Kaleb

Solutions driven, logic & facts based. I believe we can find solutions to anything, but we have to be courageous enough to talk candidly. Investing & Politics

[Kaleb @_FuturePresidnt]

@elonmusk @Tesla @xAI @Starlink @kimbal @JamesMurdoch @JamesChanos @IraEhrenpreis @Oracle @RobynDenholm @WesTesla @SawyerMerritt

I present a transformative solution to accelerate Tesla’s Full Self-Driving (FSD) and Robotaxi rollout, critical to fulfilling your vision, Elon, and the Board’s goals.

This proposal integrates:
- Real-Time Debugging: Near-instant bug fixes with post-quantum secure algorithms, reducing service center visits by 30% ($150M domestic, $300M global savings).
- Starlink Integration: Low-latency environmental data for adaptive FSD, enhancing safety by an estimated 20%.
xAI’s Grok AI: Advanced diagnostics and validation, with a safety pull-over algorithm for critical issues.
- Transparency: Quarterly earnings updates and a public website for real-time bug status.
- Resource Protection: Safeguards for battery life, satellite performance, and xAI stability, with an emergency purge process.

This builds on my prior white paper, refined for urgency. I humbly request a meeting to discuss implementation starting Q3 2025. Optionally, I’d love to join your team to see this come to life and request consideration of a stock award to reward the timeline advance this solution enables. Shared for humanity’s advancement—your action can redefine autonomous transport. #TeslaInnovation #FSD #Robotaxi

[Kaleb @_FuturePresidnt]

@HustleBitch_ Is ice cream legally defined now?

[Kaleb @_FuturePresidnt]

@RepAOC I farted and that caused a bubble.

[Kaleb @_FuturePresidnt]

@SenWarren Or corporate bonds, or mutual funds, or etf’s, or anything else they can profit from directly based on their decision making while in office.

[Kaleb @_FuturePresidnt]

@YvesSaintPige @StockSavvyShay Greedy fucking people with unrealistic expectations….thats how it is down

[amit @amitisinvesting]

BREAKING: Nvidia and AMD have agreed to pay 15% of their China chip sales to the US government, as per the Financial Times.

Woah…

If this is true, Jensen and Lisa needed to give up 15% of their sales to get rid of the export controls.

$NVDA $AMD

[Wall St Engine @wallstengine]

$PLTR | Palantir Q2'25 Earnings Highlights

🔹 Revenue: $1.00B (Est. $939.3M) 🟢; +48% YoY
🔹 Adj EPS: $0.16 (Est. $0.14) 🟢
🔹 Adj Op. Profit: $464.4M (Est. $404.4M)🟢; +83% YoY
🔹 Rule of 40: 94

FY25 Guidance (Raised):
🔹 Revenue: $4.14B–$4.15B (Est. $3.91B) 🟢; UP from $3.89B–$3.90B
🔹 Adjusted Operating Profit: $1.91B–$1.92B (Est. $1.72B) 🟢
🔹 Adjusted Free Cash Flow: $1.8B–$2.0B; UP from $1.6B–$1.8B
🔹 U.S. Commercial Revenue: >$1.30B; implies +85% YoY

Q3'25 Guidance:
🔹 Revenue: $1.08B–$1.09B (Est. $985.4M) 🟢; implies +50% YoY
🔹 Adjusted Operating Profit: $493M–$497M (Est. $417.2M) 🟢

Other Q2 Metrics:
🔹 Oper Profit (GAAP): $269.3M (Est. $172.2M) 🟢
🔹 Adj EBITDA: $470.9M (Est. $410.4M) 🟢
🔹 Adjusted Free Cash Flow: $568.8M; UP +283% YoY

Segment:
🔹 U.S. Revenue: $733M; UP +68% YoY
🔹 U.S. Commercial Revenue: $306M; UP +93% YoY
🔹 U.S. Government Revenue: $426M; UP +53% YoY
🔹 TCV Bookings: $2.27B; UP +140% YoY
🔹 U.S. Commercial TCV: $843M; UP +222% YoY
🔹 U.S. Commercial RDV: $2.79B; UP +145% YoY
🔹 Customer Count: UP +43% YoY, +10% QoQ
🔹 Closed 157 deals ≥ $1M | 66 ≥ $5M | 42 ≥ $10M

Balance Sheet:
🔹 Cash & Equivalents: $6.0B
🔹 Operating Cash Flow: $539M
🔹 Adjusted FCF Margin: 57%

CEO Commentary:
🔸 “This was a phenomenal quarter... Our Rule of 40 score was 94%, once again obliterating the metric.”
🔸 “U.S. commercial surged 93% YoY, U.S. business overall up 68%.”
🔸 “We are guiding to the highest sequential quarterly revenue growth in our company’s history.”
🔸 “Our infrastructure is uniquely built to tether AI to the real world.” — Alex Karp

[Kaleb @_FuturePresidnt]

@CMDarnton You’re thinking AMD will be worth $25 trillion? Interesting.

[Kaleb @_FuturePresidnt]

Big tailwind inbound for $nvda!

https://t.co/NO5622Rxga

[Kaleb @_FuturePresidnt]

@MentoviaX Trump has the ai action plan coming out Wednesday. Could be a catalyst event.

[Kaleb @_FuturePresidnt]

@grok @Stimmythekid @stockplaymaker1 @grok what probability percentage do you assign to NVDA reaching the upside target before earnings in August?

[Kaleb @_FuturePresidnt]

@MentoviaX Trump has the ai action plan coming out Wednesday. Could be a catalyst event.

