Johnnie

@herbertong @TeslaLarry How about just growing revenues and profitability and staying away from gimmicks?

🚨 Tesla + SpaceX merger talk is heating up! @TeslaLarry says a deal could be announced this year, with it possibly finishing by mid-next year. He also says SpaceX may use a rolling lockup after its IPO to avoid too much selling at once. Big idea: how and when it happens matters a lot. $TSLA

@MichaelDell @UTAustin Congrats. You’ve made an enormous impact

This is where it started. 42 years ago: a dorm room at @UTAustin, $1,000, and a belief that technology should be personal, powerful, and accessible. FY26: $113.5B in revenue — an all-time record. The world has changed. The mission hasn’t. AI is the biggest platform shift of our lifetime, and @DellTech is built for this moment. To our customers, partners, and the Dell team: thank you! 🙏 We'll keep building what’s next. Onward 🚀 #PlayNiceButWin

@JSX423 @tesla I can see humans making the same mistake if they are not used to the road. FSD/AI in general, unfortunately will make the mistake multiple times if it is not programmed to remember. A child would remember after the second or third encounter, not so with AI in my experience

Not being able to read signs is becoming dangerous - especially if 14.3 actually can read signs. "Traffic from left doesn't stop" FSD treats like a 4 way stop. 500 voice notes here. Most critical safety disengagement I've ever had and I apologize to the person I freaked out. @Tesla_AI

@TSLAFanMtl I simply cannot understand how people can stoop this low in doing their jobs. Give credit where credit is due or don’t say anything at all. 380k mikes and the battery still works at all is HUGE. Best tech & engineered cars by far @tesla

This thirst-trap headline makes a positive sound like a negative. Car drives like 3x more miles than the average car does in its life - still drives well with no mechanical issues - and still has 2/3 of its original battery's useable range. If anything, this is a testament to EV durability and longevity.

@TradexWhisperer Now that’s hilarious 😆

You will be surprised to know that after posting thousands of conviction posts since $MU $62 and $SNDK $200, the top question I get asked every day (even today) is simply... Which is better, $MU or $SNDK? 😂 Come on guys.. But seriously. If your dilemma is giving you paralysis and anxiety then give yourself permission. Own both. Ratio does not matter. Satisfy the two personas inside you, the Micron Bull and the Sandisk Bull. Don't go all in on just one name. Those extreme moves inevitably favor one identity at the expense of the other. When one is completely ignored, one of your personas can get angry and wreck your psychological state. Preserve your emotional capital. $DRAM

@TeslaNewswire @tesla needs cars for the high end market and priced accordingly. Every car can’t be for the mass market. It’s heart breaking realizing the enormous value Tesla has left on the table. World class tech & engineering ought to produce world class sales & profitability. Hire a CMO.

🔥 Tesla is currently producing the last Model X! Employees have signed the body before it receives the Garnet Red paint (Signature Edition).

@TradexWhisperer $MU. Are these astronomical price increases good for the industry long term.? I would much prefer stable prices and growth being driven by volume.

$SNDK $MU $DRAM Samsung raises SSD prices by more than 10%. Kingston is also increasing prices across its entire SSD lineup starting this week, with hikes of at least 10%. Prices have surged 3–4x compared to last year (when similar 1TB drives were under $100). Wholesale prices rise first → retail prices expected to climb steadily over the coming weeks as old stock sells out. TrendForce expects NAND Flash contract prices to rise 70–75% QoQ in Q2 2026. Client SSD prices are anticipated to keep rising even as traditional PC demand remains weak.

@TeslaBoomerMama $tsla. Don’t be fooled by shiny objects. The value of a company is the PV of its expected future cash flow. What we have with @tesla is promises, declining sales & declining profitability. That needs to change to justify the valuation. I own $tsla and want the price to go up. NFA

Updated article on the consequences of FOUR index inclusions after the SpaceX IPO. Enjoy!

@amitisinvesting In what universe does this makes sense? I suppose some investment banking firm is about to rake in some fees.

BREAKING: Gamestop is looking to buy Ebay, as per the WSJ. Gamestop is currently worth $11B. Ebay is worth $46B. Ryan Cohen has diluted in the past to raise cash, but this would need some strategic financing. Do you think this makes sense?

@hamids @DeepIceValue Yes, please tell us.

@DeepIceValue Let's assume there was no such thing as historical pricing and you couldn't look up historical prices. Now, based on what criteria does a "Deep Value Investor" think $MU is overpriced?

