illusionz

🔍 Curious explorer of long-term investment strategies and mindset 🌟 Passionate about innovation & disruptive technologies

[illusionz @illusionz_21]

This marks the start of the second S-curve for Tesla 🔥

We’re still early as most of the world still don’t believe the future is here

[Tesla @Tesla]

Come hang out with us & Model Y for 30 mins

Full drive in 1x speed below

[Jason D. Meister 🇺🇸 @jason_meister]

Man gas is really expensive, I better vote for the party that flooded our country with tens of millions of illegals, funded the creation of COVID-19 that killed tens of millions, turned the intel agencies on private citizens, mutilated & indoctrinated our children at scale, stole an election, illegally spied on the opposition party/candidate, sabotaged an administration, framed a duly elected president, ignited a color revolution, bankrolled Hamas protests on college campuses and universities, censored Americans, jailed supporters, staged a fedsurrection, locked hands with islamists, and installed a non compos mentis dementia patient as leader of the free world.

[Investment Wisdom @InvestingCanons]

“You only need one or two good stocks a decade. You don't need a lot of action.”

— Peter Lynch

[SethOfficial @UTD_Seth001]

🚨 Virgil van Dijk reveals what Jürgen Klopp told him at full-time against Germany:

🗣️ Virgil van Dijk: “When the final whistle went, Klopp came straight over to me. He looked at me, shook his head and said, ‘Virgil, you really chose tonight to make my life difficult?’

“I started laughing because I knew exactly what he meant.

“He said, ‘I spent all those years telling you to be calm under pressure, and now you’re using everything I taught you against me.’

“I told him, ‘Boss, you always told us to play until the final whistle.’

“He looked at me and said, ‘Yes, but I was hoping you would forget that lesson tonight.’

“That was Klopp.

“Even after the game, even with all the emotion, he still finds a way to make you laugh.

“Then he became serious for a moment and said, ‘I know you, Virgil. I know how you think. I knew you would keep fighting until the end. That’s what makes you so difficult to play against.’

“I told him, ‘You created the problem yourself.’

“He laughed and said, ‘Maybe. But I definitely didn’t expect the problem to come back and punish me wearing orange.’

“That made everyone around us laugh.

“Then, just before he walked away, he pointed at me and said, ‘Enjoy tonight. But remember, I know all your weaknesses.’

“I said, ‘And I know yours, boss.’

“He just smiled and walked away.

“That’s the relationship we have.

“He was my manager for years. He knows my game better than almost anyone.

“But tonight, there was no Liverpool.

“No club football.

“No old relationships.

He was trying to beat us, and I was trying to make sure he went home disappointed.”

[Christopher Rufo @christopherrufo]

EXCLUSIVE: California has created a shadow welfare system for illegal aliens. Free housing, cash, healthcare, food, phones, college tuition, even car insurance—costing taxpayers more than $10 billion per year.

We went inside the system and exposed it all.

[Rose Celine Investments 🌹 @realroseceline]

Thoughts on Buybacks

One of the most underrated forms of compounding has almost nothing to do with explosive growth. It happens when a good business keeps buying back its own shares.

Imagine earnings grow just 5% a year. Nothing heroic and perhaps quote slowly. Now imagine the company also buys back 5% of its shares every year.

After 10 years, total earnings are only 63%. But earnings per share are 170% higher because those earnings are being divided among dramatically fewer owners. That’s a staggering difference.

That is the part I think investors underestimate. The business does not need to become 3 times larger for your economic interest to become almost 3 times more valuable.

Buybacks allow your ownership percentage to compound without you investing another dollar. You can go to sleep owning 1% of a company and, over time, wake up owning 2% simply because everyone else’s shares were repurchased by your business.

$NVR is a great example. The houses were only part of the story. For decades, $NVR kept shrinking the shares count while the underlying business continued producing cash.

And this is where buybacks become especially powerful. You do not need heroic revenue growth, heroic margins, or some giant new addressable market. You need a durable business, lots of free cash flow, a reasonable valuation, and a disciplined management that understands math.

Of course price matters enormously. Buying back stock cheaply increases the ownership of remaining shareholders at attractive prices, while buying it back at absurd valuations destroys value.

