Zig When They Zag

Investor + Technology Enthusiast. Follow for Breadcrumbs. Success through Contrarianism; Zig When They Zag.

[Zig When They Zag @ZigLowZagHigh]

Research.

Make a list of companies you admire and use.

List who their CEO’s are.

Then fall asleep to their interviews, share holder meetings, and earnings calls every night.

Does what they say align w today’s market and tomorrow’s vision?

I’ve been doing this for 9 yrs

[Robinhood @RobinhoodApp]

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[Sawyer Merritt @SawyerMerritt]

Wedbush’s Dan Ives in new $TSLA note:

"We believe Tesla could reach a $2T market cap over the coming year and in a bull case scenario $3T by the end of 2026.

Heading into 2026 this marks a monster year ahead for Tesla and Musk as the autonomous and robotics chapter begins. In our view we expect an accelerated Robotaxi launch across the US with importantly volume production of Cybercabs starting in the April/May timeframe. In a nutshell, we believe Tesla is taking major steps in advancing its AI Revolution path with autonomous and robotics front and center heading into 2026 that will be a "game changer and define Tesla's future".

Musk is now driving Tesla into its next stage of growth as "wartime CEO" and we expect Robotaxis to be rolled out aggressively to over 30 US cities in 2026. We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla and we fully expect over the coming 3-6 months these key initiatives will now get fast tracked as the federal regulatory spiderweb that Musk & Co. have encountered over the past few years around FSD/autonomous clears significantly under Trump. We expect in early 2026 an easing of the federal framework for autonomous with more power going to the federal regulators with states having less authority on the autonomous rules framework likely under an Executive Order.

We estimate that Tesla will own ~70% of the global autonomous market over the next decade as no other company in the world can match the scale and scope of Tesla coupled by its broadening AI footprint. We believe FSD penetration could increase to 50%+ and change the financial model/margins for Tesla looking ahead.

We maintain our OUTPERFORM rating and $600 price target."

[Zig When They Zag @ZigLowZagHigh]

Unreal, sign me up.

[Ricardo @Ric_RTP]

Elon Musk just confirmed the most INSANE IPO in history.

SpaceX is going public in 2026.

$1.5 TRILLION valuation. Raising $30+ billion.

That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019.

But here's what everyone's missing:

This isn't about space tourism or Mars missions.

Elon is literally about to win the entire AI race.

And 99% of people have no idea how...

Here's the problem killing every AI company right now:

POWER.

Oracle just reported earnings.

They burned through $12 BILLION in one quarter building data centers.

Their free cash flow? NEGATIVE $10 billion.

Revenue missed estimates. Stock crashed 11%.

Microsoft, Amazon, Google all scrambling to find enough electricity for AI training.

The brutal math:

The US generates 490 gigawatts of total power.

AI is projected to need 123 gigawatts by 2035.

That's a QUARTER of the entire electrical grid. Just for artificial intelligence.

Goldman Sachs says AI energy demand could jump 165% by 2030.

There is literally not enough power on Earth to run AI at the scale these companies are promising.

Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs.

And the infrastructure can't keep up.

Elon's solution?

Stop building on Earth entirely.

SpaceX is building data centers in SPACE.

Not a concept. Not 10 years out. Literally starting in 2026.

They're upgrading Starlink V3 satellites to carry AI computing chips.

Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks.

And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year.

At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years.

Just from satellites. Processing in orbit.

While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything:

The rockets. The satellites. The launch infrastructure. The AI company (xAI).

He doesn't need to ask utilities for permission.

Doesn't need grid approvals from local governments.

Doesn't need to build nuclear plants or wait for clean energy.

He just launches.

And everyone else is scrambling to catch up:

Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers.

Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027.

Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space.

But they're all 3+ years behind Elon.

SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built.

The $30 billion from the IPO?

Going straight into scaling orbital compute.

SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026.

Most of that from Starlink. Now add space-based AI infrastructure on top.

Here's why this matters:

Whoever controls orbital computing controls the AI revolution.

And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required.

Jensen Huang, Nvidia's CEO, called space data centers "a dream."

Translation: Nvidia is screwed if Elon actually pulls this off.

Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer.

OpenAI needs compute? Running on SpaceX satellites.

Google needs more capacity? Renting orbital infrastructure.

Microsoft needs power? Paying SpaceX for launch and compute access.

Elon won't just be in the AI race.

He'll own the entire track everyone else is running on.

The $1.5 trillion valuation sounds crazy until you realize what he's actually building.

