Autonomous with Bud

🤯My goodness! I've always wanted to see Superheavy jump off the pad like that! Although I don't think this was as fast as they originally planned. But, now that the pad isn't holding the vehicle back anymore we can see the true monster thats been hiding this entire time.

The $NVDA earningscall made one thing very obvious. Robotics is the next big thing. These are the best Pureplay stocks to get exposure: 1. $AMBA - Edge-AI Chip pureplay. Optimized for Autonomous roboters and automotives. These are the chips that will power humanoids and other robots. 2. $XPEV - Focussing on Physical AI. Humanoid Integration systems, vertically integrated Turing Chips for robots and cars. One of the first to produce humanoids on a large scale. 3. $OUST - High quality LiDAR-Sensors, making it possible for robots to perceive the real world. Designed for Humanoids and Autonomous driving. 4. $SYM - Full Stack Warehouse-Automation. Core of this system is SymOS, an AI-Platform automating and optimizing every aspect of the warehouse. Physical and digital layers are perfectly coordinated and integrated.

⚡️SpaceX is about to become the public-market gravitational center for the next industrial age. This would be the IPO that turns orbit into an investable asset class. SpaceX is not just selling rockets. It is selling control over the logistics layer of space: launch cadence, reusable infrastructure, Starlink distribution, defense dependency, NASA dependency, sovereign communications, orbital replenishment, and eventually Starship-scale mass movement. Public markets have never had clean access to that before. That is why this would be historic. The stock would instantly become more than a company. It would become a macro instrument. A way to bet on American industrial dominance, orbital infrastructure, defense-tech acceleration, satellite communications, Musk premium, Starship optionality, and the financialization of space. But the brutal truth: the IPO price is probably going to be savage. If SpaceX comes public at an extreme valuation, early public buyers may be paying for destiny upfront. The company can be one of the greatest industrial assets on Earth and still be a dangerous entry at the wrong price. Public markets love scarcity, mythology, national-strategic assets, and Musk-linked reflexivity. That combination can produce a valuation that leaves very little margin for error. The real market impact would be huge. It would pull capital and attention out of weaker space names. It would reprice Rocket Lab, ASTS, satellite infrastructure, launch names, defense-tech names, and even parts of AI infrastructure because SpaceX becomes the benchmark. Every public “space” company gets measured against the king. The deeper implication: SpaceX going public would mark the point where the orbital layer stops being private strategic infrastructure and becomes public-market property. That changes the psychology of the entire sector. Retail gets access. Institutions get access. ETFs eventually get access. Indexes eventually get access. Politicians get a public-market constituency tied to orbital dominance. The company becomes harder to ignore and harder to attack without touching millions of shareholders. That matters. The danger is governance and dependency. Public markets would be buying into a company whose power comes partly from being founder-driven, state-adjacent, operationally aggressive, and structurally irreplaceable. The very things that make SpaceX exceptional also make it messy as a public company. Final read: SpaceX IPO is probably the biggest public-market event of this era. The asset is civilization-scale. The valuation may arrive priced like prophecy. That means awe is justified. FOMO is not.

NEWS: California trucking firms have applied to buy 1,200+ Tesla Semis, a deal worth ~$348M. That is more applications than all other electric trucks combined since the state's incentive program launched in 2019. The Semi starts at ~$290,000 for the 500-mile range version. Competitors from Daimler and Volvo start at $400,000+ for less range. Tesla is also bringing a 350-mile version at a lower price. Both options out-range every other electric truck on the market. Jennie Abarca, owner of King Fio Trucking in Long Beach, ordered 20 Semis. "This is something new coming to the market that kind of answers all those problems." The Semi is doing to trucking what Model Y did to SUVs. Better range, lower price, massive demand. The incumbents never saw it coming.

Diet season?

Jonny Kim, aged 37, changed his career three times and has achieved becoming a Navy Seal, trained Harvard doctor and NASA astronaut.

The competitive landscape is already heating up: Google launched Project Suncatcher last November. SpaceX acquired xAI in a $1.25 trillion deal aimed at space data centers. SpaceX filed to launch 1 million orbital AI satellites. Every hyperscaler is going to orbit.

NVIDIA just quietly partnered with 5 space companies. This is one of the most important moves in tech right now. They are officially taking AI infrastructure to orbit. Here are the 5 names that could define the next decade:

❤️‍🔥Wait, what? Tesla training Optimus at its engineering offices and factories across Austin, San Diego, Marina Del Rey, Fremont, Henderson, Lathrop, Palo Alto. Austin, Gigafactory Texas Fremont, California vehicle factory Palo Alto, Engineering headquarters Lathrop, Megapack factory Henderson. Nevada, Operational and manufacturing-adjacent presence tied to Gigafactory Nevada Marina del Rey, office/engineering presence San Diego, Engineering, service, and operational

“The problem is that batteries are big and heavy. The more weight you’re trying to move, the more batteries you need to power the vehicle. But the more batteries you use, the more weight you add—and the more power you need. Even with big breakthroughs in battery technology, electric vehicles will probably never be a practical solution for things like 18-wheelers, cargo ships, and passenger jets. Electricity works when you need to cover short distances, but we need a different solution for heavy, long-haul vehicles.” — Bill Gates (August 2020) Tesla Semi (2026): hold my beer