Michel

Professor of dry humour sciences

[Michel @micmat02]

@StevenZWang @SPCX100T Have you changed your mind from last year or do you still see a good risk/reward?

https://t.co/ziINLLxmTx

[Steve @StevenZWang]

I don't say these things often but rn the long term risk-reward for $TSLA is quite attractive.

[Michel @micmat02]

Sustainable abundance.

[Robert Scoble @Scobleizer]

I never even got to @fdotinc’s closing party tonight which I feel bad about because the Indian dinner I was at was so amazing I didn’t want to leave.

20 AI entrepreneurs and me.

I heard of a device funded by the CIA tonight that somehow with a frequency antenna that would beam a set of frequencies at an almond tree, shaking it in a way that it starts thinking there's a swarm of honeybees on it. That fools the tree into increasing its pollen count by 12 times, which means it increases its crop size by quite a percent, making a farmer a lot of money.

I was like, "Damn, there's a lot of technology in farming lately."

Congrats @jaiyenbuilds !

It is amazing what can happen when you are nice to people. The guy who invited me did the Naptik light to help you sleep I shared the other day in a video.

So much learned. Brain must rest. Quite a day.

[Michel @micmat02]

@2xdog What are the lines moving in opposite directions all of the sudden? 👀

[Michel @micmat02]

@bubbleboi 10x short $MSTR?

[Michel @micmat02]

Did you listen to uncle Jensen anon?

$MRVL

https://t.co/C51oKqRtOF

[Michel @micmat02]

Some of the CEOs that are *really* worth paying attention to what they're saying, word by word:
- Elon Musk
- Jensen Huang
- Lisa Su (AMD)
- Bruce Flatt (Brookfield)

[Michel @micmat02]

@Yeah_Dave $INTC

[Michel @micmat02]

@jrouldz My 6 year old is long GOOG (and NVDA).

It’s that easy.

[Michel @micmat02]

@zephyr_z9 @pcbanalysis 🫡

[Michel @micmat02]

@StockSavvyShay $NBIS was meant to chill out in this area of the chart for a bit.

Some consolidation needed before it goes higher.

[Michel @micmat02]

Cleveland-Cliffs Inc chart looking very promising.

Have small position but may increase it if we get follow-through this week.

$CLF

[Michel @micmat02]

@eip1559 Can’t decide between fitbit air and whoop…

[Michel @micmat02]

He’s not wrong.

Clock is ticking.

$TSLA

[Steve Hou @stevehou]

Tesla FSD is an extraordinary feat of engineering. Self-driving has been quietly completely solved with steady daily improvements. AI esp reinforcement learning at its best. It has completely changed my life. On that alone @elonmusk and @Tesla earned their place in human history.

[Michel @micmat02]

@anandragn 1995…still have 4 years to go.

[Michel @micmat02]

@Vol888 Would love to see Q2 3M candle crossing that threshold.

https://t.co/6JJXJciO9g

[Michel @micmat02]

If $TSLA closes May and June above $460 think it will see $500+ still this year.

[Michel @micmat02]

@RaminNasibov Counter Strike

[Michel @micmat02]

@firstadopter Sometimes it’s as easy as listening to what (trustworthy) management have to say.

https://t.co/zHKNVoT2gu

[Michel @micmat02]

Very interesting interview.

I had no clue what $DELL was doing but it seems clear they will be one of the beneficiaries of the AI infrastructure (probably the most repeated words by Jensen Huang in his last keynote) wave.

Stock is down -25% in the last 12 months
🤔

[Michel @micmat02]

Napkin math:
1. Tesla nails and proves gold standard autonomous ride-hailing technology.
2. Revenue estimates to infinity.

Timeline:
- All is contingent on point 1. above. They seem to be on track for end 2026/early 2027.
- No one in their right minds will be looking at actual revenue numbers if Tesla has 100k or 1M cybercabs in the roads but will rather extrapolate to tens of millions at the peak of the euphoria. Unless there is a competitor.

Uber has $50B TTM revenue with low margins and 1m cars on the road at any given time. Apply that to Tesla but with high margins and many more cars on the road.

[Michel @micmat02]

June 2026 is a big month.

$TSLA

[Christopher Dungeon @ChrisDungeon]

$TSLA's imminent re-rating from scaled Cybercab production will look obvious in hindsight.

Really?

Yes, see Model Y in 2020.

[Michel @micmat02]

@DevinOlsenn @DavidMoss @scotsrule08 i know :)