ManuLion.eth

Gm from an Island! (Guadeloupe) I could not go to the coconut trees without my LL hoodie. But I won’t tell you that I need it by 28’C. 😁

@zephyr_z9 Sounds like a Palantir platform for Semi fabs

Guess who Intel works with to improve yields, anon?? Stock is up 42% this month

@Ren_aramb Early solutions targeted the gap between aggressive IC designs and submicron manufacturing challenges — hence the name emphasizing Process + Design + Fabrication (PDF)

I’m long $PDFS PDF Solution I’m hyper bullish on all CPU stocks. Specially if they are made in America. $PDFS is the hidden gem I’ve overlooked. $INTC just crushed ERs and is trading +15% AH. $PDFS Also up AH tonight. +9.5% AH Intel is one of $PDFS key customers. They work with PDF Solutions directly to improve fab yields. PDF Solutions builds the data intelligence layer inside semiconductor fabs. Their Exensio platform manages over 24,000 manufacturing machines worldwide. It collects fab data across every step of production, normalizes it, and uses AI to find yield problems and close the loop before bad wafers become bad chips. Intel ramping fabs means more yield complexity. More yield complexity means more value for Exensio. That’s the thesis in one sentence. FY2025 numbers: $219M revenue, up 22% YoY. Q4 up 25%. Non-GAAP operating margin at 21%. Recurring revenue 94% of total. $254M backlog heading into 2026. They also just licensed Intel’s own AI Studio, rebranded it as Exensio Studio AI, and embedded it into the platform. Intel’s technology, running inside PDFS’s product, sold back to fabs including Intel. Management is guiding 20% revenue growth for 2026. Intel just guided Q2 revenue of $13.8-14.8B, well above the $13.1B Wall Street expected. When Intel invests in manufacturing, PDFS benefits directly. The cherry on top is their management team Two Carnegie Mellon PhDs founded this company in 1991 and never left. Kibarian still CEO. Michaels still EVP. Their CTO literally held the Keithley Professorship at CMU before joining full time. CFO Adnan Raza: Goldman Sachs TMT banking, AT&T Bell Labs, Synaptics executive team. The finance brain knows both Wall Street and silicon. The board has a former Synopsys co-CEO and a current Intel director. All of this at a 1.75B MC I’m long.

$IonQ Is moving deep into healthcare and the Walking Cat platform will accelerate these efforts. This report fully incorporates what advancements we can expect due to this breakthrough. In my view, this report is my best and most important report shared with the @IonQ_Inc community.

$AMD stock is up by more than 6% in after hours 🟢🟢🟢🟢🟢🟢

@Polymarket The next big thing after AI is Artificial Stupidity!

NEW: AI startup unveils "anti-Grammarly" tool that adds typos & grammatical errors to emails to make them seem human-written.

Tesla $TSLA just confirmed that it has agreed to acquire "an AI hardware company for up to $2 billion in Tesla common stock and equity awards"

100% mission success! On to the next…

As demand for computing capabilities accelerates, Oklo is collaborating with @NVIDIA and @LosAlamosNatLab to advance nuclear fuel validation, AI-enabled nuclear R&D, and infrastructure studies in support of future nuclear-powered AI factories. This is how computing and energy research come together to support what’s next. Learn more -> oklo.com/newsroom/news-…

Taiwan's stock market just made history: The total market cap of Taiwan's stock market is up to $4.14 trillion, surpassing the UK's $4.09 trillion for the first time. Taiwan's market cap has TRIPLED since 2020, driven almost entirely by the AI-fueled surge in semiconductor stocks. Over this period, Taiwan Semiconductor, $TSM, which makes up more than 40% of Taiwan's total market value, has surged +680% and is trading near its all-time high. By comparison, the UK's market remains roughly in-line with its 2013 peak and pre-Financial Crisis highs. Meanwhile, foreign investors purchased +$8.9 billion of Taiwanese shares so far in April, on track for the largest monthly inflow on record. AI is reshaping the global stock market.

JUST IN: ELON MUSK IS EXPLORING A THREE-WAY AI PARTNERSHIP BETWEEN xAI, CURSOR, AND FRENCH AI STARTUP MISTRAL Per Business Insider, SpaceX also announced a deal this week giving it the option to buy Cursor for $60 billion later this year. The goal: close the gap with Anthropic and OpenAI in AI coding and agents. Context: • Cursor is already training its model on xAI infrastructure • Mistral co-founder Devendra Chaplot joined xAI last month to lead pretraining • xAI currently runs ~200,000 NVIDIA GPUs and plans to scale to 1 million Musk has publicly called Anthropic's models "misanthropic and evil."

