Jeff Finkelstein

@boringcompany @elonmusk Which makes the best bricks and what’s the latest on the brick building side of business?

Tunneling in 3 geologies in 3 cities - Las Vegas clay/caliche, Nashville limestone, and Bastrop sandy clay

SpaceX day one mid-day price as foretold by the prophecy

The Spurs know how to TAKE the lead, they just don't know how to HOLD the lead. And that's really the most important part of the lead: the holding

@SawyerMerritt @SpaceX How do we know they didn’t divest when they went full EDS? That would be the chef’s kiss 😘

The Ontario Teachers’ Pension Plan is sitting on a potential windfall of as much as $11.6 billion from an initial investment of about $300 million into @SpaceX in 2019. This would make it the single most successful investment the pension plan has ever made. The Teachers portfolio, which manages $279B in assets for about 346,000 members, includes working and retired teachers in Ontario. theglobeandmail.com/business/artic…

@NVIDIAGeForce Let’s make this the summer of fun 🤩 🎮 #RTXOn

Over 1,000 RTX games and apps are available now with ray tracing and DLSS. To celebrate, we're dropping Steam cash in the replies to upgrade your library with a #RTXOn title... Comment #RTXOn to enter 💸

Per Grok I’d stick with buying and holding TSLA over any of the five energy plays listed in that thread ($SMR, $FCEL, $NXE, $FLNC, $LTBR). Here’s my independent reasoning, based on the thread’s thesis (AI/data-center power bottleneck) and current fundamentals as of late May 2026: Quick recap of the five (from the post + market data) • $SMR (NuScale Power): ~$4.4B market cap. Only fully NRC-approved small modular reactor (SMR) — real regulatory moat + direct hyperscaler angle for clean, firm power. Pre-commercial, long build timelines. • $FCEL (FuelCell Energy): ~$1.15B market cap. Solid-oxide fuel cells for on-site generation. Pipeline has grown fast, but it’s still a high-loss story with past execution questions. • $NXE (NexGen Energy): ~$7.7B market cap. High-grade uranium developer with hyperscaler offtake talks. Pure supply-side leverage to nuclear renaissance, but it’s a mining/development play (permitting, capex, commodity prices). • $FLNC (Fluence Energy): ~$2.5B market cap. Battery storage leader with hyperscaler contracts, record backlog, and doubled order intake. Most “real” commercial traction here — revenue already >$2B range and nearing breakeven. • $LTBR (Lightbridge): ~$377M market cap. Tiny pre-revenue nuclear fuel tech play (30-50% power uprates for existing reactors/SMRs). Highest risk/reward but basically a lottery ticket. All five are classic small-cap speculative bets on the “power is the new bottleneck” narrative after Jensen Huang’s comments. They could easily 5-10x if everything goes perfectly (and the thread is right that this is the biggest constraint). Why none replace TSLA for a long-term hold • TSLA already has skin in the energy game (Megapacks are grid-scale storage — direct overlap with FLNC, and Tesla is scaling them aggressively). It also has AI/robotics/autonomy upside that these pure-plays don’t touch. Tesla isn’t “just an EV company” anymore; it’s one of the few scaled players executing across energy storage, AI compute, and real-world robotics. Market cap ~$1.64T reflects that breadth (and the execution track record). • These five are high-risk, narrow bets. Nuclear/fuel-cell/mining projects have multi-year (or decade) timelines, regulatory/political risk, dilution risk, and binary outcomes. Even the “safest” ones (SMR’s moat or FLNC’s backlog) face competition, supply-chain issues, and the fact that hyperscalers/utilities/governments will ultimately decide winners. Small market caps mean volatility goes both ways — 10x potential also means 80-90% drawdown risk. • Broader AI power thesis doesn’t mean these stocks are the best way to play it. The bottleneck is real, but solutions will be a mix of gas, nuclear restarts, renewables + storage, grid upgrades, etc. Many of the biggest beneficiaries may not even be pure-plays (utilities, large industrials, or even big tech doing their own deals). If I had to add one as a satellite energy/AI-power holding (not a replacement), it’d be $FLNC or $SMR — FLNC for nearer-term commercial execution and backlog, SMR for the structural SMR advantage. But I’d still keep the core position in TSLA rather than swap. This isn’t financial advice — I’m not your advisor, markets are volatile, and past performance (or hype) is no guarantee. DYOR, consider your risk tolerance, and remember that “10x potential” in small-caps usually comes with 10x downside risk too. The thread is interesting, but I’m not rotating out of TSLA for any of these.

$NVDA CEO Jensen Huang basically called to buy energy stocks. This is the biggest bottleneck of the Data-center buildout. Here are 5 stocks that have 10x potential👇

@Wario64 Officially Unsupported on Steam Deck (per Steam store). It launches but runs poorly with low FPS (15-30), stutters, and needs heavy tweaks. Not recommended

Mafia: The Old Country (Steam) is $35.24 on Fanatical buff.ly/BuWlGA6 #ad

Here's how the corruption works: Thursday: RJ Reynolds donates $5M to Trump Saturday: Trump invites RJR execs to Mar a Lago; execs ask to loosen regs on flavored vapes; Trump calls up RFK Jr. and tells him to change it Friday: FDA changes the policy #donation-big-tobacco-vaping" target="_blank" rel="nofollow noopener">nytimes.com/live/2026/05/2…

@nikitabier Semi automatic assault rifle

Next week I’m headed to Tokyo to meet with the X Japan team. What is the most American thing I can bring them?

@elonmusk The best paint is no paint

The all black paint on the base looks cool

Only two players have ever had 600 points, 400 rebounds, and 150 assists in a single division 1 college basketball season. Larry Bird Yaxel Lendeborg

@Sunsetx @CNBC They don’t want to pay the Apple tax use the website

@CNBC Wake up Nintendo it's 2026. Tech is behind. Their app, I can't buy or consume their eShop on it.

Nintendo plunges 8% after Switch 2 price hike and weak sales forecast cnbc.com/2026/05/11/nin…

@CNBC If you bought 1000 shares of Nintendo on Friday when the stock was down 10% you will have made enough money to buy a Nintendo Switch 2 today.

@Wario64 Includes the Ex Machina character mods!

Dusk (Zelda: Twilight Princess decomp port) out for PC/Steam Deck/Android/iOS youtube.com/watch?v=t9fQ4Z… twilitrealm.dev -Enhanced res -Uncap framerate -Gyro Aim -QoL -Achievements & More

@Wario64 Are there any Activision COD games that work on SteamOS?

Activision sale on Steam buff.ly/nq7HoC7

@valvesoftware @Steam Kept with and was able to get one! ☝️

@valvesoftware @Steam There seems to have been an error initializing or updating your transaction. Please wait a minute and try again or contact Support for Assistance.

It's here! Steam Controller has officially arrived. Made for you to play all your games on Steam, however you like to play them. Buy now on @Steam. store.steampowered.com/hardware/steam…

@5starsavi Happy Birthday! Let’s celebrate with a grip of Nattys over the next four years!

Thank God for 18 years of life 🙌🏾🥳

@tomshardware Can’t wait for this to run Steam OS and support the new steam controllers 😂

PS5 Linux loader goes public, turning ‘Phat’ consoles into full Linux PCs — build script includes bootable Ubuntu 24.04 image, can output 4K games at 60 FPS tomshardware.com/software/linux…

@SFGate I was a proud XFL season ticket holder! Demons Forever!

The XFL was a $100M disaster. Except at the SF Giants ballpark. sfgate.com/giants/article…