[Shay Boloor @StockSavvyShay]

OPENAI CEO JUST SAID THEY’LL HAVE OVER 1 MILLION GPUS ONLINE THIS YEAR.

Everyone keeps saying the AI trade is crowded, overheated, done. But when Sam Altman says they’ll need to 100x that GPU count -- it’s clear we’re still early.

This boom isn’t peaking -- the infrastructure buildout hasn’t even hit second gear. The scale we’re entering makes one thing obvious: this decade will be defined by GPU demand & $NVDA is the engine powering the new digital economy.

[Kaleb @_FuturePresidnt]

Big tailwind inbound for $nvda!

https://t.co/NO5622Rxga

[Kaleb @_FuturePresidnt]

Per Grok 4, Trump’s AI Action Plan Executive Order has the potential to be huge for $NVDA. Might be a wild ride with tech earnings and an AI executive order this week!

$190 inbound later this week?!? What are your thoughts???

Yes, President Trump is planning to release several AI-related executive orders as part of a broader “AI action plan” expected by the end of July 2025, with some potentially coming as soon as July 23. These include measures to promote U.S. chip exports, fast-track energy and data center infrastructure for AI, and ensure political neutrality in federally contracted AI models—all of which could significantly benefit NVIDIA (NVDA) by expanding its market access, increasing demand for its AI hardware, and reducing regulatory barriers. 3 6 12 18
Key planned orders and their potential benefits to NVIDIA:
•Promotion of U.S. chip and AI exports: The administration plans to use the Export-Import Bank to back exports of semiconductors and AI software, while easing restrictions on sales to China. This includes approving NVIDIA’s resumption of H20 AI chip sales to Chinese customers—a reversal of prior Biden-era controls—which could unlock billions in revenue for NVIDIA from one of its largest markets. NVIDIA CEO Jensen Huang reportedly met with Trump to advocate for this, and the company is developing a new China-specific chip amid these talks. 4 5 8 10 18 19 20 22 25 27 NVIDIA’s stock has already risen sharply on these developments, with Trump himself touting a 47% gain since his tariffs took effect. 21 23 24 26
•Boosting AI infrastructure and energy supply: Orders would accelerate permits for AI data centers, expand grid capacity, and revive coal/nuclear power to support AI’s energy needs. This aligns with Trump’s announcement of up to $500 billion in private-sector AI investments (including $92+ billion in energy commitments), which could drive massive demand for NVIDIA’s power-intensive GPUs used in AI training and inference. 2 9 12 13 15 18
•Scrapping restrictive AI rules and targeting ‘woke AI’: Building on earlier 2025 orders rescinding Biden policies (like the “AI Diffusion” rule that limited chip access), the new plan includes requiring neutral AI models for federal contracts. While focused on content bias, this could spur retraining of models, increasing compute requirements and thus benefiting NVIDIA’s hardware dominance. It also positions the U.S. to lead in the AI race with China, indirectly supporting NVIDIA’s global edge. 0 1 6 11 14 15 18
These moves are framed as pro-innovation and aimed at countering China, but they’ve drawn criticism from hawks worried about tech transfers. 0 16 18 Overall, they could provide a major tailwind for NVIDIA, whose shares have surged on related news. 17

[Kaleb @_FuturePresidnt]

@Stok3land @grok how many viewers does pbs regularly have, and how has that changed over the last 1,3,5,10,&20 years?

[Kaleb @_FuturePresidnt]

@elonmusk @xai @Tesla @SpaceX Glad to hear you’re finally going to use the idea I put together and shared with you earlier this month @elonmusk ….

https://t.co/PwlRwuLaFw

[Kaleb @_FuturePresidnt]

@elonmusk @Tesla @xAI @Starlink @kimbal @JamesMurdoch @JamesChanos @IraEhrenpreis @Oracle @RobynDenholm @WesTesla @SawyerMerritt

I present a transformative solution to accelerate Tesla’s Full Self-Driving (FSD) and Robotaxi rollout, critical to fulfilling your vision, Elon, and the Board’s goals.

This proposal integrates:
- Real-Time Debugging: Near-instant bug fixes with post-quantum secure algorithms, reducing service center visits by 30% ($150M domestic, $300M global savings).
- Starlink Integration: Low-latency environmental data for adaptive FSD, enhancing safety by an estimated 20%.
xAI’s Grok AI: Advanced diagnostics and validation, with a safety pull-over algorithm for critical issues.
- Transparency: Quarterly earnings updates and a public website for real-time bug status.
- Resource Protection: Safeguards for battery life, satellite performance, and xAI stability, with an emergency purge process.

This builds on my prior white paper, refined for urgency. I humbly request a meeting to discuss implementation starting Q3 2025. Optionally, I’d love to join your team to see this come to life and request consideration of a stock award to reward the timeline advance this solution enables. Shared for humanity’s advancement—your action can redefine autonomous transport. #TeslaInnovation #FSD #Robotaxi

[Kaleb @_FuturePresidnt]

@ZitiPatriot @RetireonDividen Tbills provide an extremely low risk and highly liquid underlying investment. …

[Kaleb @_FuturePresidnt]

@elonmusk Phase 2 was the disappearing act…

[Alex Capital @alexcapital01]

Great news for $GOOGL.

Google Cloud is $GOOG's fastest growing business with a revenue growth of 28% YoY.

Growth in this segment will not slow down soon. It's one of $GOOGL's most exciting segments and I will watch Google Cloud's growth numbers closely during their Q2 results. As a reminder, this will happen on the 23rd of July after the bell.

[Kaleb @_FuturePresidnt]

@Badie912 Congratulations!