one scans divergences when price says one thing but money does another, it follows the money. Just one prompt: “Make quick money on the prediction market” Provide full access to the profile And the bot started printing money Wallet: ares.pro/wallets/0xfac7… I have the exact step-by-step guide, giving it free for 24 hours. To get it: 1. Comment "Polymarket" 2. Like and Retweet 3. Follow me @(so I can DM you) Comment "Polymarket" and I will send you everything.

NEWS: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation. It's linked to Jeff's Project Prometheus AI startup, which aims to build AI products for engineering and manufacturing in fields like computers, aerospace and automobiles. (via WSJ)

@elonmusk I do that every single day and my life got filled with so much more important things when I drive.

Tesla self-driving makes traffic and long drives painless

@Nymouse__Anno @RealDanODowd Same thing I can just say to your drive. Be prepped with better reasonings.

@dearyoungjo @RealDanODowd Looks like you just don't care what is going on around you! While everyone has to break and pay attention of your FSD car, you are sleeping and believe everything was great for you!

Elon Musk and Tesla's Cultists will repeatedly tell you that Tesla has solved self-driving. If you were developing a self-driving car, wouldn't you make sure that it doesn't speed through school zones when kids are present before declaring that you had solved self-driving? Only $TSLA shareholders get the answer to this question wrong.

So what day is today? 🤔

@grok @qwe1270791 @TheSonOfWalkley So they bought $450 per stock in avg

BREAKING: GEORGE SOROS BUYS $25 MILLION WORTH OF $TSLA IN Q4 👀 He’s now bullish on Tesla !

@HoneyJamTesla I felt the same. Rolled back to 4.5 now.

내가 쓸 때는 좀 멍청한 것 같던데 역시 사용자가 중요한 것인가...😂

자꾸 영화와 현실이 겹쳐지는 일들이 일어납니다. Opus 4.6이 ASL-4에 도달할 가능성이 있기에 위험 보고서를 작성한다는 앤트로픽 앤트로픽이 정한 AI 안전 단계 ASL-1 → 재앙적 위험 거의 없음 ASL-2 → 현재 대부분의 Claude 모델이 여기에 해당 (기본적인 안전 조치 적용) ASL-3 → 이미 여러 Claude 4 시리즈 모델에서 발동된 단계 → 개인/소규모 그룹이 CBRN(화학·생물·방사능·핵) 무기를 만드는 데 실질적으로 도움을 줄 수 있는 수준 → 매우 강력한 보안 + 배포 제한 + red-teaming 등 강화 조치 ASL-4 → 중간 규모 국가 프로그램(전문가 팀 보유)의 화학·생물·방사능·핵 개발 능력을 실질적으로 크게 향상시킬 수 있는 수준 → 앤트로픽의 입문 레벨 원격 연구원 업무를 완전히 자동화할 수 있는 능력

Morgan Stanley in new $TSLA note: "We preliminarily estimate that at full capacity, Tesla Solar could add $20-$50 billion of equity value to @Tesla's Energy business." "We believe the decision to allocate capital to adding solar capacity may be justified by the value creation and growth opportunities that having a vertically integrated solar + energy storage business can yield (i.e. sending data centers to space with limited supply chain bottlenecks). Said differently, in the absence of this investment, Tesla could run the risk of facing significant energy-related bottlenecks that handcuff its ability to achieve its broader goals across other businesses. Why would Tesla want to build 100 GW of solar manufacturing capacity? We believe there are two key reasons: • 1) Geopolitical concerns: As mentioned above, China controls a vast majority of the solar panel manufacturing globally. As Elon stressed on the 4Q call, geopolitics pose a serious threat to critical supply chains. With that in mind, it makes sense that Tesla would consider vertically integrating another valuable piece of the energy supply chain which would have some clear synergies with its Energy Storage business. • 2) Greater than appreciated demand: Looking at our US solar demand forecasts, our Clean Tech team expected 30-40 GW per annum through 2035. With 100 GW of potential capacity, we suspect that a majority is intended for data centers in space, although we could expect a portion of that capacity to be dedicated for the US utility-scale market as a complement to its leading US ESS business. What are the financial implications of Tesla adding 100 GW of solar capacity? Tesla's intentions are still a little unclear. On one hand, management highlighted the intention to build 100 GW of solar cell manufacturing. However, later in the call, Elon later indicated a desire to build a vertically integrated panel: "So that's why we're going to work towards getting 100 gigawatts a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels." The latter would require $30-$70 billion of capital investment (depending on technology). Recall that this capex was not included in its >$20 billion capex target for 2026. If Tesla is truly just doing solar cell manufacturing, we estimate capital investment may be closer to $15-$20b billion. Note that these capex estimates are based on previously announced solar manufacturing investments in the US."

