Amy

TSLA investor, After IPO 2010–present. B787 FO. If there isn’t a blue check—it isn’t me.

[Amy @Amy787]

TESLA AFTER A SPACEX IPO
Many analysts assume a static pie — i.e. a scarcity mindset. They think a SpaceX IPO hurts Tesla longterm by splitting Elon’s (and investors’) attention. They somehow forgot that Elon Musk built both Tesla & SpaceX simultaneously to trillion-plus valuations. Tesla has always been volatile, a SpaceX IPO is just this week’s excuse. Traders make money from volatility.

These analysts are ALREADY WRONG. Within 3 months of AJ’s doomsday 2/25 analysis, Tesla & SpaceX are deepening a mutually beneficial partnership. This isn’t a zero-sum game. Instead of each company remaining on a trajectory to be an $8 Trillion company, Elon Musk leveled up to a new 100 Trillion market cap goal.

Instead of competition between Musk companies and divided loyalty, Elon Musk has tasked Tesla/SpaceX/xAI with one audacious mission: remove the constraint of Earth and its limited resources by kick-starting a true Space Economy flywheel. Digital Optimus, the Terafab and AI Space Compute are just the start. A SpaceX IPO primes the flywheel with initial operating cash.

This is the biggest undertaking in human history — an investment opportunity that could exceed today’s Earth economy by 10x, 100x, or even 100,000x. What’s the actual limit once humanity goes galactic?

The “Elon Musk community” doesn’t split — it gets stronger as the mission converges.

🧵 Next, don’t ignore the early signals & kick yourself later

[Elon Musk @elonmusk]

Given that I have built two companies in widely different fields to trillion dollar plus valuations simultaneously, I am might be getting a few things right once in a while

[Amy @Amy787]

@Pi314159tsla @TeslaBoomerMama Well done!!!

[Amy @Amy787]

SCHWAB IS THE WORST POSSIBLE BROKERAGE
See what stands out in the chart below? Schwab is NOT honoring the Spirit of the SpaceX IPO and its 30% retail allocation.

While others companies have no minimum balance (E*trade & Robinhood) or $2000 (Fidelity) - Schwab has 50,000x that - a minimum $100,000 in an individual trading account with them. Money in other banks - even other types of Schwab accounts? Schwab ignores it!

Schwab is trying to block out retail when the ENTIRE REASON they got a SpaceX IPO allocation at all was FOR RETAIL INVESTORS.

E*TRADE is giving priority to long term Tesla investors. Schwab is not. I have continuously held Tesla in a Schwab account since 2010. But that doesn’t matter to Schwab, because Schwab doesn’t care what SpaceX wants, Schwab is giving access to the SpaceX given to just a select few of their wealthiest clients…

Schwab you need to do a search of how many Tesla investors you are shutting out from the SpaceX IPO. It will be a costly decision. Tesla investors are organized. Investors in Elon Musk: Consider this when you decide which brokerage to use. Schwab is the worst possible choice. I will be moving my money in the very near future. @spacex @elonmusk

[Sawyer Merritt @SawyerMerritt]

Good news for long-term $TSLA investors who want @SpaceX IPO shares: E*TRADE says it has established a supplemental IPO share allocation process for Tesla shareholders who have held $TSLA shares in their account for at least 10 years and elect to participate in the IPO.

E*Trade: "Clients who meet this profile and are otherwise eligible to participate in the IPO in accordance with Firm and regulatory requirements and submit a COB will be eligible to receive allocations through this process, in addition to any allocations they may receive as part of the general allocation process based on overall demand and the number of shares available to the Firm.

If you elect to participate, please submit a COB through the usual process.

Please note that submitting a COB does not guarantee an allocation, and any allocation may be less than the amount requested or may not be received. This is not a solicitation or recommendation to participate in the IPO or otherwise."

E*Trade is emailing this message directly to long-term $TSLA shareholders right now.

[Amy @Amy787]

@Pi314159tsla @TeslaBoomerMama I hope you do!! I am not selling chunks of Tesla to buy SpaceX but saved cash. I am now opening accounts at the brokerages that do care about SpaceX’s intent. The rest of my accounts will soon follow.

[Amy @Amy787]

NAME AND SHAME!!
What other brokerages are trying to redirect the 30% of SpaceX IPO shares meant for retail to a select
Few of THEIR friends & family? What other brokerages are not prioritizing Tesla investors? @CharlesSchwab @chase - Heard you are not much better. Who else??

[Amy @Amy787]

@hansonjw Tesla investors are taking notes!!! @Chase @CharlesSchwab how you act towards retail will be remembered.

[Amy @Amy787]

@Xil_llix Exactly. Long term investing is how you don’t leave potential gains on the table….

[Amy @Amy787]

MYTH BUSTING:
SPACEXAI IPO EDITION
Does Jim Cramer EVER learn from
his past mistakes? Current evidence say maybe not. He - and a lot of keyboard analysts - throw around false narratives:

MYTH ONE:
All potential upside is priced in.

