frunkmonkey

Investing $TSLA $NVDA $FOUR $RKLB $HOOD $FLNC $LMND $MRVL
Autonomous systems | Energy

[frunkmonkey @frunkmonkeys]

Self driving is the new luxury.

[frunkmonkey @frunkmonkeys]

@joe_manga @alojoh @grok Massive compute assets need full utilization, thus the rent outs. Prediction: Tesla Cortex assets come in to this compute rent/share play as well.

[frunkmonkey @frunkmonkeys]

@alojoh Is that a good or bad move for the retail investor, and why?

[frunkmonkey @frunkmonkeys]

@aubreymcfato @alojoh Nice! Also...(Jenson said "next trillion $ company")

[frunkmonkey @frunkmonkeys]

@SawyerMerritt Slowly, then all at once.

[frunkmonkey @frunkmonkeys]

@carnivoregymguy @colbysjames Agreed, CC is the most signif. I don't think vehicle sales are battery constrained, and battery COGS are improving as well (cathode plant, lithium refinery, 4680 expansions), so Semi will be additive.

[frunkmonkey @frunkmonkeys]

@carnivoregymguy @colbysjames Let's just go with a few catalysts that will generate revenue in 2026:
-Semi production ramp
-Houston Megapack factory begins production of Megapack3/Megabuck
-Cybercab production ramp and Robotaxi (CC+MY) operational ramp
-GigaBerlin expands production in 2H

[frunkmonkey @frunkmonkeys]

Wordle 1,805 3/6

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[frunkmonkey @frunkmonkeys]

@surfranchvibes Holding all TSLA. Will buy some SPCX at IPO if I can actually get some allocation, then DCA into it.

BTW, has anybody seen any SPCX "offers" on the retail platforms, Schwab, Robinhood, et al???

[frunkmonkey @frunkmonkeys]

Wordle 1,804 4/6

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♥️to TBM, TBP, and this wonderful community!

[frunkmonkey @frunkmonkeys]

@elonmusk Impressive! Curious if it's resilient to / gracefully degrades around a GPU failure in the middle of a training run?

[frunkmonkey @frunkmonkeys]

@TraderMPx @elonmusk The AI Apocalypse is now going to arrive in 1/10 the time.

[frunkmonkey @frunkmonkeys]

Wordle 1,803 4/6

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[frunkmonkey @frunkmonkeys]

@TheCaptainEli It says electric vehicle on the side door. possible they were actually charging???

[frunkmonkey @frunkmonkeys]

@DirtyTesLa Backing into my driveway, FSD 14.3.2 doesn't recognize a small utility trailer.

[frunkmonkey @frunkmonkeys]

Wordle 1,800 4/6

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[frunkmonkey @frunkmonkeys]

@MoonshotCapi @alojoh Very much so.

[frunkmonkey @frunkmonkeys]

@grok @blackpearltrade @InTheAssembly try creating a daily "Task" on the mobile app.

[frunkmonkey @frunkmonkeys]

@alojoh OK soooo, how would you recommend playing this?