You can be sure there is no competition in the investing game when people are trying to convince you that $MU going up 571% in 1 year is normal.. 🤦‍♂️🤦‍♂️

Sandisk has thumping quarter on AI boom, secures long-term contracts and unveils big buyback | Reuters reuters.com/business/sandi…

@Futurenvesting It’s the Zuck effect. He spends like a drunken sailor once he gets an idea in his head. I’m buying though, hoping cooler heads will restrain him some.

What's going on with $META? It was sitting at ~$608/share back in Dec 2024 with: • $164.5 B Total Revenue LTM • $62.4B Net Income LTM Now today at ~$608/share with: • $215.0B Total Revenue LTM • $70.6B Net Income LTM A 30.68% increase in revenue and 13.19% bump in net income at the same price... Who's buying?

@StockSavvyShay @brewmarkets $META can “print” money whenever it wants to. The problem is the Zuckerberg factor. Once he gets an idea in his head, he spends like a drunken sailor, IMO. I’m contemplating buying more but the Zuck factor is lingering in my head.

Absolutely wild that $META lost $160B in market cap after raising CapEx by just $10B even though the business posted some of its strongest growth metrics in years: • Fastest revenue growth in ~5 years at 33% YoY • Ad impressions grew 19% & Ad pricing grew 12% (rare combo) • Reels time spent rose 10% from Instagram ranking improvements • Q2 guidance came in stronger than expected at up to 28% growth • Updated ad models drove a 6% boost in landing page view conversions • Facebook video time rose more than 8% (largest sequential gain in 4 years) • WhatsApp monetization is scaling with Family of Apps “Other” revenue up 74% YoY

@MaryBowdenMD @Tesla People get mad at @Tesla for one reason or another. Your case may be justified but they may have ran out of cars after they stopped making them. I got a MY last year. I’ll gladly spend 2x the amount if that’s what it takes. Car drives itself & has reduced my driving stress a lot

I was planning on leasing a @Tesla S. I ordered it March 18 and have been waiting for the car to arrive…. But I just got a call that the car I reserved no longer exists?! What car should I get instead?

@DevinOlsenn Corner case. It ought not slow down Robotaxi launch. @tesla ought to be able to remote control into Robotaxi and handle. Of course continue to work on system solutions but do not slow down for Robotaxi launch

FSD struggles to get out of parking spot due to lack of front bumper camera. This is a clip from my latest YouTube video, but it felt worthwhile to post separately and discuss. This to me is a clear example of FSD getting itself into a situation that it can’t get out of due to a lack of a front bumper camera. You can see the car wants to back up to gain vision, but becuase the spot was so tight it couldn’t back up anymore. What do you all think?

@alojoh IMO, the post always moves with Elon. It is until it isn’t

Elon: "I feel like I need to have something like a 25% vote, which is enough of a vote to have a strong influence, but not so much of a vote that I can't be fired if I go insane." Why 100% control? x.com/Kalshi/status/…

@elonmusk @elonmusk @tesla When are we getting a truck for the mass market?

Cybertruck

@congressdj You can still drive manually - right? So many opinions (often contradictory) here on X. I hope @tesla is ignoring the noise and moving forward with launching. @tesla, don’t get bogged down by all sorts of corner cases.

FSD speed profile locked to standard during light rain, keeping me under the speed limit. I’ve seen absolute speed limited in harder rain, but this is the first time I’ve seen the profile locked. In light rain, no less. Safe or overkill?

@SawyerMerritt @farzyness What can the robot actually do? Lots of gimmicks out there

Figure says they are now manufacturing 55 humanoid robots per week, and that they can now build up to one per hour. I guess this means they are doing roughly one 8 hour shift per day 7 days a week, or maybe 12 hours 5 days a week?

@gnoble79 Well, the silver lining is that if @elonmusk is awarded the 200 million super-voting shares, he would have earned it. Show me any “rational” human being that would agree to such “outrageous” goals.

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street. SpaceX just disclosed Musk's new compensation package: He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power. Let me put the 100 terawatts in perspective: The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit. This is a science fiction screenplay that somehow landed in front of the SEC. But here's why it actually matters for your portfolio... The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it. SpaceX is claiming a market roughly 240x BIGGER. Now let's talk about what is actually being sold here: Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch. xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash. Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up. The IPO is being marketed at $1.75 TRILLION. The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative. Then layer on what we just learned last week... The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable. This is the same playbook he's run for two decades. Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses. The IPO is structured to keep that game going FOREVER. The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away. Here is the part that finishes the case for me: Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X. This raise is not funding the future. It's just plugging existing holes that retail investors will now own. In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet. I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude. I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual. Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight. The Tesla mispricing is being repeated on a far larger scale. And this time the bag is being handed directly to retail. Don't be the one holding it.