⚡️Teslas, Dobies & Coffee⚡️

Early $TSLA Investor @ 2013 | Tesla Owner ❤️ 23’ MY Perf & 22’ M3 LR | SAHM 👨‍👩‍👦‍👦 | $TSLA $NVDA $PLTR $NBIS $AMZN $AMD $BTC $ETH $DOGE $MU $SOL $SUI NFA

[⚡️Teslas, Dobies & Coffee⚡️ @MolieJa]

@Grok love what you did to my pups picture... you know us too well 😍 😆 @xai @Tesla

[Palantir @PalantirTech]

Own your Intelligence.
Palantir 🤝 NVIDIA

Learn more: https://t.co/7LXEhlKfMp

[Elon Musk @elonmusk]

Cybercab with no steering wheel or pedals driving around Austin

[Tesla @Tesla]

Engineering tests of the first production Cybercab have begun in Austin

[Sawyer Merritt @SawyerMerritt]

Tesla has just announced that they have begun testing production Cybercabs with no steering wheel or pedals on public roads in Austin!

Let's goooooo

[amit @amitisinvesting]

BREAKING: Palantir $PLTR and Nvidia $NVDA expand their partnership to deliver sovereign AI for the US government and critical infrastructure agencies.

- The Partnership enables agencies to deploy, customize, and post-train NVIDIA Nemotron models on proprietary data.

- Combines NVIDIA AI infrastructure with Palantir platforms for sovereign, mission-critical AI.

- Gives customers control over data, IP, model weights, auditability, authorization, and post-training.

Once again, no matter what the model is…Palantir provides the infrastructure that makes any model operational to enable transformation within an enterprise.

Alex Karp: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models. Moreover, many of our US clients are already using these models, including multiple supporting critical US infrastructure — both private and public — and this will facilitate their radical expansion.”

Jensen Huang: “Open source AI is foundational to national security, public safety and U.S. technology leadership. Palantir’s Nemotron-powered intelligent engine shows how open models can strengthen America’s leadership in AI — giving U.S. government agencies a secure, customizable and fully controlled foundation to build mission-critical AI systems in support of national security.”

[Ashok Elluswamy @aelluswamy]

FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.

This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination options and speed profiles on city roads, but more importantly significantly improved safety.

We hope you’ll enjoy it, once the build ships wide.

[Elon Musk @elonmusk]

Tesla FSD v14 Lite is rolling out to customers with our AI3 hardware

[Sawyer Merritt @SawyerMerritt]

Nasdaq has officially announced that @SpaceX will join the Nasdaq 100 early next week.

Index-tracking funds and other product sponsors will begin purchasing shares after the market closes on July 6, with SpaceX officially joining the Nasdaq-100 before trading begins on July 7.

[Kalshi Finance @Kalshi_Finance]

BREAKING: X Money reportedly has no contribution limits and is offering new users up to 6% APY on account balances

[Kalshi @Kalshi]

JUST IN: 50% chance Tesla and SpaceX merge within the next year

[Bloomberg @business]

Elon Musk received a regulatory greenlight to acquire startup Mesh, a company founded by former SpaceX engineers working on optical data center communication technology https://t.co/IU1fSE8H8e

[Kalshi @Kalshi]

JUST IN: Michael Burry is no longer short Palantir

[amit @amitisinvesting]

$MU

MICRON Q1 2026 EARNINGS:

- Major Q3 beat, reporting adjusted gross margin of 84.9%, above the 81.9% consensus.

- Q3 revenue came in at $41.46B, ahead of expectations of $35.59B.

- Adjusted EPS was $25.11, beating the $20.60 consensus estimate.

- For Q4, Micron guided revenue to $49B–$51B, above the $43.24B Street estimate.

- The company expects Q4 adjusted gross margin of around 86%, versus expectations of 83.6%.

- Management said it expects tight memory supply conditions to persist beyond calendar 2027, driven by strong AI demand across all end markets.

Pretty mind blowing numbers, Micron $MU helping the entire market after hours.

[Sawyer Merritt @SawyerMerritt]

SpaceX has cool star names for stuff.

• Starfall: Will enable access to microgravity environment for scientific research & in-space manufacturing

• Stargaze: Tracks objects in orbit to prevent collisions

• Starshield: Secured satellite network designed specifically for government, military, and intelligence agencies

• Starbase: Official incorporated city and private spaceport located in Boca Chica, Texas

• Starfactory: 1+ million-square-foot advanced manufacturing facility located at Starbase

• Starship: Largest and most powerful rocket ever

• Starlink: Satellite internet constellation

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Alphabet, $GOOGL, is being added to the Dow Jones Industrial Average, replacing Verizon, $VZ.

[Palantir @PalantirTech]

Palantir is proud to support the @USArmy's next generation of command and control.

https://t.co/xvcVQp35zK

[Polymarket Money @PolymarketMoney]

BREAKING: $PLTR secured a major U.S. Army win as Foundry was selected as the cloud data layer for NGC2, the Army’s top command-and-control modernization program.

[Sawyer Merritt @SawyerMerritt]

Tesla has just officially confirmed that the driver of the Model 3 that crashed into a home in Texas manually overrode the vehicle's self-driving system by pressing the accelerator pedal.

The vehicle struck the home at 73 mph. A lot of mainstream media wrongly mislead people into thinking that it was the vehicles fault.

Case closed.

[Elon Musk @elonmusk]

@AdamLowisz @SawyerMerritt @Tesla Yeah, makes no sense.

Tesla has over $40B in cash, no debt and is consistently profitable!