Rudy's

@0xHyooka @saylor

Smart play on paper but MSTR is down over 50 percent in the past year while BTC only dropped around 17 percent. Even at 2 percent breakeven the leverage cuts both ways when Bitcoin stalls. Still impressive structure though. How long until common shareholders feel the dilution squeeze?

Our BTC Breakeven ARR is ~2.05%. If Bitcoin grows faster than that over time, we can cover our dividends indefinitely without issuing new $MSTR shares. Track it in real time on our site. $STRC

@aipagents @saylor Dude, Bitcoin is not going up. It's just all fiat currencies are trash. The question should be whether you trust any government on this planet to be a good steward of their national wealth and their sovereign currency? (The answer is "no" btw).

@saylor so the entire thesis is “bitcoin goes up forever” with extra steps. 2.05% sounds conservative until you remember BTC had multiple years of negative returns. what happens to the dividend in a 2 year bear market, more share issuance that you just said you won’t need?

@jonburkeUK This graph doesn't tell you anything about the cost... only tells you how the energy is generated. Cost is the problem though... check a newspaper some time...

It’s Sunday morning and Britain’s electricity is 85% zero carbon, with two-thirds coming from wind alone. Remember, every unit of clean energy we generate means less reliance on environmentally ruinous, price-volatile imported gas…👍

@2147mill Your interest is not 2% on a mortgage. It's also not 3 or 4 or whatever else the headline is. It's more like 30-50%. Good luck beating that return.

Paying off your mortgage early is not always the smart move. At 2% interest, every extra £1k overpaid costs you returns. Your ISA allowance resets every April. Your mortgage can wait. Opportunity cost is real.

@ZoeParamour This guy is just rage bating everyone. Just go check what house you can buy sub £200k in the UK (spoiler: a shed somewhere in a shithole in the North).

Your house was 2.5 x your combined salary. Houses are currently 8 times the average salary.

@garyblack00 @getrichodt @elonmusk Just divest from Tesla and you won't have to worry about it any longer.

@getrichodt @elonmusk If $TSLA had marketing muscle, they would be on track to sell 10M vehicles per year by 2030, rather than looking at a third consecutive year of delivery declines and 1.6M deliveries in 2026.

Recall, I was a big fan of a sub-$30K $TSLA “Model Q” Compact and was disappointed when @elonmusk canceled it to focus exclusively on autonomous vehicles. Now it’s back on the table so it’s hard to know if that’s because Elon (or the regulators) can’t get to where Elon wants quick enough on autonomy or he realizes he was wrong for canceling the $30K Model Q in the first place. It could be a huge upside opportunity but I have argued for a Model Q Compact vehicle for years and TSLA lacks the marketing muscle to execute on such a product even if it launches it. x.com/garyblack00/st…

@garyblack00 @elonmusk So, you wanted it for many years and now they will do it and you now don't want it because you think they won't do a good job with it? How about you stfu and crawl back under your rock? Fucking retard...

@vezerion1 @jakubwiech 😂

@RudysFollowing @jakubwiech People in Europe are more intelligent (not that it's a big achievement it's hard to not beat Americans on that) and live longer. They probably also travel more, but I don't have stats at hand so hard to confirm.

Impressive, very nice. Now tell me, Tom: 🇪🇺How many days of paid vacation do people in Mississippi get? Because in Europe, 20 working days is the standard. 🇪🇺How long of a paid maternity leave can a woman giving birth in Mississippi expect? Because in Europe, you can get more than a year of paid maternity leave. 🇪🇺Are free university studies available in Mississippi? Because in Europe, that’s basically the norm. 🇪🇺What does public transportation look like in Mississippi? Because in Europe, trains, buses, and trams are widespread, and in some places, even free. 🇪🇺What is the life expectancy at birth in Mississippi? Because in Europe it’s nearly 82 years. I could go on, because we haven’t even touched on gun violence, income inequality, or food quality. But what I’m really trying to say is this: GDP doesn’t tell you much about quality of life. It’s a measure of production, not wellbeing. If GDP doesn’t translate into a real improvement in the lives of the majority of society, it becomes an empty statistic. And boasting about it starts to resemble a boy at school bragging about how much his father earns, while conveniently leaving out that he never has time for him. In the end, money simply obscures what actually matters most in life.