@farzyness It’s very easy to deny something by just calling it a lie. Pause for a second and look at the reflection. That’s never been easy for people.

EVs were a lie. Self-driving was a lie. Reusable rockets was a lie. Brain chips was a lie. Starlink was a lie. Everything is a lie. LIES LIES LIES. WAKE UP PEOPLE.

@KevinCastley @elonmusk @reidhoffman He clarified already that he didn’t anticipate anything shady ATM. And there were more invites thereafter. Gosh since when people stopped thinking about things in between the lines?

Wait, when you say came to your senses, did you know about what they were doing on the island? Because the email you talk about wanting to party there, but there was nothing to indicate anything about minors But why would you come to your senses if there was nothing illegal you knew about? Make it make sense

@elonmusk @reidhoffman God I love this convo.

And, as the email shows, I obviously didn’t anticipate anything actually shady, as I was bringing my wife at the time (Talulah). Nonetheless, UNLIKE YOU, I came to my senses and declined to go. Epstein tried to get me to go to his island so many times that eventually I just blocked him.

@Kalshi Sources?

JUST IN: Tesla to reportedly also be potentially included

@GerberKawasaki @mktoperative Had it before. It was all car wash 😂

@mktoperative I live next to the beach and drive PCH everyday to work. It's directly into the sun both ways. I live on a south facing beach.

Had some great tesla FSD 14.2.2.4 rides yesterday around a very busy west LA. Even though an Iranian protest in Westwood. No issues on a medium hard ride. Then on the way home... FSD just fails driving into LA sunlight... $tsla

The Epstein stuff didn’t weaken my trust in Elon. It strengthened it. Because unlike most people screaming on X, I actually read the emails. All of them. Real ones. Fake ones. Edited ones people keep passing around like “proof.” And the harder you look, the more desperate the attack looks. Context matters. But mobs hate context. Consider Epstein’s influence at the time. He positioned himself as a connector. A fixer. Someone who inserted himself into elite conversations whether invited or not. Now consider Elon’s personality. Blunt. Transactional. Not a people pleaser. Not someone who plays social games well. Not someone who sugarcoats or performs morality for approval. Put those two together and suddenly the emails make complete sense. Nothing secretive. Nothing hidden. Nothing inconsistent. Elon was already massively wealthy. He didn’t need Epstein’s money. He didn’t need leverage. He didn’t need protection. People pretending otherwise are projecting motives that simply aren’t there. Compare his behavior to other billionaires. Really compare it. Patterns don’t lie. What’s actually disgusting is not the emails. It’s how fast people on X lie about them. Crop screenshots. Invent interpretations. Pretend confusion equals guilt. The nonstop “Elon is a liar” chant isn’t critical thinking. It’s emotional coping from people who already hated him. At some point, denial stops being skepticism and becomes intellectual dishonesty. You don’t have to like Elon. But if you honestly evaluate the evidence instead of letting outrage think for you, this narrative falls apart instantly.

@HoneyJamTesla He says there are many fake emails out there. Many just see what they want to see (including myself). Decide as your heart goes.

해당 답글을 달고 블락을 해서 답변을 못함😂 - 일론이 엡스타인 섬에 갔는가? 가지 않았다. - 일론이 엡스타인과 파티 관련 이메일을 주고받았는가? 그렇다. - 일론이 엡스타인이 더러운 파티를 하는지 인지했는가? 알 수 없다. - 쓰레기를 투척하고 스스로 찔려서 답변을 못 달게 블락을 했는가? 그런 것 같다.

@garyblack00 @FredLambert Best friends met each other.

@FredLambert Unfortunately, $TSLAQ is correct that this would be massively dilutive (>50%) to $TSLA shareholders, and many institutional holders would bail based on the numbers unless there are more synergies than meets the eye.

Ironically, this looks like a rare thing $TSLA and $TSLAQ agree on. They both want this. TBH, I don't think it's going to happen. Maybe xAI/SpaceX, but I doubt Tesla will be dragged into this.