Gregory Charles

America First - All-In $TSLA Investor Since 2018 - Free Speech - Stream of Consciousness - PE M&A - NFA

Your delusion is not my reality. Embrace the chaos.

[Gregory Charles @WhatNarrative]

Any of you have a year end PT for TSLA? Just for fun, here is what I feel could be in the cards. Where do you think we will be?
$TSLA

• Conservative (technical only + modest catalyst delivery): $520–$550
• Bull-case (multiple milestones hit + strong earnings beats): $650–$720
• Bear-case (delays + macro headwinds): $420–$460

[Gregory Charles @WhatNarrative]

@FelixStelaAurea @Rec1pr0city I thought we were having a friendly conversation, so much hostility.

[Gregory Charles @WhatNarrative]

This is apparently a popular sentiment regarding a near term merger with SpaceX $TSLA vote no on any merger of equals or worse scenario, imo wait 2-3 years or at least a 3:1 ratio in favor of Tesla. SpaceX has more execution risk than Tesla, it is not even close.

[Gregory Charles @WhatNarrative]

I can’t wait for Tesla to merge with SpaceX, get diluted, then have a Starship blow up and destroy a launch pad and have the merged stock fall 20%+ $TSLA

[Gregory Charles @WhatNarrative]

Through the Terafab JV and future expansions. But, billions of chips is likely decades away, Optimus wont scale that fast. Fremont 1M units/year, Austin 10M units per year. Each will likely be RaaS generating 60K + in annual software-like margin revenue. Robotaxi is similar with Cybercab production of 4M units per year in Austin. +2M per year other models + expansions in gigaberlin and elsewhere. Similar revenue and margin mechanics. Cybercab costs 14 cents per mile to operate. I'm all ears for how SpaceX will compete with these godly unit economics. Then energy is likely going to grow at a CAGR of 35%. Tesla is all set baby. Starlink is cool, but it does not compare to these things. Orbital datacenters are 3-5 years away and hinge on Starship, Lunar mfg is a decade away, Mars is a multi-trillion humanitarian project that will not generate an ROI in our lifetime. Idk, I say we revisit a merger in 2-3 years and check in on orbital datacenters.

[Gregory Charles @WhatNarrative]

@Rec1pr0city @FelixStelaAurea Don't blame me https://t.co/jxYaZSNqNz

[Elon Musk @elonmusk]

Formal announcement of the TERAFAB project, which will be done jointly by @SpaceX and @Tesla, tonight around 8pm CT. Livestream on 𝕏.

The goal is to produce over a TERAWATT of compute per year (logic, memory & packaging) with ~80% for space and ~20% for the ground.

[Gregory Charles @WhatNarrative]

@thejefflutz @GovPressOffice Libs really do bend over backwards to pretend they are not hoping he is dead. Like, just say you hope the President dies instead of acting concerned about his physical. We already know you're psychopaths.

[Kangmin Lee | 이강민 @kangminlee]

Never a moment of introspection and reflection from these people as to maybe why that is the case. Always deflecting responsibility and remaining in a state of perpetual victimhood.

[Gregory Charles @WhatNarrative]

@IamSean90 It's not a regression, it's a feature used to commit fraud.

[MJTruthUltra @MJTruthUltra]

Red flag… 🚩🚩🚩

39.3% vote in…
Karen Bass had 117,579
Spencer Pratt had 86,323

42.4% vote in…
Karen Bass 130,429
Spencer Pratt 86,323

Virtually every candidate received votes except for Spencer Pratt. Impossible.

[Ron DeSantis @RonDeSantis]

I’m sure the massive, post-election vote dumps will boost leftist candidates. Taking days or weeks to count votes and announce the results is a joke.

[Tesla Yoda @teslayoda]

❤️‍🔥 Tesla is indeed building Cybercabs using the Unboxed Process.

[Tesla Robotaxi @robotaxi]

Unsupervised Robotaxi now in the entire Austin Metro area

[Gregory Charles @WhatNarrative]

@JOBhakdi Yes, we are very smart. But, I'd rather be rich right now 😭

[Gregory Charles @WhatNarrative]

@Rec1pr0city @FelixStelaAurea Just thought I'd add - 80% of Terafab's eventual compute output is planned for space-based workloads (primarily SpaceX and xAI's orbital AI data centers/satellites), with only ~20% for terrestrial/Tesla uses like FSD inference chips, Optimus robots, and Robotaxi fleets.

[Gregory Charles @WhatNarrative]

@New_Dimension10 I feel you, but then I see nonsense like "merger of equals" being thrown around by charlatans and I cannot help but see red and vent into the void of X.

[Gregory Charles @WhatNarrative]

@danmusk It's all good, I do the same thing. I think it's a good thing, it helps people digest the eventuality and develop a mature opinion themselves. This way, when/if the merger is proposed, we will all be mentally prepared to play the game.

[Gregory Charles @WhatNarrative]

@Av8r07 @danmusk What situation? I cannot hear you over Elon's void of silence regarding almost all Robotaxi and Optimus progress 🤣 Tesla is hiring for both in the background though, so I'll trust him that much lol. Still a tweet here and there would be appreciated by the anxious investor base.

[Gregory Charles @WhatNarrative]

@Av8r07 @danmusk I hope so, still don't see why a merger is at all necessary. Why tie two boats together in a potential storm if there's a chance both drown? We can act like their piggybank merger if Starship fails and SpaceX stock crashes. Save the business - redundancy.

[Gregory Charles @WhatNarrative]

The pros have not been quantified for me. It's all just hopium that may manifest into reality 5-10 years in the future. Starlink will need to work hard to fill the valuation, but the next leg is what matters. I guess I am tired after dealing with Tesla. But, can you really blame me for wanting to take some risk off my plate after Robotaxi and Optimus are finally about to manifest? We aren't getting any younger and Starship will fly regardless of if I invest in SpaceX or not.

[Gregory Charles @WhatNarrative]

I’m with you on the merger of equals. I don’t think that’s going to happen. The folks that started that whole rumor are early SpaceX investors. The SpaceX IPO is almost certainly going to fly high near term. If Elon did want to merge the companies he could afford to pay a proper price for Tesla and it would make sense for everyone.

[Gregory Charles @WhatNarrative]

Also, Falcon 9 isn't Starship. They have to catch boosters on the towers, it has 3X the chemical potential energy of New Glenn. If RUDs on pad exceed 0.5% the current business plan needs to be delayed or progress slows to build out more launchpads. Time that I don't feel like risking when I've experienced Elon timelines.

[Gregory Charles @WhatNarrative]

@Av8r07 @danmusk That's just one risk. It is somewhat hyperbolic, but not irrelevant. Starship reusability, orbital refueling, deep-space capabilities, all of these are risks. How to quantify? Unknown. All I know, is that I don't want to merger of equals and pray every rocket doesn't fail.

[Gregory Charles @WhatNarrative]

@Bitcoin_Teddy 🤣