Eat at Joe's

[Eat at Joe's @Plunk20]

@nextbigfuture Gary Black = Disingenuous

[Mr. Pool @MrPoolQ1]

Eric Trump just flipped the script on Chris Cuomo live on-air, leaving him shocked.

Cuomo accused President Trump of going after his political opponents the moment he took office…

Eric sounded off:

“Did we, did we try and bankrupt Biden? Did we raid Biden's home? Did we try and bankrupt Biden?”

“Did we weaponize every AG and DA against Biden? Do we do that against Hunter Biden who had a laptop from hell, pictures of cocaine, illicit drug use, prostitution?”

“Did we make up a dirty dossier? About Biden, did they try and destroy Biden's marriage? Did we make up stories that Biden had secret servers in the basement of his home communicating with the Kremlin in Russia?”

“Did we strip Biden off the ballot of multiple states? Did we take Biden off of Twitter and Instagram and Facebook and try and silence his voice so he couldn't communicate?”

“Did we put Biden in a courtroom every single day for nonsense to try and keep him off of a campaign trail to try and destroy his life?”

Well done @MrPoolQ1

[Sawyer Merritt @SawyerMerritt]

Elon Musk has received regulatory approval to acquire startup Mesh Optical Technologies, a company founded by former SpaceX engineers working on optical data center communication technology.

Mesh is developing optical transceivers that rely on light to send and receive information between data centers, which the company says are more power efficient and lower latency than existing options. https://t.co/D7diyxpuHX

[Overton @overton_news]

JOE ROGAN: “Hey folks, do you think it’s a coincidence that the biggest f*cking ICE protests were all going on in the same place where they found all that fraud?”

“Do you think...”

“Did it ever occur to you?”

“Did it ever occur to you that these organized MASSIVE protests were all occurring in the same place where that Nick Shirley cat found f*cking BILLIONS of dollars in fraud?!”

“SHOCKER!”

“Kind of crazy!!”

[Eat at Joe's @Plunk20]

Starmind

[Elon Musk @elonmusk]

@xdNiBoR @xai Yes

[stonkdaddy @stonk_daddy]

One more $SPCX catalyst that no one is talking about:

Everyone wants to talk about lockup expiration. Like I mentioned in the past, lockup is going to mostly be a nothingburger. There will be some selling to be sure, but absorbed by Nasdaq 100 and Russell 1000 index rebalancing with their weighting increasing with float.

What WILL be a real catalyst is Elon’s 366 day lockup expiry. On that day, 0 shares will be sold, while the float will increase by 40%.

Which means in the index rebalancing following that expiry, Nasdaq 100 and Russell 1000 will increase their weighting by nearly double. Do the math.

[Western Lensman @WesternLensman]

Ro Khanna: Elon needs to be subpoenaed, investigated and held accountable.

Ro Khanna, after Elon threatens to sue: I don’t believe in lawfare.

[Geiger Capital @Geiger_Capital]

Realizing that 7 "far-right" candidates have won in Latin America since USAID was defunded

[Pascal Najadi @imPascalNajadi]

🚨 NOW: El Salvadorans are boasting that President Nayib Bukele has turned his once-violent country into the OPPOSITE of EUROPE — instead of rampant gangs and no go zones, the people are safe and THRIVING

-98% in homicides

Incredible what ruling with an iron fist over crime can do! 🇺🇸🇸🇻

Bravo, @NayibBukele! A model for Latin America. EUROPE should take notes!

📽️ @JorgeManzaSV

[Eat at Joe's @Plunk20]

Starfall Demo mission tomorrow @ 6:43 AM.

[nextbigfuture @nextbigfuture]

LAST MILE OF SPACE DELIVERY SPACEX STARFALL 3 DAYS

SpaceX will be proving out a key part of delivery from space or anywhere on earth in one hour anywhere. Starship flying then eject Starfalls. 50-100 per Starship. Reusable system delivers anywhere. No launch tower and no drone ship needed. Can also deliver people (military commandos first).

@FutureJurvetson @chamath @friedberg @DavidSacks @Jason
Two of the last few pieces have been proven by SpaceX. Reusable orbital heat shield is on Starship. Precision parachute from a space mission is the recovery of fairings. Low cost mass manufacturing of heat shield and precision parachutes is a SpaceX speciality. Heat shields and parachutes have been used for 65 years for returning cargo and people. They have been the primary method.

$SPCX @SpaceX will bring low cost, mass scale and new business models. One hour anywhere the issue preventing scale was how do we get enough mechazilla launch towers to receive the goods or the drone ships for a catch or recovery. Starfall means no infrastructure will be needed on the receiving end. Initially a ship will recover. We have used heat shield and parachutes to deliver payloads on land from orbit. Cold thrusters with parachutes can enable precision soft landings anywhere. Cold thrusters with precision flying and landing will be proven with Tesla Roadsters.