It's not a rocket company. It's the infrastructure layer for the next 50 years of computing.

People calling it overvalued have no idea what's coming.

[Zig When They Zag @ZigLowZagHigh]

It’s been a long time coming!

[Tesla @Tesla]

Just saying

[Prusa3D @Prusa3D]

If you’ve been thinking about jumping into multi-material printing with the CORE One+, this is a perfect moment to do it! Every new Prusa CORE One+ Assembled now comes with a $100 voucher for the Bondtech INDX upgrade.
https://t.co/rtKacpPwjc

[Prusa3D @Prusa3D]

Think big, print big! Meet the Prusa CORE One L, ✨ our new large-format CoreXY printer, just 10% bigger than CORE One yet with 200% print volume, a new convection AC heatbed for uniform heat, and a 60 °C chamber for confident printing in advanced materials. 🦾
�� https://t.co/rReearjWaC

[willie @ReflctWillie]

Turns out Nano Banana Pro is great at landscaping plans... Just get an ugly cutout from Google Maps with "Here is my property, create a landscape architecture style map".

Then just annotate the image and throw it in until you land on the design.

Is this vibe gardening?

[Zig When They Zag @ZigLowZagHigh]

So simple, yet so profound 🤯

[Pascal Bornet @pascal_bornet]

The smartphone just declared war on the camera industry

Xiaomi just dropped a wild idea: a smartphone with a detachable pro-grade camera lens.

A phone that snaps on a real lens with magnets. Yes, magnets.

It’s a clever move at a strange moment in history.

Camera sales keep falling. Smartphones keep rising.

And the real arms race isn’t glass anymore — it’s AI-powered image processing.

As an AI guy and a photographer, here’s my take:

Hardware won’t save the camera industry.

Software will.

The future of photography is no longer in the lens… it’s in the algorithm.

Phones will keep getting smarter.

Cameras will stay for the purists.

But detachable lenses?

Feels like a bridge between two worlds that are already drifting apart.

But maybe I’m wrong.

Maybe this hybrid future has a place.

What do you think — genius innovation or a beautiful dead end?

#AI #Tech #Photography #Innovation #Smartphones #FutureOfTech

[Zig When They Zag @ZigLowZagHigh]

@choschiba @Prusa3D Here for that as well!!

[Prusa3D @Prusa3D]

This is the future of multicolor and multimaterial 3D printing. Meet INDX. ✨ A fast, affordable 8-material toolchanger with near-zero waste, exclusive for the Prusa CORE One. 🦾

[Sawyer Merritt @SawyerMerritt]

Here is the full interview today with Elon Musk and Jensen Huang at the 2025 U.S.-Saudi Investment Forum.

[Zig When They Zag @ZigLowZagHigh]

@elonmusk first off- love all your products and progress.

Secondly, the sooner HW3 gets upgraded to run the latest FSD software, the sooner we can showcase it to our friends and family.

So many people still have no idea what our cars can do.

[Zig When They Zag @ZigLowZagHigh]

@kennyreinhart23 @RobinhoodApp Love this idea

[Zig When They Zag @ZigLowZagHigh]

@RobinhoodApp Merch me!

[Nic Cruz Patane @niccruzpatane]

Tesla’s Unboxed manufacturing process revolutionizes car assembly for the Cybercab.

It abandons the traditional linear assembly line, and builds major vehicle sections in parallel instead of sequentially.

• Builds 5 major modules in parallel: front mega-casting, rear mega-casting, structural pack, full interior, painted plastic panels.
• Modules are finished separately then put together in final zone.
• No traditional paint shop – color baked into body panels.
• Targets ~50% lower production cost than Model Y
• Designed for <10 second vehicle cycle time.

Cybercab production begins April 2026.

[Zig When They Zag @ZigLowZagHigh]

@vladtenev Cannot wait! Thanks Vlad and Robinhood team!!!

[MEH @InvestwithMEH]

The $HOOD debit card has landed. Presentation matters. Product matters. Practicality matters. Proliferation will follow.

[Zig When They Zag @ZigLowZagHigh]

It’s coming

[Sawyer Merritt @SawyerMerritt]

BREAKING: Jeff Bezos’ rocket company Blue Origin has just successfully landed its New Glenn rocket booster on a barge in the middle of the ocean — 25 years after its founding — becoming only the second company in history to land a rocket booster after SpaceX (2015).

Holy shit!

[Zig When They Zag @ZigLowZagHigh]

@varshikaARK 💯 it’s amazing how well they’ve followed through on their vision