TeslaLemming

100+% $TSLA | Options Selling to Retirement | Goal: 30% YoY portfolio growth (15M by 2030) | Let's get this!

[TeslaLemming @tesla0812]

30 Oct 2021
Today I hit a milestone 1M in assets - half my intended retirement fund.

[Sawyer Merritt @SawyerMerritt]

Tesla is sending out this email to New Jersey Tesla owners, warning them that NJ could block autonomous vehicles, and to take action.

"Proposed legislation moving through Trenton right now would impose restrictions so severe that true driverless deployment would remain illegal. Your voice is critical to ensure New Jersey remains at the forefront of transportation innovation.

We urge you to contact your state legislators today and tell them to:
• Fix S. 1677 / A. 3968, and
• Support autonomous vehicle policy that encourages safety outcomes, open competition, and expanded access for every New Jersey resident.

Autonomous vehicles are no longer a futuristic concept. The driverless technology exists and it is already making roads measurably safer in states that have welcomed it. Instead of positioning itself as a leader in transportation innovation, New Jersey is about to go in the opposite direction."

You can take action here: https://t.co/99JQca3KQb

[Alternate Jones @AlternateJones]

The writing is on the wall.

[Rob Maurer @robmaurer]

The metric I keep coming back to for SpaceX is $/Mbps to orbit

Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. That’s about to drop again to just $0.30/Mbps because of Starship.

A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%… It really seems like people don't understand the implications of this.

The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps).

Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini.

Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit.

These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today.

$1B is 90 days of operating income for Starlink... at it's current scale...

Yeah, I really don't think people are getting this. Starlink is the internet now.

[Sawyer Merritt @SawyerMerritt]

24 hours later, nearly half of these trucks have now been sold.

[JD Vance @JDVance]

Henry Nowak died the same way a civilization dies: abandoned, handcuffed by authorities who neither trusted nor cared for him, and accused of hate crimes he did not commit. His murder is as tragic as it is enraging. He should still be alive today, and he would be if the last few generations of European elites had stood their ground against the politics of self-hatred and the mass invasion of migrants, many of whom despise the West and the people who love it.

Henry was far from the first to so needlessly lose his life, and I fear he won’t be the last. Each time a life like his is lost, the proper response—the only response—is righteous anger. One of the most important things the Trump administration has proven to the world is that stopping the flow of mass migration and defending national sovereignty is a matter of political will and leadership. Anything else is an excuse.

It is because we love the West that we want to preserve it. We love our civilization. We love our country. We love our children. And nobody—nobody—should ever die the way that Henry Nowak died. May God comfort those who loved him, and may God rest his soul.

[Gali @Gfilche]

Underrated aspect of the @Tesla + @SpaceX merger: The Shareholder Vote

Without approval from $TSLA shareholders a deal can’t be done

Although I’m very bullish on the deal, I’ve noticed some Tesla investors aren’t. Just anecdotal. Curious how this plays out

[Prof @TheProfInvestor]

Palantir breaks out of a Bull flag.

The Presidental dip buy candidate.

I am not selling.
Not until $300.

$PLTR

[LordPente, the Viking Polymath @LordPente]

Here is a very loose "soft" Projection update. We could get back on the original path if $TSLA keeps pushing all week. I don't show behind the curtain often because I don't want the MMs seeing the plans.

We'll see how it plays out, but I'm not even close to bearish unless we break below 418.13 for more than 2 days in a row.

Good luck gang.

$TSLA

[Cantonese Cat 🐱🐈 @cantonmeow]

Either $CLSK is going up a lot higher from here
Or #Bitcoin is going a lot lower from here

Either way, $CLSK looks to outperform #Bitcoin from here

[Defileo🔮 @defileo]

Anthropic just paid millions to hire Andrej Karpathy.

He gave you the same knowledge for $0 the same week.

Co-founder of OpenAI, former head of AI at Tesla, the man who coined vibe coding.

No recruitment fee, no exclusive access, no $500,000 wire transfer, just a link and 29 minutes.

LLMs are ghosts not animals, vibe coding is dead, Software 3.0 is here...

[Danny cheng @dannycheng2022]

$TSLA (May 23, 2026-weekly chart)

I shared my buy orders for $TSLA with Tier 3 members at least five times during March and April. I’m pleased to say that my accumulation is now complete.

Over the past five years, my weekly chart buy and sell signals for $TSLA have been accurate most of the time.

What I do is quite straightforward — I simply focus on the volatility hole, which gives me a clear trend reversal signal. Over the past eight weeks, I’ve been patiently accumulating $TSLA between $350 and $400 amid widespread retail fear and skepticism.

I don’t rely on complex technical analysis, moving averages, or trend lines. Instead, I stick to my own method. At the end of the day, my chart speaks more than a thousand words.

@cantonmeow

[CooperBaggs 💰🍞 @edgaralandough]

Your children always wanting to be in your room, in your space, or just near you is really a sign that they feel safe with you. They love your presence, your energy, and the comfort of home you created for them. That’s not something to take lightly. Job well done.

[Vol888 @Vol888]

Through the volatility, $TSLA is still holding the yellow channel.

[LordPente, the Viking Polymath @LordPente]

Keep in mind when I posted this "soft" Projection $TSLA was trading around $371 (-ish).

$TSLA

[CooperBaggs 💰🍞 @edgaralandough]

Be private. Accept the loneliness. Fix your life in silence. No one is coming to save you, and that should not scare you. It should wake you up. Your discipline has to become louder than your excuses. Your healing has to become more important than being understood. Your future is waiting on the version of you that stops begging for rescue and starts building with what’s left.

[Wes @wmorrill3]

Every one of these dots is an actual crash from the fleet. Real world speeds, collisions, and people. Not just the regulatory test cases.

The richness of this data is what enabled the result. With simulation we can replay the crashes and measure the forces on the human body model.

Then sweep through restraint deployment times to find that deploying earlier gives the time for the bag to be inflated optimally and seat belt pretension before the occupant has moved out of position.

But it takes time for crash accelerometers to be certain. Lowering that time threshold risks unwanted deployments.

Using vision gives the vehicle confidence to reduce that timing. The camera sees the impending impact and together with the sensors tell the restraint controller to reduce the filter and act sooner.

The Y Axis shift in Predicted Injury Severity is based on sensors in the human body models from rerunning the crash simulations with the faster detection threshold.

Such a reduction in injury severity across the spectrum is unheard of, let alone doing this via an update over the air.

I'm extremely proud of the analysis team's work and dedication. Going above and beyond to ask "we have the safest car on the road but can we make it even safer?" And then working with the vision team to build the predictions needed to make it happen. Rigorously tested in simulation and then in physical crash testing. Now deployed and improving lives.

I watch the video on loop and just imagine each dot, a person.