Remember the $TSLA will “grow 50% annually for the foreseeable future” comments in 2022? And that it would deliver 20 million cars by 2030?
2025 actuals:
- Revenue DOWN 3%
- Deliveries of 1.6M, DOWN 8%
2026 doesn’t appear to be much better. No new roadster demo (as was promised most recently for April and then silence), no semi still, super slow Robotaxi rollout, -0- Optimus deliveries, and even the energy business growth has slowed. Tesla proponents were expecting 2026 to be “the year” when Robotaxis and Optimus would add meaningful revenue. Robotaxi and Optimus appear as though they will be 0% of 2026 Tesla revenues.
Now it’s “pump $SPCX” time. “$1 trillion in revenue by 2030.” Cool! Why was Q1 2026 growth just 15%? Why is Twitter revenue down 40% since acquisition? Why does XAI’s main source of revenue come from renting data centers it made for its own use?
I say this as someone who believes SpaceX will achieve a trillion dollars in revenues, some day, but it’s just not gonna happen in 4 years! 10-15, maybe! That’s a big delta.
SpaceX investors who might be new to “Elon time” and the huge number of Elon promises that he simply abandons over time, should keep this in mind.
Starship was supposed to put humans on mars by 2020, “2022 at the latest.” We’re no longer even talking about Mars anymore! And 6 years later, Starship still hasn’t had a successful flight.
And one thing that’s made it more difficult for him to achieve any of these goals is that he’s eliminated access to AT LEAST 1/2 of the talent pool with his hyper-criticism of anyone who disagrees with his politics, often painting those people as wanting to end civilization.
I happen to agree with a lot of Elon’s political views, but if I didn’t, I certainly wouldn’t want to go work for someone who thought my views were intended to end humanity. This is the equivalent of shooting yourself in the foot.
To some, it might seem wrong to criticize Elon, who is one of the most accomplished humans in history. His vision and drive have brought so much to life that was often thought to be impossible.
To me, despite Elon’s accomplishments, it would be wrong to avoid criticizing someone, no matter what they did or said. His constant pumping of stock, completely irresponsible public timelines, and the never ending new promises of what his companies will do, but without realistic timeframes, and abandoning past promises with no explanation, are all worthy of criticism.
Nobody should be beyond reproach!
Top headlines from $IREN over the last 2 months:
• Signed a major 60 MW deal with NVIDIA at ~$11.7M per MW, one of the strongest pricing in the industry
• Became a key NVIDIA DSX partner for up to 5 GW deployment (supporting up to 600,000 GPUs)
• Leopold Aschenbrenner increased his stake to 11.7 million shares (~$794M)
• Paul Tudor Jones built a significant position via convertible bonds
• Acquired an 800 MW data center campus in Australia
The price is completely disconnected from the execution.
Question is how quick the rerate will be and how explosive will it be ?
$NOW finally catching a bid again and carving out a bottom.
One of the dumber sell offs I’ve seen as of late but makes sense regarding outflows of the $IGV
This will be a monster in the years to come. I am definitely in the camp Bill can turn it into a trillion dollar company.
Saw some bears arguing against that, if so why?
@aleabitoreddit What is your view on companies that supply silicons to these physical AI companies? For example, $SYNA.
Last earnings:
"We have sampled silicon to 3 additional OEMs, and our robotics pipeline has grown to more than 35 customers globally, including a leading generative AI OEM"
Pump and dump activity for $RAVE originated on @bitget@binance@Gate
Call to action for both @heyibinance@GracyBitget to do better and launch internal investigation offboarding the responsible actors.
Offering up to $10K bounty of my personal funds for whistleblowers to come forward privately to share evidence about parties involved
We cannot allow this blatant market manipulation by insiders controlling >90% RAVE support to further extract from retail investors.
Bitmine $BMNR just announced it has completed its uplisting to the New York Stock Exchange (NYSE)
Bitmine also just announced it has increased the size of its share buyback plan up to $4 Billion from $1 Billion
Silver in the Fiat Funhouse
A 7% move today is no joke...
But zoom out to the exploding M2 money supply and silver’s still lagging its historical highs.
Relative to M2, it’s well BELOW a historical peak.
This suggests significant upside potential if the market catches up to full monetary expansion.
▪️ If silver matches its 2011 money-supply ratio, you’re looking at about $97 per oz. (we're almost here)
▪️ If silver matches the 1980s ratio, it’s about $531 per ounce.
🚨 BREAKING: Shanghai’s silver vaults are now in a terminal depletion cascade—~500,000 oz per week against ~21M oz total implies a sub-year exhaustion curve that compresses into ~6–9 months under reflexive demand, meaning China is actively internalizing global supply while Western markets continue pricing synthetic abundance; this is no longer a squeeze but a systemic rupture where each ounce removed increases the marginal scarcity exponentially, forcing EFP dislocations, persistent backwardation, and violent lease-rate spikes that sever COMEX from physical reality, collapsing the gold–silver ratio and triggering a nonlinear repricing cascade that opens an extreme, tail-case pathway toward $500–1,000/oz—not as a forecast of equilibrium, but as the upper-bound expression of a market discovering, under stress, that it was never trading silver, only leveraged claims on metal that is rapidly disappearing.
Few understand that #Silver is the new oil. A tsunami of #silver demand is coming from countries that need a backup plan for their energy needs.
Trump just made this a new reality.
#Silver
Back in 2024, a very wealthy friend of mine and I took a close look at silver’s supply and demand fundamentals, focusing purely on the industrial side. Back then, when silver was trading around $25, we both concluded that supply was critically tight relative to growing demand. We decided to go long. One key driver was the surging need for solar power (each panel requires roughly 20 grams of silver).
My friend, however, was bearish on crude oil at the time (around $57–60). When silver surged above $90–$100 while crude remained near $60, he felt silver had become too expensive relative to solar panel economics and turned bearish.
I exited my leveraged silver positions between $92 and $101 (as documented in my feed), not because I turned bearish, but because volatility had spiked dramatically (to $111). In my view, $100+ silver was never “too expensive” relative to solar panel pricing. Moreover, I remain strongly bullish on both gold and silver from a monetary perspective.
Fast forward to today: crude oil is flirting with $100, while silver is trading below $70.
From a pure industrial supply/demand standpoint, ask yourself this: with crude exploding higher, isn’t it logical that demand for solar energy will accelerate significantly? If that happens, higher oil prices should also allow solar panel prices to rise comfortably, giving silver substantial room to move higher.