Why I’ll be buying $TSLA before the Q2 print on Wednesday:
- So, I’m at the point now where I want to really start building out a Tesla position in a serious way. I’ve had exposure in various moments over the past 5 years, but now that my core positions on $PLTR $HOOD and $NVDA are built, I am ready to begin actually focusing on Tesla. While the stock was great for anyone who bought before 2021, since then, it’s just not been the best unless you got the lows. I think the next 5 years will be incredible for Tesla & that’s why I want to begin building a bigger position.
- I know Q2 is not going to be good numbers wise. Quite frankly, the rest of 2025 might not be good numbers wise, but I believe there are 2 verticals that will explode in the next five years: robotaxis and humanoid robots. Now, there are MANY question marks to how Tesla will scale these, but the fundamental reality is that this company simply is becoming the true physical manifestation of AI. You cannot deny that. As a result, the question becomes if Tesla will play a MAJOR role in this upcoming AI revolution? I think the answer to that is yes. The P/E won’t show that. Neither will their net income margins. But that S-curve of growth that Tesla had 5 years ago is coming back and it will be explosive.
- Tesla is solving robotaxis with neural nets vs lidar. I think this is the right way to approach the market. I took a trip from NJ to Boston earlier this year. Five hours and zero interventions. FSD is real. I use it everyday. I’d cancel my netflix before I cancel FSD. Autonomy will come to the entire world and Tesla’s approach to it is intrinsically superior in my opinion.
- Elon has said everything you could possibly say to tank this stock 40-50% like having a public fight with the President of the United States, wanting to launch a new party…and the max pain was $275. There is no brand damage. The street is looking forward.
- The energy business is growing the fastest even if it contributes the least to revenue but I think this will change as demand for AI means more energy is needed over the next decade.
- Optimus takes this company to $20-$25T. Seriously, the math on humanoid robotics is mind blowing. Obviously this will take time and it’s not happening overnight but if Elon shows off a purchase order for hundreds of thousands of bots…over the coming years from multiple companies…the street will have no idea how to value the company on this other than higher.
- The option premiums on covered calls for Tesla are very nice. I think it will be range bound from $280-$350 until we see meaningful earnings inflection, but I could also be wrong just based on investor appetite to pull forward growth. I’ll be using conservative calls to offset my cost basis because even $400 strikes on Tesla from these levels are paying incredible premiums.
- I don’t think we see the S&P go to 7000 and $TSLA not participate.
- Almost $40B in cash, I believe they will strategically allocate it where necessary, hopefully in an investment in xAI but regardless, they have the money needed to grow and cushion any major moves they need to make.
- Finally, can’t bet against Elon.
The ETH thesis for @fundstrat is simple.
He's frontrunning ETH accumulation by the banks.
"Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle."
Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company?
Simple.
The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins.
First commercial banks buy and stake. Then central banks buy and stake ETH.
ETH becomes a world reserve asset.
He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago.
Bullish ETH.
Elon Musk: Nelson Mandela's idea was that all races should be equal, not to replace one set of racist laws with another set of racist laws
“You should be questioning, why is that? Why are there racist laws in South Africa? That's what you should be attacking. It's improper for there to be racist laws in South Africa. The whole idea with what Nelson Mandela, who was a great man, proposed, was that all races should be on an equal footing in South Africa. That's the right thing to do. Not to replace one set of racist laws with another set of racist laws, which is utterly wrong and improper.
So, that's the deal. That all races should be treated equally and there should be no preference given to one or the other. Whereas there are now 140 laws in South Africa that basically give strong preference if you're a black South African and not otherwise. And so now I'm in this absurd situation where I was born in South Africa but cannot get a license to operate Starlink because I'm not black.”
From: Interview at the Qatar Economic Forum, May 20, 2025
Bank of America’s sitting on $700B in bonds bought at 1% yields in 2020. Those bonds are down ~40%, hiding $100B in losses. Meanwhile, the Treasury needs to refinance $9T and issue $2.5T in new debt this year. Foreign buyers like China are dumping Treasuries for gold. If Trump disrupts this debt recycling, we’re staring at a failed auction or Fed QE that’ll spike inflation expectations. When yields hit 7-10%, Bank of America’s equity won’t survive. A run on the bank? ATMs down? It’s not “if” but “when.” Fractional reserve banking fails-it’s built to. See 1932.
Over 27,000 $BTC just left derivative exchanges.
Historically, big outflows like this have often been followed by sharp corrections.
Spot selling pressure? Leveraged longs unwinding? Risk-off vibes growing?
Whatever it is, history’s pretty clear—buckle up.
@dbdegn Sadly disagree. I think we go lower before any change of direction. All this bullish news isn’t moving the market. Not a good sign. We need more liquidity. Fed needs to change their stance.
Bitcoin is crashing.
Wondering why?
The cash & carry trade that’s been suppressing BTC’s price is now unwinding.
Here’s how it worked—and why its collapse is sending shockwaves through the market. 🧵👇
Figure out how MMs manipulate prices, and you can make millions
Ignore it, and they’ll keep playing you
🧵: Market Makers want this silenced, but I’m laying it all out anyway
High-intensity training may be one of the best ways to improve cognition. Training at 80–100% of your max capacity triggers a surge in brain-derived neurotrophic factor (BDNF), a key protein for memory, learning, and neuroplasticity.
Research shows that HIIT increases BDNF levels significantly more than moderate-intensity training, especially in the short term. Lactate is crucial in elevating BDNF levels, which is one reason why vigorous exercise provides a notable BDNF boost when compared to lower-intensity and longer-duration training.
Even a 10-minute workout—if performed at a high enough intensity—increases circulating BDNF by 4- to 5-fold. These changes in BDNF are associated with long-lasting improvements in memory, larger brain volumes, and increased neurogenesis.
My favorite brain-boosting workout is Tabata training—it's something I deliberately schedule prior to podcasts or before creative work.
In the latest episode of the FoundMyFitness podcast, @brady_h and I distill advice from world-renowned experts on how to train for brain health, metabolic health, aerobic fitness, and many other health goals.