Archer Alpha

At this rate, we might hit my 1800 Robotaxis in May 🤭 I am locked and loaded. I made the right call on my short puts into these earnings. I got lucky with the beat, but unlucky with the moronic anti-capex sentiment, coming out at roughly zero alpha; but now we are in a perfect position for a small - or big - rally. Sentiment is super low; Robotaxi rollout continues and accelerates. The greatest transformation of transportation ever is happening in front of our eyes, and everyone loses hope. I love it. Your mistakes are my alpha.

Looking forward to working with Intel on the Terafab!

🚨Elon Just Announced Something Way Bigger Than Tesla (Terafab Announcement Supercut) 00:00 Big Announcement Tease 00:41 Vision for Galactic Future 05:11 Terawatt Project Partners 08:40 Terafab Decision and Location 10:12 Inside the Advanced Fab 13:32 Why AI Compute Goes to Space 15:27 Beyond Terafab Moon Mass Driver 17:11 Abundance and Sci Fi Future $TSLA @SpaceX @Tesla

Everyone is covering Terafab as a chip factory. It is not a chip factory. Last night in Austin, Elon unveiled a facility that makes masks, fabricates chips, and tests them inside a single building with a nine-month recursive improvement cadence. No such loop exists anywhere else on Earth. Then he told you 80% of the output goes to space. Then he showed you a 100-kilowatt AI satellite with solar panels and radiators, scaling to megawatt range. Then he said Optimus plus photovoltaics will be the first von Neumann probe, a machine capable of replicating itself from raw materials found in space. Nobody connected the sequence. Terafab produces 1 terawatt per year of compute. The entire United States consumes 0.5 terawatts of electricity. Musk is building a single factory whose output in AI silicon exceeds twice the power consumption of the country it sits in. And he is sending 80% of it off-planet because Earth literally cannot power what he is building. Follow the mechanism. Terafab seeds the chips. Starship launches Optimus robots and solar arrays at 100 million tons per year. The robots mine lunar and asteroid regolith for silicon, iron, and nickel. They 3D-print more robots. They fabricate more solar panels. They assemble more AI satellites. Each satellite runs hotter-burning D3 chips designed specifically for vacuum, where free radiative cooling eliminates the thermal constraints that strangle every terrestrial data center on the planet. The nodes replicate. The replication is exponential. This is a Dyson Swarm bootstrap hidden inside a semiconductor announcement. The math is public. The Sun outputs 3.828 times 10 to the 26th watts. A 2022 paper in Physica Scripta calculated that 5.5 billion satellites at 290 kilograms each, robotically manufactured from Mars resources, capture enough solar energy to meet all of Earth’s power needs within 50 years. A 2025 paper in Solar Energy Materials calculated a partial swarm capturing 4% of solar output yields 15.6 yottawatts, roughly a billion times current human civilization’s total energy budget. Musk just announced the factory that builds the chips that go inside the satellites that replicate themselves forever. 92% of advanced logic chips are fabricated in Taiwan. One factory in Austin does not fix that. But one self-replicating system seeded by that factory, launched by the only company with reusable heavy-lift rockets, assembled by the only humanoid robot in mass production, and powered by the only star within reach, does not fix a supply chain. It obsoletes the concept of supply chains entirely. The market priced this as a $20 billion capex story about semiconductor independence. The actual announcement was the engineering blueprint for Kardashev Type II. Humanity sits at 0.73 on the Kardashev scale. 18 terawatts. The distance between here and harnessing a star is not a technology gap. It is a recursion gap. And recursion is exactly what a single building in Austin that makes its own masks, builds its own chips, tests its own chips, and launches the output into orbit on its own rockets was designed to close. Every civilization that makes it past this point never looks back.

We – design the chips & hardware – make the cars w/ said hardware – collect real-world data at scale – train the real-world AI model – built (& continue to expand) the massive supercomputer cluster that trains it – deploy AI directly to millions of robots on wheels All that is shared with @Tesla_Optimus for broader applications in both the physical & digital world

$TSLA $NVDA Tesla shareholders when they listen to Jensen speak about $50 trillion robotic industry.

🚨 NEWS: Nvidia and Uber have expanded their partnership to deploy autonomous vehicles powered by NVIDIA DRIVE AV across 28 cities on four continents by 2028. The rollout will begin in Los Angeles and San Francisco in the first half of 2027. The fleet will run on Drive Hyperion hardware, NVIDIA Alpamayo models, and the NVIDIA Halos OS to scale robotaxi services globally. $UBER $NVDA

@thehustlebrosyt yes! both $TSLA and $ACHR are being brought daily! yourself?

@ethilution you adding $TSLA lately mate?

Being in Europe and being able to invest in the US stock market is a cheat code. My highest conviction stocks at the moment are: $RKLB $TSLA $ACHR $JOBY $AMPX What are your top 5? I am interested to see if there is any forgotten stock I need to look into more. If you don’t mind put a brief description of your favourite too, to help us all learn a bit about it!

@DylanisDylan11 what role is tempting you?

$ACHR Should I step away from my 9-5 and see if the team would hire me?? Crowd thoughts!!??

▶️ Watch now: nvda.ws/4cHBT5i

🚨 Elon says the first half of @Tesla’s Cortex 2 supercomputer for Optimus will go live in April. Serious infrastructure being built for real-world AI. $TSLA

@thehustlebrosyt @flyarcher @adamgoldstein13 Do we know if we can purchase the Archer flight crew jacket? It's a must!

🚨 Cybercab sightings surge at Giga Texas Around 25 Cybercabs were spotted across the site today as production activity ramps: • 14 parked near the factory exit • 9 at crash testing • 2 at the West End-of-Line facility Several more were seen driving around. This could be the largest public grouping of Cybercabs seen so far. $TSLA

@adamgoldstein13 @adamgoldstein13 Thank you for the shareholder letter. It was great to read and listen! congrats on success so far and i'm looking forward to future journey with @flyarcher ! Side note: Is this archer jacket available to purchase? i need to represent the team!

Despite being founded more than a decade after others in the industry, we've moved at a pace that is unmatched. The latest example of this being that the FAA has now accepted 100% of our Means of Compliance, making us the first eVTOL company to achieve this milestone and marking an important advancement in our Type Certification program. Here’s a quick recap of the rest of the updates we shared on our earnings call in case you missed it.

🚨Cybercab activity ramping at Giga Texas this morning! With about one month to go until the production target, a complete set of thermoplastic injection molds for the Cybercab exterior was delivered on the north end of the factory. Multiple Cybercabs were seen exiting the highway and moving through east-side lots toward the main production door. Six new Cybercabs were also spotted at crash testing facility. $TSLA

@thehustlebrosyt Happy to help putting decks together to present information if needed!

$JOBY The top 5 Joby Aviation holders and retail!

Strong bipartisan support for AAM. This is how America wins 🇺🇸

Congratulations to the Tesla team on making the first production Cybercab!

@thehustlebrosyt @DylanisDylan11 perfect! have a great evening!!

@ethilution @DylanisDylan11 For today yeah, be back tomorrow

$ACHR $JOBY I am going to hold off on a stream today guys and take the missus out! We will be back to the grind as always for videos and eVTOL weekly tomorrow with @DylanisDylan11!