@matthughes13 what do you think is next? why not talk about $SPCX in your next weekly video?
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Georgi 🦩
6.4K posts
When must hold zones break, lower is almost a guarantee.
$SPCX
x.com/matthughes13/s…
The Great Mattsby@matthughes13
144.51 is a must hold zone for $SPCX
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Elon Musk is about to merge all of his companies together to create the most valuable company in the world.
Right now the only way to access that equity is through $TSLA.
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@DoctorJack16 Doesn’t make that much sense for Elon. He owns much larger portion of SpaceX shares than Tesla. Why acquire Tesla at Premium?
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Great write up by Alexandra that every $TSLA shareholder should read.
How does getting 20-50% more shares of your $TSLA in the new merger sound? Below was my question to Grok.
My current prediction is that this will occur as a reverse merger and hen the new entity will have the ticker symbol $X.
AleXandra Merz 🇺🇲@TeslaBoomerMama
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For years I've had people telling me not to eat fruit and vegetables, I never believed them but now they're kinda right simply cause of the massive amounts of microplastics in them
vittorio@IterIntellectus
it's so over a new meta-analysis on microplastics in food looked at ~200 studies, the first comprehensive look at ALL major food categories and found that fruits, vegetables, and grains are responsible for ~99.5% of your daily microplastic intake. not seafood everyone assumed shellfish was the main source because they accumulate high concentrations per gram. but you eat maybe 2.5 kg of mollusks per year. you eat 147 kg of fruits and vegetables. median daily intake is 721 particles/kg body weight. for a 70kg adult that's ~50,000 particles every single day. previous estimates were 107-883 particles/day. that's 50-500x higher than we thought. because nobody was measuring the foods you actually eat. it's so much worse than i thought man
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Haven't tweeted in a while but I am still bullish US AI and Space tech. This is the only investment thesis you need. Everything else is noice.
Elon Musk@elonmusk
@pmarca Double-digit growth is coming within 12 to 18 months. If applied intelligence is proxy for economic growth, which it should be, triple-digit is possible in ~5 years.
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$TSLA hot take
too many eyeballs
too many touches of the 20
means we gotta touch the 50 before it can rip
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Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call, that no one is really talking about.
His words: “Actually, one of the things I thought, if we've got all these cars that maybe are bored, while they're sort of, if they are bored, we could actually have a giant distributed inference fleet and say, if they're not actively driving, let's just have a giant distributed inference fleet.
At some point, if you've got tens of millions of cars in the fleet, or maybe at some point 100 million cars in the fleet, and let's say they had at that point, I don't know, a kilowatt of inference capability, of high-performance inference capability, that's 100 gigawatts of inference distributed with power and cooling taken, with cooling and power conversion taken care of. That seems like a pretty significant asset.”
So basically, each car has ~1 kilowatt of high-performance AI inference capability, Tesla wouldn’t need to build giant data centers — the fleet is the data center.
Tesla could turn their entire fleet into a giant distributed inference network, spread across the world, powered by the batteries and AI in the car already.
Mind blown.
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Companies with no real competition;
1. $TSLA
2. $SPOT
3. $HIMS
4. $DUOL
5. $PLTR
6. $AMD
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going live in 10
drop some tickers in the replies that you want me to talk about
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@stevenplace @goodalexander Random. I went to Rollins, next door. Which year? You still live in Florida?
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@goodalexander i went to UCF and joined a frat
it was a really good time
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To get into college I ran a multi year dialectic about Native American rights, did readings for the visually impaired and won a state debate tournament arguing we should legalize crack cocaine as a “basic right”
Your life starts when you stop crashing out and start crashing in
felpix@felpix_
College admissions is so competitive, kids are just crashing out
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@DoctorJack16 What do you mean though? That X will eventually become a part of Tesla?
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By now many people are aware that xAI has acquired X.
What many are not aware of is that this is just two pieces of a puzzle, out of 3, that are coming together.
The third is Tesla.
The stock market is not ready for this.
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@stevenplace @autumnal_city Top was spot on. Waiting for bottom-ish call
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@autumnal_city Thank you my friend
To be fair, I forgot to brag about it because it was Christmas
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The @stevenplace $TSLA call (timing + execution) and then total lack of subsequent victory lapping about it is one of the most masterful holistic sequences I’ve ever seen in markets, ever. Should follow him if any subject matter is even remotely adjacent to your own work
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@AJButton2 Yeah especially if you bought a lot of it a week or two ago
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Anyone else find it kind of funny that Alibaba is the ONE megacap tech in the green today?
$BABA
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That was a really nice ride. Maybe time to take a break and sit in some cash $$$. Can't imagine tariff scares being good for any market.
Georgi 🦩@ggeorgiev
Decision made - went all in Chinese AI stocks. When I see a good story and a good chart and I just can't help myself. This is the November 2022 AI moment for China and Friday Jan 24th was day 1. In all honesty, I never thought I would buy China and I am still slightly nervous. This is short term only, will re-evaluate in a few weeks. Just to be clear - I will always bet on American AI in the long term.
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@BillAckman @deepseek_ai @nvidia You could have done that too. News went out Thursday/Friday the week before....
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What are the chances that @deepseek_ai’s hedge fund affiliate made a fortune yesterday with short-dated puts on @nvidia, power companies, etc.? A fortune could have been made.
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Decision made - went all in Chinese AI stocks. When I see a good story and a good chart and I just can't help myself. This is the November 2022 AI moment for China and Friday Jan 24th was day 1. In all honesty, I never thought I would buy China and I am still slightly nervous. This is short term only, will re-evaluate in a few weeks. Just to be clear - I will always bet on American AI in the long term.
Georgi 🦩@ggeorgiev
Trying to wrap my head around whether Deepseek will have an impact on Nvidia chip sales or not. This could be a turning point and potentially bearish for Semis near term. Any thoughts?
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Phew. Thing is, I am back on it and after reading charts and research for a week I am leaning towards staying in USD for a bit longer. Seeing far too many over-extension signals. TBD
Georgi 🦩@ggeorgiev
I sold every long position I have at market open today. It's 1 day late but works for me. I don't care if the market goes up down or in circles from here. I am up way more than I've imagined for the year and that's all I need for Christmas. Now it's time to enjoy it. Thanks and goodbye.
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I sold every long position I have at market open today. It's 1 day late but works for me. I don't care if the market goes up down or in circles from here. I am up way more than I've imagined for the year and that's all I need for Christmas. Now it's time to enjoy it. Thanks and goodbye.
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