SignalFlashed01

Full time student of knowledge.

[SignalFlashed01 @Signal0100]

Supercycle. Confirmed.

[SignalFlashed01 @Signal0100]

Dario on All in Podcast. Make it happen. @Jason

[SignalFlashed01 @Signal0100]

SpaceX as a hyperscaler. 6D chess.

[Marc Andreessen 🇺🇸 @pmarca]

Five dimensional chess doesn’t exist. Everyone is furiously improvising all the time. The future is utterly uncertain.

[SignalFlashed01 @Signal0100]

@bg2clips @elonmusk Inspirational.

[SignalFlashed01 @Signal0100]

That investment grade rating on Spacex a big deal. Can issue probably $200bn of IG debt like an Infrastructure issuer.

[SignalFlashed01 @Signal0100]

@Jason Neuralink.

[SignalFlashed01 @Signal0100]

Neuralink. 2028 IPO?

[SignalFlashed01 @Signal0100]

National Security aspect of Spacex underappreciated.

Spacex is launch provider for military assets, GPS, ealry warning systems, intelligence systems and classified payload.

Thats everything from battlefield comms to drone ops, maritime connectivity, arctic security.

You think the U.S. balance sheet will take stake in Spacex? Bershire too?

[SignalFlashed01 @Signal0100]

One Giant leap for humans...

[Bloomberg TV @BloombergTV]

SpaceX stock sold for $150 in its opening trade on Nasdaq at 11:46 a.m. in New York, 11% above its $135 offering price, and climbed as high as $168.75 in the first few minutes https://t.co/uLecwJpb1n

[SignalFlashed01 @Signal0100]

Zero reason to own apple stock after today.

[SignalFlashed01 @Signal0100]

:)

[SignalFlashed01 @Signal0100]

Excited for the last 30 mins of price action starting at 3:30pm EST.

[SignalFlashed01 @Signal0100]

Supercycle. Confirmed.

[SignalFlashed01 @Signal0100]

$AMD up 4.5%

[SignalFlashed01 @Signal0100]

Excited for the last 30 mins of price action starting at 3:30pm EST.

[unusual_whales @unusual_whales]

BREAKING: Jim Cramer says that SpaceX could soar to unsustainable levels after its debut

[SignalFlashed01 @Signal0100]

Optimus

[Tesla North America @tesla_na]

Come hang out with @Tesla_Optimus at Tesla Diner today

This special vessel is only available when Optimus is working a shift on our Skypad 👀

[SignalFlashed01 @Signal0100]

Optimus

[SignalFlashed01 @Signal0100]

Sydney Sweeney for Anthropic? @sydney_sweeney @DarioAmodei

[Polymarket @Polymarket]

JUST IN: Lionel Messi unveils partnership with ChatGPT.

[SignalFlashed01 @Signal0100]

🚀

[TipRanks @TipRanks]

Piper Sandler believes Tesla $TSLA 'has solved the self-driving puzzle'

Piper Sandler analyst Alexander Potter notes that when it comes to the efficacy of Tesla's full self-driving software, there's no shortage of skeptics.

In meetings, clients frequently reference Waymo's greater robotaxi deployment numbers as a reason to doubt Tesla's readiness. The uncertainty is exacerbated by a lack of universally-accepted, directly comparable datasets that measure disengagement, crashes, or other metrics.

Nonetheless, the firm thinks Tesla has effectively achieved Level 4 autonomy given it is promoting insurance, it is building Cybercabs with no steering wheels or pedals, it is seeking permits to build robotaxi infrastructure, it is disclosing FSD subscriptions, and it is expanding its robotaxi service.

Furthermore, analyst Alexander Potter says that in April, his Tesla drove him from Missoula to Minneapolis, thus reinforcing his conviction.

Piper has an Overweight rating on the shares with a price target of $500.

[SignalFlashed01 @Signal0100]

IQ Test…SpaceX IPO

[SignalFlashed01 @Signal0100]

1TW = $1trillion of revenue, per year.
Unclear what % of that conpute flows to Tesla.

[Shay Boloor @StockSavvyShay]

Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of $TSLA Giga Texas factory.

The facility is designed to produce 1TW of output annually which is roughly 2x current U.S. power consumption.