Tubby Taylor

Active CEO & Investor | Mining | Construction | Property | Cascading Flywheels for Scalable Systems

[Tubby Taylor @SocialTubby]

@elonmusk Not according to T Mobile

[Tubby Taylor @SocialTubby]

AI will stoke the fire of the Great Commodities Supercycle.

An accelerated increase in demand across the whole commodities spectrum driven by AI, robotics and the resultant driving down of goods and services input costs will still be reliant on the same source of commodities that have in generally been underinvested in.

New supply won’t keep up with new demand.

[Tubby Taylor @SocialTubby]

@yunta_tsai Plenty of silicon

[Tubby Taylor @SocialTubby]

@elonmusk @KanekoaTheGreat I had a Terrafap

[Tubby Taylor @SocialTubby]

@SawyerMerritt Wall Street - we are worried about your CAPEX plans

Elon - oh well you are going to love this then

[Tubby Taylor @SocialTubby]

@SPCX100T Just buy some every month and repeat

[Tubby Taylor @SocialTubby]

Tell me about it.

When my car drives me to work it can’t even park in the right spot and we were meant to have Rammstein play in the basement if Giga Berlin which never happened

[Bloomberg @business]

SpaceX doesn't need to add phone service to Musk's long list of overpromising and underdelivering, @tomwblack says (via @opinion) https://t.co/M8AsWsC345

[Tubby Taylor @SocialTubby]

@wholemars I would rather see them kept separate and then Elon competes with himself as to which one he can make more valuable

[Tubby Taylor @SocialTubby]

@doganuraldesign All I want is a HD version of Mortal Kombat

[Tubby Taylor @SocialTubby]

@SawyerMerritt Judging by the replies people don’t understand that 1 year payback on CAPEX is elite and allows a business to self fund a serious growth rate

[Tubby Taylor @SocialTubby]

@EVStraya @Tesla_AI Seems less lane changey which is good, mine seems to like to hug the centre of the road at times.

I think still has the hit the kerb issue which I’m more alert for now

[LEVRD Matty @mattmichaelOG]

Power Minerals Limited $PNN has delivered exceptional high-grade rare earth results from the first hole of its maiden drilling program at the Morro do Ferro Project in Minas Gerais, Brazil.

Youtube - https://t.co/lvK3FJjAYS

Spotify - https://t.co/tEhNVPje9m

CEO Alistair Stephens joins us to unpack the numbers, what they mean for the maiden Mineral Resource Estimate targeted before year-end, and why an unexpected gallium intersection could reshape the project's economics.

WHAT WE COVER

- The scale of the first-hole result and how it stacks up against Mt Weld and Mountain Pass

- The bastnasite-rich mineralogy behind a potential premium magnet rare earth product

- What high-grade gallium to end-of-hole means for future project economics

- Ramping up to two rigs and two shifts, with a third rig set to commence

- The path to a maiden Mineral Resource Estimate before the end of 2026

- What shareholders should watch for next as assays continue to flow

#PowerMinerals #PNN #RareEarths #CriticalMinerals #MagnetRareEarths #Gallium #Brazil

[Tubby Taylor @SocialTubby]

From the man himself $pnn

[Alistair Stephens @alistair_step]

ASX:PNN Morro do Ferro crafting its way to world class

[Tubby Taylor @SocialTubby]

@elonmusk @Teslaconomics @wintonARK Crossover for orbital over terrestrial compute around $500/kg?

[Tubby Taylor @SocialTubby]

@jcappskc @Erdayastronaut Not sure this is a lot heavier than shipping containers. Pretty sure AMC can bring submarines onto dry land which was the thinking

[Tubby Taylor @SocialTubby]

@SMXthots Deegan is going to have a great career but 🤣

[Tubby Taylor @SocialTubby]

Full Self Demolition function on my Tesla is going well

[Tubby Taylor @SocialTubby]

@mazemoore Bought and paid for

[Tubby Taylor @SocialTubby]

@Teslaconomics DCA into it, there will be ups, there will be downs. Over the long term should be more than fine