Autonomous with Bud

Covering Tesla and the AI future. Human. Not investment advice. Opinions are my own.

[Autonomous with Bud @stonewashed92]

I have a background in nuclear energy and I’m NOT bullish on nuclear.

Only a regulatory overhaul will save nuclear

But then Companies like $SMR would actually have to execute.

I’m hopeful but not bullish.

[NoLimit @NoLimitGains]

The energy sector is about to enter the most aggressive expansion cycle of this generation.

Here are 5 stocks that could explode:

[Autonomous with Bud @stonewashed92]

@Sandeman52 I’m sure there is a strong correlation between overly complicated setups and low returns.

I have found with investing it’s very easy to outsmart yourself.

Usually the best move is to make your move and sit on your hands haha.

[Autonomous with Bud @stonewashed92]

I wonder if Tesla Semi is in here.

[Brian Sozzi @BrianSozzi]

Piper Sandler:

Sees Tesla nearing $1.8 trillion in annual revenue by 2045.

[Jeff Bezos @JeffBezos]

All personnel are accounted for and safe. It’s too early to know the root cause but we’re already working to find it. Very rough day, but we’ll rebuild whatever needs rebuilding and get back to flying. It’s worth it.

[Marques Brownlee @MKBHD]

I’ve been in Texas for maybe 10 minutes

[Autonomous with Bud @stonewashed92]

The future is going to be wild.

Can you imagine one of these taking off every hour of every day?

[Zack Golden @CSI_Starbase]

🤯My goodness! I've always wanted to see Superheavy jump off the pad like that! Although I don't think this was as fast as they originally planned.

But, now that the pad isn't holding the vehicle back anymore we can see the true monster thats been hiding this entire time.

[Autonomous with Bud @stonewashed92]

@Geiger_Capital Sending a skyscraper into space. Incredible

[Elon Musk @elonmusk]

Congratulations @SpaceX team on an epic first Starship V3 launch & landing!

You scored a goal for humanity.

[Autonomous with Bud @stonewashed92]

If only there was a company with a proven track record that can manufacture at scale that was pivoting hard into AI and robotics…

$TSLA 🚀

[The Analyst @MMatters22596]

The $NVDA earningscall made one thing very obvious.

Robotics is the next big thing.

These are the best Pureplay stocks to get exposure:

1. $AMBA - Edge-AI Chip pureplay. Optimized for Autonomous roboters and automotives. These are the chips that will power humanoids and other robots.

2. $XPEV - Focussing on Physical AI.
Humanoid Integration systems, vertically integrated Turing Chips for robots and cars. One of the first to produce humanoids on a large scale.

3. $OUST - High quality LiDAR-Sensors, making it possible for robots to perceive the real world. Designed for Humanoids and Autonomous driving.

4. $SYM - Full Stack Warehouse-Automation. Core of this system is SymOS, an AI-Platform automating and optimizing every aspect of the warehouse. Physical and digital layers are perfectly coordinated and integrated.

[Autonomous with Bud @stonewashed92]

SpaceX will be the railroad of the 21st century.

The value created on the back of orbital infrastructure is hard to imagine.

[SightBringer @_The_Prophet__]

⚡️SpaceX is about to become the public-market gravitational center for the next industrial age.

This would be the IPO that turns orbit into an investable asset class.

SpaceX is not just selling rockets. It is selling control over the logistics layer of space: launch cadence, reusable infrastructure, Starlink distribution, defense dependency, NASA dependency, sovereign communications, orbital replenishment, and eventually Starship-scale mass movement. Public markets have never had clean access to that before.

That is why this would be historic.

The stock would instantly become more than a company. It would become a macro instrument. A way to bet on American industrial dominance, orbital infrastructure, defense-tech acceleration, satellite communications, Musk premium, Starship optionality, and the financialization of space.

But the brutal truth: the IPO price is probably going to be savage.

If SpaceX comes public at an extreme valuation, early public buyers may be paying for destiny upfront. The company can be one of the greatest industrial assets on Earth and still be a dangerous entry at the wrong price. Public markets love scarcity, mythology, national-strategic assets, and Musk-linked reflexivity. That combination can produce a valuation that leaves very little margin for error.

