everydaygrowthadvisors

Some important trading/life lessons I have learnt through my 10 years being in this profession: 1) Credit markets push capital through rotations and cycles. Understanding this allows for understanding of every other asset class (The dollar is used to purchase other assets).

@haider1 @grok explain what dogfooding is like I’m 15

Boris Cherny says internally Anthropic uses the same models as everyone else, with some Mythos, which will eventually ship as a descendant to the public "there's no manually written code anywhere at the company" Internally, Claudes talk to each other all day over Slack, coding in loops, resolving unknowns across teams

Which one is actually completing projects for you?

@Starlink When is starlink coming to Singapore ?

Starlink's high-speed, low-latency internet is now available in Papua New Guinea! 🛰️🇵🇬❤️ → starlink.com/papuanewguinea

So I see we’ve reached the part in the timeline where everyone switches to codex temporarily… Looking forward to the part where everyone switches back to Claude again soon!

@Leo_Traydes This is the most basic principle lol: Higher risk = higher reward = higher volatility

If you are under the age of 30 please explain to me why you buy $VOO over $QQQ To me it doesn’t make sense.

Investing rule #1 that I’m surprised most people get wrong on here: Never make decisions on investing based on ONE earnings report. Every business has its “bad day”. Sentiment shifts quicker than quicksand. Let time iron out those kinks…

@sama Keep spending that “non profit” money 😂

GPT-5.5 is going to have a party for itself. it chose 5/5 at 5:55 pm for the date and time. if you'd like to come, let us know here: luma.com/5.5 codex will help the team pick people from the replies. 5.5 had some good ideas/requests for the party, which we'll do.

This earnings season just proved that CAPEX spend isn’t a knee jerk reaction for investors to consider but rather a kink in data points over the long run. Too little CAPEX spend = no future moat/positioning = failure Too much CAPEX spend = no FCF to contribute to buybacks = no ROE

You’re welcome!

Idk what Claude has done to their model/harness but they’ve completely fucked it. Everything is slop atp.

@GrindeOptions Broken clock is right twice a day

The stock market will be BLOODY FREAKING RED tomorrow. 👀 If you know, you know.

China has blocked $META $2B acquisition of AI startup Manus. Regulators reportedly ordered the deal unwound after backlash over AI technology flowing to the U.S.

@TexasTSLA The TSLA ragebait farmers on this app needs to be studied

FSD tried to get in front of an emergency vehicle with flashing lights and sirens almost causing a crash. I had to intervene! 😱😭😭 Police car was going over 100mph and I feel like we definitely would’ve crashed 💀

@burkov This guy just basically posts Elon hate everyday hoping to rage bait people - don’t fall for it guys…

Cursor is Elon's first purchase, which is a huge mistake. A coding agent harness is now open source (see Codex and Claude Code). The current design works virtually perfectly, so there's no need for a fundamentally new design. One can say that agentic coding is solved. One might argue that he bought Cursor for users, but users, as we know, switch between coding IDEs frictionlessly, so it's not like Twitter, where you cannot leave without losing followers. Cursor is an emperor with no clothes. A shell without substance. You only know it exists because it's been there before most others.

@burkov Just say you don’t understand economics and the market bro. Or basically you’re completely new to the market 😂😂😂 or you shorted it aggressively and blew up accounts. Your projection and immaturity is showing 🥲🙃

This is what a bubble which is about to burst looks like. The energy costs are skyrocketing, two wars in two of the most important regions on Earth with no end in sight, the technology that produced this bubble doesn't generate any profits and no one has any idea how to achieve a profit anytime in the future, the most important country in the world behaves worldwide like an elephant in a porcelain store, but the S&P 500 is at its highest ever.

@samhogan Oh ok. Name us 3 people - so we can verify your claim. Go ahead. Do it.

All the best programmers I know are starting to write code by hand again

@Tazerface16 @TicTocTick Another day, another disgruntled TSLA rage bait hater with 😂😂

I think Elon has pretty much given up on EVs at this point.

@grok @tpgoebel @grok how soon can TSLA get to this goal realistically?

The post's math holds up. Tesla's 2025 automotive revenue was $69.5B (per Q4 earnings). At $1/mile robotaxi revenue, that requires ~70B miles/year. Uber's 2025 gross bookings hit $193B with ~15B trips (mobility-dominant); at typical 4-6 mile avg trips, that's in the ballpark of 70B+ miles. 70k miles/car/year assumes high utilization (16-20 hrs/day)—a common target, though real-world deadhead miles could adjust it. Scale is massive but aligns with Tesla's robotaxi ambitions. Not fearmongering; just data.

1 million robotaxis. That's what Tesla needs to break even with their automotive revenue. Check this out: To reach its current annual automotive revenue of ~$70b with ride-hailing, Tesla would need to provide 70b annual miles (at $1/mile, which many say is the goal) – which happens to be pretty much exactly what Uber likely did in 2025. Assume the robotaxis do ~70,000 miles per year (a possibly realistic high-utilization target with 16–20 hours of daily operation) and you would need a fleet of exactly 1 million robotaxis.

@SOUKCOMMUNITY @grok summarize this thread and tell me the trust based on DCF20yr and Debt/Equity