Christopher McMillan 🦅

@iAnonPatriot Hey @itsLofe tell us more about this

The ‘Learing Center’ owner says he’s can no longer pay the gas bill now that money isn’t flowing in. The paint and all the toys look brand new. Lmao

@qualtrim So, are you buying yet? :)

Here’s the reality for Adobe: 1. All-time high FCF/share 2. All-time high revenue 3. All-time high backlog 4. All-time high net income And the stock is the cheapest it’s been in a decade. $ADBE

David Friedberg Explains The Slow Spiral of Socialism “Government programs create an anchor. They are a shackle.” “This is the spiral of socialism.” “The government programs that are meant to provide support to people require an increase in taxation. That revenue has to come from somewhere.” “That taxation ultimately leads to an attrition of economic value in that region.” “Then you have to increase taxation more, and you end up in the spiral.” “And we're seeing this now, not just in New York where Mamdani’s proposing to increase taxes, but across the entire West Coast.” “We talked about the 5% billionaire tax. So yes, that's a problem for rich people. Great. No one gives a sh*t about us.” “But where does this go?” “In the proposed billionaire tax, it actually gives power and authority to the California State Legislature that they can actually redo this wealth tax at a different level and a different rate in the future.” “Think about what that does. It now gives property seizure rights to the California State Legislature to set a value level, so anyone now that's got over $100M net worth, and then it becomes over $10M, and then anyone with $1M net worth, and the state can take 5% of your assets every year.” “Very quickly it becomes the process by which socialism and the socialization of assets that get seized by the government is realized.” “Once you're hooked on the government for some sort of benefit, it's very hard to unhook yourself.” “And it definitionally becomes a spiral. That's what leads to socialism.” “And we have seen it time and again. It's not a big revolution. Socialism emerges slowly.” “Gavin Newsom yesterday on stage at DealBook, talked about redistributing wealth. Ro Khanna is talking about redistributing wealth.” “This is becoming the Democrat party line, and they're going to end up trying to seize this moment to take these socialist principles.”

@BryantWdesign The bond market thinks there will be future inflation.

Anyone with a brain that follows these rates from last year could see this coming a mile away. These cuts are not for home buyers these cuts are to keep the federal government from going bankrupt on debt

@BryantWdesign @figma It's going to be AWESOME (like the song)

@figma Um cool I guess. Doesn’t mean it’s going to be great design but interesting nonetheless

Something new is coming to the design canvas

@farzyness @joecarlsonshow @farzyness needs to get @joecarlsonshow on his show to debate this! :)

@joecarlsonshow Google and Amazon being better plays in Robots vs Tesla is the same argument folks made about Legacy Auto being better equipped than Tesla to manufacture EVs profitably at scale.

Here's my view on Tesla vs Google and Amazon: I believe Google is a better Robotaxi play than Tesla. I believe Amazon is a better Humanoid Robot play than Tesla. So the reason I don't own Tesla is that I believe there are different companies, each leading in the two big verticals Tesla wants to be the leader in. But what if I'm wrong? Well, if I'm wrong on Google. Google does just fine. Waymo is a tiny fraction of revenue and they have Search, Cloud, YouTube, Subscriptions, all fantastic core businesses to fall back on. All at a super low valuation. Google doesn't need Waymo to justify valuation. If I'm wrong on Amazon, Amazon is fine. They have the fantastic businesses of AWS, Prime Video, Retail Advertising, to fall back on. Again, at a low valuation. Amazon doesn't need humanoid robots to justify valuation. What if Tesla bulls are wrong? If the robotaxi and humanoid robots don't work out as expected, your core business to fall back on is a car company that's losing tax credits and has increasing competition from China. And this is while trading at a high valuation. Tesla needs robotaxi and humanoid robots to justify the valuation. I like Google and Amazon because they offer optionality on disruptive tech without the same downside risk if those bets don’t pay off. Tesla, by contrast, has more downside risk if the ambitious bets fail due to its dependence on them for valuation support and weaker core business.

