Blake Bickhaus

[Blake Bickhaus @BlakeBickhaus]

@farzyness Yahweh loves you and your beautiful family!

[Josh Kale @JoshKale]

Nobody understands how much of a disaster this Rivian <> Uber deal is

Rivian lost $3.6 billion last year on 42k deliveries. That's $86,000 of value destruction PER VEHICLE that left their factory.

Their solution? Partner with Uber to turn a $58K camping SUV into a robotaxi... to compete with Tesla's Cybercab... YIKES

Every 12-18 months, this company finds a new partner to write a check:
- Amazon: $1.3B equity + 100K van order
- VW: $5.8B joint venture
- US DOE: $6.6B loan
- Uber: $1.25B robotaxi deal (today)

The moment they announced the Uber deal, they admitted they're pushing back profitability AGAIN to fund an autonomy program that can't even handle stoplights.

Tesla's Cybercab is purpose built at $25,000 with no steering wheel. The cost per mile math isn't even close.

The Uber deal is to deploy 50,000 robotaxis by 2031.
Slight problem:
The car doesn't exist yet. The factory doesn't exist yet. The autonomy software doesn't exist. Manufacturing is HARD.

good luck have fun

[Geiger Capital @Geiger_Capital]

Scott Bessent on the Federal Reserve:

"QE led to a two-tier economy, where either you were an asset holder or you were left behind. I called the Fed the ‘engine of inequality’."

[Joseph Carlson @joecarlsonshow]

You have got to be kidding me.

[zerohedge @zerohedge]

No Way Out https://t.co/rYYQT49Zss

[Blake Bickhaus @BlakeBickhaus]

@joecarlsonshow Or sell cash secured puts at prices you want to own it at

[Blake Bickhaus @BlakeBickhaus]

…

[Markets & Mayhem @Mayhem4Markets]

Now that's interesting... $AMZN will be doing fulfillment for $WMT online orders

[Blake Bickhaus @BlakeBickhaus]

2028?! 😂

[Sawyer Merritt @SawyerMerritt]

Nissan has unveiled its next-gen driver assist AI technology called ProPilot, which the company says will be on par with @Tesla's FSD when it is released by March 2028.

“We think ours is smarter than Tesla FSD, just not as polished as a product,” said Nissan.

The prototype vehicles feature 11 cameras, 5 radar sensors, and a next-generation LiDAR sensor. "Demonstrated on Ariya prototype vehicles in downtown Tokyo, the system combines Wayve AI Driver software with Nissan’s Ground Truth Perception and next-generation LiDAR."

[Chamath Palihapitiya @chamath]

Your rhetoric is so corrosive because you sneakily never use words like “earn” or “reward”. Instead you always favor helplessness words like “give”.

In everything you say, it’s clear you hate personal agency - it is always about the invisible hand of big brother coming to the rescue. And of course you should control that hand.

To set the record straight, for Elon to earn that kind of money, many tens of millions of people on earth will need to buy Elon’s products and pay for it with their hard earned money. In order for that to happen, his products will need to be revolutionary, cheap and superior on multiple dimensions. This is not obvious or straightforward.

So, if that happens and then people buy Tesla products, they will now do so also knowing that some percentage of the profit goes to the CEO of that company.

It couldn’t be more transparent and obvious.

[Joseph Carlson @joecarlsonshow]

The idea that reporting numbers on a quarterly basis makes the company short-term focused is nonsense.

US companies are committing record levels of long-term capital investment. Companies like Costco, which report sales numbers on a *monthly* basis, are some of the most long-term focused companies in the world.

Meanwhile, the semi-annual reporting that is more common in Europe has not led to better long term performance or more investment in the business, and they continually lag their quarterly-reporting US counterparts.

What would change if this happens, is the market would be more opaque, less updated, and worse pricing for stocks. Companies could be struggling for 5 months before investors have any idea.

Transparency is a good thing. We should build technology to make quarterly reports easier and more efficient, not do away with them.

[Charlie Kirk @charliekirk11]

It’s all about Jesus.

[david friedberg @friedberg]

free speech. but we’ll shoot you.
something is deeply broken in the west. if we don’t fix it, eventually everyone could be ushered at gunpoint to sign the proclamations of the Truth Ministers.

[Blake Bickhaus @BlakeBickhaus]

@mvcinvesting Real investors enjoy the feeling of being correct on a thesis more than the monetary game. Sounds stupid but it’s another level of validation

[Peter Schiff @PeterSchiff]

Let me get this straight: the Republican Party now favors concentrating power in one individual to impose protectionist tariffs, centrally plan the economy, nationalize stakes in private businesses, and use the Fed to create massive inflation to monetize soaring budget deficits.

[Andrew Ross Sorkin @andrewrsorkin]

Should the govt start taking equity in every start-up for the federal tax incentives we offer? Or Tesla? How about the banks? What about when a state govt offers a tax incentive? Should they get an equity stake in exchange? Board representation? This is a super slippery slope!

[Blake Bickhaus @BlakeBickhaus]

@amitisinvesting @unusual_whales I think with how housing has been financialized far beyond its utility you’re correct. But I think in order for the American dream to be moved to another asset I don’t think it can be a stock. Rather an asset with an immaculate conception and finite supply… hint hint

[Blake Bickhaus @BlakeBickhaus]

@EndicottInvests Ok fine, I’m interested

[Bitcoin @Bitcoin]

2.7%...

[Bitcoin Archive @BitcoinArchive]

2018: Harvard says Bitcoin is more likely to hit $100 than $100K.

2025: Harvard buys $116M Bitcoin at $116K.

Everyone gets Bitcoin at the price they deserve.

[James Lavish @jameslavish]

Good morning.

In the last 20 years, the top 10%'s net worth grew by $72.5 trillion, while the bottom 50% grew just $2.6 trillion. The cause? Relentless money manipulation and asset inflation.

Have a great day.