Timbo
3K posts
We all know what management guided for over the next few years. If you believe them, you’ll just keep stacking. If you don’t, holding becomes a lot harder for you. These shares have been accumulated with the CC rebate and premiums from one successful covered call campaign.
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Tesla makes the best products money can buy. I’ve been a happy owner since 2022 on my second model Y now. The quality engineering is compounding and Warren is right. All of a sudden they will have an upside surprise. Maybe q2. Maybe not. But this surprise quarter is due soon.
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Gut feel:
Q2 will be big for Tesla
Semi ramp starts
Roadster reveal
Optimus Gen 3 reveal
Robotaxi grows faster
- Cybercab enters Austin fleet?
All by end of July
SpaceX IPO also a boost
Won’t move the stock much of course
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@wholemars @Carvana I sold my 2022 Model Y to Carvana. No issues. Gave me more than any else including tesla and carmax and no issues with the check. Smooth easy process.
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Has anyone ever sold a car to @Carvana, deposited the check, and then had it bounce after the car was already given to them? 😳
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I'm not that impressed with Gemini image editing
Lak Si, Bangkok 🇹🇭 English
As soon as someone comments “what if”, I truly stop listening.
Let’s talk about what is!
What is IS the reality.
We will deal with What If When it becomes What Is.
Have a plan in place and don’t create a wall of anxiety.
Relax and trade what is actually in front of you.
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@SawyerMerritt Not a bad strategy on their part. Take news that was really hot 6 months ago and post an article about it. I bet it gets clicks which is their goal. Just look at the sawywer repost as evidence
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You're only 6 months late to this news 😂
Gemini@Gemini
JUST IN: Tesla targets $8.5 trillion valuation with performance-based pay package for Elon
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@SawyerMerritt More likely it was California trying to keep the plant shut down during Covid. Not the Fuck Elon tweet.
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Gavin is acting like the leaders in California didn't have a heavy hand in driving Elon away....
Gavin Newsom on Elon Musk in new interview: "One of the great disappointments. It breaks my heart. I got one of the first Teslas off the line. I've been one of their biggest proponents. It was regulation that created the conditions that allowed him to take the risk to become the multi-billionaire, or trillionaire, that he's become."
In May 2020, then-Assemblywoman Lorena Gonzalez posted, “F*ck Elon Musk,” to which Elon replied, “Message received.” Tesla started building their Giga Texas HQ soon after.
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You literally have to be unemployed to keep up with AI rn
Claude@claudeai
You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.
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@TJTheWheelDeal And when TJ says “performs” - that means how much Revenue and profit they produce. Or at least that’s my definition of “performs”
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A company will ultimately be judged by how it performs, not whether some people like or believe in what they are doing.
It really feels as if very few understand something so dang basic.
It doesn’t matter in the end what Michael B thinks about Palantir or their valuation.
It certainly doesn’t matter what Kris or the goofy looking analyst thinks about SOFI.
These companies will be judged based on performance. It always ends up being a meritocracy of sorts when it comes to investing.
Mag 7 didn’t turn into the Mag 7 bc they sucked up to anyone. At some point, reasonable people couldn’t deny their performance or impact they were making.
Relax and it’s ok for people not to like the companies you choose to invest your $ into.
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Timbo nag-retweet
You gotta hand it to Elon, no-one thinks bigger than he does.
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I believe $PLTR trades between $100 and $250 for the next 24 months.
What say you?
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@TJTheWheelDeal The winners and losers and AI are not yet clear but still I would make the investment.
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If you could invest in a round of Open AI, would you?
Our contact at JP MORGAN brought the deal to us today.
880B valuation for 25B in revenue is steep.
Yeah yeah yeah, but they will own the space.
Will they?
Then there is Sam. He’s just got an off vibe.
What say you?
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the best thing my parents ever did for me was give me a PC when I was 5 years old and let me use the internet in my room
Freyy@Freyy_is
dear apple, the iPod needs to come back. not for nostalgia. for the parents who want their kids to love music and audiobooks without a browser, social media, and the whole internet attached to it
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@TJTheWheelDeal Sometimes you’re printing. Sometimes you’re not. But you’re usually collecting premium either way.
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Sticking with my stocks. Sticking with my strategy.
Sell puts
Sell calls
Collect premium
Roll when it makes dollars and sense.
Just a matter of time before I find the sweet spot and we will print again.
This jumping around from stock to stock and strategy to strategy just ain’t my game.
Do you!
I got us :)
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I love kicking back and listening to passionate arguments over politics.
It’s always the same theme. Everyone claims to know what’s wrong but nobody knows exactly how to fix it.
Problem spotters are a dime a dozen.
Show me a problem solver! They are worth their weight in salt.
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Anthropic just pulled the oldest trick in SaaS pricing.
I pay $200/mo for Claude Max. My limits have been noticeably worse this past week.
Now they announce 2x off-peak usage for two weeks. Sounds generous.
But here’s what actually happens: limits quietly drop, a temporary 2x makes the reduced limit feel normal, the promo ends, and you’re left at a baseline lower than where you started. You just didn’t notice the downgrade because the 2x absorbed the transition.
These AI plans are massively subsidized. The raw compute behind a heavy user costs multiples of the subscription price. Every move like this is the subsidy quietly correcting.
Very sneaky, Anthropic.
Claude@claudeai
A small thank you to everyone using Claude: We’re doubling usage outside our peak hours for the next two weeks.
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