If the election outcome is as I expected, it should cause the large minority of the country who supported @KamalaHarris and predicted her victory to begin to question their sources of truth. Half the country has believed that @X is filled with mis- and disinformation, and that they could only therefore rely on The NY Times, MSNBC, CNN and other mainstream media for their news. And they did. If, however, you have been active on @X for the last year, you have known the truth days, weeks and often months before the facts appear in the MSM. The MSM excerpted, clipped and cut to defame @realDonaldTrump while claiming that @JoeBiden was fit as a fiddle. Then when Biden’s polls collapsed, @KamalaHarris was anointed the candidate and her hagiography was written with glowing acclaim from the press. But this could not hold as she ducked the media and held fast to the teleprompter. Citizen journalists with their phone cameras in hand captured the real Kamala forcing her to defend her record and her plans in more media appearances. It did not go well and the public demanded to learn more so @KamalaHarris had to risk more unscripted media. The doom loop was underway with perhaps 60 Minutes as one of the more dramatic examples, even after CBS tried to save her, most glaringly by excerpting one answer to replace a word salad response to another. But the citizen journalists on @X quickly caught and outed this fraud and demanded a transcript. As many who supported Kamala began to realize that they have been misled, they became open to Trump as an alternative, but they didn’t want to rely on the media to understand him because they did not want to be misled again. They wanted to hear the candidate in his own words and that is where @lexfridman and @joeroganhq long form podcasts came to the rescue. When Kamala was offered the same opportunities to explain herself, she rejected them. And the voting public could only draw a negative inference. When the story of this election is written, I expect it will be as much about how half of America woke up to the reality that they have been manipulated by the media. This should lead to an abandonment by many of the MSM as their primary source of information. It will push more people to @X, to podcasts and other empirical sources, and it will lead to a more informed public. The other outcome I hope happens is the implosion of the Democratic Party. The Party lied to the American people about the cognitive health and fitness of the president. It prevented, threatened, litigated and otherwise eliminated the ability of other candidates for the primary to compete, to get on ballots, and to even participate in a debate. The Party and the administration used lawfare in an attempt to imprison, bankrupt or otherwise kill off Trump as a candidate. These acts are collectively grave threats to our democracy. With the highest irony in order to hide these acts, the Party accused the opposition candidate of being the grave threat to democracy. The Democratic Party proved itself to be fundamentally undemocratic. It needs a complete reboot. The leadership should be thrown out and those responsible should apologize to the American people. Honest Abe said it best: You can fool some of the people all of the time, and all of the people some of the time, but you can not fool all of the people all of the time.

@historyinmemes @friedberg @Jason

NASA has released this beautiful new image of Uranus captured by James Webb Space Telescope

Perform a synchronized light show with multiple Tesla vehicles…and a new song 🎶 Rolling out now in this year’s holiday update

Liftoff of Starship!

Don’t sell my account. :)

This can’t be good… $FRC #FirstRepublic #FirstRepublicBank

@stevenmarkryan Production is hard.

Last chance to get your predictions in. What will we learn at Investor Day 2023? $TSLA

@JaynSilentSlav @MusikFan4Life Seemed ok to me

@MacroAlf @threadreaderapp unroll

No. A Fed pivot is not the only condition required for stocks to moon again. 2001 teaches us why. A short thread. 1/

Safety is the primary design objective for our vehicles. Your Tesla monitors your surroundings, alerting you or taking corrective action if you are at risk of an accident → tesla.com/safety

@ThePainTrader Bear flag and leg down

@SawyerMerritt What model is this 👀

NEWS: Tesla's Fremont factory continues to pump out new cars for year end. Fremont customer delivery/pickup center (right photo) is packed (most I've seen at least). Those cars will all be picked up by local customers next couple days. drone footage: youtube.com/watch?v=irayFH…

Congrats to the 4680 cell team on achieving 868k cells built in the last 7 days—equal to 1k+ cars! 🔋

@farzyness Strong Q4/Q1 earnings.

What do you think will reverse $TSLA trend?