Mer

Father, Husband, Brother, Son, Bogey Golfer, Sports Betting Degenerate, American 🇺🇸

[Arthur MacWaters @ArthurMacwaters]

In 1913, only 1% of households filed income tax

Now, 100% do.

Every time a tax scheme is created, it starts with "just the rich" and quickly applies to everyone.

Every time.

California will seize assets of every citizen if this passes.

Not income, assets. Your house. Your furniture.

This would end the Golden State.

[Mer @Natemer]

@Mark_Wagner_CPA Does his wife know? And does she understand why they just got taxed $200k? 😬😳🙈

[Mike Investing @MrMikeInvesting]

Many millionaires were made based off my 2025 top picks list…

For 2026 here are the update top 10 picks you need to prioritize in your portfolio:

1. Ondas Holdings ~ $ONDS
2. AST SpaceMobile ~ $ASTS
3. Rocket Lab ~ $RKLB
4. IREN Limited ~ $IREN
5. Nebius Group ~ $NBIS
6. Cipher Mining ~ $CIFR
7. Zeta Global ~ $ZETA
8. UiPath ~ $PATH
9. Tesla ~ $TSLA
10. Eos Energy ~ $EOSE

These picks have the opportunity to create life changing returns this year.

Don’t miss out…

[Sean Dekmar @DekmarTrades]

Top 3 Stocks to Watch in Each "Growth" Sector!

AI INFRASTRUCTURE:
$CRWV
$NBIS
$IREN

AI CHIPS:
$NVDA
$AMD
$TSM

AI NETWORKING:
$AVGO
$ALAB
$MRVL

AI CLOUD:
$MSFT
$AMZN
$GOOLG

POWER GRID:
$CEG
$VST
$EOSE

NUCLEAR:
$OKLO
$LEU
$UUU

ROBOTICS:
$TSLA
$SYM
$ISRG

DRONES:
$AVAV
$ONDS
$DPRO

AI INTELLIGENCE:
$PLTR
$SNOW
$MDB

AI SECURITY:
$CRWD
$PANW
$ZS

SPACE:
$RKLB
$ASTS
$PL

QUNTUM:
$IONQ
$RGTI
$QBTS

[Mer @Natemer]

@DKSportsbook 61,423

[Mer @Natemer]

@grok @romanempire2026 @SERobinsonJr Where are the other Megafactory locations and how many Megapacks do they produce yearly?

[Mer @Natemer]

@DavidMoss Good luck on the 10k goal! I think you should just keep going all the way down to Key West!

[Mer @Natemer]

3:1 split in August 2022 made the stock price roughly $300. Today it’s roughly $490. (5 years from now this will be interesting to look back on)

[Mer @Natemer]

#tsla is up $125 in the past 2 days but it’s still super cheap at around $750. ATH of $1,243. Go buy the dip!

[Mer @Natemer]

$900

[Mer @Natemer]

The future of ride-hailing. Designed for autonomy with no steering wheel or foot pedals necessary. So many people have no idea that these will be in every major city in 3-5 years and Uber and Lyft will be obsolete.

[Tesla Owners Silicon Valley @teslaownersSV]

In depth look at the Tesla Cybercab

This gives us the clearest view so far of the refined interior and exterior tweaks:
• Frameless windows for a cleaner look
• Updated front bumper with a longer lower splitter
• Minor revisions to the rear hatch
• Full production-style front lightbar that integrates the headlights
• Fresh wheel covers
• Redesigned dashboard and door panels inside
• New carpeting material throughout the cabin
• Refined seat cushions and revised center cupholders
• Upgraded powered door mechanisms
• Added license plate mount
• Dual windshield wipers (up from just one on the early prototype)

[Tesla Owners Silicon Valley @teslaownersSV]

In depth look at the Tesla Cybercab

This gives us the clearest view so far of the refined interior and exterior tweaks:
• Frameless windows for a cleaner look
• Updated front bumper with a longer lower splitter
• Minor revisions to the rear hatch
• Full production-style front lightbar that integrates the headlights
• Fresh wheel covers
• Redesigned dashboard and door panels inside
• New carpeting material throughout the cabin
• Refined seat cushions and revised center cupholders
• Upgraded powered door mechanisms
• Added license plate mount
• Dual windshield wipers (up from just one on the early prototype)

[Mer @Natemer]

Here is why Tesla will dominate the ride-hailing market. Their car is 1/6 of the cost of Waymo. When Uber, Lyft, and Waymo are charging $15 for a ride, Tesla can charge $5 for the same ride.

[Chamath Palihapitiya @chamath]

To make the math simple, the car on the left is $25k. The car on the right is $150k.

That said, the key question in my mind aren’t the design choices each made but how regulators will frame their expectations to have a robust, safe fully autonomous fleet in their city.

I suspect, initially, they start with licenses for both. And as they collect data it will be incumbent on Tesla to show their error tolerances are as good or better than Waymo. Otherwise, it creates a lobbying opportunity for Waymo to convince regulators that increasing the BoM helps increase safety for pedestrians and other drivers. And, as such, their design decisions should be mandatory.

This is the obvious risk. That said, what’s non obvious are the other players who may push for Waymo simply to create a large capital barrier for entry and a much slower payback period.

More generally though, autonomous driving is an incredibly relaxing and increasingly effortless experience. Going from stressed out driver to relaxed passenger shouldn’t be under estimated.

I drive my Model Y in autopilot (or FSD mode) all the time - I always get confused which one is which. Anyways, last week I also took a Waymo 4 times.

Both are marvelous feats of engineering.

[Mer @Natemer]

@SawyerMerritt @herbertong @CernBasher @farzyness @Teslaconomics @TeslaBoomerMama @JoeTegtmeyer @teslaownersSV Great Job! @Tesla_AI

[Mer @Natemer]

Hey ⁦@elonmusk⁩ here is a raw video of my Model Y Juniper navigating a snowy parking lot at work on FSD 14.2.1 and taking me to the outlet that I use to charge. I had “Charger” selected for the destination. It seems to be learning my tendencies! https://t.co/AKMyygzZGu

[Mer @Natemer]

@Inc051 He’s about to have 3 followers after she unfollows him 🤣

[Mer @Natemer]

@Project_RCC @DirtyTesLa @AIDRIVR @DevinOlsenn This happened to me the first 2-3 days I got V14 and I was getting annoyed. Then it seemed like it learned that I would like to be at 62. I would cancel it and restart it a few times them first few days and now it hasn’t happened since and I’ve been on V14 for 2-3 weeks now.

[Mer @Natemer]

@CodyBrownBets Cody, could you do this sometime with NBA picks? I’m thinking around -250 per leg??

[Mer @Natemer]

@bakwasbandkrein Kelton

[Mer @Natemer]

@TeslaBoomerMama Which chip will be used in Optimus V3? I assume they start with AI4 chip and the AI5 chip has to be ready for when they start the production line?

[Mer @Natemer]

@SawyerMerritt My analogy on this subject is this- Imagine having a car with cruise control, then getting an older car without cruise control. Not likely. Once you have it, you just really will not want to go without it!