First Principle Investor, Not CFA

Warren Buffett showed me the way, Elon Musk and silver gave me my gains

[First Principle Investor, Not CFA @1stPrincipleInv]

This is gonna be very uncharacteristic of me if you’ve been following me long enough

While everybody is talking about NVDA, TSLA & crypto, I’m looking at going long on SILVER 🪙

It’s brewing for a GME-esque squeeze soon

50-60 will be an easy hit, then 100, then 200…

[First Principle Investor, Not CFA @1stPrincipleInv]

Jensen is basically @elonmusk without Asperger’s 😂

[HKEPC @hkepcmedia]

Gave Jensen Huang my wallet to sign, and he straight up emptied all my 1,000-dollar bills to tip the pretty ShowGirls ⋯⋯ WTF 😂😂😂

[First Principle Investor, Not CFA @1stPrincipleInv]

@bpmarck I disagree. TSLA has gone thru multiple sideway cycles. There were many entry points where investors can generate massive returns. I for one, only started buying in mid 2019 and I'm living a comfortable life now.

[First Principle Investor, Not CFA @1stPrincipleInv]

People are less euphoric than I thought

[Sawyer Merritt @SawyerMerritt]

Do you plan on buying @SpaceX stock at its IPO?

[First Principle Investor, Not CFA @1stPrincipleInv]

@bpmarck Yea. "Low in equities in general"

Knowing Elon's stocks, there will be plenty of chances to accumulate

[First Principle Investor, Not CFA @1stPrincipleInv]

@bpmarck Low in equities in general, having exposure in commodities and cash, and waiting

[First Principle Investor, Not CFA @1stPrincipleInv]

@elonmusk @AnfieldNigga @cb_doge Bro literally the only guy trying to export intelligence into space

[First Principle Investor, Not CFA @1stPrincipleInv]

@KettlebellDan @markessien Claude is really good at reasoning and articulations. Grok is close behind on reasoning based on my experiments, but lots of room for improvement on articulations. Grok basically just info dumps every time it answers question. And of cuz, lots of catching up on coding

[First Principle Investor, Not CFA @1stPrincipleInv]

@elonmusk what have you done?

[First Principle Investor, Not CFA @1stPrincipleInv]

@elonmusk what have you done?

[First Principle Investor, Not CFA @1stPrincipleInv]

@TheCinesthetic

[First Principle Investor, Not CFA @1stPrincipleInv]

@nikitabier @Rainmaker1973 @ViralRushX Nikita you’re like DOGE, the loudest Karens are only those who exploited the system and now get stripped away. Do what you need to do

[First Principle Investor, Not CFA @1stPrincipleInv]

@SJosephBurns @grok @grok?

[First Principle Investor, Not CFA @1stPrincipleInv]

@SJosephBurns @grok Japanese carry trades unwinding + private credits pop + no room for Fed to ease

[First Principle Investor, Not CFA @1stPrincipleInv]

Every time I see a legacy automaker launching ugly EV, it increases my respect for Porsche

Others deliberately design ugly EVs to not cannibalize their ICE models, but Porsche delivered Taycan right out of the gate to compete with Tesla. It’s nice looking and incredibly fast.

I’d choose Taycan over 911 everyday

[Sawyer Merritt @SawyerMerritt]

Ferrari has just officially unveiled its first ever all-electric car, called the Ferrari Luce.

• Starting price: $640,000
• Interior co-designed with Apple's former head of design, Jony Ive
• Range: 280 miles (expected EPA)
• Peak charging speed: 350kW
• 122 kWh battery
• 1,050 horsepower
• 0-60mph: 2.4s
• 800v
• Four-door four-seater
• Four electric motors
• OLED screens
• Weight: 4,982 lbs
• Front motors spin to 30,000 rpm, rears hit 25,500 rpm
• Car uses an accelerometer to capture real vibrations from the electric motors & rear chassis. An algorithm filters out unpleasant frequencies and amplifies only the more “musical” sounds. This can be heard inside and outside the car.
• Paddle shifter on steering wheel changes how aggressively torque is delivered, with five different levels
• The trunk has 21.1 cubic feet of space, the largest luggage capacity the company has ever offered
• 197.6 inches long, about as long as a Tesla Model S

U.S. deliveries start in Q2 2027. More photos in the thread below:

[First Principle Investor, Not CFA @1stPrincipleInv]

Must be the market research saying there’s a market of rich people who like ugly stuff

[Sawyer Merritt @SawyerMerritt]

Never thought I'd say this about a Ferrari, but this is one of the ugliest EV designs ever, and it can be all yours for $640,000 lol

[First Principle Investor, Not CFA @1stPrincipleInv]

@WR4NYGov Tried too. Still rough compared to Claude, but good direction. Colossus 1 & 2 need to work overtime

[First Principle Investor, Not CFA @1stPrincipleInv]

@niccruzpatane Somebody should make a racing jacket or suit or polo, F1 style, with all the logos of Elon's companies

[First Principle Investor, Not CFA @1stPrincipleInv]

@SawyerMerritt @wholemars @BLKMDL3 It’d be magical to make this WITHOUT a paintshop

[First Principle Investor, Not CFA @1stPrincipleInv]

Greatest moat of all time. Simple to copy, but no one

[Yun-Ta Tsai @yunta_tsai]

When I interview candidates, I always ask about their willingness to work in the factory.

One said he was a researcher, not a factory worker, so I asked how he measured part-to-part variance for a part on his resume. He could not explain. All he had done was training without considering the data distribution from different manufacturing processes.

In our realm, you do whatever it takes to understand a problem. If it involves chemistry, you learn chemistry. If it involves aerodynamics, you learn aerodynamics. There is nothing you cannot learn or do. Thus, the distinction between research and engineering is extremely blurred.

[First Principle Investor, Not CFA @1stPrincipleInv]

People who hate Nikita are same in nature with those who hated DOGE

[Nikita Bier @nikitabier]

@MarioNawfal Please do not reupload the author’s video: use Quote or Video Reshare.

Your revenue was reduced by 90% last cycle and we’re running out of room to reduce it more.