mgk

@carlbildt aldrig nöjd? 🤣

Likely that we will now see a 60 day 🇺🇸 🇮🇷 ceasefire with gradual opening of Hormuz, ending of blockade and negotiations about the nuclear file. 🇮🇱 will be intensely unhappy, hardliners in 🇺🇸 will scream, but this will then be extended. The war achieved nothing.

@tekniknisse lyckades eller avstod :) övervärderad och tror den kommer droppa om ett par månader

Ni som inte lyckas köpa SpaceX i ipo eller ser den springa ifrån i orderboken: Tesla, SpaceX och xAI rör sig mot samma punkt: en gemensam teknisk ryggrad. Delade AI‑chip, gemensamma fabriker, orbitala datacenter och en växande korsägande struktur. Musk bygger inte tre bolag – han bygger ett ekosystem där bilar, raketer och AI tränar varandra. Frågan är inte *om* Tesla kopplas hårdare till SpaceX, utan hur långt integrationen går.

@LinkN01 snyggt! done!

@aleabitoreddit price target?

For $SIVE to become the next $80B+ $LITE. Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T. They basically supply lasers to the leading players in the CPO space. From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for CPO. before they got big. And now with large players like $JBL for 1.6T LRO + more test/qualifications underway for pluggables. They've finally solved the Catch22 problem, and have the attention of the market to pull off foundational CPO related IP acquisitions downstream on NASDAQ listing (or now with equity). And expand revenue as much as possible from the laser source into: -> Optical Engine/ELS value. -> Optical Transceiver IP Just like $LITE did to drive their valuations from $2B -> $80B in 2 years. But instead of EML + pluggables, Sivers is doing this for the CPO supercycle, the fastest TAM expansion in history for photonics. I'm following the story for them to pull this off this David vs. Goliath shift catching up to $LITE. More than I care about little MC % returns that's happening currently.

@gynaeceum Hmm ingen kommer vilja anställa Deepak oavsett lön för indier inom IT är sämst 🤣

Grattis till min bror och alla andra nyexade systemvetare — företagen kommer såklart hellre anställa Deepak som är beredd att jobba för 27k i månaden! Helvete vilket idiotiskt förslag, klart det här lär leda till lönedumpning och Sverige har redan sämst löner i Norden.

@Johan_Elmquist vad förväntar du dig från kommunist sverige

”Can I have a Coke please?” …. …. ”What’s is this?” ”We don’t serve American products here” Jag hade ett fantastiskt möte med en amerikan som arbetat med cybersäkerhet sedan 90-taket. Mycket inspirerande. Han var lite frågande till drycken han fick serverad. Detta på ett centralt beläget hotell i Stockholm

@jack diet?

got my first CT w/wo contrast scan yesterday

@philipengberg true for entire nordics! EU wages are way lower than the U.S

Regular Danes are not going to pay this much. It’s an insane amount of money every month for most people. In this country people generally want to spend as absolutely little money as possible on their cars. And 750 DKK is as much as you typically pay for full coverage insurance on a Tesla or monthly lease on a secondary car. This price point is severely restricting addressable market. I think we will plateau at 10% conversion, whereas half price could possibly achieve 30-40% conversion, i.e. much more revenue for Tesla. Does not seem well thought through.

@wholemars ok available but FSD is still not activated lol

Tesla Self-Driving subscription now available in Sweden

One year ago today [May 20, 2025] Elon Musk was interviewed by CNBC where he predicted Tesla would have a thousand robotaxis in a few months and by end of 2026 there will be hundreds of thousands if not over a million Teslas with unsupervised FSD (robotaxi + customer Teslas). Today [May 20, 2026] there are a total of 39 unsupervised robotaxis operating only during daylight hours in Austin, Dallas, and Houston. There are 0 customer Teslas with unsupervised FSD. And Tesla still hasn't filed the permit to begin testing driverless cars in California.

hold up. elon massively overpays for Twitter, after tanking tesla’s stock via selling in the open market for months - right before a tech bear market twitter is knee-high in shit (debt), so he makes up a lie about bots to boost subscriptions etc all advertisers leave the platform, dropping revenues while interest eats up whatever is left of the profits he then creates a fake AI startup out of nowhere, raises billions in months then he acquires the failed Twitter company with the fake AI startup years worth of lying about FSD progress is catching up, and tesla’s market cap goes nowhere for five years as a result. in 2024, tesla tanks toward multi-year lows - until he makes a new lie: a new compact car stock rallies. he bets the farm on helping trump win the election he crashes out on christmas ranting about H1B’s - tesla’s stock crashes for months thereafter, as DOGE also fails to do anything useful. still no FSD. but wait - let’s have a car drive itself to a customer. then, let’s release 1 robotaxi in austin and say we’ll scale to 50% of the population by the end of the year. that’ll help buy some time. he then looks at spacex, which only does a few billion in revenue and has an idea: data centers in space bro. bc space is cold af! and unlimited free energy! he has spacex acquire his fake ai startup and prepare it for IPO in record speed amidst peak AI euphoria. “we can ipo this shit for $2T and then buy tesla so i can have my target % ownership. i just wont scale robotaxis or optimus until spacex is ready to acquire it” -master plan 5

@cmuggla folk hatar putler men köper ändå hans olja dubbel standard much

Som sagt, Trumps krig i Iran är en gåva till Ryssland

FSD Supervised now rolling out to Teslas in Lithuania 🇱🇹! Making European roads safer, one by one

@farzyness codex is beating claude

I think Google just won the consumer market for AI. Here's what I think is going to happen: Anthropic: Best models for running businesses Google: Best models for everyday people + creatives SpaceXAI: Biggest Hyperscaler by far OpenAI: Probably cooked unless they pull a rabbit out of a hat

@smdcapital It will be a cash-burning ”investment” over the next 20 years, and maybe someday it will be worth more than Earth's GDP.

this guy is giving major conman vibes new carrot just dropped: IF spacex is successful (in 20+ years?), it will be worth “many orders of magnitude” more than earth’s GDP incredible. maybe this is how he plans to entice tesla shareholders to sell to spacex for <2T?

@EKMLAI räcker det inte med att "miljardärerna" ser till så sånna som du har ett jobb att gå till?

Det finns ingen i världen som kan övertyga mig att en miljardär arbetar nära 10 000 ggr så hårt som en vanlig arbetare.

@ekonomigurun_ 1.8T

Gissa vad SpaceX stänger på vid ipo dagen 12e juni. Närmst vinner en piggelin ! (Förutsatt att det blir ipo och du följer mig)

@cmuggla som herr Benjamin Franklin sa en gång i tiden "...in this world nothing can be said to be certain, except death and taxes"

Vilken är den värsta skatten? Jag röstar för arvsskatten (som vänstern nu vill återinföra). Bara för att någon dör, skapas inga nya värden, ingen ny skatteförmåga. Att staten likt en asätare ska ta egendom från en död människas kvarlåtenskap äcklar mig. Låt oss få dö utan skatt!

@Engbl0m haha vad händer är det Sveriges andrew tate vi har här

Rickard. Du är en svag patetisk man som (avgudar) kvinnor och gör dig själv underlägsen. Du smutsar ner det manliga könet. Höj dig själv för på detta sätt lär du aldrig få fitta.

@ekonomigurun_ tror värderingen via accumeto var på 659 eller något sånt vilket motsvarar närmare 1.6

SpaceX gör ipo 12e juni till en värdering på $2T. Gött man köpte in sig på ~1,4T i Mars 🤑