@QuartzResearch On Leo…Helicopters delivered +12.5% units but ROS stayed flat at 7.2%. Throughput is improving…operating leverage is still missing. Not exactly the best
@S_curvecap I use notebookLM to aggregate research. I automate it with an MCP. Scrape a bunch of substacks, podcasts, sellside research and can have like 300 sources queried at once. Saves time
@realroseceline Execution risk. It’s what I told my PM today. long term story. Hard part is even in the long term picture what year do you think he’ll be generating revenue from robots? further than 2028 then I think I sub $225. Love the guy but Elon is known for overpromising timelines