Adolfo Díaz

[Adolfo Díaz @AdolfoDaz13]

@TeslaBoomerMama Merge already

[Trading Composure @TradingComposur]

"A mistake is when you don't follow your rules. If you don't have rules in trading, everything you do is a mistake."

~ Van Tharp

[Ashok Elluswamy @aelluswamy]

The streets won’t be the same anymore.

[Adolfo Díaz @AdolfoDaz13]

@TeslaBoomerMama Hi Alexa, did you close your position this week or still holding?

[Elon Musk @elonmusk]

Tesla self-driving is amazing

[Alexander Koch @alexkoch_ai]

You can now book two humanoids for our cleaning service in SF. One humanoid for 60 minutes is $30, two are $60.

You can book a cleaning at https://t.co/Brl42KyISx. If you don’t have an invite code yet, join the waitlist. Timelapse at 5× speed (~40 minutes in real time).

[Whole Mars Catalog @wholemars]

If you're an investor who has lost faith in $TSLA, I can't blame you. This is a company that used to see record sales every year, 50%, 80%, 100% year over year growth. That's a distant memory for investors now, with the last year of record deliveries being 2023.

You gritted your teeth and bit your tongue as you listened to your fellow investors cope. "Well, vehicle deliveries don't actually matter. Autonomy does" they said as the sales decline accelerated. "Amazing abundance!" they tweeted as Tesla posted its worst year of sales growth in the history of the company.

So I can't blame you, I really can't, for having doubts about whether this company is headed for explosive growth. Some people who still want to believe may be rude to you as you exit, or call you a moron. I called people who can't see the potential morons yesterday. But I'm sorry about that, and would like to apologize and wish my former Tesla bulls off with love. You're not insane for feeling something is off.

I'm probably the insane one for still buying. Maybe I'm just retarded, but I want to own more of this company. It could be blind hope, but based on everything I'm seeing it really looks like they're turning a corner and returning to growth. I mentioned that we haven't seen year over year sales growth since 2023. Last year, in 2025, Tesla delivered 153,097 units less than in 2024. For 2026, they've already delivered 117,346 more cars than they did in the first half of 2025. It looks likely that Tesla will post sales growth this year for the first time since 2023, and they've got a shot at 2026 being a new record sales year if they can deliver an average of ~485,000 cars in the second half of 2026 — just a bit more than what they delivered in the second quarter.

My car is driving me around like a work of art. It's smooth and precise, sophisticated and refined, and the safety is off the charts. It can react faster than I can and spot things that I missed. They have the best self-driving system in the world with the best unit economics. The world has not woken up to this at all, but they will increasingly with each new Robotaxi city and each new FSD drive.

Self-driving is finally starting to take off. For the first time, the majority (55%) of Tesla orders in North America ordered with the $99 a month self-driving option selected. 45% of paid self-driving users are now on the monthly subscription (as opposed to the legacy option of paying up front) and as more people move to the monthly subscription Tesla is about to cross $1 billion ARR from self-driving subscriptions. Self-driving is already a billion dollar business for them, and it's going to be a trillion dollar business.

Then there's the driverless Robotaxi service. I just tried it in Austin. It's really hard to not get excited about the future Tesla is building when you can call a driverless Tesla and have it drive you around Austin for an hour while you watch Netflix or play games on the front screen.

Then there's the Cybercab... the way they've hyper optimized this thing to be the lowest cost transportation option possible is absolutely refreshing in a world where the average marketed price of a new car is well north of $50,000. I think this is going to hit the market like a glass of ice water in hell. A $25,000 - $30,000 autonomous electric vehicles with no controls, that doesn't require any insurance — just a self-driving subscription.

Optimus and digital Optimus could be much bigger than the entire transportation segment for the company. We've seen frontier models get proficient in controlling our computers. Why couldn't they control a humanoid robot too? I think it's very obvious to everyone that they will inevitably be able to. As that happens, a general purpose robot will be in every home and every business. Sometimes several robots. Tesla is designing everything from the chips to the manufacturing to the models to work together like an Apple product. If they can take even a small % of this market and I think they will do extremely well, because it's a massive market.

But really, when you invest you're investing in the team. A lackluster team can take a great business and turn it into a struggling one, and a great team can take a struggling business and turn it into an incredible one (see: Apple). So the team is really the single most important thing to look at when buying any company.

I believe in Elon and his team. They have been executing like crazy lately. I can't be the only one who has seen it.

Elon didn't become the richest guy in the world by losing his investors money. When SolarCity had liquidity challenges and nobody was left to help, he made a deal with Tesla. When he was forced to pay $44 billion for Twitter despite his claim that the actual number of human users had been wildly inflated inflated, people thought investors were toast. Those shares are now publicly traded as part of SpaceX. I think Elon has a new plan to build a physical and digital AI giant to rival OpenAI and Anthropic in the race for superintelligence.

So I don't know, maybe I'm just an idiot. But I love these products, and they make my life so much better everyday. I just can't shake the belief that the world is going to want them too. Everyone needs autonomous transport, and everyone needs a robot to help them sometimes.

so the more $TSLA dips the more I'll buy. Maybe I'll lose all my money, but that's part of the fun. I just want the future this company is building. to all the other idiots who are still holding like me, we'll get through this together

[Adolfo Díaz @AdolfoDaz13]

@alc2022 InfanTINA

[Sawyer Merritt @SawyerMerritt]

Tesla has just officially confirmed that the driver of the Model 3 that crashed into a home in Texas manually overrode the vehicle's self-driving system by pressing the accelerator pedal.

The vehicle struck the home at 73 mph. A lot of mainstream media wrongly mislead people into thinking that it was the vehicles fault.

Case closed.

[Adolfo Díaz @AdolfoDaz13]

@alc2022 I’m long $TSLA, $HOOD and $HIMS.

Not easy to hold - but I think the pain will be rewarded over time. Those positions are very emotionally taxing.

[Not Jerome Powell @alifarhat79]

Trump: I’m attacking Iran. I’m not attacking Iran. I’m attacking Iran. I’m not attacking Iran.

Markets:

[Charlie Bilello @charliebilello]

The world always feels chaotic in real time.

The stock market only looks resilient in hindsight.

[Adolfo Díaz @AdolfoDaz13]

https://t.co/lOdXZ8eUtv

[Adolfo Díaz @AdolfoDaz13]

@Riaton_dick Durante la transmisión, pensé que agradable narración. A mi si me gustó.

[Nassim Nicholas Taleb @nntaleb]

Wars: you always know how, why, and when they start. You never know how, why, and when they end.

[Adolfo Díaz @AdolfoDaz13]

@willywoo @grok how those coins can be recovered

[Adolfo Díaz @AdolfoDaz13]

@ChrisCamillo My bad...you already answer below. Thanks for everything, btw I bought your books as a self gift this this december... have to have... is a classic

[Adolfo Díaz @AdolfoDaz13]

@ChrisCamillo Chris, NFA... are you still into $hood?

[Adolfo Díaz @AdolfoDaz13]

@btc_overflow This comment didn't age well

[Adolfo Díaz @AdolfoDaz13]

@SJosephBurns Lo siento, ahora no puedo hablar.