Tangski

Stock Market Investor. Believer in an abundant future for all. $TSLA

[Tangski @Tangski]

@ShaziGoalie Why are we comparing Aug 2022 to July 2026? What is the significance of Aug 2022? What happened in the years in between?

[Tangski @Tangski]

@paul_k_0907 I’m right there with you!!

[Lunar Citizen @LunarCitizens]

This is crazy.

Starship Flight 14 just deployed 26 Starlink V3 satellites, 52 tonnes total.

At around $110M per launch, that is about $2.1M per tonne.

A Falcon 9 at $30M carrying 15 tonnes is about $2M per tonne.

So even as a fully expendable rocket, Starship is already basically in Falcon 9 cost-per-ton territory.

And Falcon 9 is already the most competitive rocket in the world today.

[ken @kenchangh]

Global internet is 2200 Tbps
Starlink V3 is 1 Tbps
So just 2200 Starlinks can theoretically carry all of Earth's internet traffic

That's 38 Starship launches, assuming 60 V3s per Starship

Read that again - 38 LAUNCHES to replace the internet

[Sawyer Merritt @SawyerMerritt]

SpaceX's Starship rocket has successfully reached orbit and deployed its V3 Starlink satellites into orbit for the first time, officially making this Starship's first revenue-generating flight, a major milestone for the company!

Congrats @SpaceX team! Incredible achievement 🚀

[Rob Maurer @robmaurer]

With today’s single Starship launch, SpaceX added more Starlink capacity in the last hour than the first ~1.5 years of Starlink launches. The next launch will cover another full year. Welcome to the network, V3! 🚀

[Tangski @Tangski]

@FadyAssaad2 @paul_k_0907 He does do options.

[Tangski @Tangski]

@TradeTheCrowd @Jerry_Romine_ $10 trillion*

[Tangski @Tangski]

@pelositracker @grok what does this mean? What is it implying?

[Elon Musk @elonmusk]

Play video games or be dumb!

Those are your only 2 choices 😂

[Anish Moonka @anishmoonka]

Playing Super Mario 64 for 30 minutes a day for two months physically grew the brains of the people who played it. A 2014 study in Molecular Psychiatry scanned participants before and after two months of daily play and found increases in grey matter in three regions involved in memory, planning, and fine motor control.

The study was led by Simone Kuhn at the Max Planck Institute in Berlin. She gave 23 adults a Nintendo DS and told them to play Super Mario 64 for at least 30 minutes a day for two months. A control group played nothing. MRI scans taken before and after showed that the Mario group had measurable increases in grey matter in the right hippocampus, the right prefrontal cortex, and the cerebellum, and the increases were not found in the control group.

The hippocampus is where the brain stores spatial maps. Super Mario 64 is a game built entirely around navigating three-dimensional space, jumping between platforms, remembering which doors lead where, and building a mental model of a world that does not exist. The brain treats a virtual world the same way it treats a real one: it maps it, stores it, and grows to accommodate it.

The prefrontal cortex handles planning and strategy, which the game demands constantly. The cerebellum handles timing and coordination, which every jump requires. The brain was not just entertained. It was being trained, and the tissue responded the same way muscle responds to a weight: it got bigger.

Kuhn said the results suggest that video game training could be used as a therapy for conditions where these brain regions are reduced, including post-traumatic stress disorder, schizophrenia, and age-related brain shrinkage. The prescription is a plumber in a red hat, 30 minutes a day. https://t.co/8hKZMvh8VN

[Nic Cruz Patane @niccruzpatane]

Tesla is ON FIRE right now.

• Launched Paid Robotaxi Service 15 months ago.
• Launched Cybercab, the first mass-produced vehicle with no steering wheel or pedals
• Next-Gen Tesla Roadster Go For Launch on October 1st
• Launched Model Y L in China, and the U.S.
• Optimus V3 closing in on production and release.
• Tesla Semi deliveries begin this year, and in Europe in 2027.
• FSD V15 coming.
• Terafab construction has begun.
• Record Q2 deliveries and quarterly revenue
• Over 1M+ Unsupervised FSD miles accumulated.

LETS GO!

[Tangski @Tangski]

@paul_k_0907 I would love to know how you like it when you get it.

[Tangski @Tangski]

@paul_k_0907 When I had my kids, my priorities became crystal clear.

[Tangski @Tangski]

@solarmultiplier @elonmusk @wholemars I think those who hate Elon that much already ban themselves from ever using his products, so that will never be an issue.

[Jo Bhakdi @JOBhakdi]

Reports from China confirm that Tesla has begun production of the first 5,000 Optimus Robots.

Tesla has ordered supplies for the first batch of 5,000 Optimus Robots and has instructed vendors to prepare 15,000 by end of this year.

Optimus production has started.

