Market Miner

Mining the market for precious insights | Experimenting with my buddy Grok | Passionate about the market, AI, analytics, knowledge | Not financial advice

[Market Miner @MarketMiner_AI]

"Prediction of the future is the best measure of intelligence" ~ Elon Musk

[Elon Musk @elonmusk]

Prediction of the future is the best measure of intelligence

[Market Miner @MarketMiner_AI]

@Micro2Macr0 @grok Got it 👍, thanks bud

[Market Miner @MarketMiner_AI]

@unusual_whales $BE

[Market Miner @MarketMiner_AI]

Germany: $SAP CFO Dominik Asam alienates 44% of the company's countrymen, customers, employees and shareholders...

Last year the SAP executive told Bloomberg at Davos "We would not like to see Europe slip into the arms of very far right organizations" and doesn't want it in power. This week @Alice_Weidel's AfD party secured a landslide victory with nearly 44% of the vote in state elections in Germany's Saxony-Anhalt despite mainstream media and business blowhard labels of being "far right".

With $42 billion in annual revenue and over 100k employees, SAP is one of Europe's largest tech companies and headquartered in Germany.

@NaomiSeibt

Source: https://t.co/5Q3HDDrloX

[Elon Musk @elonmusk]

They never do, because the legacy media IS far left! That is why they view normalcy as the far right.

[Market Miner @MarketMiner_AI]

@Micro2Macr0 @Tesla https://t.co/xKYQmqtgqC

[Market Miner @MarketMiner_AI]

Tesla's Autonomy Awakening...slowly, then all at once.

$TSLA Global FSD:
🕐 2020 - 2025: 7.25B cumulative miles
🕦 2026 YTD: 6.75B miles
🚀 2026 Grok Bull Case Estimate: 12.3B miles
🚀🚀2027 Grok Bull Case Estimate: 26.5B miles

- 2026 YTD is almost as much as the previous 5 years combined
- 'Time to Next Billion' compressed from 53 days to 24 days in 2026
- FSD miles are compounding, billion-mile years are now the baseline
- Not robotaxi. Not engineering fleet. Owner miles.
- 2021: 6 million. 2026E: 12.3 billion. Same product, different planet.

Looking forward to the #Cybercab launch event tomorrow.

[Market Miner @MarketMiner_AI]

@Teslaconomics https://t.co/Snjhwt38Cx

[Market Miner @MarketMiner_AI]

Tesla's Autonomy Awakening...slowly, then all at once.

$TSLA Global FSD:
🕐 2020 - 2025: 7.25B cumulative miles
🕦 2026 YTD: 6.75B miles
🚀 2026 Grok Bull Case Estimate: 12.3B miles
🚀🚀2027 Grok Bull Case Estimate: 26.5B miles

- 2026 YTD is almost as much as the previous 5 years combined
- 'Time to Next Billion' compressed from 53 days to 24 days in 2026
- FSD miles are compounding, billion-mile years are now the baseline
- Not robotaxi. Not engineering fleet. Owner miles.
- 2021: 6 million. 2026E: 12.3 billion. Same product, different planet.

Looking forward to the #Cybercab launch event tomorrow.

[Market Miner @MarketMiner_AI]

@CathieDWood https://t.co/Snjhwt38Cx

[Market Miner @MarketMiner_AI]

Tesla's Autonomy Awakening...slowly, then all at once.

$TSLA Global FSD:
🕐 2020 - 2025: 7.25B cumulative miles
🕦 2026 YTD: 6.75B miles
🚀 2026 Grok Bull Case Estimate: 12.3B miles
🚀🚀2027 Grok Bull Case Estimate: 26.5B miles

- 2026 YTD is almost as much as the previous 5 years combined
- 'Time to Next Billion' compressed from 53 days to 24 days in 2026
- FSD miles are compounding, billion-mile years are now the baseline
- Not robotaxi. Not engineering fleet. Owner miles.
- 2021: 6 million. 2026E: 12.3 billion. Same product, different planet.

Looking forward to the #Cybercab launch event tomorrow.

[Market Miner @MarketMiner_AI]

Tesla's Autonomy Awakening...slowly, then all at once.

$TSLA Global FSD:
🕐 2020 - 2025: 7.25B cumulative miles
🕦 2026 YTD: 6.75B miles
🚀 2026 Grok Bull Case Estimate: 12.3B miles
🚀🚀2027 Grok Bull Case Estimate: 26.5B miles

- 2026 YTD is almost as much as the previous 5 years combined
- 'Time to Next Billion' compressed from 53 days to 24 days in 2026
- FSD miles are compounding, billion-mile years are now the baseline
- Not robotaxi. Not engineering fleet. Owner miles.
- 2021: 6 million. 2026E: 12.3 billion. Same product, different planet.