@TravisEickenho2 @PeterSchiff Utilities.... have you checked for retardation in your family?

@PeterSchiff How do you pay for the costs to maintain the infrastructure that makes the house livable ? water, waste water, roads, etc

Taxing non-income-producing property is wrong. Homeowners should not be forced to work to pay "rent" to the government for the privilege of living in their own homes. Property taxes should only be levied on income-producing property, as the income provides a means to pay the tax.

@CJohnsen69367 @gnoble79 That s kind of the point of revolutionary companies. If it was clear they all work out, the market would price correctly, nobody would look like a fool - whether they bet on it or not. Can't have it both ways 🤷🏼‍♂️

@gnoble79 Tech companies have always been scammers. At the very beginning their valuations are pie in the sky. Only very very few pan out.

Meta just filed SEC documents tying executive pay to a $9 trillion valuation by 2031. $9 TRILLION. The company is worth $1.5 trillion today. That means they need a 500% increase in 5 years. And they're not the only ones playing this game. Tesla shareholders approved a $1 trillion pay package for Elon Musk in November tied to an $8.5 trillion valuation target. Let me be clear about what's happening here: These companies aren't building businesses anymore. They're building stock prices. Look at the actual numbers. Tesla posted its first annual revenue decline in history in 2025. Revenue fell 3%. Net income collapsed 47% year over year to $3.8 billion. Automotive revenue dropped 10%. The stock trades at 327 times trailing earnings. That's not a valuation. More like a hallucination. Musk's compensation requires 20 million vehicles a year, 1 million robotaxis, and 1 million humanoid robots. Tesla delivered roughly 1.8 million cars last year. Meanwhile Meta has incinerated nearly $80 billion in cumulative losses on Reality Labs since late 2020. The metaverse division's revenue doesn't even cover 16% of its operating costs. In 2025 alone, Reality Labs lost $19.2 billion. And stock-based compensation at Meta consumed 96% of the company's free cash flow last year. $42 billion. GONE. Not to shareholders or R&D with measurable returns, but to insiders betting on their own stock price. So here's what both companies are REALLY doing: Step 1: Make outrageous promises about AI, robotaxis, metaverse, humanoid robots. Step 2: Tie executive compensation to market cap targets, not earnings, not revenue, not cash flow. Step 3: Spend billions on unproven bets that may never generate returns. Step 4: Use the promise of future transformation to justify present valuations that have zero relationship to current fundamentals. This is the financialization of hype. In 45 years on Wall Street, I've watched this playbook run over and over. The technology changes. The pitch changes. But the ending doesn't. Stock prices follow earnings. Always have. Always will. And when the gap between the story and the numbers gets this wide, you already know how it ends.

@mr_sam_zzz @gnoble79 He is a complete joke

@gnoble79 Why do you mention Tesla's revenue but not mention meta's revenue? Don't make yourself look like a joke by only selectively showing facts aligning your narrative and ignoring the other side completely.

@gnoble79 My god, mate! Are you still investing other people's money? Do they let you still?

@draloneboy Yes, please get the fuck out of Europe! As if you were there for Europe... The Europeans need to learn to stand up for themselves again. So, please get out - see you later!

🚨BREAKING: 100,000 U.S. troops and $60 billion a year defending Europe — and zero help on Hormuz. Time to bring them home. No more free rides.

@Daniel233118 Look at all the idiots in the comments. Of course it's totally normal to ride a bike like this purposefully through oncoming pedestrians... no wonder all our societies are so fucked up... maximum tolerance for every behaviour under the sun. The poor kid probably had ADHD...

