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Timbo
42.6K posts
Timbo
@Timboo
Family-first. Investor: ₿ | SpaceX | xAI | X | Tesla
🇺🇸 Katılım Aralık 2020
392 Takip Edilen9.4K Takipçiler
The most tax-advantaged account in America isn't a 401k or a Roth IRA
It's an HSA. A Health Savings Account.
And most people who have one are using it wrong
They swipe the debit card at the pharmacy & call it a day
Here's the approach that changes everything:
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Admin keeps telling us it’s almost over and Iran has nothing left militarily.
Then continues threats of decimating things they’ve claimed they’ve already decimated.
Markets like clarity, we don’t have that yet.
Steven Lubka ☀️@DzambhalaHODL
Market was offside for this speech I think, overly optimistic
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@Puncher522 @_JustStackSATs Yes, NY will find out; however, there are literally zero reports confirming this claim.
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🚨 New York Governor ERUPTS in Fury After Citigroup Announces Massive Move of 11,000 jobs OUT of New York🚨
In a devastating blow to New York’s economy, banking giant city group is shifting a staggering 11,000 jobs out of the state has part of a major restructuring and a cost-cutting drive.
Thousands of these positions, many in high paying finance and technology roles are heading to lower cost locations across the US and overseas, leaving New York workers and communities realing.
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’s success is truly a marvel. Their products are loved by millions.
These 3 really stand out and sound eerily familiar to how Musk builds his companies:
-End-to-end matters. Hardware, software, services. It all has to work together.
-Debate hard. Commit fully.
-Build for the long term.
You have to wonder if Steve Jobs and Elon would have collaborated in some way. Certainly they would have had immense mutual respect for each other. @elonmusk, did you ever meet Jobs?
Tony Fadell@tfadell
50 years of @Apple From the early days of the #iPod to bringing the #iPhone into the world, some of the most formative years of my career were spent there. The products and teams stay with you. But more importantly so does how Apple thinks. A few lessons that have held true for decades: 1) Start with the user, not the tech. The question isn’t “what can we build?” but “what problem actually matters?” 2) Focus is everything. Apple is defined as much by what it says no to as what it builds. 3) End-to-end matters. Hardware, software, services. It all has to work together. 4) Details are the product. What feels small is what users remember. 5) Debate hard. Commit fully. 6) Build for the long term. We’re in another moment of massive technological change. The fundamentals haven’t changed. The companies that win build things people actually use and can’t imagine living without. Congrats to everyone who has been part of Apple’s first 50 years! 🙌
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SpaceX. Starlink.
Sawyer Merritt@SawyerMerritt
Difference in quality between NASA and SpaceX’s launch livestreams.
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…that difference 🤯
SpaceX engineering.
👨🍳😘
Tobi Mülhauser 🍕@iamtobi
Artemis II vs Space X rocket cockpit 🚀🤯
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@MrGoldBro SpaceX... you are getting xAI + 𝕏 + Starlink + Starlink Mobile + Rocket business. Unmatched. A truly unprecedented opportunity to invest in the future.
OpenAI .. you get AI + an impossible to trust leader, Scam Altman.
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OpenAI is at $24B revenue-run rate, valued at $852B
SpaceX will do $24B revenue this year, valued at $1.75T
Which are you buying and why?
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@Katie_Roof given all of the constant BS headlines on Musk & Co, it's refreshing that once in a while what's being written is true.
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When I had the first scoop on the SpaceX IPO, some people didn’t believe it. Betting markets were weighing if my report was true. Same thing happened last week when we reported it was about to officially be on file. First trillion dollar IPO is in the works!
Katie Roof@Katie_Roof
Scoop: SpaceX is aiming to IPO in 2026. No longer spinning off Starlink
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🚨BREAKING: OpenAI shares have fallen out of favor and investors are trying to sell but finding no buyers
Sam Altman 4 months ago:
“if you want to sell your shares, I'll find you a buyer. Enough! I think there's a lot of people who would love to buy OpenAI shares. We can sell your shares very quickly!”
LMFAOOOO this aged so badly
Bloomberg@business
OpenAI shares have fallen out of favor on the secondary market — in some cases becoming almost impossible to unload — as investors pivot quickly to Anthropic, its biggest competitor. bloomberg.com/news/articles/…
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The ultimate economic moat is absolute vertical integration.
Public markets are finally getting the opportunity to price in the unified, multi-trillion-dollar vision.
The SpaceX, 𝕏 , xAI valuation is going to be stratospheric because the potential is literally unfathomable.
Timbo@Timboo
Just wait for the pivot to SpaceXAI. There is no better asymmetric upside over the next decade.
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Give me one reason why you wouldn’t be 100% invested in Bitcoin.
I dare you.
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Ok, Jamie: Let me clear things up for you.
If my 5% wealth tax on billionaires was enacted you’d owe $135 million more in taxes & a family of 4 making $150,000 or less would receive a $12,000 payment.
Oh, and you’d still be worth more than $2.5 billion. Seems pretty fair to me.
Acyn@Acyn
Kilmeade: What do you say to people like Bernie Sanders who says billionaires don't pay their fair share? Dimon: I don't know what he means by fair share
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Next time someone complains about data center water usage whip this out.
Thank you for your attention to this matter.
Hedgeye@Hedgeye
🚨 Data Centers Use 30x Less Water Than Golf Courses
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