Growth gets most of the attention because it is easy to see and investors and the whole Wall Street fashion show are conditioned to jubilation over GROWTH. Buy prudently buying back shares intelligently is much quieter, and in many cases more effective for the sensible shareholder.

Sometimes the greatest compounding is not a business growing faster and faster. It is the same good business being divided among fewer and fewer owners.

🌹

[Tesla @Tesla]

.@Grok in your Tesla can now do meaningful work for you

With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free

[Nic Cruz Patane @niccruzpatane]

Grok @Bot Tesla Integration is officially here!

This is another game changer. While FSD drives you around, you’ll be able to talk to your team of Bots and have them perform tasks, or finish your work.

In this video, one of my Bots ordered me a new pair of AirPods while I was driving to the mall. It also ordered a coffee so I could grab it on the way out.

I was able to drive there, order my AirPods, and get a coffee all totally hands-free. This is another massive reason to buy a @Tesla.

It just keeps getting better and better. Grok Bot integration is available now for Super Heavy Users (more tiers will have access soon).

[Sawyer Merritt @SawyerMerritt]

Grok Bot has just officially launched in @Tesla vehicles.

I got early access a couple weeks ago. You can order stuff on online (such as Amazon), manage your email, calendar, finances, or other tasks through Grok @Bot using just your voice in your Tesla.

There is no separate app, everything just lives within the existing Grok Voice interface in your Tesla (as shown in my Model Y below).

One good use case for Grok Bot in your Tesla: You get in, tell Grok Bot to order coffee at a location of your choice, and while your Tesla drives you to the coffee shop using FSD (Supervised), Grok places the order so it’s ready when you arrive.

Grok Bot in Tesla vehicles is currently only available to SuperGrok Heavy users, but will expand to more owners later. Connectors are available to all users.

[Investment Wisdom @InvestingCanons]

Charlie Munger: “Warren & I are very good at changing our prior conclusions. We work at developing that...because, without it, disaster often comes.”

It’s human nature to defend an old thesis.

Keep an open mind. Never get so attached to a stock that you ignore new information.

[The Limiting Factor @LimitingThe]

I can't express how much I love this.

[X Freeze @XFreeze]

Grok Bot is now powered by the new Grok 4.7

[Yashu Sharma 🍊 @heyitsyashu]

Today someone told me “don’t try so hard to give your family a good life you forget to give them a good day”

And that shit hit me so hard

[DogeDesigner @cb_doge]

BREAKING: Korean Air just announced it has expanded free @Starlink Wi-Fi to 7 aircraft!

After launching Sept. 15 with three A350-900s & one 777-300ER, it has added three A330-300s. More installations are underway, with most of its fleet expected to be connected by end of 2027.

[Whiplash437 @MrWhiplash_]

I’m still in shock over this post.

Trump openly called Zelensky a dictator and called out the entire Ukraine war as a massive Deep State money laundering operation.

I’ve been saying this for 4 years now, and the MSM called me a Russian asset and traitor.

The world is healing.

[Joseph 💎✌️🪑🇺🇸 Tesla Long Term Investor @ShrimpTeslaLong]

NO LONGER A HOT TAKE: Every single blue states 🔵 are corrupted to the core. Support the real citizen journalists. 👇

[Sawyer Merritt @SawyerMerritt]

Tesla has released a new video of people in China sitting in the Cybercab for the first time.

“Even with my legs stretched out all the way, there’s still plenty of room. It feels more like a lounge or living room sofa."

[Coin Bureau @coinbureau]

Grok Bot now has a DIRECT line into TradingView.

TradingView just launched its official MCP server, enabling AI agents to connect, interact and access Tradingview data.

Here are 10 prompts you NEED try once TradingView is connected to Grok {+ Setup to get started}.

Save this🧵

[Investment Wisdom @InvestingCanons]

Charlie Munger: “The whole trick of the game is to have a few times when you know that something is better than average and invest only where you have that extra knowledge.”

Deeper understanding. Higher conviction. Concentrated positions.

Extreme aggression + Extreme patience

[Paul Cox @PaulCoxComedy]

Yay! They did a socialism.