Leemon

#Bitcoin is Hope • Mkt Analyst • Cyclical Invstr: $TSLA $BTC $MSTR $HBAR • 2024 Gains: 50x • Ivy Lgue • Founder 100-Empl eCom Co • $SPX $RUT $TLT • Options Trdr

[Elon Musk @elonmusk]

💯

[X Freeze @XFreeze]

Elon Musk on America’s critical chip shortage:

“What’s the limiting factor? We see the limiting factor as being able to make chips - both logic, memory, and packaging

There is not a single high-volume computer memory fab in America right now. Zero

Micron is building one in Idaho, but it won’t reach volume production until 2028
Others in New York are targeting 2029–2030

Even under the best-case assumptions, it’s not enough to meet the demand that AI will require

That’s why we need to build the TerraFab.
Otherwise, there simply won’t be enough chips”

[Elon Musk @elonmusk]

This provides some sense of scale

[Elon Musk @elonmusk]

Starlink V3 satellites have >10X bandwidth of V2 and there’ll be >10X launched, which means >100X more bandwidth.

Also, altitude will be 350km vs 550km, so min latency can be cut in half.

Light travels 300km/ms in space, so physics round trip min latency drops to <5ms.

[Alex @alex_avoigt]

Tesla is the global number one.

[Lex Fridman @lexfridman]

I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago.

Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it.

Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food.

Days like these, even more than usual, I feel like the luckiest kid in the world.

Love you all! ❤️

[MikybullCrypto @MikybullCrypto]

Today marked the highest single $BTC liquidation this year

[X Freeze @XFreeze]

Soon, Starlink will connect the entire planet through its direct-to-cell 5G network beamed from space

There will be no more dead zones

The next generation of Starlink satellites will deliver true 5G broadband straight to your phone.... turning Starlink into the biggest mobile carrier on Earth. Billions in cities, villages, and across the oceans will finally have reliable service

You can travel across multiple countries without switching carriers or dealing with roaming hassles. Global coverage becomes the default, not the exception

The world is about to get faster and more connected than ever before

[X Freeze @XFreeze]

Tesla’s app just broke its own record again

671,600 downloads in April alone - up 21.2% from March’s previous all-time high

[HederaInform ($HBAR) @HederaInform]

BREAKING: @Hedera decentralization is accelerating.

Half a year ago, 17 of 29 Governing Council nodes (59%) were hosted by Hedera.

Today, only 1 of 34 Governing Council nodes is hosted by Hedera.

More council members are running their own infrastructure than ever before.

That's a drop from 59% to just 3%.

[Elon Musk @elonmusk]

@IterIntellectus Harnessing even a millionth of the Sun’s power, which is extremely difficult, results in an economic value far more than a million times than that of Earth’s current entire economy

[Elon Musk @elonmusk]

Tesla IPO market cap was 0.1% of its current value

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Binance to launch US stock trading for non-US users.

[X Freeze @XFreeze]

Tesla sales in Europe and Japan are skyrocketing

France just posted a historic +655% year-over-year in May 2026 with 5,446 vehicles delivered

May 2026 numbers are insane:
🇳🇴 Norway: +29% (3,345 units)
🇸🇪 Sweden: +71% (858 units)
🇩🇰 Denmark: +136% (1,750 units)
🇫🇷 France: +655% (5,446 units)

At the same time, in Japan.....a market long dominated by domestic automakers.......reported registrations show Tesla up 151% year-over-year through April 2026, with more than 6,100 vehicles already delivered

Breaking into Japan has always been one of the hardest challenges for any foreign car brand. Yet Tesla is doing it comfortably

Tesla global demand is going through the roof

[Tesla @Tesla]

"My car also has FSD"

[Muskonomy @muskonomy]

NEWS: SpaceX's S-1/A confirms Elon Musk's 1 billion-share pay package is officially tied to a Mars colony.

Approved by the board on January 13, 2026, the grant vests on two conditions:

1. SpaceX hits "specified market capitalization milestones across 15 equal tranches."

2. "The Company's establishment of a permanent human colony on Mars with at least one million inhabitants."

Both subject to Musk staying at SpaceX through the certification date for each milestone.

The amended filing adds new language giving Musk voting rights on all performance-based restricted Class B shares from the grant that remain outstanding.

A Mars colony milestone is now a literal line item in an SEC filing.

[nextbigfuture @nextbigfuture]

SpaceX is buying about 6 square miles of land for the TERAFAB complex @elonmusk

[Nikita Bier @nikitabier]

Commentary is one of the most important pillars of X. And sometimes the best way to share your thoughts is with video.

Today we're launching a whole new way to make them:
React with Video

Tap the repost button and start recording with green screen, split screen, or picture-in-picture.

Now available on iOS

[Whole Mars Catalog @wholemars]

Elon on Anthropic / SpaceX deal

[Micro2Macr0 @Micro2Macr0]

The US government is nearing 500,000 #Bitcoin held.

Bonus: It's budget neutral. 😂