Metropolis

metropolis / founder / entrepreneur / only account

[Metropolis @_MetropolisVI]

Been holding $TSLA since early 2020 & this is pretty funny to look at in 2026. We sold off many shares over the years, but when you look at total cost basis post sales, we see less than $500 principle invested. Total value $6,250.05! How far can we take this $500?! 🤔

[Metropolis @_MetropolisVI]

https://t.co/5PTVOAPtE2

[Shay Boloor @StockSavvyShay]

$SOFI five years ago:
• $15/share
• 2.5M members with ~$300M gross profit run-rate

$SOFI today:
• $15/share
• 15.8M members with ~$2.5B gross profit run-rate

Same price. Very different business.

[Metropolis @_MetropolisVI]

$TSLA Q2 2026 Key Takeaways:
-Achieved Record Q2 Deliveries
-Model Y is Best Selling Car of any kind in World
-People Buying Tesla Full Self-Driving w. Car Attached vs. Car w. FSD
-Confident All Investing Will Yield Incredible Returns
-Production Soon to Start: Optimus/Megapack3/Silicone Refinery
-Production Started: Semi/Lithium Refinery/Cathode Refinery
-Achieved Record Q2 Deliveries Globally:
-Sequential Growth across Americas/APAC/EMEA (60%/27%/12%)
-Model Y Set Records in Several Key Markets:
-Netherland/Australia/New Zealand
-Exited Q2 w. Largest Order Backlog Since 2023
-FSD Attach Rates Continue to Improve
-Reaching 1.5 Million Paid Customers Globally:
-55% Upfront Purchases/45% subscriptions
-Q2 Deployed 13.5 GWh of Energy Storage (53% QoQ):
-Second Largest Quarter for Energy Business
-Gross Margins Declined from 39.5% to 20.4%:
-Warranty True-Up in Quarter of $240 Million from Vendor Cell Issues
-Tariff Benefits Recognized in Q1 of $200 Million (Did Not Repeat)
-Previously Guided ASPs for Industrial Storage Down
-This is Amidst Growing Competition
-Operating Expenses Increased Sequentially:
-R&D-Related Activity Pre-Production Ramp Costs for New Products:
-Tesla Semi/Optimus/Cybercab/AI initiatives/Additional Compute
-Free Cash Flow Ended Negative for Quarter:
-CapEx More Than Doubled Sequentially
-Expect it to Increase Further in the 2H '26
-CapEx for Year Will Be More than $25 Billion
-More than 380,000 Miles of Unsupervised Robotaxi
-Current Operating Robotaxi Fleet Already Running Early Versions of V15
-Roughly Seven Major Improvement Tracks All Happening in Parallel
-Same V15 Models that Power Model Y Will Work on Cybercabs

[Two Comma Investor @2CommaInvestor]

Own assets that make money while you sleep, or work until you can't.

[Metropolis @_MetropolisVI]

@MimoCrypto17 Definitely a solid choice!

[Olki @Olking07]

The internet has convinced people that success looks like:

• Supercars
• Private jets
• Luxury vacations

The real success looks more like:

• No debt
• Investments growing quietly
• A healthy family
• Peace of mind

[Metropolis @_MetropolisVI]

@Olking07 Valid! 😭

[Two Comma Investor @2CommaInvestor]

Cook at home 6 nights a week and invest the difference. In 20 years that habit alone is a six-figure decision.

[Two Comma Investor @2CommaInvestor]

The S&P 500 has survived wars, pandemics, and 13 recessions. It will survive this week's headline too.