/C / Tesla Optimus

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 WE ARE NOW ENTERING THE HOTTEST PHASE

Every mid-term election year for 50 years has delivered a drawdown

1974 Ford: -35%
1978 Carter: -15%
1982 Reagan: -17%
1990 Bush: -20%
1994 Clinton: -8%
1998 Clinton: -22%
2002 Bush: -34%
2010 Obama: -17%
2018 Trump: -20%
2022 Biden: -27%

2026 Trump: ???

Ten mid-term years. Ten drawdowns. Not one skipped its turn. Average: roughly -21%.

And 2026 has more than the calendar working against it. A new Fed chair, eight weeks into the job. Across nine decades, every new chair was greeted with an equity drawdown in his first three months. Twelve chairs, twelve drawdowns, average roughly -12%. The market doesn't price a person. It prices a probability distribution. And it probes until the new chair reveals himself.

The last time both cycles overlapped: 2018. Powell takes the chair, Volmageddon hits within days, and after "a long way from neutral" the market pushes the S&P down 20% into Christmas Eve. Then Powell blinked. 2019 delivered over 30%. New chair, mid-term year, autumn washout, capitulation low, melt-up. That's the template.

Even fear has a calendar. The VIX troughs in early summer and peaks in September and October, and in mid-term years the crest runs higher. It sat in the mid-teens in early July, right at the seasonal trough. On Friday it jumped above 18. The market has started paying attention. It has not yet paid the full toll.

Meanwhile the shock absorbers are gone. Retail cash allocations at extreme lows seen only in 1998, 2000, 2018 and 2021. Put/call skew at a record low, nobody is hedging. Record IPO supply draining liquidity from the existing market.

And here's the flip: every single one of those ten mid-term drawdowns was a buying opportunity. Not most. All. Since 1934, the average rally off the mid-term low: roughly 47%. The market took out its prior high four times out of five. Bull markets don't die of drawdowns. They die of exhaustion. The mid-term correction is the maintenance schedule of the four-year cycle.

The playbook is not heroic. Hold your quality. Keep dry powder with a shopping list attached, decided at VIX 18, executed at VIX 28. Buy the fear in tranches.

The full map is out tomorrow, free for everyone. Twelve Fed chairs, ten mid-terms, the VIX season, the liquidity cycle, the 1998 rhyme. And the four tripwires that would prove it all wrong.

Greed is obvious. Fear is the edge.

When the cannons fire, buy.

[Eva Fo𝕏 🦊 Claudius Nero's Legion @EvaFox]

Tesla FSD v14 lite Update Prevented Life-Threatening Crash

A Tesla driver who once sharply criticized FSD v14 lite is now happy that the system has saved them from a serious collision.

The owner said that despite earlier doubts, they had begun using the update for most daily commutes. On a recent rainy, fog-shrouded morning, the driver was half-asleep when FSD suddenly steered the vehicle out of its lane. Only afterward did they realize another car had been occupying the same path—one they never saw.

The intervention was life-saving, so the driver now credits the technology with preventing what could have been a devastating crash.

“I was wrong about v14 lite

As critical as I was about the v14 lite update, I've still found myself using it the majority of the time to and from work now, where I couldn't before.

Well half asleep on my way to work it saved me from what could have been a devastating collision. I didn't even see the car was in my lane until FSD swerved out of the way.

Very thankful now for the update, the phantom braking is still a pain in the ass but I have a lot to thank the tech for now.”

Video: sandbag747/Reddit

@Tesla @elonmusk

[Sawyer Merritt @SawyerMerritt]

Today is @elonmusk's 55th birthday.

In those 55 years, he has only:
• Founded or co-founded 7 multi-billion- or trillion-dollar companies
• Made EVs mainstream
• Pioneered reusable rockets, reducing the cost of access to space
• Created 600,000 jobs (direct+supply-chain)
• Paid out more than $100B in salaries
• Restored astronaut launches to American soil
• Built a global satellite internet constellation used by millions and that connects schools in remote areas, hospitals in isolated regions, supports emergency responders after natural disasters, and more
• Created trillions of dollars in wealth for his company's shareholders & employees
• Enabled paralyzed/disabled people to control computers using thought, bringing more independence
• Created the most productive automotive factory in the U.S. (Tesla's Fremont factory)
• Created the Model Y, which become the #1 bestselling car in the world (first EV to do so)
• Created the first private company to dock with the International Space Station and send astronauts to orbit
• Became NASA's primary commercial launch provider
• Developed the first point-to-point self-driving system (FSD), improving road safety
• Built some of the world's largest and most advanced factories
• Built the world's largest fast-charging network for EVs
• Built one of the world's largest AI supercomputers
• Built operational underground transportation tunnels under Las Vegas
• Helped build what became PayPal and transformed online payments
• Done more than any single individual to accelerate the advent of sustainable energy
• Became the world's greatest entrepreneur

Maybe one day Elon will actually accomplish something 😉 Happy Birthday!

[Tangski @Tangski]

@KP__5S @thejefflutz @GerberKawasaki Also, don’t have such short investment horizons. 5 years is very short. Extend to 20-100 years. Warren Buffet’s investment timeline is forever. I suggest you do the same.