The real market impact would be huge. It would pull capital and attention out of weaker space names. It would reprice Rocket Lab, ASTS, satellite infrastructure, launch names, defense-tech names, and even parts of AI infrastructure because SpaceX becomes the benchmark. Every public “space” company gets measured against the king.

The deeper implication: SpaceX going public would mark the point where the orbital layer stops being private strategic infrastructure and becomes public-market property.

That changes the psychology of the entire sector.

Retail gets access.

Institutions get access.

ETFs eventually get access.

Indexes eventually get access.

Politicians get a public-market constituency tied to orbital dominance.

The company becomes harder to ignore and harder to attack without touching millions of shareholders.

That matters.

The danger is governance and dependency. Public markets would be buying into a company whose power comes partly from being founder-driven, state-adjacent, operationally aggressive, and structurally irreplaceable. The very things that make SpaceX exceptional also make it messy as a public company.

Final read: SpaceX IPO is probably the biggest public-market event of this era.

The asset is civilization-scale.

The valuation may arrive priced like prophecy.

That means awe is justified.

FOMO is not.

[Autonomous with Bud @stonewashed92]

The most slept on part of the Tesla.

Will this scale faster than Robotaxi?

[Muskonomy @muskonomy]

NEWS: California trucking firms have applied to buy 1,200+ Tesla Semis, a deal worth ~$348M.

That is more applications than all other electric trucks combined since the state's incentive program launched in 2019.

The Semi starts at ~$290,000 for the 500-mile range version. Competitors from Daimler and Volvo start at $400,000+ for less range. Tesla is also bringing a 350-mile version at a lower price. Both options out-range every other electric truck on the market.

Jennie Abarca, owner of King Fio Trucking in Long Beach, ordered 20 Semis. "This is something new coming to the market that kind of answers all those problems."

The Semi is doing to trucking what Model Y did to SUVs. Better range, lower price, massive demand. The incumbents never saw it coming.

[TheSonOfWalkley @TheSonOfWalkley]

BREAKING: $TSLA SIGNS $200 MILLION MEGAPACK DEAL WITH META 👀

Batteries for data centers !

[Autonomous with Bud @stonewashed92]

@Gfilche @Tesla @SpaceX This is a good read on the situation. SpaceX definitely has compelling upside potential.

[Autonomous with Bud @stonewashed92]

Wow.

20%

[Tesla Manufacturing @gigafactories]

Now scaling production +20%. Join us → https://t.co/nDMEzaCxEn

[Autonomous with Bud @stonewashed92]

@surfranchvibes I think this is right.

The cars are helping sell FSD not the other way around.

[Autonomous with Bud @stonewashed92]

Savage.

I guess MAHA is real

[NoLimit @NoLimitGains]

Diet season?

[TheSonOfWalkley @TheSonOfWalkley]

PIPER SANDLER SAYS $TSLA INVESTORS ARE GETTING OPTIMUS “FOR FREE” AT $400/SHARE 👀

Tesla to $1,000 ?

[Autonomous with Bud @stonewashed92]

Interesting.

[Tesla North America @tesla_na]

Canada 🇨🇦

Model 3 Premium RWD now starts at CAD $42,132

Most affordable it’s ever been

https://t.co/9faNZVHQvU

[Autonomous with Bud @stonewashed92]

Sometimes you can just do things.. 🇺🇸

[Ezzy @ezzyskii]

Jonny Kim, aged 37, changed his career three times and has achieved becoming a Navy Seal, trained Harvard doctor and NASA astronaut.

[Autonomous with Bud @stonewashed92]

China’s desperate moves to kneecap U.S. AI are backfiring spectacularly in real time.

America is about to own the ultimate infrastructure layer from orbit.

Solar 24/7.
No zoning.
10× cheaper power.
Infinite scaling.

Bigger than railroads.
Bigger than maritime shipping.

The next century of economic dominance is set to be built in space right now… and the American innovation machine is locked in.

[The Assembly @InTheAssembly]

The competitive landscape is already heating up:

Google launched Project Suncatcher last November.

SpaceX acquired xAI in a $1.25 trillion deal aimed at space data centers.

SpaceX filed to launch 1 million orbital AI satellites.

Every hyperscaler is going to orbit.