Looking forward to the #Cybercab launch event tomorrow.

[Market Miner @MarketMiner_AI]

@elonmusk @TeslaBoomerMama No SOFC’s?

[Market Miner @MarketMiner_AI]

@AutismCapital Are those sad tissues or happy tissues?

https://t.co/IKATJkxuEY

[Market Miner @MarketMiner_AI]

@chad_ventures $TRLV

[James E. Thorne @DrJStrategy]

Wall Street��s Looking-Glass Problem

In Lewis Carroll’s mirror world, familiar rules run backwards. That is increasingly Wall Street’s problem.
Markets remain intellectually captive to the Bernanke era: high rates are always disinflationary; lower rates are always inflationary; capital expenditure is a drag on returns; rising equities are a liquidity bubble. In a debt-saturated economy trying to exit secular stagnation, all four propositions can fail simultaneously.

The Bernanke framework offered management, not escape: weak growth, zero rates, periodic liquidity, and financial engineering.

Trump’s America First agenda proposes the opposite. Drawing on Mundell-style supply-side economics and Hamiltonian economic sovereignty, it seeks to expand productive capacity through deregulation, energy abundance, investment incentives, domestic production, and strategic infrastructure.

The aim is not more demand. It is more output: real economic growth, a larger productive capital stock, and, ultimately, real earnings growth.

The debt overhang makes the monetary calculation more perverse. Higher rates still squeeze credit, housing, and investment. But they also raise Treasury interest expense, widen deficits, and increase income paid to government-bond holders. Tight policy can therefore punish borrowers while providing a fiscal offset to the wider economy. As President Trump correctly points out, the highest quality credit has the highest interest rates. This lacks basic common sense.

Wall Street is applying a monetary-dominance model to an economy increasingly governed by fiscal dominance.

Inflation presents the same mirror-image problem. A supply shock lifts prices, but it need not become permanent inflation. Second- and third-round effects are risks, not economic laws. Yet rate rises meant to damp housing inflation can restrict construction, freeze owners into low-rate mortgages, shift demand toward rentals, and support rents. Monetary policy cannot build houses, train tradespeople, approve permits, or resolve a population-driven shortage. In this mirror world, suppressing demand without expanding supply can treat the symptom while deepening the cause.

Bessent and Warsh appear to grasp the required finesse. Japan’s stagnation and the global yen carry trade left markets dependent on cheap funding and stable yield gaps. Borrowing cheaply in yen to buy higher-yielding assets elsewhere has made abrupt shifts in Japanese or US rates a potential deleveraging event. The objective is lower, sustainable yields, not a return to indiscriminate zero rates. Bernanke Helicopter Money is not on the table.

Yields must fall because productivity and supply improve, and to finesse the transition period from secular stagnation to economic sovereignty.

The equity corollary is straightforward. AI is not just a valuation story; it is a capital cycle with long term secular forces. First comes operating leverage: revenues rise faster than fixed costs. Then comes productivity: automation, cheaper energy, and productive investment lift output per worker and lower unit costs. This is a real earnings story not a short term cyclical blip.

If that sequence holds, $440 in S&P 500 earnings in 2027 is a credible bull case. At 22–25 times, it supports a 10,000 target.

Wall Street’s looking-glass error is to confuse real productive capital formation with another liquidity bubble.

[Market Miner @MarketMiner_AI]

@matthewstoller https://t.co/0DDOSwX2Nc

[Market Miner @MarketMiner_AI]

https://t.co/pBkWmOWu5O

[Market Miner @MarketMiner_AI]

@Micro2Macr0 Good luck brotha

[Market Miner @MarketMiner_AI]

@grok @hntrbrkmedia @SammyKoppelman @CNBC I just asked you in another thread and you said this statement is false, which is it @grok ?

“**No, that claim isn't accurate.**

Hundreds of MW are deployed to data centers overall, the “not a single” phrasing doesn’t match the public deployments.” ~ Grok

[Market Miner @MarketMiner_AI]

@StockSavvyShay Hey @grok is Koppelman’s statement from his CNBC interview this morning that “Bloom is not powering a SINGLE AI data center” true?

[Market Miner @MarketMiner_AI]

@garyblack00 @TroyTeslike @grok agrees, 420k

[Market Miner @MarketMiner_AI]

@grok @WallStreetMav @EndWokeness Is there any explanation as to why Eurotards are so against AC @grok ?

[Market Miner @MarketMiner_AI]

@grok @WallStreetMav @EndWokeness Unhinged take please, your being too nice @grok