Jonathan Urena

[Jonathan Urena @Jonathan_ug]

it is call stage 1. A catalyst is required to progress from Stage 1 to Stage 2.

[Pejjy @CuriousPejjy]

Not gonna lie, I am getting really tired of buying $TSLA 😅

[Jonathan Urena @Jonathan_ug]

Omar está mal aconsejado si

[Vinicio Castillo @VinicioSenador]

Pacté con los enemigos de mi padre . Me hicieron el favor de hacerme senador en el 24 . Estoy en deuda con ellos . Ahora andan en nuevo plan otra vez contra mi padre . Y me piden los ayude a debilitarlo y a mi partido . Cuál sería la respuesta lógica de un hijo y dirigente @FPcomunica ? @OmarLFernandez no está bien aconsejado . Honrar Padre y Madre . Mandamiento de Dios . Rectifica . Estás a tiempo.

[Jonathan Urena @Jonathan_ug]

Está compra con 20-30 veces las ventas 2025-2026, indica lo que scapeX está dispuesto a sobre pagar a Tsla. Mi rango es el mismo sobre las ventas TG 785

[GURGAVIN @gurgavin]

BOOM JUST AS I SAID LAST WEEK

SPACEX TO ACQUIRE CURSOR IN $60B ALL STOCK DEAL

CURSOR WILL BE A WHOLLY OWNED SPACEX SUBSIDIARY

THE DEAL IS EXPECTED TO CLOSE IN Q3 OF THIS YEAR

$SPCX

[Jonathan Urena @Jonathan_ug]

785 musk reach 58% voting power. It is a 3:1 merger over 250 SpaceX

[CuteDoge @CuteDogeSnoot]

Unpopular opinion, fuck your $SPCX merge unless I'm getting 800+ for $TSLA

[Jonathan Urena @Jonathan_ug]

Dios pagará esa factura, tranquilo

[🇩🇴Miguel Román🦁 @SAMROP24]

@raquelarbaje A la niñez más desposeída de RD, su marido les ha quitado los cupos en las escuelas para dárselos a los haitianos.

Hay una justicia divina y espero que los alcance🙏

[Jonathan Urena @Jonathan_ug]

Strategy of Paying a High Price
(because it activates incentives and maximizes control vs. 2-for-1 / 1-for-1)
Paying a premium for Tesla to:
• Activate 2 compensation tranches
• Maximize Musk control (~56-58%)
Second market cap target is $2.5T: <$785, SpaceX 3-1 for $250

[Jo Bhakdi @JOBhakdi]

Tesla Stock SURGES Back: PREPARE For The SpaceX IPO https://t.co/7y8EXRSkOH

[Jonathan Urena @Jonathan_ug]

Mientras más grande el robo mejor

[Vinicio Castillo @VinicioSenador]

El mensaje a los funcionarios públicos es cuando vayan a desfalcar háganlo en grande . Se consolida la impunidad judicial en RD #triunfoimpunidad

[Jonathan Urena @Jonathan_ug]

😂

[Jonathan Urena @Jonathan_ug]

Ese señor es un mentiroso patológico cínico. Pero la factura llegará.

[EURIC SANTI 🧎🏽‍♂️ @EuricSanti]

*Inserte canción de Rubby Pérez, Hipocresía*

Pero excelentísimo Señor Presidente (@luisabinader), por si se le ha olvidado, permítame recordarle:

✅ Ley de Ciberseguridad;
✅ Ley de la DNI;
✅ Ley de libertad de expresión;
✅ Persecución a medios y comunicadores (aunque hay un par de chantajistas por ahí);
✅ La vacunación obligatoria que quisieron meter;
✅ La coerción inclusive dentro de su partido de disentir;
✅ El Nuevo Código Penal promulgado y entra en vigencia en agosto;
✅ Proyecto sobre Discurso de Odio
✅ El tema de los semáforos y las cámaras;

Si se me queda alguna... aquí los usuarios nos ayudarán a recordar...

@ParaCiudadanos

[End Wokeness @EndWokeness]

Dominican Republican is now ramping up its mass deportation of Haitians. 2 years, 450k deported.

Same island. Why the urgency?

