Carlos

[Nic Cruz Patane @niccruzpatane]

Tesla Cybercabs have officially gone Unsupervised in Austin, TX!

Cybercabs are now driving around the city without anyone in the vehicle. No steering wheel, no pedals.

LETS GO!

[X Freeze @XFreeze]

SpaceXAI has built an entire Grok Bot Guides library showing how people are actually using AI agents as real teammates

These are practical playbooks from people already running Grok Bot for:

• Mobile app development
• Product management
• Design
• Enterprise GTM
• Managing multiple teams of agents

And these are not just chatbot workflows

Each Grok Bot can have its own role, memory, cloud computer, connected tools, recurring routines and learned skills, then hand work directly to other specialized bots

One example runs a six-bot mobile game studio across analytics, creative, engineering, infrastructure and bug fixing

Another has a PM running a Chief of Staff, engineering manager, five engineering agents, data analyst, product agent and recruiter

There are even setups where entire projects get their own channel, roster of bots and Notion board, basically organizing AI agents like a human team

This is probably one of the most useful resources SpaceXAI has published for understanding what working with a real team of AI agents actually looks like

You can check out the entire library here:
https://t.co/RAaw7VwijP

[Carlos @ValueOptimist]

@Kingbuilder7 🤣

[Carlos @ValueOptimist]

Added to all positions since 2024 but also started position in $SPCX . I’d be surprised if $BBW didn’t buy back significant shares in past quarter. Let’s see tomorrow. Seems like $CRON is at a nice inflection point.

[Carlos @ValueOptimist]

Anyone care to share their bear case(s) for $RGS $BBW $CRON or $TSLA? These make up my portfolio.. looking for constructive criticism on what I might have missed. 🙏

[Carlos @ValueOptimist]

Anyone care to share their bear case(s) for $RGS $BBW $CRON or $TSLA? These make up my portfolio.. looking for constructive criticism on what I might have missed. 🙏

[Tigerflow @tigerfl0w]

A hedge fund manager put a jar of 1,776 jelly beans in front of a room at Google and proved in two rounds why most investors will always lose money. for free.

His name is Joel Greenblatt. Gotham Capital. 50% a year for a decade. he asked the room to guess how many jelly beans were in the jar.

First round: everyone wrote their guess silently. no talking. no looking around. the average was 1,771. five off. almost perfect.

Second round: people said their guesses out loud. heard each other. adjusted. the average collapsed to 850. same room. same jar. the only thing that changed was influence.

He told the room: the second guess is the stock market. everyone knows what they just read in the paper. what the guy next to them said. what they saw in the news. the cold independent guess was better. that is not how the market works. but that is where the opportunity is.

Then he showed 20 years of data. the cheapest 20% of stocks averaged 38% a year. the most expensive averaged the least. the strategy is simple. the reason it still works is that people are still crazy. and they always will be.

55 minutes. one jar. still free.

[Jaynit @jaynitx]

Elon Musk explains his 5-step algorithm for solving any problem:

"The most common mistake of smart engineers is to optimize a thing that should not exist."

"I have this very basic first principles algorithm that I run as a mantra."

Elon breaks it down:

Step 1: Question the requirements.

"Make the requirements less dumb. The requirements are always dumb to some degree, no matter how smart the person who gave you those requirements. You have to start there, because otherwise you could get the perfect answer to the wrong question."

Step 2: Try to delete it.

"Try to delete the part or the process step entirely. If you're not forced to put back at least 10% of what you delete, you're not deleting enough. Most people feel like they've succeeded if they haven't been forced to put things back in. But actually they haven't, they've been overly conservative and left things in that shouldn't be there."

Step 3: Optimize or simplify.

"The most common mistake of smart engineers is to optimize a thing that should not exist. So you don't optimize until after you've tried to delete."

Step 4: Speed it up.

"Any given thing can be done faster than you think. But you shouldn't speed things up until you've tried to delete it and optimize it otherwise, you're speeding up something that shouldn't exist."

Step 5: Automate.

"And then the fifth thing is to automate it."

Elon explains why the order matters:

"I've gone backwards so many times where I've automated something, sped it up, simplified it, and then deleted it. I got tired of doing that. So that's why I have this mantra."

[Carlos @ValueOptimist]

@KabutoKing_ @XMoney

[Carlos @ValueOptimist]

@SawyerMerritt Should I keep my Starlink subscription

[Carlos @ValueOptimist]

Just running some numbers… if Cronos management continued buybacks at the recent quarterly rate, it would push Altria past 50% ownership in roughly 2–2.5 years… what would that mean for shareholders? $CRON $MO

[Cronos Group @cronosgroup]

ICYMI — Last week we reported Cronos' 2026 Q2 Results.

Read the press release to learn more about another record-breaking quarter for Cronos: https://t.co/KEv1jXVC53

#CRON $CRON.TO $CRON

[Ron DeSantis @RonDeSantis]

Geico with another rate decrease for auto policies…

[Carlos @ValueOptimist]

@deusexdividend @qcapital2020 With you on long $RGS

[Tesla North America @tesla_na]

Our goal is for no Tesla battery to end up in a landfill.

Across our US operations, we’re recovering more than 90% of key battery materials like nickel & cobalt from cells that we recycle

More details in our 2025 Impact Report https://t.co/6RS4myUvlm

[Carlos @ValueOptimist]

Lyft…

[Carlos @ValueOptimist]

Say I want to partner with Tesla @robotaxi without saying it..

[Carlos @ValueOptimist]

Cronos has bought back roughly 3% of shares in 1st half of 2026. How many other cannabis companies are able to do this while continuing to scale? $CRON

[Cronos Group @cronosgroup]

- Tenth consecutive quarter of record net revenue in Israel, where PEACE NATURALS® continues to be the #1 cannabis brand

- Generated record net revenue outside Canada and Israel, led by strong demand for PEACE NATURALS® in Germany

- Repurchased 12.3 million shares in the first half of 2026

[Cronos Group @cronosgroup]

Today, Cronos announced its 2026 Second Quarter Results.

Here are some highlights from another record quarter for Cronos:

- Organically achieved record net revenue, gross profit, and Adjusted EBITDA while reducing share count

- Net revenue in Q2 2026 increased by 51% year-over-year on an organic, constant-currency basis

- Delivered record net revenue in Canada, with Spinach® maintaining #1 market share in vapes and edibles

[Carlos @ValueOptimist]

Link to Press release - https://t.co/2YhHpuVdew

[Carlos @ValueOptimist]

Supercuts Partners With Jackson Olson to Debut 'The Jax' at Salons Nationwide. $RGS