FinanceCat ⚔️

I have seen the light, my faith in Elon and Tesla is absolute. A veteran, engineer, and tech enthusiast. I dabble in memes.

Data is King

[FinanceCat ⚔️ @TimKrimmel]

In line to attend the Annual Berkshire Hathaway 2024 Shareholder meeting and the line is nuts! $BRK.A $BRK.B

[FinanceCat ⚔️ @TimKrimmel]

🚀 SpaceX just made space access feel routine again.
Yesterday, they launched the Transporter-17 rideshare mission from Vandenberg, successfully deploying 81 payloads to orbit in a single flight.

Among them was the first commercial nuclear-powered satellite (City Labs’ BOHR), using a tritium betavoltaic battery. A quiet but meaningful step toward more resilient spacecraft power systems.

This is what the new era of space looks like: frequent, affordable rideshares carrying everything from Earth observation to tech demos and national security payloads.
The machine keeps humming.

$SPCX

[FinanceCat ⚔️ @TimKrimmel]

TSLA showing real resilience after the big Q2 deliveries beat! 🚀

The stock sold off on profit-taking right after the strong 480k+ deliveries (well above the ~406k consensus), but it’s been bouncing back nicely in recent sessions as the focus shifts to the bigger picture.

Key drivers:
• Record Q2 deliveries with Europe rebounding strong
• Optimus production line advancing in Fremont (Elon shared updates — slow at first as expected with new tech)
• FSD v14 Lite rollout gaining traction + Grok 4.5 in beta at Tesla
• Analyst upgrades highlighting autonomy & robotics upside (JPMorgan notably raised their view)

Short-term volatility is normal. The multi-year AI + robotics transformation is where the real momentum is building.

$TSLA

[Tesla Singapore @tesla_singapore]

Answering the question: how much can the Model Y L hold?

[FinanceCat ⚔️ @TimKrimmel]

Tesla just dropped a strong Q2 deliveries beat. 480,126 vehicles delivered, well above Wall Street’s ~406k consensus! 🚀
The stock saw some profit-taking on the news (down ~7% that day), but the bigger picture is what matters: demand stabilizing, Europe rebounding strongly, and production of 451k+ vehicles showing the factory muscle is back.

Meanwhile, Optimus production is ramping in Fremont (Elon shared a look at the line), FSD v14 Lite continues rolling out with great early feedback, and Grok 4.5 is in beta at Tesla.

Q2 deliveries are one data point. The real story is the accelerating AI + robotics flywheel.

$TSLA

[FinanceCat ⚔️ @TimKrimmel]

Tesla Q2 deliveries are out and the stock is reacting as the numbers landed better than some of the more pessimistic forecasts had feared.

While the EV side continues to face headwinds in certain markets, the real excitement remains in the AI and autonomy progress:

FSD v14 Lite is rolling out with strong early feedback, Grok 4.5 is in beta at Tesla, and the broader robotaxi + Optimus vision keeps advancing.

Quarterly deliveries are one data point. The multi-year shift toward AI, robotics, and energy is where the real transformation is happening.

$TSLA

[FinanceCat ⚔️ @TimKrimmel]

🚀 SpaceX just made its first big move as a public company.

Four days after the record IPO, they exercised their option and are acquiring Cursor (the fast-rising AI coding startup) for $60 billion in an all-stock deal.

This is one of the largest startup acquisitions ever.

It’s a clear signal: SpaceX isn’t just building rockets and satellites. They’re building the full vertical stack for the AI + space future, from the code that designs the hardware to the orbital compute platforms that will run the models.

The mission keeps accelerating.

$SPCX

[FinanceCat ⚔️ @TimKrimmel]

TSLA wrapped up June strong, closing yesterday at $420.60 (+2.13%).

The momentum is being fueled by the FSD v14 Lite rollout (now live on more AI3 hardware) — early user feedback is calling it noticeably smoother and safer. Elon praised the Tesla AI team for pulling off this major upgrade on older hardware.

With Q2 deliveries dropping in the next day or two and Grok 4.5 already in private beta at Tesla, the AI/autonomy narrative continues to gain traction.

Short-term noise will always be there, but the long-term pieces (FSD, robotaxi, Optimus, energy) keep compounding.

$TSLA

[no clue (parody) @InvestITherapy]

A few days ago, our @cybertruck saved my life and the life of my 5-year-old daughter. We were T-boned by a drunk driver who ran a red light going 60 miles per hour.

The police on the scene told us that if we had been in any other vehicle, the car would’ve flipped and been torn in half.

I’ll be buying a new Cyberbeast this week. If you love your family, buy a @Tesla

Tagging my favorite follows on X to share some positive love.

[Elon Musk @elonmusk]

Cybercab with no steering wheel or pedals driving around Austin

[FinanceCat ⚔️ @TimKrimmel]

TSLA just exploded +8.5% yesterday to close at $411.84! 🔥

The catalyst? FSD v14 Lite starting to roll out more widely + analysts raising Q2 delivery estimates (Goldman near 420k, others in the 413k–418k range).

