Just went public with some of my largest position: $ASTS
This is what real conviction looks like.. buying for years, adding on dips, and holding long-term for the asymmetry. Limited downside, life-changing upside if the vision delivers. From owning warrants at the very beginning, converting them, and holding along shares for the ride.
I will be sharing my highest-conviction long-term plays, the reasoning behind them, and the journey as it unfolds.
If you like transparent, high-conviction investing then follow along! Happy to connect and discuss ideas.
P.S ASTS is at ATH again;)
Tesla Theater is very limited, offering only Netflix, Hulu, and YouTube.
But there’s a much better option.
Check out Fullscreen Tesla, a website that turns your Tesla into a real streaming powerhouse 📺.
You can watch HBO Max, Prime Video, Disney+, Apple TV, Paramount+, Peacock, and basically any other service you want.
You can even add your favorite streaming links and save them for quick access. Just bookmark the site in the Tesla browser so it’s always ready.
It saves your login information for each streaming platform so it launches automatically every time 🤩
Of course, this only works while the car is parked (safety first) ⚠️
Link in the first comment 👇🏼
En la calle Rafael canogar, en la tendría de pinto, hay un contenedor de vidrio que lleva ya 10 días lleno, podrían vaciar antes de que la gente empiece a dejarlos en la cera? @AytoPinto@AserpintoM@Aguado_pp@CDCiudadePinto@ecovidrio
Dinge, die du mit einem Tesla NIE WIEDER bezahlen wirst:
• Keine Ölwechsel mehr
• Kein Motorluftfilter
• Kein Getriebeöl
• Keine Zündkerzen
• Keine Lambdasonden
• Keine Kolben
• Keine Steuerketten/Keilriemen
• Keine Servolenkungsflüssigkeit
• Kein Lichtmaschine
• Kein Auspuff
• Kein Kraftstofffilter
• Keine Abgasuntersuchung (AU) mehr
• Keine Zylinderkopfdichtung
• Kein Kat
• Kein Getriebewechsel
• Kein Motorschaden
+ Tesla-Bremsen halten ewig dank Rekuperation - du wechselst die Bremsbeläge praktisch nie mehr (oft erst nach 150.000+ km).
+ Batterie- & Antriebsgarantie: 8 Jahre / bis 160.000 km.
Während Verbrenner-Besitzer weiterhin jeden Monat zum Schrauber pilgern und Tausende für Wartung, Steuern und Abgas-Scheiße verbrennen, fährt der Tesla-Fahrer einfach leise, sauber und günstig.
Verbrenner sind von gestern.
Wer heute noch einen Verbrenner kauft, liebt es offenbar, sein Geld zu verheizen.
Tesla = Zukunft.
Verbrenner = teurer Nostalgie Scheiß.
Wer mitkommt, gewinnt. Der Rest zahlt Lehrgeld. ⚡
Currently doing a deep dive on $NOW
I’ll be sharing the full breakdown inside the group
If you’d like to see it posted here as well, show some love on this post
For a driver born without arms, FSD Supervised is life-changing accessibility
“I was born without arms and have driven with my feet my entire life. I’m a fully licensed driver, and traditionally I drove with my left foot on the steering wheel and my right foot handling the gas and brake. My only legal restrictions are automatic transmission and power steering.
Over the years, though, the strain from my congenital birth defects has led to significant arthritis in my hips. I drove a Model 3 for the past seven years, and it honestly helped extend my independence in a huge way.
Recently upgrading to the Model Y – along with Full Self-Driving – has been a complete game changer for me.
It dramatically reduces the physical pressure and fatigue of driving and has helped preserve a level of freedom and mobility that means a great deal to me.
Most people understandably think of Tesla in terms of innovation or sustainability, but for some of us, this technology truly becomes life-changing accessibility.”
– John F.
Ayer día 11/05/2026 se matricularon en España 378 vehículos 100% eléctricos.
Podio: 109 Teslas (88 Model 3 + 21 Model Y), 45 BYD y 26 Kia.
% BEV: 12,95%
% BEV particulares: 21,95%
Interanual: 115.625
Mayo: +49%
Enero-mayo: +41%
Llevamos 40.189 VE matriculados en 2026.
Hoy hice la prueba del FSD en Alicante 😱 Dios mío!!Es mucho mejor de lo que esperaba, incluso el aparcamiento no tiene nada que ver con el autopark… ahora tengo más ganas que se apruebe. Es increíble que no se haya aprobado ya, es muy fluido , no duda, conduce mejor que muchos
$PLTR I was wrong about Palantir, and so are you.
Fair value: $268
Think that sounds crazy? Read my latest report and then let me know if you still feel that way.
Link to my research piece on Palantir:
https://t.co/pdyLcLPfMi
1/4 Ayer día 08/05/2026 se matricularon en España 441 vehículos 100% eléctricos.
Podio:
133 Teslas (107 Model 3+25 Model Y+ 1 Model S), 41 BYD y 34 Kia.
% BEV: 12,96%
% BEV particulares: 22,22%
Interanual: 115.511
Mayo: +62%
Enero-mayo: +41%
Gráficas TOP 25 1-8 mayo.
Abro🧵
Un Tesla, un plátano y cero marchas
Una demostración rápida de una de esas funciones de Tesla que pasan casi desapercibidas, pero que pueden resultar muy prácticas en maniobras lentas: el coche decide automáticamente si debe ir hacia delante o hacia atrás sin tocar la palanca de cambios. 🍌