[Metropolis @_MetropolisVI]

https://t.co/0ExOceeF6G

[Metropolis @_MetropolisVI]

ServiceNow's Acquisition/M&A Portfolio:

→ G2K (2023):
AI-Powered IoT/Real Time Data Platform (Originally Strong in Retail, Expanded More Broadly)

→ UltimateSuite (Late 2023):
Task Mining/Process Mining to Improve Intelligent Automation on the Now Platform

→ Atrinet/NetACE Technology (2024):
Telecom/Network Lifecycle Management/Discovery/Provisioning/Automation (Especially Relevant for Service Providers)

→ EY Smart Daily Management (2024):
Connected Worker/Digital Operations Layer for Industrial Environments

→ 4Industry (2024):
Manufacturing/Industrial (OT) Workflows and Connected Shop-Floor Tools Built on the Now Platform

→ Raytion (2024):
GenAI-Powered Enterprise Search Connectors/Knowledge Management, Unifies Content (SharePoint/Confluence/Google Drive) into ServiceNow AI Search

→ Mission Secure (2024):
OT Asset Discovery/Visibility (PLCs/HMIs/Sensors), Strong Complement to Armis and Industrial Stack (4Industry/Quality 360)

→ Cuein/CueIn AI (Early 2025):
AI-Native Conversational Data Analysis/Insights Platform (Analyzes Chat/Email/Voice/Tickets) to Improve AI Agents/Customer Experience

→ Quality 360 Advania (Early 2025):
Data-Driven Manufacturing Quality Management/Commercial Operations

→ Moveworks (2025):
Agentic AI Assistant/Enterprise Search/Employee-Facing Automation

→ https://t.co/OQmgKr6MyC (April 2025):
AI-Powered Configure-Price-Quote (CPQ) for Complex Sales Processes

→ https://t.co/wvyJCYsQUm (May 2025):
Enterprise Data Catalog/Knowledge Graph/Governance Platform (Makes Data “AI-Ready” for Accurate and Explainable LLM/Agent Responses; Feeds Workflow Data Fabric)

→ Veza (Early 2026):
AI-Native Identity Access Visibility/Authorization/Governance (including Non-Human/AI Agent Identities)

→ Armis (2026):
Cyber Exposure Management and Broad Asset Visibility (IT/OT/IoT)

→ Pyramid Analytics (March 2026):
Unified AI-Powered Business Analytics/Data Science/Data Preparation/Generative BI Platform (Turns Data into Actionable Insights Inside Workflows)

→ Traceloop (March 2026):
LLM/AI Agent Observability/Evaluation (Feeds ServiceNow’s AI Control Tower for Runtime Visibility/Governance/Measurement of Agent Behavior)

→ https://t.co/NT5SUY1mbd (July 2026):
Autonomous AI Agent/Workforce Platform Focused on Executing End-to-End Internal Service/Operational Processes

[Metropolis @_MetropolisVI]

@elonmusk @CE_Metropolis 😭

[Daniel Newman @danielnewmanUV]

$AMD Futurum Equities reiterates Buy and ups PT to $800.

Top 5 takes from today’s event by @rolfbulk

[Nic Cruz Patane @niccruzpatane]

Elon Musk says @Tesla is undergoing “probably the fastest industrial scale-up since World War II in America.”

• Optimus Production lines:
- 1M/yr in Fremont
- 10M/yr in Texas (under construction)
• Autonomous Cybercab Production at Giga Texas: the second largest building in the world by volume.
• Terafab Semiconductor chip production in Texas (with memory) totaling 100M sqft!
• Ramping towards 400MW of total capacity at their Cortex 1 and 2 datacenters.
• Battery materials & cells:
- Lithium refining & cathode materials in Texas
- LFP cell production in Nevada
- 4680 cell production in multiple sites in Texas, and Nevada
• Solar Production:
- New solar factory building in Houston area
- Existing solar production factory in New York

Just wait.

[Metropolis @_MetropolisVI]

@KorayChelikhan Excellent strategy

[Metropolis @_MetropolisVI]

@KorayChelikhan Especially considering some of those analyst price target raises! 👀

[Metropolis @_MetropolisVI]

Debating dollar cost averaging up into $AMD! It just doesn't look like they are slowing down any decade soon! 😂