Thoughts on $TSLA $TSLA is clearly no longer just a car company and this report makes that obvious. Musk is basically walking on water right now. The fact that he’s building autos, energy, AI, robotics, and a Robotaxi network all at once while still producing serious free cash flow is something you almost never see in business. And yeah, people are going to point to the PE and say it’s expensive, but that completely misses what’s actually going on here. Quite frankly, that argument is moronic and shows a lack of understanding of what’s being built. Most companies struggle to do one thing well. $TSLA is trying to solve manufacturing, energy, autonomy, AI infrastructure, robotics, and fleet economics all at once. And somehow it’s still generating billions in free cash flow. That’s not normal, it’s not even comparable. They’re scaling the core auto business, building energy, and at the same time pouring capital into AI and autonomy. This is an entirely different economic model. The bet is simple, give up near term margins to build something that looks more like software later. Revenue was $22b, up 16%. That came from more deliveries, services up 42%, better pricing, and more FSD revenue. But not all of it was perfect. Energy was down and regulatory credits fell, so the growth was still good, but mixed. Profitability improved, but let’s not pretend this looks like a software company yet. Operating income was about $900m with a 4.2% margin and $500m in net income. Margins are moving up, but they’re still low relative to what this business could become. The reason is obvious. They’re spending heavily on AI, R&D, and infrastructure, and SBC is still elevated. That’s their strategy, and they’re deliberately compressing margins today to build something much bigger over time. Cash flow is what matters most because they generated roughly $4b in operating cash flow and $1.4b in free cash flow. That’s very impressive, but they’re also spending $2.5b on capex and invested $2b into SpaceX. This is still a capital heavy business today, even if the long term goal is to become asset light. The balance sheet is what makes all of this possible. Around $45b in cash and a massive asset base. That gives them time, and time is everything when you’re trying to build something this ambitious. Every dollar $TSLA generates isn’t being returned, it’s being redeployed into AI compute, factories, and vertical integration. This isn’t a company optimizing earnings, it’s a company allocating capital into optionality. The question isn’t margins today, it’s what those dollars earn over the next decade. This quarter, operations were a bit more mixed. Deliveries were 358k, up 6%, while production was 408k, up 13%. Inventory moved up to 27 days. That’s not alarming, but it tells you demand isn’t running away from them anymore. They are no longer supply constrained. FSD is my favorite part of the report. Subscriptions hit 1.28m, up 51%. That’s a huge deal because it is an early signal of the shift from selling a car once to monetizing it over time. If that works, the entire model changes drastically. At 1.28m subscribers, even modest pricing starts to matter big time. At $100 a month, that’s roughly $1.5b a year. Scale that across tens of millions of vehicles and the numbers start to get enormous. This is how a car company slowly becomes a software company. Energy had a weak quarter with storage down 15%, but I wouldn’t overreact. This business is lumpy and new capacity is coming online. Longer term, it’s still a meaningful growth driver. Meanwhile, the infrastructure keeps getting stronger. The Supercharger network is growing close to 20% with over 8,400 stations and roughly 80,000 connectors. People don’t talk about this enough, but it’s a huge advantage. 1/2 👇

$TSLA is trading down after hours as Elon is being uncharacteristically tempered with his forward-looking statements tonight, but that’s a lot better than providing inaccurate guidance and having to correct the record later 🦾

$TSLA Q1 EARNINGS • Revenue $22.4B vs Est. $22.2B • EPS $0.41 vs Est. $0.35 • Gross Margin 21% vs Est. 18% • FCF $1.4B vs Est. ($1.9B) Tesla says Cybercab, Tesla Semi and Megapack 3 remain on schedule for volume production starting in 2026.

Tesla $TSLA Q1 EARNINGS HIGHLIGHTS 🔹 Revenue: $22.39B (Est. $22.2B) 🟢; +16% YoY 🔹 Adj. EPS: $0.41 (Est. $0.34) 🟢 🔹 Gross Margin: 21.1% (Est. 17.7%) 🟢; +478 bps YoY 🔹 Free Cash Flow: $1.44B (Est. -$1.86B) 🟢 🔸 Put $2B into SpaceX during Q1 🔸 Cybercab, Tesla Semi, and Megapack 3 are on schedule for volume production starting in 2026 Other Metrics: 🔹 Deliveries: 358,023 (+6% YoY) 🔹 Production: 408,386 (+13% YoY) 🔹 Active FSD Subscriptions: 1.28M (+51% YoY) 🔹 Paid Robotaxi miles nearly doubled sequentially Financials: 🔹 Operating Income: $941M (Est. $787.7M) 🟢; +136% YoY 🔹 Capital Expenditures: $2.49B 🔹 Cash + Short-term Investments: $44.7B Commentary: 🔸 “build the largest chip fab ever”

Here we are, $AMD at $300. You don’t need to chase the hottest themes to make great returns. Market frequently misprices even the largest and most well-known companies. I bought $AMD around $100 in early 2025. It’s now a 3x position for me. Still has room to run. Long $AMD.

@Wreckeddiver2 @elonmusk Also the Sun has a limited life time. Not renewable.

@elonmusk Calling solar renewable is untrue. Solar needs precious metals and other materials to be produced, these are not necessarily renewable. 90% of used solar panels end up in the landfill as they are very hard to recycle.

The Sun rounds up to 100% of energy in our solar system, even if Jupiter and all non-solar mass is burned

@elonmusk That makes 100% of nuclear energy

TESLA $TSLA PUT $2 BILLION INTO SPACEX EQUITY DURING Q1

Ladies and gentlemen, today we're launching one of our biggest changes to 𝕏 Introducing Custom Timelines This feature allows you to pin a specific topic to your home tab. With support for over 75 topics, you can dive deep into your favorite niche on X. It's powered by Grok's understanding of every post with the algorithm's personalization—meaning every timeline is made just for you. And it works even better when it's a topic you already engage with. This was a huge undertaking across many months, so we're excited for you take it for a spin. We're giving early access to Premium subscribers on iOS (and Android coming very soon).

SPACEX'S IPO PROSPECTUS IS OUT AND IT'S A MONSTER Target: $1.75 TRILLION valuation. $75B raise. The largest IPO in history. Musk's 2025 salary: $54,080. He keeps voting control post-IPO via dual-class shares. Starlink 2025 op income: +$4.42B xAI 2025 op loss: -$6.4B Total capex: $20.74B, 5x in 2 years.