Budapest_Trader

Active Trader, US Stocks & Options. Focused on disruptive Tech & Innovation. Posts are NOT financial advice or buy/sell recommendations !

[Budapest_Trader @Budapest_Trader]

@AdamBLiv These assumptions seem to be getting watered down - I recall some saying it would be $1000 by 2026 now that target is being pushed out every few months.

[Budapest_Trader @Budapest_Trader]

@AdamBLiv I like your beach ball under water idea - but the management seems to make decisions without really caring about the common equity holder especially given how MSTR has been ravaged by ATMing and now this BTC sale simply to address the balance sheet value debate !

[Budapest_Trader @Budapest_Trader]

@saylor @phongle @Strategy with huge respect to the whole team I am a long time MSTR holder and extremely disappointed to see this ill timed sale of BTC just to address FUD with seemingly no concern for the loyal common equity holders who have held on despite the dilution. ☹️

[Michael Saylor @saylor]

Let me recap the earnings call. $MSTR

[Budapest_Trader @Budapest_Trader]

@saylor Genius

[Elon Musk @elonmusk]

And thank you to @TaiwanSemi_TSC and @Samsung for your support in bringing this chip to production! It will be one of most produced AI chips ever.

[Budapest_Trader @Budapest_Trader]

@saylor I am a BTC believer and a long time follower.
However - I am not at all impressed with the performance of MSTR.
I know that its tightly tied to BTC, which is outside of your control, but the ATMs aren't helping.
Having sid that - I Keeping the faith and holding on.

[Budapest_Trader @Budapest_Trader]

@Strategy As long time listener and believer of the tons of interviews and presentations Mr Saylor has done and a holder of MSTR (my largest position in terms of shares no longer in terms of $ value). I am keen to understand how we recover from this unprecedented draw down ? Thanks.

[Budapest_Trader @Budapest_Trader]

@saylor Wao looks even bigger than last week !

[Teslaconomics @Teslaconomics]

The Cybercab is aiming to produce 2 million units per year.

Let this sink in.

Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one.

This is Elon and Tesla going ALL-IN on autonomy.

Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software.

Elon put it best on the Q3 2024 earnings call:

“It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.”

That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab.

Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale.

That’s how you make 2 million Cybercabs per year possible.

FYI, this is not going to be easy though.

Elon has been brutally honest about production for many years:
• “Prototypes are easy, production is hard.”
• “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.”
• “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.”

He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏:

“Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.”

This is the key thing most people miss about Tesla manufacturing.

Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard.

Tesla already proved they can do this.

They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume.

Elon summed it up perfectly in 2024:

“Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.”

That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups.

The Cybercab is aiming to be:
1/ Under $30,000 price
2/ ~$0.20 per mile operating cost
3/ 200+ mile range
4/ Up to 5x utilization vs personal cars
5/ Designed to run nearly nonstop 24/7

This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product.

I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology.

I get it now.

[Budapest_Trader @Budapest_Trader]

@TRobinsonNewEra 😂😂😂

[Budapest_Trader @Budapest_Trader]

@Vivek4real_ This is a perfectly sensible question to a totally sensless scenario.
Haven't worked it out - but will let you know if I do ....

[Budapest_Trader @Budapest_Trader]

@MarioNawfal He couldn't look bad ass if he tried !

[Muskonomy @muskonomy]

🚨BREAKING: Tesla patents a new AI method that lets cheap 8 bit chips run high end 32 bit models

This breakthrough cuts power use and heat while keeping full accuracy, boosting FSD and Optimus performance

It gives Tesla supercomputer level AI on efficient hardware, extending range and battery life

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: Strategy Board Member Carl Rickertsen has bought 5,000 $MSTR shares at $155.88 for $779,395.

He bought the dip 🔥

[Budapest_Trader @Budapest_Trader]

@btcjvs True - but it’s hurt MSTR share holders in the near term !

[Visegrád 24 @visegrad24]

BREAKING:

𝕏 has officially changed the Iranian flag emoji

It now shows Iran’s historic Lion and Sun flag instead of the Islamic Republic flag, a symbol of the Iranian monarchy, strength, and ancient heritage used officially until the 1979 Islamic Revolution.

🇮🇷🇮🇷🇮🇷

[Marco Rubio @marcorubio]

The United States supports the brave people of Iran

[Budapest_Trader @Budapest_Trader]

@saylor Happy New Year to you both.
Let’s Rock 2026 💪

[Jeff Lutz 🔋 @thejefflutz]

@elonmusk @Teslaconomics They don’t have the hw gross margin room to put that in any sooner too