Optimus | Business & Value Investing

Understanding Great Businesses. Deep dives on moats, Capital Allocation & Long-Term Compounders.

[Optimus | Business & Value Investing @2sidesofacoin2]

Good to know

[Ronin @DeRonin_]

https://t.co/J0ULhSHLLH

[Optimus | Business & Value Investing @2sidesofacoin2]

Must watch

[Sawyer Merritt @SawyerMerritt]

SpaceX has released the next episode of its new docuseries about Starship.

[Optimus | Business & Value Investing @2sidesofacoin2]

How FSD deals with crazy human drivers.

[Optimus | Business & Value Investing @2sidesofacoin2]

@balogun @KingJames You guys are great, bring us joyful memories. Thanks

[Optimus | Business & Value Investing @2sidesofacoin2]

@gentrytee22 @balogun @KingJames Because we are unique. Bet you won’t know but love the $.

[Optimus | Business & Value Investing @2sidesofacoin2]

@theMadridZone I wonder where is VAR in some situations like that.

[Optimus | Business & Value Investing @2sidesofacoin2]

@moayad9KM Shame on the referee and FIFA

[Optimus | Business & Value Investing @2sidesofacoin2]

Here we go

[Optimus | Business & Value Investing @2sidesofacoin2]

Must watch

[Optimus | Business & Value Investing @2sidesofacoin2]

@TheDefiantGhost He was wrong at the beginning, in terms of investment, the only thing he focus on was what is on the papers. Then he was late and now he hope it goes back to where it started which is 10 cents of 1 dollar. That tells you everything.

[Optimus | Business & Value Investing @2sidesofacoin2]

They think people that stupid don’t know the difference between self-driving and autopilot.

[Sawyer Merritt @SawyerMerritt]

1) Autopilot is not "Self-driving mode." Big difference.

2) Basically 100% of the time these stories come out it turns out to be the fault of the human driver. Tesla's vehicle logs will show the actual data whether Autopilot or FSD was turned on or not (it most likely wasn't).

[Optimus | Business & Value Investing @2sidesofacoin2]

@bills_ringless @ronaldowarrior You don’t see a big empty space in front of him?

[Optimus | Business & Value Investing @2sidesofacoin2]

@Lavaglazer @PolymarketSport Messi played as a 10. Ronaldo played as a 9. Do you understand soccer?

[Optimus | Business & Value Investing @2sidesofacoin2]

@monkeyluffy2024 @cryptof4ck You didn’t see how their midfielders played the ball, terrible. They didn’t create any chances, keep the ball too long then missed the opportunity to pass.

[Optimus | Business & Value Investing @2sidesofacoin2]

@UTD__Ronaldo What opportunities did he missed, they didn’t even pass the ball to him

[Optimus | Business & Value Investing @2sidesofacoin2]

@MarcGeschwind I think he just a hater

[Optimus | Business & Value Investing @2sidesofacoin2]

@ESPNFC I think Portugal was not good at all. Look at how many times they pass the ball to him.

[Optimus | Business & Value Investing @2sidesofacoin2]

@vladtenev Thanks Vlad, most of my friends left your platform but I believe in you.

[Optimus | Business & Value Investing @2sidesofacoin2]

@JasonKander Trillions dollars had been given to those organizations, tell me what have they done.

[Optimus | Business & Value Investing @2sidesofacoin2]

@RoKhanna Thank you but we don’t want trash free college.

[Optimus | Business & Value Investing @2sidesofacoin2]

Seems like everyone follows Tesla.

[Sawyer Merritt @SawyerMerritt]

GM has announced that it plans to develop energy storage batteries, and will enable their EVs to send energy back to the grid.

"We are developing next-generation sodium-ion battery cells purpose built for grid-scale storage. Compared with incumbent chemistries, sodium-ion can perform across a wider range of temperatures and for more cycles. That means that sodium ion-powered energy storage systems have the potential to operate without active cooling and with much less system complexity."

Also, there are more than a quarter-million bidirectional-capable GM EVs on our roads today. When paired with GM’s home energy systems, these EVs can become a residential power resource capable of sustaining a home for days during localized grid failures. These EVs and energy systems are also engineered to support vehicle-to-grid (V2G) power flow without requiring additional hardware iterations.

We are integrating bidirectional capability as a foundational standard across our entire portfolio, democratizing access from high-volume platforms like the Chevy Equinox EV to flagship vehicles like the Cadillac ESCALADE IQ."