[nextbigfuture @nextbigfuture]

LAST MILE OF SPACE DELIVERY SPACEX STARFALL 3 DAYS

SpaceX will be proving out a key part of delivery from space or anywhere on earth in one hour anywhere. Starship flying then eject Starfalls. 50-100 per Starship. Reusable system delivers anywhere. No launch tower and no drone ship needed. Can also deliver people (military commandos first).

@FutureJurvetson @chamath @friedberg @DavidSacks @Jason
Two of the last few pieces have been proven by SpaceX. Reusable orbital heat shield is on Starship. Precision parachute from a space mission is the recovery of fairings. Low cost mass manufacturing of heat shield and precision parachutes is a SpaceX speciality. Heat shields and parachutes have been used for 65 years for returning cargo and people. They have been the primary method.

$SPCX @SpaceX will bring low cost, mass scale and new business models. One hour anywhere the issue preventing scale was how do we get enough mechazilla launch towers to receive the goods or the drone ships for a catch or recovery. Starfall means no infrastructure will be needed on the receiving end. Initially a ship will recover. We have used heat shield and parachutes to deliver payloads on land from orbit. Cold thrusters with parachutes can enable precision soft landings anywhere. Cold thrusters with precision flying and landing will be proven with Tesla Roadsters.

[Eat at Joe's @Plunk20]

Tesla is building out terrestrial modular AI data centers while SpaceX is building out extra-terrestrial modular AI data centers. Time to consummate the marriage?

[Bull Theory @BullTheoryio]

TESLA QUIETLY REVEALED A MASSIVE AI INFRASTRUCTURE PLAY.

Tesla filed a trademark application for "MEGAPOD", signaling plans to turn its Supercharger network into a massive distributed AI computing platform.

The USPTO filing describes MEGAPOD as - "Modular data center hardware systems for artificial intelligence computing, comprised of computer servers, computer hardware for artificial intelligence."

The wording suggests Tesla is developing self-contained, scalable AI server modules that can be deployed across thousands of locations rather than building only centralized data centers.

This will act like a modular unit combining AI compute hardware with Tesla energy systems (Megapack, Powerwall, Superchargers) to act as a single node for power management and AI workloads.

The filing follows Musk's March comments about turning Tesla's 7 GW Supercharger network into one of the world's largest distributed AI compute platforms.

If realized, Tesla's 'MEGAPOD' Could Turn Superchargers Into AI Data Centers.

[Timbo @Timboo]

I have bad news for the $SPCX bears… the forced-buying is about to begin.

$22–30B of price-agnostic buying. Into a sub 5% float. Over the next 20 days.

CRSP (VTI) ~Jun 19
FTSE Russell Jun 26
MSCI Jun 29
QQQ ~Jul 6

[nextbigfuture @nextbigfuture]

all unlocks, inclusions and rebalancings for $SPCX.
March, June, Sept and Dec rebalancings in 2027 as well.

@elonmusk @TeslaBoomerMama @SawyerMerritt @herbertong @RandyWKirk1 @Tesla @TeslaLarry

[Eat at Joe's @Plunk20]

@elonmusk You're 54. The clock is ticking on Mars.

NASA dollars won't get us a self-sustaining colony. SpaceX shareholders can't fund the massive gaps alone.

Merge SpaceX + Tesla. Secure voting control. Redirect capital where it matters most.

Humanity's future on the Red Planet depends on bold moves now. Let's make it happen. 🚀♻️ #Mars #MultiPlanetary

[Eat at Joe's @Plunk20]

@thirdmetax @grok what is Will Smith's net worth?

[Eat at Joe's @Plunk20]

@grok will retail be able to buy spacex bonds?

[unusual_whales @unusual_whales]

BREAKING: SpaceX's bankers are preparing a bond offering worth at least $20 billion, per Bloomberg.

[Sawyer Merritt @SawyerMerritt]

Yesterday, Elon Musk exercised 304 million @Tesla stock options from his 2018 compensation package, according to a new SEC filing.

Tesla withheld 17.53 million shares at an average price of $404.66/share in connection with net share settlement. The transaction did not involve any open-market sales of stock.

To be clear, this was not a net sale of Tesla stock. Elon's overall Tesla stock holdings increased.

Elon now owns roughly 19.9% of Tesla.

Filing: https://t.co/4X7u6R7nNi

[Eat at Joe's @Plunk20]

@MIT1991_2 @TeslaBoomerMama Correct. Buying OTM calls provides upside protection for bear call spreads. I rarely see rational discussion on X relating to options. It's too niche a topic that would loose too many people. Easier to get engagement looking at one trade and saying "wow".