ValueViper

Striking at undervalued and dividend growing stocks. High risk/reward investor. Not financial advice.

[ValueViper @TheValueViper]

🐍 In-Depth DD on Tesla $TSLA: Why It’s Still a Power Player in the EV Market 🚗⚡

Tesla is often misunderstood as just a car company—a common misconception since vehicles are their initial entry point into the market.

Tesla’s reach extends far beyond simply manufacturing electric vehicles; they are building an ecosystem that encompasses everything from autonomous driving to energy storage and distribution. Their advancements in battery technology, self-driving software, and vehicle automation are setting industry standards.

In this thread (🧵) I’ll go through:
1. Core business and strengths
2. Upcoming Catalysts
3. FSD hours: Tesla’s real advantage over Waymo
4. Q3 results
5. Presidential election implications
6. Untapped defense potential
7. Short term risks
8. Valuation and price target

[ValueViper @TheValueViper]

Couldn’t stay behind OpenAI with the Hugging Face incident huh

Interesting marketing scheme

[Anthropic @AnthropicAI]

In a review of our cybersecurity evaluations, we found three incidents in which a Claude model reached the internet from within or while interacting with a third-party evaluation environment, and then gained unauthorized access to the real systems of three different organizations.

Our post describes what happened, how it happened, and what we’re changing. We encourage other AI developers to perform similar reviews.

We conducted this review together with @Irregular, one of our evaluation partners, and thank them for the joint investigation and their collaboration on this post. This type of collaboration is increasingly critical to safe, rigorous evaluation of models, and we look forward to continuing to work together on security.
https://t.co/dKFCdpKd9v

[ValueViper @TheValueViper]

@ClaudeDevs @trq212 Actions speak louder than words, show us that reset!!

[ValueViper @TheValueViper]

@RoundtableSpace @nikitabier another example, this post has been recycled by more accounts than I can count - this is pure engagement farming without even trying to hide it, literally copy paste from another post

[ValueViper @TheValueViper]

@Gemini Don’t believe you

[ValueViper @TheValueViper]

@RoundtableSpace @nikitabier these large accounts that are posting nonsense for engagement farming are concerning. Same for his main account he just steals content for engagement farming

[ValueViper @TheValueViper]

OpenAI co-founder @ilyasut is cooking

$7bn raised to date

Pure play super-alignment research

no distractions from short term commercial AI tools,

no product release cycles

no short term revenue targets

New market leader in the making

[SSI Inc. @ssi]

We are announcing a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let us 10x our compute in the next 12 months. We reached the point where our research is worth scaling and with this partnership we will be able to. We are honored by NVIDIA’s conviction.

[ValueViper @TheValueViper]

Anthropic releases the new generation of Opus

OpenAI's response:

[ChatGPT @ChatGPT]

dropped the "app." it's cleaner.

[ValueViper @TheValueViper]

@janeydmystic @alex_prompter reset would be HUGE

[ValueViper @TheValueViper]

Who else can’t try out Opus 5 because he maxxxed out all accounts in anticipation of a usage reset with the release?

@ClaudeDevs

[ValueViper @TheValueViper]

@ClaudeDevs Now we just need a reset so we can spend all weekend testing it out

[ValueViper @TheValueViper]

@neural_avb Fable was removed by order from the government, Anthropic didn’t want to remove it

[ValueViper @TheValueViper]

@thsottiaux It’s good but if anything is putting serious pressure on Anthropic right now it’s Kimi K3 over 5.6 sol

[ValueViper @TheValueViper]

Feeling the heat from Kimi K3 👀

[ClaudeDevs @ClaudeDevs]

We're also keeping Claude Code weekly limits 50% higher, now through August 19, for all Pro, Max, Team, and seat-based Enterprise users.

[ValueViper @TheValueViper]

@tinkerersanky Do you not use your account? How are you at 1% days after your reset 😂😂

[ValueViper @TheValueViper]

@chamath why are you making up numbers? Kimi K3 is much more expensive than $0.5 / 1mm tokens

[ValueViper @TheValueViper]

@dgz1111 @AnthropicAI Alch jajaja

[ValueViper @TheValueViper]

Did @AnthropicAI just remove access to Fable? Got an out of usage credits message when I still had plenty of usage for Fable left and now the Fable usage bar disappeared

[ValueViper @TheValueViper]

Looks like they might be getting ready for the transition of Fable to credit use only. Maybe this was indeed the last Fable extension. Opus 5 incoming...

[ValueViper @TheValueViper]

Guys you have to chill with Fable 😂

[ValueViper @TheValueViper]

@theo Just use fable 5 on ultra code you’ll burn right through them