Dirk Jan de Wit

[InvestAnswers @Investanswers]

T-minus 4 hours 20 minutes. What are we drinking?
$TSLA #Roadster
https://t.co/z1B3TJxNrf

[Dirk Jan de Wit @djcdewit]

@alojohhardcore Is that the META you bought yesterday?

[Dirk Jan de Wit @djcdewit]

@alojohhardcore @MillerTal @Dtraintolomah @midwestfsd @kabans977 Has XPEV been weak recently also due to the Chinese market weakness, or are there any other reasons behind it?

[Dirk Jan de Wit @djcdewit]

@alojohhardcore @vchiew2 @MillerTal @Dtraintolomah @midwestfsd @kabans977 And eVTOL

[Dirk Jan de Wit @djcdewit]

@alojohhardcore @vchiew2 @MillerTal @Dtraintolomah @midwestfsd @kabans977 I’ve seen the GX in the showroom. Amazing EV!

[Dirk Jan de Wit @djcdewit]

@alojohhardcore Their earnings are on Aug 13 after the market closes.

[Dirk Jan de Wit @djcdewit]

@Starlink I ordered in the UAE in March. Terminal still not delivered but now you started charging me. Support tickets ignored. Can someone fix this?

[Dirk Jan de Wit @djcdewit]

@alojohhardcore Happy to test it

[Dirk Jan de Wit @djcdewit]

@alojohhardcore @mikeduckett99 When you say completely deleveraged, does that mean zero margin used (cash = zero) or do you go cash positive?

[Dirk Jan de Wit @djcdewit]

@alojohhardcore Works for me. Discord would work

[Miles Deutscher @milesdeutscher]

Grok 4.5 is the best-value LLM on the market.

You pretty much get Opus 4.7 intelligence at ~2-3x speed, 1/3 the cost, and superior token efficiency.

I wasn't expecting ground-breaking Fable intelligence with this release, and tbh, Grok doesn't need it to achieve great product-market fit.

This is insane value, and I'm personally valuing token efficiency much more these days.

(of course I'm still opting to use Fable, GPT-5.6, etc, but these cost-efficient models are becoming an increasingly important part of my daily stack)

[Dirk Jan de Wit @djcdewit]

@alojohhardcore @KirtanNathani Does that mean that at these prices you’re considering rotating AVGO into Oracle?

[Dirk Jan de Wit @djcdewit]

@alojohhardcore Do you have a hard rule for maximum percentage share of the portfolio for 1 stock?

[Dirk Jan de Wit @djcdewit]

@superwhisper @MadeUpMasters @WisprFlow @aquavoice Any updates on a Linux version?

[Dirk Jan de Wit @djcdewit]

@Sajwani lol that was what you hyped

[Dirk Jan de Wit @djcdewit]

@Sajwani FSD launch

[Dirk Jan de Wit @djcdewit]

@teslaeurope We need UAE 🇦🇪😊

[Dirk Jan de Wit @djcdewit]

@rta_dubai al Fay road diversion, what is the road circled in green leading to?

[Dirk Jan de Wit @djcdewit]

@OfficialLoganK Would love to, thanks

[Dirk Jan de Wit @djcdewit]

@teslaeurope Why doesn’t the Middle East deserve a separate C account? Especially as you have different line ups in each market @teslaeurope