Thomas G

Investor AI Innovation Disruption Autonomy Robotics

[Thomas G @CompoundFI]

https://t.co/S6pLfSDey9 The Swedish Economic Crime Authority (Ekobrottsmyndigheten / EBM) prosecutor Jonas Myrdal says Nasdaq should investigate whether there was a leak regarding Sivers' planned US listing announcement.
This is reported by Affärsvärlden (a major Swedish financial publication).
The specific concern:

Serenity (on X, with ~200,000 followers, who has been posting positively about SIVE for the past month) posted on Monday that she had spoken with SIVE management and that the company was planning a US listing

[Thomas G @CompoundFI]

They're already here. Nordnet AB (largest Nordic broker/pension platform) just crossed the 5% flagging threshold on April 9th — now holds 15.2M shares via their pension fund entity.

This likely explains the volume regime change: avg daily volume went from ~1M shares in Feb to 24.6M in March. Daily value traded now rivals Ericsson despite being 90x smaller by market cap.

[Thomas G @CompoundFI]

@frihetspenger Tar gjerne en prat og deler erfaringer. For min del var Claude code en game changer. Jeg har kan forøvrig ikke code overhodet 😊

[InvestAnswers @Investanswers]

Tesla just added another 7 unsupervised Robotaxis to the fleet TODAY alone. Slowly… then all at once.
The hockey stick will bend upward.

[Thomas G @CompoundFI]

@IversAudun dere får invitere kunder av DNB disruptive med neste år, jeg er med.

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane:

Venezuela's stock market is now up +73% since President Maduro was captured.

Since December 23rd, as President Trump ramped up pressure on Maduro's government, Venezuela's stock market is up +148%.

Venezuela's stock market is skyrocketing.

[Audun Wickstrand Iversen @IversAudun]

Waymo sine biler har i større grad sentralisert hjernen utenfor bilen og følger regler som kan være motstridende fra sensorene og programvareen. Strømbruddet i SF sykeliggjorde svakheter med waymo kaoset i går

Tesla er trent på menneskelig handling og adferd, og har bare camera vision. Ikke en ekstra sensorerpakke som funger som en backseat driver.

[Audun Wickstrand Iversen @IversAudun]

Hmm

Blir mange hatter på menyen i 2026, og enda flere som kommer til å fortelle historien om at de alltid har trodd på selvkjørende biler.

De er ikke patetiske i utgangspunktet - de tok bare feil. Patetiske blir de først når de når de juger om det.

Følg med

[Thomas G @CompoundFI]

If Tesla calls FSD 14.3 "feature complete" (aka unsupervised autonomy, the "last big piece" per Elon), they could unlock a fat chunk of that ~$3.7B deferred revenue pile (from Q2 '25 end + new sales). Straight to the books in Q4 if it drops before NYE—hello, margin boost! 🚀📈 $TSLA

[Thomas G @CompoundFI]

@Tesla_NL_TR My previous MYP I could push once for cruise and twice for AP/FSD now with Juniper you have to choose in the settings if right wheel press is cruise control or AP. VERY annoying

[Thomas G @CompoundFI]

oh I guess there was no bubble after all - Jensen is crystal clear......

[The Kobeissi Letter @KobeissiLetter]

This kind of rhetoric is unheard of in an earnings release:

Nvidia, $NVDA, founder Jensen Huang says sales are "off the charts" and GPUs are "sold out."

He also adds, "AI is going everywhere, doing everything, all at once."

ALL in the press release, NOT the earnings call.

[Thomas G @CompoundFI]

Remember when $NVDA was “just” a gaming GPU stock? Then AI hit, data-center revs went vertical, Wall St re-rated it as core AI infra and the stock did almost 10x, adding trillions in mcap.

Today $TSLA is still priced mainly as EV + energy with a discounted call on FSD/robotaxis and basically zero for Optimus.

Imagine Tesla showing:
• FSD-powered autonomous cars running at scale
• Optimus v3 on a real production line
• bots doing measurable, repeatable factory work
• the fastest production ramp of humanoid robots in history
That’s when the narrative flips from “car company with some AI”
➜ to “AI + autonomy + robotics platform that also sells cars and energy.”
That’s Tesla’s NVDA moment – not from another delivery beat, but from the market waking up to an entirely new profit + TAM stack. @Tesla @IversAudun

[Thomas G @CompoundFI]

@Bare_Birk Ja veldig. Ingen US ETF med mindre du er klassifisert som profesjonell investor men forsatt da ikke på zero konto eller AFK

[Thomas G @CompoundFI]

Picture this - perhaps already in 2026 owning a Tesla in the US, your car can join the robotaxi network while idle and earn you revenue + when charging earning from lending inference compute. Tesla car ownership becomes positive cashflow and not depreciation. Now ask why would anyone buy a car that can´t do this in the near future?

[Elon Musk @elonmusk]

I am increasingly confident that this idea could work

[Elon Musk @elonmusk]

I am increasingly confident that this idea could work

[Thomas G @CompoundFI]

Don´t sleep on this.....Next 5 years will be BONKERS.. People will look back regretting not getting on board.

[Sawyer Merritt @SawyerMerritt]

Morgan Stanley's Adam Jonas in new $TSLA note: "I'm callin' it. Autonomous cars are solved. Do I mean six or seven 9's to the right of the decimal? No. Perfection? Never. But enough to pull the safety driver at scale in major metros."

"From our discussions with @Tesla, it appears the only thing preventing Tesla from pulling the driver is its own abundance of caution. Our understanding is that there is no other explicit regulatory approval required to pull drivers in Texas. A passive optical-only AV system would seriously challenge the conventional thinking of many in the robotaxi community. Tesla truly believes that radar and LIDAR do not make its cars any safer. It is our longstanding opinion that if you solve autonomy for cars – you solve autonomy for many other form factors of AI-enabled robotics (aviation, marine, weapons, etc).

Tesla will have around 8 million vehicles in the global 'parc' by year-end. 12% FSD penetration (paying monthly subs and upfront purchasers) implies 1mm active paying users. If we were to apply the $99/month subscription fee to all users (including upfront payers for comparative equivalency) implies approx $300mm of quarterly FSD revenue or $1.2bn annualized FSD revenue at a year-end exit rate. Assuming an 85% margin would imply approx $1bn of EBIT... accounting for 15 to 20% of total company EBIT. Highly profitable, highly reoccurring."

[Thomas G @CompoundFI]

Slowly slowly then suddenly. Last verse of slowly now, yet 99% say there is no way this will happen. Disruption at scale...

[phil beisel @pbeisel]

Easter morning 2027: 5th ave NYC, Spot the human driven car

[Thomas G @CompoundFI]

@IversAudun Stigende VIX og fallende yields.. Ikke godt å si om dette er kortsiktig overreaksjon eller en lengre korreksjon

[Thomas G @CompoundFI]

Global telcos that have enjoyed monopolies will now face competition from space-based global providers. Technology and disruption happen fast! The last moat—national cell coverage via auctioned frequencies—is no longer a barrier. #ASTSpaceMobile #Verizon #SatelliteTech #Disruption