$TSLA investor since early 2013 ๐. Financial advisor ๐ฐ. All things Tesla & Elon. Lucky husband, Proud father ๐จโ๐ฉโ๐ฆโ๐ฆ. ๐ฎ๐ฑ Posts are not financial advice.
> be elon musk
> offer to buy Twitter
> look into it some more, realize most of the users are bots
> holyshit.gif
> "nevermind, I don't want to buy it anymore"
> get sued, forced to buy it for $44 billion
> billions of dollars of debt on the balance sheet
> FuckMyLife.jpg
> everyone laughs at you, says you will fail spectacularly
> left convinces advertisers to boycott you
> keep pushing anyway, rename the company X
> people refuse to call it X and keep calling it Twitter in defiance
> ignore them
> use the company's data to train a frontier LLM
> start a new AI company called xAI that licenses data from X
> xAI raises money, buys X
> SpaceX decides to launch data centers into space, buys xAI
> announce billions of dollars of data center deals
> raise $80 billion in an initial offering of the company at a $1.75 trillion market cap
> offering is 2x oversubscribed
dude can touch dog shit and turn it into gold
Morgan Stanley says @SpaceXโs revenue could reach $3.4 trillion in 2040, and adjusted EBITA in 2040 could top $2.7 trillion.
Research analysts at Goldman Sachs and Morgan Stanley both projected SpaceXโs revenue would be near $160 billion in 2028. Both banks anticipate revenue from SpaceXโs AI business to provide the bulk of the revenue after this year and grow dramatically. https://t.co/Ab5xZZJbHv
Investing in @Tesla today is a little bit like investing in @SpaceX in 2020
$SPCX 2020: Revenue was 'plateauing' around $2B ish, valuation was $32B (15X revenue). The financials said no growth, when in reality the technology was making step by step progress and would soon enable 10X growth in the business ๐
$TSLA 2026: Revenue is 'plateauing' around $95-$100B with a $1.4T valuation (15X revenue). In just a handful of years I believe we'll see a 10X growth in the business enabled by @Robotaxi & @Tesla_Optimus ... technologies that are decades in the making but haven't hit the financials yet ๐ฆพ
Not financial advice (I'm long $TSLA since 2012 and $SPCX since 2020)
If Israel had attacked four countries tonight, the podcaster class would be up in arms.
Iran just attacked four countries, they havenโt said a word.
Weird.
Now this is a heavy-lifter. Love the rugged, tiled heat-shield look and the sheer mechanical weight of those landing struts. Utterly massive! Use the astronauts for scale. @spacex@starlink#megastarship@Ooramusic