Naoise Irwin 🇮🇪🇺🇲

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

SpaceX also has a compelling thesis (to say the least), and Tesla shareholders would retain ownership in any combined entity. The upside for Tesla then becomes upside for the combined company. I don’t see what the issue is, provided a reasonable premium is offered to Tesla shareholders in the exchange. Optimus and robotaxi upside still accrues to Tesla shareholders via future holdings in the combined company.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@teslaeurope 1.7x safer on non-highway I believe??

(7/3) / (152.9/109) =1.663

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@Twinzoomom @JamesEd65031730 @tesla_na Take a look at Redwood Materials. EV batteries (and other lithium ion batteries) are fully recycled.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

I was going to say you should add Garmin. Unless you're an elite athlete and want the Whoop, Garmin wins for fitness tracking imo. It also tells the time, unlike Whoop, Oura and Fitbit Air. For the comparison, I'd use a cheaper model that is more comparable to the Fitbit Air. Like a ~$200 Forerunner 55 or 165. A $1000 Fenix is in a different price band to the Fitbit Air.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@wholemars A full size SUV is long overdue. Same with a lower cost, mainstream design pickup truck. These are massive gaps in Tesla’s vehicle lineup.

As amazing and cool as the CT is, it’s too expensive and the design apparently too radical for many.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@RomainHedouin @niccruzpatane Model S Plaid beats the Luce on every key performance metric, including top speed, 0-60, range, and CoD.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@elonmusk @CuriousPejjy @AnthropicAI @SpaceX The Anthropic deal alone ($15B annualized) almost doubled @SpaceX 2025 revenue!

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

A great thorough and rational recap of the potential challenge to bitcoin posed by quantum, possible impact and mitigation steps already being taken 💪 👏

[Presidio Bitcoin @PresidioBitcoin]

Our Quantum Bitcoin Summit last July helped push bitcoin’s quantum discussion forward.

Today we're publishing Bitcoin's Quantum Readiness, a living paper on bitcoin's exposure, mitigation menu, upgrade paths, and plausible transition scenarios. 🧵👇

[SpaceX @SpaceX]

Announcing TERAFAB: the next step towards becoming a galactic civilization https://t.co/xTA70LOU0e

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

Block ($XYZ) stock seems crazy cheap on a forward P/E and PEG ratio basis post yesterday's cost structure rationalization in light of the boost to earnings growth this provides

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@elonmusk @XFreeze Source link here in case anyone thinks this is AI ... 😆

https://t.co/liRAPr9tVX

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

bitcoin likely safe from quantum computing risk for decades, per @ARKInvest

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@CernBasher Any merger with Tesla would probably be at a higher valuation for SpaceX/xAI- e.g. the rumored IPO valuation

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@garyblack00 Elon recently stated that SpaceX has been cash flow positive for many years

[Elon Musk @elonmusk]

There has been a lot of press claiming @SpaceX is raising money at $800B, which is not accurate.

SpaceX has been cash flow positive for many years and does periodic stock buybacks twice a year to provide liquidity for employees and investors.

Valuation increments are a function of progress with Starship and Starlink and securing global direct-to-cell spectrum that greatly increases our addressable market.

And one other thing that is arguably most significant by far.

[Scott Adams @ScottAdamsSays]

A Final Message From Scott Adams

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

Those estimates are WS estimates, which have been historically highly inaccurate. Whether the current stock price makes mathematical sense depends entirely on EPS projections for 2027-2030 and beyond. These depend primarily on the growth and profitability of robotaxis and humanoid robots, as well as energy. EV % of today's profits is hardly relevant to this.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

There should probably be reforms at the Fed, but Powell stepping down would signal capitulation to political pressure, destroying the Fed's credibility as an independent institution instead of protecting it and leading to a rise in LT inflation expectations (which become self-fulfilling).

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@wholemars Or a constitutional amendment to ban them forever

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@markvalorian @DeItaone Agree. Tesla already has great navigation, music, podcasts, call integration, etc. With text-while-driving coming soon, we'll be able to just use our phones while the car drives itself. Seems totally unnecessary.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

The race is on. When will the Irish central bank initiate bitcoin purchases? @centralbank_ie 🇮🇪

[Česká národní banka @CNB_cz]

The Czech National Bank has purchased digital assets for the first time in its history. 🌐

Through this USD 1 million investment, the CNB has created a test portfolio of digital assets based on blockchain. 🔗 In addition to bitcoin, the portfolio will include a test investment in the form of a USD stablecoin and a tokenised deposit on the blockchain. 🖥️

📌 The purchase was made outside the CNB’s existing international reserves. The total amount invested will not be actively increased.

💬 “I came up with the idea of creating a test portfolio in January 2025. The aim was to test decentralised bitcoin from the central bank’s perspective and to evaluate its potential role in diversifying our reserves. The Bank Board then decided to have an analysis prepared. Subsequent internal discussions broadened the scope to include the future of payments and the tokenisation of assets. As a result, stablecoins and tokenised deposits were included alongside bitcoin. We will inform the public about our experience on an ongoing basis and present an overall assessment of the project in approximately two to three years,” said CNB Governor Aleš Michl (@MICHLiq_).

➡️ The aim is to gain practical experience with blockchain-based technologies, which may fundamentally affect the operation of the financial and payment system in the future. In the test portfolio, the CNB will test the whole chain of processes associated with the purchase, holding and management of digital assets – from technical administration of keys and multi-level approval processes, through crisis scenarios and security mechanisms, to verifying AML compliance.

🔗 Details: https://t.co/EFF8ITCQQA