George Yeung

@PK_Fund A substantial investment (5-10% of the company) from nvidia would be great too

$SMCI A buyout won't happen- Charles has had MANY changes to do it when things looked more bleak. Now that margins will be improving and new products are coming out, he's going to want all that for himself (and rightfully so). Just let the quarters build up more concrete evidence for the rest of WS and this will go up like crazy. The only this gets bought out is if Charles dies. Want a guy working his ass off to get himself and you rich? You won't find a better guy than him.

@PK_Fund Whats the downside risk here

$SMCI some bears got in late shorting this on Friday and got caught holding short positions over the weekend. That’s why they are on here trying to spread fear,After a 30%+ drop, if you’re still shorting it, ur going to get cooked. Can it drop a few Pennies more? Sure but the upside is coming and will be huge in my opinion. Adding more at 8pm.

@heyshipz Watching your portfolio 10x

@YYDSxjm LFG

$SMCI when they let this finally fly… it’s gonna be the most epic run to ATH ever… I can smell us getting closer and closer every day

@852luk My prayers are with you and your family

Updates for those who love and support me: Yes I was living there and the whole estate has been burnt for 30 hours and still burning. My mum is NOT in the remains album. There's still hope. I don't trust god but please pray and I believe my mum stays strong. 🙏

@Fightflix_ What if this happens and you are in a robotaxi

FINALLY SOMEONE THAT HAS SURVIVAL INSTINCTS

@elonmusk @DevinOlsenn What was the prompt for optimus in the video?

@DevinOlsenn AI, not tele-operated

Tesla Optimus learning Kung Fu

@PK_Fund Why would it dip?

$SMCI i will wait for the next dip here in the next week to buy more shares with my new dry powder💪I love this stock! Don’t be surprised if $BGM headlines the next viral squeeze. Just saying.

@SawyerMerritt Tesla is ultimately competing with normal uber

I'm one of the few people that have ridden in a Waymo, Zoox in Vegas, and Tesla Model Y Robotaxi in Austin (and Cybercab, but on a closed circuit). Tesla has the best overall experience, will be cheaper than the other two and will have the larger fleet, resulting in people favoring Tesla's service. Tesla's robotaxi app design, in-car integration with the automatic Netflix, YouTube, etc, login via cloud profiles, makes it such a superior experience. And this is all before Cybercab, which takes it to the next level with comfort, convenience and price.

@garyblack00 Who will be the lowest cost operator in the autonomy business?

The hostility from $TSLA bulls directed at me today is deja vu what happened the last time I exited TSLA stock in Feb 2021 after a huge run up from 2019. Back then, my argument was that it was unrealistic to assume legacy competitors couldn’t match TSLA’s ability to produce affordable high-quality EVs that leveraged their existing brand equities. My strong view was that TSLA could not possibly get to Elon’s goal of 20M deliveries by 2030, a projection I found absurd since it implied TSLA would become the world’s largest automobile manufacturer in nine years with a staggering 25% overall market share. With the benefit of hindsight, it’s clear to everyone now that Elon was overly optimistic in forecasting 2030 delivs of 20M per year, but at the time TSLA bulls were incensed that I publicly disagreed with Elon’s projections. I had a fraction of the 525K followers I have today, but I had the analytical chops to back up my conservative forecasts. I got hundreds of hateful DMs and tweets from followers on X asking if I thought I knew better than TSLA management. I was told I was too old and knew nothing about technology and my forecast of just 6M delivs per year in 2030 showed a total lack of understanding of the business. Who was right then? I have receipts. Six months after I exited TSLA I bought back in at a 30% lower price (in hindsight prematurely). By 2024, TSLA mgmt abandoned its 2030 forecast of 20M deliveries per year, and shifted to unsupervised autonomy as the value driver for TSLA stock. Fast forward to today and once again, TSLA faithful are too gullible in believing management’s assertions that TSLA alone has achieved unsupervised autonomy and everyone else in the industry will be forced to license Tesla’s FSD technology or go bankrupt. Which of course is laughable since there are already five autonomous players with unsupervised ride hailing businesses up and running (Waymo, Baidu, Pony.ai, Zoox, WeRide). Perhaps $TSLA bulls will finally be right after 4.5 years of TSLA underperformance. Or maybe I am right again and TSLA stock is poised to fall sharply over the next several months. To be clear: I strongly believe TSLA will solve for generalized unsupervised autonomy. But so will a handful of others as autonomy becomes table stakes for anyone who wants to compete in the automobile industry.

