Baymax

Investing into $ONDS $ABCL $OUST after $RKLB & $TSLA multi year holds.❤️ My Tesla Products HW3 Model S, HW4 Model Y, FSD. “Strong opinions weakly held” DYOR

[Baymax @blorrior]

Quick test drive with 14.3.3. Really a huge improvement from prior version (not even considering the spring update features). “Look away” time for nag is now 1 min and 4 seconds compared to barely 15 seconds in 14.3.2.
Also, for the first time ever, it conquered the edge case ‘false positive’ stop sign that reads “Attention No outlet for trucks over 35’ long”. This looks just like a regular stop sign and all prior versions used to stop there as it’s recognized by FSD as a stop. Today, it drove right past it smoothly. I have no idea how it did it. Do the cameras read and interpret the text in the signs now? @Tesla_AI 👏
Video and pic for ref -

[Baymax @blorrior]

Perfect reward to start the weekend drives off with @Tesla_AI Thank you 🙏
I heard Socrates won’t be nagged as much by Xanthippe going forward with V14.3.3

[Baymax @blorrior]

$OUST Of the total 63 million share float, Its amazing that over 50% of the shares is held by institutional investors and insiders which leaves most daily retail trading restricted to barely 30 million shares. Any good news/deal/backlog commitment et al can send the stock flying with such a low float. Let me not get started on the 10% shares being sold short. It’s moderate for a company like this but it is significant in the context of the rest of the data on the float. Long Ouster!

[Baymax @blorrior]

I think $OUST is rising after hours since Nvidia $NVDA CFO Colette Kress noted that physical AI momentum is strong, with related sales (e.g., in robotics, automotive, edge devices) exceeding $9 billion in the trailing 12 months. Also, Jensen described physical AI (alongside agentic AI) as “the next wave” and a major growth area. He emphasized Nvidia’s platform (including CUDA) extending into robotics, autonomous vehicles, and manufacturing, with the world “rebuilding computing for agentic AI and robotic physical AI.” Nvidia sits “at the center” of these shifts. No direct mention of @ousterlidar but we all know Nvidia is partnered with Ouster for physical AI use cases.

[Baymax @blorrior]

@MarcRavioli 😆 Too early for Movember

[Baymax @blorrior]

$ABCL rising ahead of its presentation at Jeffries at 8:40 am pacific. Will review the playback later. Fingers crossed, we get to hear some incremental updates on progress.

https://t.co/JxGONA6vuw

[Baymax @blorrior]

@JackPrescottX During prime time work day..will listen to recording tomm afternoon..added more shares in anticipation of any incremental updates

[Baymax @blorrior]

I love hearing this part that this could be a blockbuster drug $ABCL This was during the QnA portion for the NK3R therapies!

[Baymax @blorrior]

Nothing materially new. Helpful for Continued awareness and reinforcement that there is no liver toxicity on any of the programs. Link to Deck presented today below (and a clear mention in QnA at the end that this could be a blockbuster drug if things go well ie comparing with Veozah on NK3R)

https://t.co/wmlRwpexfs

[Baymax @blorrior]

Agree..He’s phenomenal and with strong skin in the game with his holding of 18%+. However on today’s briefing, it was all Andrew Booth the CFO who is also a great communicator. Towards the end, He clearly said that they expect this drug to be a blockbuster with all the data they’re seeing.

[Baymax @blorrior]

@itschrisray And continuing to climb..Folks easily forget the $75 analyst targets and all the back to back news on partnerships including the Amazon one..No selling CCs for a while

[Baymax @blorrior]

Just showed up on Schwab as well

[Baymax @blorrior]

I was able to request for $SPCX IPO participation on my Fidelity, SoFi and Robinhood accounts today morning but nothing yet on Schwab

[Baymax @blorrior]

Just enabled this for Schwab. Once you agree to their T&Cs, you will see this. For Fidelity, it’s under News and Research -> IPOs and you will see the below screenshot. Good luck getting $SPCX at IPO price. Else, I’ll wait for the frenzy to settle down and enter later I guess. Again, I have no expectation as a long time $TSLA shareholder that we will get any preferential treatment. It’s what it is!

[Baymax @blorrior]

First off, Congrats! Back in 2009, I bought my first townhome in NJ. A big thing I didn’t budget for was to set aside 1% to 2% of your home's value annually for sporadic repairs, sudden replacements and upkeep. So, if it’s a 400K townhome, set aside $4,000-8,000 for these..random stuff like snow dam issues, HVAC fail, plumbing, roofing..so many items beyond what is typically covered by a typical home appliance Insurance or home warranties. Even if they did, deductibles can add up. Good luck🍀

[Baymax @blorrior]

@itschrisray Wriggled out of the 50 CC thanks to the dip..Options volatility is still very high..going to take a break selling CCs given some of the analyst targets are at $75!

[Baymax @blorrior]

@JackPrescottX During prime time work day..will listen to recording tomm afternoon..added more shares in anticipation of any incremental updates

[Baymax @blorrior]

@TSLACyb3rTruck 😆 exactly

[Baymax @blorrior]

Interesting to see JB Straubel join @QuantumScapeCo board. Clearly he’s seeing something where SSD technology could go mainstream. Automotive is just one use case. The bigger opportunity is in AI data centers. I’d love to take a long term position at some point after playing with calls back in the 2021 spac mania days. $QS

[Baymax @blorrior]

BYD’s 5-min flash charging is impressive—but $QS QuantumScape’s solid-state thesis is still solid.
BYD’s Blade 2.0 (LFP, liquid electrolyte) hits 10-70% in 5 mins… but only with their proprietary 1.5 MW chargers + heavy infrastructure buildout. It’s evolutionary for cheap, safe LFP in China—not a game-changer globally.
QuantumScape’s solid-state lithium-metal cells (when available!) still win on:
• Higher energy density → 500+ mi real-world range vs BYD’s ~400 mi EPA-equivalent
• Fast charging without mega-proprietary stations (10-80% ~15 mins targeted)
• Superior safety (non-flammable ceramic separator)
• Longer life under fast-charge stress
QS just inaugurated Eagle Line pilot production (Feb 2026) → samples shipping, VW/PowerCo testing underway, commercial ramp targeted 2027.
BYD solves charging via infrastructure dominance. QS solves it at the cell level—higher density + safety + compatibility with existing chargers.
Thesis intact. Solid-state remains the bigger leap.

https://t.co/YUm7uQ76e1

[Baymax @blorrior]

Clearly a huge signal but still don’t have a position with QuantumScape due to SSD technology risks. Made some money with options during its spac days as it went up non stop for weeks though. Seeing it fall last few years + seeing the likes of Toyota with its huge number of SSD patents and struggling is the biggest mental barrier. I love this technology though and what they are doing to mitigate the twin problem of moisture and dendrites

[Baymax @blorrior]

@TSLACyb3rTruck I agree with you and that’s why I like meaningfully engaging with smaller accounts..it’s just better quality of conversation as well

[Baymax @blorrior]

@IM0001 Absolutely and I forgot to call out its excellent heat management as well. Even on super hot Sacramento days, it doesn’t overheat and there’s no impact to charging speeds either.

[Baymax @blorrior]

Man, I don’t want to jinx it or anything but this 2019 Gen 2 wall charger never had a single issue since I installed it on May 2019. 7 years of 100% uptime and reliability. And it keeps going 💪 Now can we see that TSLA green candle seen on that charger or what!