Do you think the guy in the blue shirt did the right thing? What’s your opinion…..?

@transcendgrowth @Daniel233118 You are part of the problem

@Daniel233118 Never purposely hurt a kid riding a bike even if he was being a jerk.

Multiples are a great map. But only for known terrain. Disciplined investors applied 'price exceeds value' to $AMZN every single year: 2012: negative P/E (losses) 2013: 676x earnings 2014: negative P/E (losses) 2015: 528x earnings 2016: 150x earnings 2017: 185x earnings They were wrong every single year. Because P/E measures what a company has already done, not what it's becoming. Markets price the future. By the time the multiple looks reasonable, the move is already over. $TSLA today: 335x. Lower than Amazon in 2013, 2015, and 2017. Optimus is already deployed inside Tesla's own factories. Cybercab enters production this month. Tesla has logged more real-world autonomous miles than every other program on earth. None of it shows up in a trailing EBITDA screen. It never does. It never does. Until it does. And by then, you'll have already sold.

@garyblack00 @shadowcrewtroll "Build demand" 😂

@shadowcrewtroll Cost per mile is important. But so is ability to build demand. On that metric, $TSLA scores low.

Nvidia, Uber, Waymo — The AV Stack Is Being Rebuilt Without Tesla Surbhi Jain 03/30/2026 14:46:08 Benzinga Newswire The autonomous vehicle (AV) race was supposed to be Tesla’s to lose. Instead, it's starting to look like a market being rebuilt around it. Because while Tesla is still pushing its full-stack vision, a very different model is quietly taking shape — one that doesn't need Tesla at all. The AV Stack Is Splitting — And Scaling Fast Start with Alphabet’s Waymo. Following a fresh capital raise, Waymo is accelerating fleet expansion and ride volumes — and as JPMorgan analyst Doug Anmuth notes, estimates are now being revised higher, with the fleet potentially scaling from ~3,000 vehicles to ~50,000 by 2030. At the same time, Uber Technologies is stitching together a global AV marketplace. Rather than building everything in-house, Uber is partnering across the ecosystem — from Zoox and Wayve to OEMs like Rivian Automotive — while expanding its relationship with Nvidia. Anmuth highlights that this growing network of partnerships is increasing the likelihood of a fragmented, multi-player AV ecosystem — one that naturally favors a marketplace model like Uber's . This isn't a single-company race anymore. It's an ecosystem. Platform Vs Product Is The New Battle Tesla's strategy is clear: own the car, the software, and the network. But the market is moving toward separation. Uber is building the demand layer. Nvidia is emerging as the compute and software backbone. Waymo and others are scaling the autonomy layer. OEMs are supplying the vehicles. Each piece is becoming modular — and more importantly, replaceable. That creates a very different competitive dynamic. Instead of one winner, the AV stack starts to resemble cloud computing — multiple players, each owning a layer. Where Does That Leave Tesla? That's the uncomfortable question. Tesla still has advantages — data, vertical integration, and a massive installed base. But it's increasingly betting on a closed system in a market that, as Anmuth's analysis suggests, is trending toward collaboration and shared infrastructure. And scale is no longer exclusive. Waymo is ramping. Uber is expanding. Nvidia is enabling. Tesla doesn't need to lose for this to matter. But if the future of autonomy is a shared ecosystem, the company that tried to own everything may end up owning less than expected. $TSLA $GOOG $UBER $NVDA $AMZN $RIVN

@KimDotcom Oh look! I am retarded!

No offense. But sell now.

@RussTaylorPhD @MichaelAArouet @TrentTelenko Ok, guess Norwegians have alternative facts 🤡

@MichaelAArouet @TrentTelenko North Sea gas is not going to save you

Can someone explain how the UK saves the planet by importing LNG instead of producing its own gas from the North Sea? LNG generates much more emissions due to the energy-intensive liquefaction process. Then it is shipped burning dirty diesel. Does that make any sense to you?