Tan Pham

Investor. DJ/Remixer, foodie, sports enth! my financial turtles: $TSLA, $HOOD, $PLTR, $NVDA, $AAPL, $AMD. Tesla Enthusiast.

[Shay Boloor @StockSavvyShay]

$ASTS is down over 12% because the market still struggles to value what the company is trying to build in the new space economy.

They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card.

Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship.

The upside is a global coverage layer built on top of the existing mobile ecosystem.

[Brivael Le Pogam @brivael]

Tu confonds deux choses, et c'est exactement le piège que la French Theory a tendu.

Liberté, égalité, fraternité — égalité *de droits*, égalité *devant la loi*, égalité *de dignité*. C'est la promesse républicaine, et personne ici ne l'attaque.

Le wokisme, ce n'est pas ça. C'est l'égalitarisme des résultats. Et l'égalitarisme des résultats, contrairement à l'égalité des droits, n'est pas un élargissement de la liberté — c'est sa négation.

Quelques exemples concrets :

— San Francisco supprime les classes de maths avancées au collège pour "réduire les inégalités". Résultat : les écarts entre élèves explosent, les familles aisées prennent des cours privés, les pauvres se font enterrer. L'égalitarisme a creusé l'inégalité.

— Les politiques de discrimination positive à Harvard : étudiants admis avec des scores très en dessous de leurs camarades, taux d'échec dispropportionné, sentiment d'imposture, ressentiment généralisé. On a saboté ceux qu'on voulait aider.

— L'aide humanitaire qui distribue du riz gratuit pendant 30 ans en Afrique : effondrement des filières agricoles locales, dépendance institutionnalisée. Donner un poisson, c'est empêcher d'apprendre à pêcher.

Le wokisme ne détruit pas l'humanité dans le sens dramatique. Il fait pire : il dessert systématiquement ceux qu'il prétend protéger, et il génère du ressentiment des deux côtés — ceux qu'on infantilise et ceux qu'on culpabilise.

La fraternité républicaine dit : tu es mon égal, donc je te traite en adulte capable.
Le wokisme dit : tu es ma victime, donc je dois te protéger de toi-même.

L'un élève. L'autre infantilise. Ce n'est pas la même chose, et confondre les deux est exactement le tour de passe-passe qu'on dénonce.

[Homeland Security @DHSgov]

National Immigration and Customs Enforcement. 🇺🇸

[Steve Hilton @SteveHiltonx]

Thank you to everyone who came out to Tulare this week.

The crowd agreed — California needs change! Take it from Mary who said she’s never been so excited to vote for someone before! Watch below ⬇️

[Tesla @Tesla]

Over 10 billion miles driven on FSD Supervised

https://t.co/AaKZlWvuTR

[Tan Pham @tanbpham]

I want to use FSD for the first time from Bayarea to Las Vegas EDC next month on my model Y. Please release unsupervised, the whole Tesla ravers will be super happy! 1OB+ miles will be accomplished in no time. @elonmusk @Tesla

[Genma_Jp @nymbusjp]

https://t.co/1BP1LOu6Vc

[Elon Musk @elonmusk]

Cybercab has started production

[Jo Bhakdi @JOBhakdi]

My Executive SUMMARY of $TSLA Earnings call:

(Video coming in 2h, hopefully not late like ystd):

* Multiple important BEATS
* Capex is BULLISH in preparation of unlocking multiple giga-revenue streams.
* Optimus SUPRISE production launch in 90 days (or so).

All in all, no negative surprise for me, but multiple positive ones. The main potential negative is subdued commentary on Robotaxi scaling - however, I did not hear anything that makes me decrease my expectations. I do think 10k+ unsupervised this year is still possible. The next 3 months will be the decisive time to determine where we likely end up in Dec.

++++ DETAILS ++++

1. Auto gross margin
19.2% vs. exp 17.5%

2. 6.5% delivery growth vs 4%

3. Robotaxi

3.1 safety: no incidences in Q1

3.2 Paid Robotaxi miles doubled (nearly 1M) since Dec , (reference: Waymo is at 50m)

3.3 Rollout : a dozen cities end of years , gets caught in loops at intersections, increased amount of training ; maybe means no seeing inflection

4. Cybercab: Cybercab production started ystd, parallel with earnings call

5. FSD: Increased FSD miles 90% , subscriptions grew 16% sequentially (aka much higher usage )

6. Optimus production start in Q2 (!) ,but warned about lots of bottlenecks for scaling (July), which also means reveal (!)

7. New vehicles: roadster in a month ; cybercab will be biggest product by far

8. 2. Capex 2026: 25B vs. exp 20B
$9B per remaining q, vs. $5b per q
> Cash flow negativity in 2026

[Tan Pham @tanbpham]

@nickshirleyy @Tim_Walz Nick is the man. Stay safe!

[Tan Pham @tanbpham]

@Osint613 Well AI is much better fo sure

[Tan Pham @tanbpham]

@JCChristopher are there more than 1? what's the wait time?

[Nick shirley @nickshirleyy]

You tried to paint me as a pervert for exposing fraud, and as a result radical leftists started trying to dox me and send death threats, wanting to kill me.

Now you are taking credit for “leading the charge” on the fraud. Are you serious?

You are the fraud.

[The White House @WhiteHouse]

OFFICIAL STATEMENT OF IRAN:

[Kevin Dalton @TheKevinDalton]

Exactly seven years two months and 26 days since Gavin Newsom became governor of California. California is:

#1 in homelessness
#1 in poverty
#1 in Retail crime
#1 in gas prices
#1 in illiteracy
#1 in wage stagnation
#1 in frivolous lawsuits
#1 in unemployment
#2 in housing costs
#2 in water bills
#1 in restrictions on workers
#1 in Anti-business regulations
#3 in energy/electricity costs
#3 in inequality
#1 in income tax
#1 in gas tax
#1 in budget deficit
#2 in educational inequity
#1 in COVID school shutdowns
#1 in COVID business shutdowns
#1 in COVID mandates
#1 in illegal border crossings
#1 in funding for illegal immigrants
#1 in People leaving state

[Tan Pham @tanbpham]

@MarioNawfal You won't see bright red "EXIT" lettering as the primary emergency signage in public terminal areas of DXB or AUH?

[Sawyer Merritt @SawyerMerritt]

Mass production of @Tesla's Cybercab officially starts this month! 🤖

[John Spencer @SpencerGuard]

https://t.co/m9fLDjkjWA

[Tan Pham @tanbpham]

buying 3 more shares of $tsla to pay my model Y payment.