Mad Max Mode

🔋⚡️🤖🚗… 🚀… 🛰️🛰️🛰️ … Long: (MUSK Industries $TSLA $SPCX) $VOO | Spec. Plays: $STRC $LOFF … 🛰️🛰️🛰️🛰️🛰️

[Herbert Ong @herbertong]

BIG DAY FOR $TSLA!

Our exclusive interview with Tesla VP Lars Moravy drops today!

We talk about Cybercab production, Optimus, AI-powered manufacturing, and he even teases some "cool news" coming from Giga Texas on July 7! @thejefflutz

[Muskonomy @muskonomy]

BREAKING: Elon Musk called the global memory chip shortage "the biggest price jump in anything I've ever seen"

Musk was agreeing with Apple CEO Tim Cook's hundred-year flood warning from a Wall Street Journal interview earlier this month. Cook said he had not seen anything like it in his 40 years in the industry.

Musk responded on X this week. He added that the production shortfall relative to demand is insane and that much higher production is needed.

DRAM and NAND chip prices have both quadrupled over the past year. AI data center buildouts have absorbed nearly all available memory supply.

Apple raised Mac prices by 15% to 20% and iPad prices by 15% to 25% on Thursday. The MacBook Air jumped $200 to $1,299. The MacBook Pro climbed $300 to $1,999. The iPad Pro rose $200 to $1,199.

Microsoft is raising Xbox prices by $100 to $150 starting August 1. HP, Dell and Nintendo have also raised prices.

Musk has been warning about memory specifically since January. He told Tesla's Q4 earnings call that memory could become an even bigger limiter than AI logic.

That is why Tesla, SpaceX and Intel announced Tesla Terafab. The joint project will combine logic chip production, memory manufacturing and advanced packaging in one facility.

Tesla itself depends on memory chips for vehicles, Optimus and FSD. Tesla has started hiring semiconductor workers for the new chip facility.

(Sources: @elonmusk on X and WSJ, June 25-26, AM.

[Zain @am27852]

Max Verstappen and George Russell has same points scored in last 5 races.

Max Verstappen is literally pushing a tractor and competing with Mercedes rocketship is insane.

[かにたん💯 @NinjaH2_kani]

マクラーレン W1の可変ウイング、いつ見ても奇抜な動きで

後方へ突き出すことで擬似的に車体を長くするという仕組み。

[Sawyer Merritt @SawyerMerritt]

BMW has just officially unveiled the all-electric BMW iX5.

• Starting price: $81,250
• EPA Range: 435 miles
• 144 kWh battery
• Peak charging speed: 460 kW
• 0–60 mph: 4.4s
• 10–80% charge in 22 mins
• 570 hp
• 800v architecture
• Curb weight: 6,228 lbs
• Bidirectional charging capability
• Vehicle-to-Load (V2L)
• Vehicle-to-Home (V2H)
• Vehicle-to-Grid (V2G) compatible
• Towing capacity up to 6,000 lbs (2,722 kg)
• Adaptive suspension
• Optional rear-wheel steering
• SAE Level 2 driver assistance
• Motorway Assistant
• Entry-to-Exit hands-free highway driving
• City Assistant
• Address-to-Address assisted urban driving
• Panoramic Vision display spanning the base of the windshield
• 17.9" center screen
• Optional 14.6" passenger display
• Head-up display integrated into Panoramic Vision
• Heated, Ventilated and Massaging seats
• Sixth-generation cylindrical battery cells
• 20% higher energy density than previous BMW batteries
• Improved charging efficiency
• Improved thermal management
• Lower charging losses
• 196.6" long
• Drag coefficient: 0.28 Cd

Deliveries start in early 2027. More photos in the thread below:

[Gabriel M @ggabrielmmm]

You don’t appreciate the Cybertruck until the day it protects your family.

[Sawyer Merritt @SawyerMerritt]

Tesla has just made its first big hire for its Terafab!

Tesla has hired Gary Jiang, a semiconductor manufacturing veteran of nearly 18 years at Intel, to serve as director of its Terafab chip-fab project in Austin.

Jiang lists his current role as “Director, Tera Fab” at Tesla.

More info: https://t.co/RtS5bu2UKb

[Formula 1 @F1]

"Good race, man" 🤜🤛

A great moment between Lewis and Max after their mini-epic on track 🤩

#F1 #AustrianGP 🎥 @canalplus

[Polymarket Money @PolymarketMoney]

BREAKING: 𝕏 Money is reportedly launching with 6% APY, up to $10M in FDIC insurance, unlimited 3% cashback and a physical Visa metal card.