REALITY:
The real metric is what SpaceXAI current and future businesses are included in Wall Street models? What aren’t? And do you believe Elon Musk can execute on these plans that aren’t?

The biggest alpha for retail is the valuation gap - Wall Street models are still very conservative. As an investor in Elon Musk since Tesla’s 2010 IPO, the market repeatedly underprices the execution on seemingly impossible plans until the revenue shows up. If Elon Musk and his talented team execute on his plans (see next post) - then there is potential upside measured in the trillions - even a hundred trillion - in market cap.

MYTH TWO:
Investors have had no chance to realize paper profits.

REALITY:
SpaceX offered regular liquidity events through tender offers and secondary sales.

MYTH THREE:
A company that has grown 35x in value can’t grow more….

REALITY:
There are zero laws of physics that support an arbitrary valuation cap- see Nvidia - or Alphabet (also doing a share issuance but for 80 Billion, not 75 Billion) - or Walmart that has returned over 1,000,000% since IPO.

Tesla has returned a staggering 41.98% PER YEAR since its IPO. You read that right.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ Wall Street and keyboard analysts also said iTSLA would not do well.

Cramer as a contra-indicator was coined by Elon Musk

Cramer scoffed at the Tesla IPO. He was wrong. Cramer just came out as Bearish on SpaceXAI too…. So this is a good sign. Cramer hasn’t learned: Don’t bet against Elon Musk.

🧵 Next: SPACEX UPSIDE

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Seeing people with a lot of questions about a merger.

Please ask the specialists in our wonderful retail community:
- on fundamentals: @TeslaLarry , @Amy787 , @CernBasher, ...
- on option trading: @Investanswers , ...
- on governance and financial engineering: come to me.

[Amy @Amy787]

Cramer is again betting against Elon Musk. If you believe he is a contra-indicator, this is bullish.

[Amy @Amy787]

HOW CAN YOU BUY IPO SHARES?
1) Have a brokerage account that meets their minimum holdings with a retail brokerage participating.

2) Indicate interest in the IPO, check the trading menu then IPOs. Fill out a questionnaire.

3) When the IPO price is finalized - like June 11th - AFFIRM you want shares. Don’t miss this step at most brokerages…

See attached screenshots on what we know right now about the policies of various brokerages. And see SpaceX official information about the IPO including their most recent S-1.

https://t.co/YklmerNpBA

Next: Cramer doesn’t learn!!

[Amy @Amy787]

@TheChrisWright Ha!! That is coming too.

[Amy @Amy787]

🤣. And two weeks from now the people on Facebook will discover the same….

[John 🔋 HB2380 | Indensity intensity 💪 @groksalt]

Yesterday, people on Reddit discovered that $SPCE wasn’t SpaceX after all! 🤷‍♂️🤣

[Coinbase 🛡️ @coinbase]

Pre-IPO perps are coming to Coinbase.

Starting today with SpaceX - now live for eligible users outside the US.

24/7 trading. USDC-settled. No expiry.

[Amy @Amy787]

@tacuru007 The first factory has not even ramped production yet - similar to Tesla not building GigaBerlin simultaneously with Fremont. Launch products always have a few kinks to work out.

[Amy @Amy787]

TESLA SEMI:
The wait is over. The high production factory is set to ramp production soon. Trucking will never be the same again. Anyone who lives in - or travels to - the mountains knows what a game changer it will be that the Tesla Semi can maintain a normal speed up a grade.

[Dan Priestley @danWpriestley]

Running high grade + heavy load feels effortless in the Tesla Semi. Enough power to maintain speed when climbing, and regenerative braking making descents save and controllable. All while in silence.

[Whole Mars Catalog @wholemars]

Ashok talk slides thread

[Amy @Amy787]

@GattiMichael So much better. Once drivers try the Tesla Semi they won’t go back.

[Amy @Amy787]

@_MountainsSea He truly did! SpaceX is a great partner to the communities where it builds.

[Amy @Amy787]

This man, John Federspiel, is very important to Tesla’s and. SpaceXAI’s future. He will prove the haters wrong. He will define the term: Terafab Speed. He already is in finding the site.

[S.E. Robinson, Jr. @SERobinsonJr]

John Federspiel, Terafab Lead

[Gopuff @gopuff]

Meet Go. Gopuff's AI shopping genius, co-developed with SpaceXAI. Just say what you need. It's already on its way.

[Amy @Amy787]

@veggie_eric This is amazingly cool. Can’t wait to try it out.

[Amy @Amy787]

GROK SHOPS FOR YOU
Cool use of Grok. Real world, practical AI - It handles shopping for you. And a precursor to how Optimus can help. GoPuff partnered with SpaceXAI - now imagine Tesla and SpaceXAI merge and RoboTaxis handle the deliveries…. Deliveries will keep RoboTaxis busy in the off hours.

Are you seeing the power of a vertically integrated AI, Autonomy, Robotics and Space Company yet???

You should be.

[Eric Jiang @veggie_eric]

A first-of-its-kind proactive shopping experience. Personalized for you, delivered in minutes.

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