Paul

@ashleevance Great episode (as per usual). Was there going to be a Tesla Semi episode as well or am I mis-remembering your posts?

We are abysmal at making drugs for brain disease. But the scientists in this episode may have set us on a new path. They've pioneered a way to test drugs on actual human brains. One of my favorite episodes we've ever done. Is on the YouTube channel as well, down below.

@SJCapitalInvest Too soon.... $EOSE #bettersometimestakewaytoolong

If you ask me about buying the dip on $SMCI I am blocking you. Better chance talking me into buying $EOSE into earnings.

@KirkLubimov Solid. Any politician willing to go unstructured for a couple hours get a tip of the hat from me. Rogan is a conversation. Would have preferred more depth on capital and economic reform, but that’s just not a reasonable expectation for that venue.

Let's talk Pierre Poilievre's appearance on Joe Rogan's Podcast. > the triggered and perpetually offended will react to it as they do to anything. Nothing new. > most of the Conservatives, especially these who think CPC has a chance & will save them, will think this was a good interview. >the cultists and bootlickers will be gushing over as usual. Nothing new here either. Most of everything Pierre said here he has said many time before in different interviews. He gave nothing for the Left or MSM to be upset with and came out respectable looking. He gave nothing for Conservatives to bite their teeth with hope in as there is a substantial disconnect between what he says and what the Party does. It was a carefully worded not to take it to eitherside walking a tight rope. Took the personality right out of it. Joe Rogan doesn't understand Canadian politics as much and didn't hold his feet to the fire but he did try to get some 'zest' out of Pierre leading him to that place but realized it would be a 'political speak' type of conversation and you could see that on Rogan's face after he tried. Was this a good showing for Canada, however? Yes, and maybe that's all the matters. What are your analysis?

@danielrucci A zinc battery company. All they have to do is execute. Currently <$2B. Few holes in the story. Probably need a CFO.

@pwallmann5 humor me?

Biggest cash position in a while. Where should I deploy?

@xEBITDA 🙈

Here is my quad watching trading playbook for today: 🙏🏻

@OrlandoLorenzo @SawyerMerritt Oh I see what you’re saying. My bad in the mid understanding.

@pwallmann5 @SawyerMerritt No! 50% average annual production growth until reaching 20 million annual production in 2030.

Tesla's Terafab chip manufacturing project launches tomorrow. Elon previously on advanced chip supply: "Even when we look at the best case output of all our key suppliers, it's not enough. In order to remove the probable constraint in 3-4 years, we'll have to build a very big fab, domestically. I know fabs are hard, but we do a lot of hard things." (Tesla's AI5 chip pictured below)

@OrlandoLorenzo @SawyerMerritt Isn’t his comp tied to the cumulative total?

@OrlandoLorenzo @SawyerMerritt **20 million cumulative car sales

That imaginary constraint he’s devising comes from assuming Tesla will be able to sell hundreds of millions of Optimus units (he even said 1 billion a year) because “who wouldn’t want to own their own DP2 robot.” In my opinion, that’s even more unrealistic than the idea of Tesla selling 20 million cars by 2030 with global EV penetration at around 80%. This move into chip manufacturing is by far the riskiest of all his moonshot ideas. Even landing rockets and FSD were new technological frontiers, very hard to achieve, but they had time to get it done because there weren’t already other companies working on it. This is the opposite, he would be competing with companies that dominate the market and have decades of experience. My guess is that he is once again overestimating demand, Optimus won’t sell in the hundreds of millions and this will end up being a waste of billions, as Tesla’s future needs for cars, space data centers, and Optimus will likely be met by Samsung and TSMC.

@KirkLubimov Where is this info from Kirk?

Which demographics of Canadians are leaving Canada? >67% of the are 20-44 year olds. >3x more likely to be in Sciences than avg population. >31.1% have a masters degree. >61.4% left to the US. In other words, it's Canada's youngest, most talented and educated population.

@dmottco I feel that rhythmic banging shortly after market open until market close

$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property

@dmottco Bullish IRR no longer too high. This is what they wanted (I’ve been told).

$eose anyone can think of any reason why Cerberus doesn’t do another 1 year lockup? They cannot / will not exit at these prices. And their overhang will only hurt the stock Or has Cerberus quit ?

@OBGInvestments @dmottco Big if true

@dmottco Wen lime 100?

$eose drove by Thornhill and the building is massive- looks basically ready to receive line 2, and the floor plan looks like it can hold like 100 lines lol

@BenBajarin @JoshuaA95731386 Haha at some point Apple and NVIDIA will even make the products they sell!

@JoshuaA95731386 Not as vertical

Only two companies in tech are so deeply vertically integrated. Apple and NVIDIA. Jensen says they are the only one fully vertical and horizontally open. 🤔

@Beechwood_Ben @aphysicist @ziv_ravid Perhaps. I guess I was just using the Chinese example just to point out that they compete just fine without tariffs (Model Y as best global best seller of any auto another example). But i agree that it will be interesting to see how they prioritize volume going forward.

@pwallmann5 @aphysicist @ziv_ravid My sense is Elon is now focused on other things. And tesla will be more of a niche player long term. At least in traditional cars. Automated vehicles who knows

I don't understand the Silicon Valley obsession with Musk. You can't learn anything in 5 minutes presentation and it's only a show. The same thing with xai. You create a toxic environment, it failed and then you get rid everyone and start again (because you have money). It doesn't say you are a good manager...

@Beechwood_Ben @aphysicist @ziv_ravid They need a new factory to increase volumes there. That facility is flat out.

@pwallmann5 @aphysicist @ziv_ravid Are they on an upward trajectory

@Beechwood_Ben @aphysicist @ziv_ravid I guess it depends what you mean by winning. That factory is at capacity. 3/Y are in and out of the lead their price ranges depending on export waves. Stationary storage facility is ramping to 48GWh. Whatever they are doing in China certainly isn't losing.

@pwallmann5 @aphysicist @ziv_ravid Looks like they are third in market share in EVs. But yea if they win there I will concede the point

@Beechwood_Ben @aphysicist @ziv_ravid They do well in the Chinese market

@aphysicist @ziv_ravid I think you have to give him a lot of credit for spacex/starlink/and Tesla. But at least with the Tesla piece they are really just being protected by tariffs on autos. I’m not sure they would even exist if it wasn’t for that.

@HaydnBCole @akramsrazor 100%.

@pwallmann5 @akramsrazor I am not sure exactly if DaRazor is suggesting its the market or an individuals, but am skeptical its the former. Markets are smarter than individuals. I tend to think he is point out stuff like this is dumb as f, which I completely agree with - x.com/HyperTechInves…

@HaydnBCole @akramsrazor I am probably just misreading you both. I read him as saying some people (the market) seem to be rewarding both equally (regimen relative performance) and he didn’t think that made sense. You’re saying people shouldn’t compare the two because that doesn’t make sense.

@pwallmann5 @akramsrazor we agree that photonics is not memory, yes. we may not agree on what the market sees. But as mentioned afore, unfalsifiable views are worth very little.