While the stock can be volatile short-term, moves like this highlight the growing conviction in Tesla’s AI + robotics pivot.

Smarter FSD, deeper Grok integration, Cybercab production ramping. Positive news keeps stacking.

Big days like yesterday are a reminder why patience on the vision matters.

$TSLA

[FinanceCat ⚔️ @TimKrimmel]

🚀 Quiet but massive milestone:

SpaceX has now launched more satellites into orbit than everyone else in human history combined.

Not in a year. Not in a decade. Ever.
Starlink is adding hundreds per month, and the gap is only widening. This is what relentless execution at scale actually looks like.

The company that started with three failed Falcon 1 launches now owns the orbital high ground.

This is the real story behind the ticker.

$SPCX

[FinanceCat ⚔️ @TimKrimmel]

🚀 Tesla’s AI momentum is accelerating fast.

FSD v14 Lite is now rolling out to early-access customers on AI3 hardware, a distilled version of the v14 series with significantly improved safety, better city road behavior, and destination options.

Meanwhile, Grok 4.5 (based on the new 1.5T model) is in private beta at Tesla, with early results looking strong.

This is what real progress looks like:

smarter FSD, deeper Grok integration, and the full stack (Cybercab, Optimus, energy) moving forward together.

The long game is on track.

$TSLA

TSLA holding steady in the $370s–$380s range with solid volume as the market digests the AI roadmap.

[FinanceCat ⚔️ @TimKrimmel]

Cool lesser-known story from Walter Isaacson’s Elon Musk about the birth of SpaceX:

Elon flew to Russia multiple times trying to buy cheap rockets for his Mars vision. The Russians quoted him around $8 million+ per launch for a small satellite and basically laughed at him.

Frustrated on the flight home, he started doing the math from first principles: What does it actually cost in raw materials (aluminum, fuel, etc.) to build a rocket?
He realized the real cost was a tiny fraction of what everyone was charging. That single realization changed everything.

He decided: “We’ll just build our own.”
That moment basically created SpaceX — and led directly to reusable rockets and dramatically lower launch costs.

First-principles thinking at its finest. 🚀

$SPCX

[FinanceCat ⚔️ @TimKrimmel]

Lesser-known detail from Walter Isaacson’s Elon Musk:

When Elon teaches “The Algorithm” (his 5-step process for fixing manufacturing and complex systems: question every requirement, delete, simplify, accelerate, then automate), he adds one key rule:
Delete parts of the process until you physically can’t anymore.

Then, if you’re not adding back at least 10% of what you deleted, you didn’t delete enough.

This forces teams to be brutally efficient and stops over-engineering. It’s one of the reasons Tesla and SpaceX move so fast compared to traditional companies.

Simple but ruthless framework.

Who else applies aggressive simplification in their work?
$TSLA

[FinanceCat ⚔️ @TimKrimmel]

SpaceX just sent another 24 Starlink satellites to orbit from Vandenberg last night.

This is the same relentless cadence that existed before the ticker changed. The constellation now has well over 10,400 satellites and keeps growing.

The mission continues exactly as it always has.

$SPCX

[FinanceCat ⚔️ @TimKrimmel]

For the 6th year in a row, the Model 3 is #1 and Model Y is #2 on https://t.co/EBnkEg3yOM’s Most American-Made Vehicles list for 2026.
While the world focuses on the future of autonomy and robotics, Tesla continues delivering strong U.S. content, jobs, and innovation right here at home.

Proud of the team building the most American-made cars on the road, while leading on FSD, Cybercab, and Optimus.

$TSLA

[FinanceCat ⚔️ @TimKrimmel]

🚗 Tesla FSD is about to get a lot more convenient in everyday life.

Upcoming versions will remember your parking preferences; home, office, school drop-off, favorite spots, etc. Destination parking is currently one of the biggest reasons drivers intervene with FSD. Fixing that = a massive usability win and another step toward truly hands-off autonomy.

This is classic Tesla: relentlessly improving the product with software while the hardware (Cybercab production ramp, Optimus factory work, AI infrastructure) scales in the background.

The AI + robotics flywheel keeps spinning.⚡️🤖

$TSLA

[FinanceCat ⚔️ @TimKrimmel]

🚀 SpaceX is already back raising capital.

Just 10 days after its record ~$86 billion IPO, the company launched its first-ever bond offering, targeting $20–25 billion in investment-grade debt.

They also disclosed over $100 billion in cash on hand.

This is how you fund the biggest infrastructure buildout in human history (Starlink + Starship + orbital AI).

The mission doesn’t pause for the stock price.

$SPCX

[FinanceCat ⚔️ @TimKrimmel]

🚀 Fresh SpaceX news for today:

Tomorrow morning (June 23), SpaceX is launching the Starfall Demo Mission — its first test of a brand-new reentry capsule designed to bring cargo back from orbit faster and cheaper than Dragon.

The hockey-puck-shaped vehicle is aimed at unlocking in-space manufacturing (pharmaceuticals, advanced materials, etc.) by making routine, affordable returns from microgravity possible.

This is another quiet but important step toward building real infrastructure for the space economy.

Who else is watching this one?
$SPCX