[TrendSpider @TrendSpider]

Sit through the chop, get paid handsomely on the breakout... that's been the $TSLA story.

Could the era of AI and robotics give us round three?

[Tesla @Tesla]

Engineering tests of the first production Cybercab have begun in Austin

[Polymarket @Polymarket]

BREAKING: Gavin Newsom crashes to an all-time low in the 2028 presidential odds.

12% chance.

[The Great Mattsby @matthughes13]

My $TSLA chart has been the cheat code since the 2023 bottom

Every time price gets to the angle (blue circles) all I see are "what if support breaks" comments

My answer is always the same. The trend is your friend

[Herbert Ong @herbertong]

A big announcement is coming from Tesla on Tuesday July 7th!

Listen to Tesla’s Lars Moravy say “a week from Tuesday there will be some cool news about things happening around Giga Texas as part of the scaling effort”!

Our interview with Lars should drop tomorrow.

This is definitely one to watch for all $TSLA investors. Jeff and I counted over 12 important things he confirmed or revealed.

@thejefflutz
@cyberbulls

[Elon Musk @elonmusk]

Nice work by the @Tesla_AI team!

The AI3 computer only has ~15% of the effective memory bandwidth of AI4, so this was a tough challenge.

[Coin Bureau @coinbureau]

🇰🇷 SOUTH KOREA DECLARES AI AN "ALL-OUT WAR" WITH A $518B PROJECT

President Lee says the global AI race is now a battle between nations, warning that “speed is the only way to survive.”

Samsung and SK will each build two new chip fabs, part of a combined ₩800T, or $518B, AI push.

South Korea also plans to double DRAM capacity, build 18.4GW of AI data centers by 2035 and spend ₩30 trillion (19.4B) on next-gen memory.

The Kospi erased a 3.4% drop after the plans were unveiled.

[Coin Bureau @coinbureau]

🚨FORD REHIRES 350 ENGINEERS AFTER REPLACING THEM WITH AI

Ford’s VP of engineering admitted the company “mistakenly thought” AI alone could replace experienced workers and still produce high-quality vehicles, per The Verge.

Ford has recalled more cars than any other US automaker this year after cutting over 5,000 workers since 2020.

CEO Jim Farley previously declared that AI is “going to replace literally half of all white-collar workers.”

[Bull Theory @BullTheoryio]

🚨 SAMSUNG, SK HYNIX, AND MICRON ARE GETTING SUED FOR ENGINEERING THE MEMORY CHIP SHORTAGE.

The lawsuit, filed June 25 in California, accuses the three companies of using their pivot to AI memory chips as cover to cut production of regular DRAM, the memory used in everyday laptops and phones.

DRAM prices have risen roughly 500-700% over the past four years. Micron reportedly shut down its consumer DRAM brand, Crucial, at the most profitable price point in its history, a move the lawsuit calls economically irrational unless it was coordinated.

The lawsuit points directly to Apple's recent price hikes on iPads and Macs as evidence the damage is already reaching consumers.

This isn't the first time.

Between 1998 and 2002, Samsung, Hynix, Micron, Infineon, and Elpida ran an actual price fixing cartel, confirmed by US federal prosecutors.

Samsung paid a $300 million criminal fine, Hynix paid $185 million, and Infineon paid $160 million, with several executives serving real prison time, sentences ranging from 4 to 14 months.

The new lawsuit alleges Samsung and SK Hynix later rehired and promoted some of those same convicted executives into senior roles.

Together, the three companies control the vast majority of global DRAM supply today, and building a single new DRAM factory costs $15 to $20 billion and takes years, making it nearly impossible for new competitors to break in and undercut them.

That's the core problem this lawsuit is targeting.

Three companies with total control over a market everyone depends on, the same companies already convicted once before, now facing the same accusation again while prices keep climbing and ordinary buyers have nowhere else to turn.

Jefferies doesn't expect relief anytime soon. Prices are forecast to climb another 40-50% next quarter, then a further 30-40% on top of that the quarter after, meaning prices could roughly double by year end.

2027 is expected to bring another 40-45% increase on top of that, with no real normalization expected until 2028.

[Vince Langman @LangmanVince]

Elon Musk said Starlink phones are coming within two years!

If I'm Verizon or AT&T, I'm very worried right now!

[Nic Cruz Patane @niccruzpatane]

Wow, this is so cool. The Tesla Cybercab has exterior microphones on the B-pillars so first responders can speak to Tesla Support from outside the vehicle.

There is speakers on the underside so first responders can have a two-way conversation from outside (plus additional speakers and mics in the cabin). So smart.