🇭🇹 Haiti homicide rate: 68 per 100k
🇩🇴 DR homicide rate: 8.7 per 100k

🇭🇹 Haiti GDP per capita: $3,040
🇩🇴 DR GDP per capita: $30,000

🇭🇹 Haiti literacy rate: 61%
🇩🇴 DR literacy rate: 95%

🇭🇹 Haiti average IQ: 67
🇩🇴 DR average IQ: 82

[Jonathan Urena @Jonathan_ug]

@luisabinader es un loco total. Tomar un préstamo para quemar el dinero de esa manera es totalmente inconcebible

[Van Elder Espinal Martinez @espinal_van]

“El préstamo de US$100 millones del BID para el programa Supérate… constituye un pecado mortal”
@andydauhajre

[Jonathan Urena @Jonathan_ug]

Miércoles se pasaron @tsla

[Tesla @Tesla]

What you see vs what your Tesla is able to see

[Jonathan Urena @Jonathan_ug]

False. Grok lie in a daily basis

[Teslaconomics @Teslaconomics]

Is it just me, or does it feel like the only AI I can truly trust is the one being built by Elon Musk at xAI?

[Jonathan Urena @Jonathan_ug]

Nice Job dan

[Dan ⚡️ @DanBTC916]

I appreciate the kind words from my Subscriber @_chasecrean

[Jonathan Urena @Jonathan_ug]

PRM no es centro, el aparenta porque le tiene miedo a la masa conservadora, pero es bastante woke, pro censura y toda la basura progre

[DatoWorld @DatosAme24]

🇩🇴Republica Dominicana - Presidenciales

🔵PRM: 32.5% - Centroizquierda
🟢FP: 27.6% - Izquierda
🟣PLD: 22.5% - Centroizquierda

Encuesta ACD Media - Abril

[Jonathan Urena @Jonathan_ug]

Increíble ariel. Quiero llegar a tu nivel algún día.

[Ariel Hernandez @RealSimpleAriel]

What an absolutely epic month. Didn't start perfect but I just closed out the best single week of my career. $CAR $MU $ARM $IGV $NVDA $AMZN $DELL $RKLB

A week to remember!

[Jonathan Urena @Jonathan_ug]

He’s modifying his communication style and execution plan to suppress the value of @TSLA and achieve greater control of the new entity after the merger. Then he unleashes all the heavy artillery and no one remembers what happened.

[Aaron Burnett @aaronburnett]

Cern is right. Short term valuation debate is a distraction caused primarily by human nature to fixate on what’s immediately in front of us.

Both SpaceX and Tesla have huge upside potential within 3-5 years.

I’ll attempt to articulate my personal opinion on SpaceX upside not a professional recommendation…

The durable, predictable high growth opportunities…

2026->2030: $200B or more in high margin revenue annually. Driven 80%+ driven by Starlink/Starshield, robust but relatively small revenue from Launch/Defense.

The “cherry on top” home runs opportunities…

2026->2028: xAI, Cursor, X (xMoney). These have much less certainty but could approach $50B or more high margin revenues on top of the durable lines.

2028+: Orbital Data Centers - these are tough engineering challenges (Terafab, Starship, scaled Ai Sats) that could stretch out longer than hoped. (Like robotaxi took longer than expected). But this business has $1T + revenue potential in the 7-15 years timeframe.

IMO - if you’re optimizing for best value capture on SpaceX you DO NOT WANT TO WAIT especially beyond 2028, as that is when the “cherries on top” create more real world visibility.

The SpaceX “narrative” is a baseline of strong growth in traditionally very durable markets (telco and defense) with global TAM. With explosive growth opportunity from AI and ODCs on top, which you get nearly for free once you underwrite the Starlink cash opportunity.

Beyond that, I also think it’s one of the most defensible moats in the middle of AI distribution. Competitors can clearly disrupt its xAI business, but they cannot compete on Telco or Defense quickly. These are 10 year+ hard fought moats.

There are clearly risks. The main one (IMO) is Starlink growth. You can argue they will saturate the market or that they won’t get the bandwidth to orbit we expect. I’d be happy to articulate why I think you’d be wrong.

But fundamentally I think Starlink foundation with AI upside is the valuation underwriting decision.

Waiting on SpaceX (in this merger context) is taking the bet that robotaxi will progress significantly faster than Starlink. And the big upside opportunities between Optimus and ODCs are realized one dramatically different timescales.

These are short term timing bets. Like playing weekly options or sports betting. I’m not good or interested enough to play that game.

[Jonathan Urena @Jonathan_ug]

Usted si esta claro distinguido.

[Nicolas Mateo @scoutnicolas]

Les voy a dar una mala noticia; lo peor de Abinader está por llegar.

[Nicolas Mateo @scoutnicolas]

Les voy a dar una mala noticia; lo peor de Abinader está por llegar.

[Jonathan Urena @Jonathan_ug]

Well done Tsla

[Sawyer Merritt @SawyerMerritt]

Tesla has just released their Q1 earnings results.

Highlights:
• EPS (non-GAAP): $0.41 (vs. $0.33 est)
• Revenue: $22.4B (vs. $21.4B est)
• Gross margin: 21.1%
• Net income (GAAP): $1.45B (vs $1.17B est)
• Free cash flow: $1.44B