Mike B

Grunt who used to work for Wall St gebronis.
Now F.I.R.E. free.

[Mike B @RayceDC]

@mnt92277tnm @Tesla Try FSD. You'll be hooked.

[The Kobeissi Letter @KobeissiLetter]

Most people don't realize what just happened.

Nvidia just posted what we believe are the most impressive earnings in history, with market-wide implications.

This implies $670+ BILLION in revenue next year, up +2,390% from FY2023.

What's happening? Let us explain.

(a thread)

[Mike B @RayceDC]

https://t.co/tKisoRwP39

In memory of my friend John. Please listen, enjoy, and hug a loved one.

[boozie @soboozie]

TESLA JUST RIPPED OUT THE MODEL S LINE IT BUILT FOR 14 YEARS AND REPLACED IT WITH HUMANOID ROBOTS THAT COST $30,000 EACH.

Three of them standing at the end of the aisle. Matte black. No hard hat. No badge. One steps forward, grabs a steel cart twice its size and pushes it down the floor to the next station.

No remote. No operator. The same AI that runs Full Self-Driving now runs legs.

Everyone said humanoid robots were a gimmick. A stage trick from AI Day with a guy in a bodysuit. That was 2021.

Now there are over 1,000 of them at Fremont and Giga Texas. Sorting battery cells. Kitting parts. Pushing racks. No overtime. No comp claims. No shift changes.

The Fremont lines got torn down in 46 days. What went up in their place is a production line designed for 1 million robots a year.

A California factory worker costs $55/hour fully loaded. This thing pays for itself in one quarter.

The line doesn't care who works on it.

[Mike B @RayceDC]

@Mr_Derivatives NBIS

[Mike B @RayceDC]

We're in oversold territory and stuck in limbo until Warsh speaks tomorrow.

[Mike B @RayceDC]

We need you in Indy!!
@danielricciardo

[Mike B @RayceDC]

@Tesla I agree 100% . I just bought a 2025 Model S Plaid after a 1 month search! I have a 2015 911 Carrera 4s & 95 BMW M3. I'm all on board with FSD. For the non-believers, get on board before you're left behind.

[Mike B @RayceDC]

There was something strange about today's pullback. Lots of the cash didn't rotate into the typical value stocks. The Nasd caught an early bid, showing Buy the dip mentality. There was no meaningful smallcap,Russel, now financial move. Buy the dip! And be patient .

[Mike B @RayceDC]

The day after NVDA earnings the markets are usually down. It usually takes a day or two for the mkts to recover and push higher.

[Mike B @RayceDC]

@elonmuskFatZo 55

[Mike B @RayceDC]

For the past 2 years, February has been terrible for the markets . Don't give in to rotation in value bc it won't pay off for those long term investors. The theme this year os that you need to pick individual companies as some work out. Nasdaq and tech will prove their worth.

[Mike B @RayceDC]

https://t.co/5bZgPywOEB

[Mike B @RayceDC]

Everyone needs to adapt and change for what's coming .
https://t.co/IqxZbsgM1C

[Mike B @RayceDC]

@pips_daily @BRICSinfo Very true.

[Mike B @RayceDC]

I feel we're due for a little bounce. Let's of PMs holding longs and hedging . Tax Loss harvesting in high gear starting to subside . Too much Cramer BS on the air with regards to Ai power and Ai data centers. Don't take the bate.

[Mike B @RayceDC]

@elonmuskmel7 1

[Mark Cuban @mcuban]

There will be 2 types of companies in the future.

Those that are great at AI, and those that used to be in business

[Mike B @RayceDC]

@IQTestBrain 21

[Mike B @RayceDC]

@Wisdom_HQ 2 people . Just the couple.