Aaron Graham

An average retail investor and proud American

[Keith Fitz-Gerald @fitz_keith]

$AAPL is losing the AI race. 😰

Try playing chess while everyone else is playing checkers. 🤷‍♂️

2.5 billion active devices worldwide.
Quietly training their own China LLM with Alibaba.
First foreign model cleared by Beijing.

The rest of the industry is racing for flashy demos, and Apple is securing the board in the hardest market on earth.

https://t.co/Qjjr6w6e23

[amit @amitisinvesting]

$PLTR

+40% in a week

it took three quarters of flawless execution this year for the market to remember that the value from AI is being derived via Palantir’s approach to building for outcomes vs just tokens

have not seen $170 since January, back to a $400B market cap

LFG

[Elon Musk @elonmusk]

Oh, the irony is too much …

[John F Kennedy Jr @John_F_kJr]

🚨 A hacker group announced at 3:00 AM: "We have locked all Starlink ground stations worldwide. Pay $500 million in Bitcoin, or the world goes offline!"

🚀 Elon Musk replied at 3:01 AM: "Check your firmware. While you were writing that ransom note, Neural-Auto-Patch released a micro-update that routed your entire operation through a dead-end satellite in deep orbit. Thanks for testing our hotfix."

[SpaceX @SpaceX]

View from above as Starship launched from Pad 2 at Starbase

[Keith Fitz-Gerald @fitz_keith]

My take on the AI panic selling, $TSLA and $GOOG
👇

[Dustin @r0ck3t23]

Elon Musk just exposed the most expensive physics failure in transportation history.

For a hundred years, nobody caught it.

Every diesel semi that crosses a mountain pays twice. Fuel to climb. Brakes to survive the descent.

At the summit, 80,000 pounds of freight holds enormous gravitational potential energy.

Free energy. Sitting right there.

Musk: “In a diesel truck, you actually don’t capture the energy of height or potential energy.”

Musk: “You have to actually spend a lot of money on expensive brakes going down the other side so you don’t run out of control.”

Diesel’s solution for a century? Destroy every watt of it as waste heat and burn through brake pads every few months.

Nobody questioned it. Not the engineers. Not the operators. Not Wall Street.

Because combustion made the loss invisible. You cannot turn momentum back into liquid fuel. So the entire industry mistook the limits of their engine for the limits of physics.

The Tesla Semi broke that assumption wide open.

Musk: “An electric semi truck is able to recapture the gravitational potential energy and in fact puts the energy back in the pack.”

Every descent charges the battery. The mountain stops being a toll.

It becomes a power plant.

Analysts keep running cost-per-mile models. Kilowatts versus gallons. Sticker versus payload.

Wrong equation entirely.

You don’t outcompete a machine that turns the terrain itself into fuel.

The trucking industry never had a fuel problem.

It had a hundred-year physics problem dressed up as the cost of doing business.

One man solved it. The rest are still buying brake pads.

[Nic Cruz Patane @niccruzpatane]

Tesla Cybercab: From prototype to production and operating autonomously in 21 months.

They said it was impossible…

[Hank Smith @hankrsmith]

The United States of America is a miracle in the history of the world. A little time overseas is all it takes to see what a glorious place we call home.

Proud—and grateful—to be an American.

[Treasury Secretary Scott Bessent @SecScottBessent]

Two hundred and fifty years ago, a band of patriots gathered in Philadelphia and changed the course of history.

What followed was eight years of war, sacrifice, and an unshakable belief that liberty was worth fighting for. Against all odds, they defeated the greatest empire on earth and founded a republic unlike any before it. Their courage secured the blessings of liberty for generations of Americans.

Today, we celebrate 250 years of American Independence. As @POTUS has said, the best is yet to come. Happy Independence Day, and God bless the United States of America.

[Secretary Doug Burgum @SecretaryBurgum]

Land of the free, because of the brave 🇺🇸

[Nic Cruz Patane @niccruzpatane]

I spent over 4 hours driving today on @Tesla FSD, and even though I’ve had so much experience with it, I’m constantly amazed by it.

People will never understand how transformative it is until they experience it firsthand. It removes all anxiety and road rage.

My car drove me over 115 miles today. It parked, navigated downtown with pedestrians and traffic everywhere, then drove me home without me ever touching the steering wheel or pedals, all with just a push of a button.

This is the future. Those who experience FSD daily understand. You can never live without it. Your whole perception of what a car is will change completely.

I grew up loving all types of cars and still do. But FSD has completely rewired my brain. This is what I enjoy now, it gives me freedom and allows me to relax because I know it’s safer than I could ever be.

Only Tesla offers this experience.

[Homeland Security @DHSgov]

Take me HOME 🇺🇸

[Muskonomy @muskonomy]

Happy 250th Birthday to the United States of America 🇺🇲

[First Lady Melania Trump @FLOTUS]

Freedom is more than a constitutional principle. 

Individual Liberty is the foundation that lets one create, build businesses, challenge convention, and pursue ideas without fear. 

Self-determination inspires different thinking. 

It’s the same free will our founders fought for in 1776 – and the same natural rights America protects today.

Happy 250th birthday, USA!🇺🇸

[The White House @WhiteHouse]

250 years ago, a bold idea changed the course of history. Today we celebrate the people, principles, and enduring promise of the United States of America.

Happy 4th of July from the White House. 🇺🇸

[The White House @WhiteHouse]

Today, America wakes 250 years later as a beacon of hope, a republic entrusted to its people, an idea that changed the world.

A nation worth preserving. A dream worth pursuing. A freedom defended by every generation.

Happy 250th, America! 🇺🇸

[jim iuorio @jimiuorio]

I think there’s a massive disconnect between how much the public cares about the Taylor swift Travis Kelce wedding and how much the media wants us to care…

[Aaron Graham @aarongraham118]

Amazing speech