ELON MUSK: "I have a company called The Boring Company, which sounds boring, but it literally bore tunnels to solve traffic.
We've already done this proof of concept in Vegas. There are working tunnels, like teleporting from one point to another. Tunnels are underappreciated."
BREAKING: A Tesla Model S has hit 1,000,000 km as a working taxi.
The car safely carried tens of thousands of passengers in British Columbia since 2017.
BREAKING: Goldman Sachs names Elon Musk’s Terafab as a major new driver of chip-equipment growth.
Goldman included Terafab’s roughly $16.8B first-phase buildout in its Logic & Other forecast and says the project accounts for most of the added growth in this segment.
Goldman believes Terafab’s impact is still in its early stages, with room for further forecast increases as later phases move forward.
Goldman raised its global wafer-fabrication equipment forecasts to:
• $150.3B in 2026, up 36% YoY
• $217.5B in 2027, up 45%
• $280.9B in 2028, up 29%
The firm says growing AI demand is driving higher spending across DRAM, foundry and logic chips.
Tesla + SpaceX are on track to become a combined $20T+ ecosystem within the next 5–7 years.
My conviction isn’t based on a single product—it’s based on the convergence of multiple technology platforms that reinforce one another:
• Autonomous driving (FSD & Robotaxi)
• Optimus humanoid robotics
• AI inference & frontier AI
• Compute infrastructure
• Terafab and vertically integrated AI chip manufacturing
• Terawatt-scale energy generation & storage
• Gigafactories and next-generation automated manufacturing
• Starship and fully reusable launch
• Starlink and global satellite communications
• Orbital compute & space-based AI data centers
• A vertically integrated engineering culture that compounds innovation across every business
Because of that conviction, I don’t just invest for the long term, I also trade the opportunities the market creates along the way.
Subscribers receive:
• High-probability $TSLA and $SPCX options trade setups
• Real-time entry alerts and buy stops
• Step-by-step trade management
• Profit-taking and risk management updates
• Daily analysis of Tesla, SpaceX, and the catalysts that matter
Whether you’re building a long-term position or capitalizing on shorter-term opportunities through options, my goal is to help you make more informed, disciplined decisions.
If you share the same long-term conviction, subscribe and follow the journey.