@CernBasher Even with Elon’s current stake in Tesla, I doubt any activist or institutions will be able to control tesla if it hits 20 trillion market cap. So lets get there ASAP

Hopefully something can be done to get Elon the voting control he desires - so that he can build Tesla without worry.

@PK_Fund Thanks for being honest sir 🫡 i agree with you if you needed the money but if not, its a better decision to stay invested if you think the economics of the business havent changed.

$SMCI Hi Guys ('The Crew') I have been quiet last 24 hours and sitting back and thinking. I have decided to sit out the earnings and because I care for so many of you, and the nature of my character, I felt that it was appropriate to share what I am thinking. Many in my position would not say anything. That is not me. I am super bullish on the stock and nothing has changed. SMCI is gold. I will exit when $120+. Maybe even $150. I am also confident that they will put up great numbers. What I am not sure about is the reaction. The stock has run up 80% in last 3 months and 30% in the last month. A lot of people are in the green, and if it jumps to $80, many will take profit. That will create selling pressure. Also we don't know what the shorts will do or how many have left. It can surge 20%, on a good beat, but fade a bit. If there is any kind of a miss or earning roll over, you know what the shorts will do. Press the sell button hard back to $50 with the traders jumping out as well. So upside is 20%, so is downside. I don't care about 20% (or $80 let's say). I am in it for $120+. If earnings, are good, I lost out on $15 but can enter with no risk and be in it maybe even beyond $150. If I am wrong, and it tanks, for me personally, it is substantial. I can enter lower. I am sitting on very nice gains and I can add more once earning confirms all is well. No need for me to gamble 20% either way. Last 2 earnings, including 10K, you saw what the shorts did. I am all about $80-150. I don't need $65-150. Let me know what your thoughts are. I am open to counter arguments. Again, I am super bullish, and 100% in it long term and believe in SMCI 100%, but with the run up, I don't feel like taking a chance. No need. I am ok losing out on $15 on the surprise earnings, but not ok losing $15 if that makes sense.

@farzyness What about wait time?

Robotaxi is 50% cheaper than UberX, and almost 4x cheaper than a comparable Comfort ride. UberX will usually pair you with a car that's 1 to 2 levels below Tesla's comfort & features. Comfort is much more comparable. This is a sign of things to come. Uber investors - take note.

@farzyness I dont think uber is going away. Most robotaxi companies dont have the production capacity to create a network as big as uber’s current network. Other robotaxi companies will join uber to utilize its customer base.

Robotaxi > Waymo > Uber Uber is completely and utterly dead, and anyone who has convinced themselves otherwise will be in a world of hurt in the coming years IMO. NFA.

@wholemars Do you know if the fsd software on robotaxis any different from the one you are using in your car?

me listening to peoples dumb takes on war the night before robotaxi

@EKH2314 Id stay away from margin. In order to be a long term shareholder, you need to set yourself up so you can withstand the vicissitudes of the market. With margin, you will be fearful when you should be greedy.

@elonmusk This would make a great ringtone when wife is calling

@bryan_johnson What about contrast therapy? Where you sauna then jump into an cold plunge for couple minutes.

9/ Tips for you… + Aim for 3–5 sauna sessions per week, lasting about 15–20 minutes each, at 175–194°F (80–90°C) + After workouts is ideal, as sauna use boosts muscle recovery. Always hydrate thoroughly afterward + Be cautious above 194°F (90°C). Cover your head with a damp cloth, breathing through it to protect your airways + Never use a sauna when dehydrated, and drink plenty of water afterwards to rehydrate + Use minerals+water to dehydrate in case you are a salty sweater (can be measured) Skip sauna sessions if you: + Have serious heart issues or uncontrolled blood pressure + Are pregnant (consult your doctor) + Have an infection, fever, or feel unwell + Have a history of seizures + Struggle with respiratory conditions (asthma, COPD) + Have irritated or inflamed skin + Recently consumed alcohol or recreational drugs + Are taking medications such as beta-blockers, stimulants, anticholinergics, or diuretics

Is sauna worth the hype? There's evidence that sauna is a potential detox and longevity intervention with benefits to heart, metabolism, brain health, and skin. We’re going to put it to the test. Here’s what you need to know…🧵

@alojoh This puzzles me as well. Why does the board get paid so much? Why do they deserve their massive stock options?

Tesla’s Chairwoman keeps selling TSLA. How can a board member make hundreds of millions?

@wholemars Tesla should keep rear screens for cheaper models, if these high volume models could be robotaxis itll add a significant numbers to the autonomous fleet thereby generating more ride sharing money to Tesla.

Should Tesla be taking out the rear screen to save cost if all cars are going to be Robotaxis?