Mike

Invests in $TSLA, COIN, MSTR & BTC. Homeschooling 2 kids, Business owner, Marathon Runner, always trying to improve.

[Mike @ZeroCool]

@NVIDIAGeForce #RTXPowersPlay I'd love to have one

[Mike @ZeroCool]

@mario4thenorth It's a shame that as a Canadian I can't supply my wholesale industrial diesel engines to the farmers, miners and construction companies. I guess eventually it will go back to normal but I do get alot of USA guys trying to buy anyways... It's just to complicated these days.

[Mike @ZeroCool]

@SawyerMerritt @Wealthsimple has a 90 hold or they will restrict you from participating in future IPOs

[Mike @ZeroCool]

Trimmed $150k, took a ~7% (11k) loss and applied it toward the $SPCX IPO request that was just made available.

[Mike @ZeroCool]

Opened a 1m position on $COIN ($700k) and $MSTR ($300k)

[Jeff Lutz 🔋 @thejefflutz]

@aelluswamy Great! Will you meaningfully increase the # of robotaxi’s available to support the expanded service area? Thanks

[Mike @ZeroCool]

Elon was the one who announced the Terafab as a JV, I am not coming up with this on my own. This is his own plan to satisfy chip demand and wasn't contingent on a merger whatsoever.

The whole concept of a merger was dreamt up and heavily discussed by X influencers and not directly from his mouth.

We as Tesla shareholders overwhelmingly voted for his CEO compensation plan so he has our support and has earned our vote. But Elon pushed for Tesla to be democratic and I appreciate having an actual say, losing that in a merger for 50/50 doesn't seem like a fair price since I would just get diluted 50/50.

I can sell my own shares and simply buy SpaceX on my own terms since all the aforementioned was already in play.

[Mike @ZeroCool]

I detest the idea the we need keep Elon interested in his own company. If he isn't able to do the job to the best of his ability then he should get out of the way and we get someone who isn't operating with a potential conflict of interest.

Although I don't believe this to be the case I certainly don't vote from a position of fear of not appeasing him in this decision.

Tesla is more than capable of funding it's robotaxi roadmap and already generates a healthy 6 Billion free cash flow, yes we will go negative but we can carry out own water in this as well as the profits. With the hybrid model of customers owning Cybercabs and Tesla managing its own fleet Tesla gets paid a revenue cut and can get financing against that revenue.

It's actually SpaceXAI that supposedly has a negative free cash flow of MINUS 14 Billion per year cash burn rate. If anything Tesla would be funding SpaceX not the other way around.

If you are specifically talking about Optimus Tesla and SpaceX are JOINTLY commiting to the Terafab project.

Tesla and SpaceX are already jointly working together even though they are separate companies. There is no reason why this can't continue as separate companies. Given that SpaceX will be a publicly traded company there is no reason why you can't buy SpaceX on your own.

Elon supermajority vote is concerning and I fear that potentially one day he might take the company private again after retail helped support it. It might sound irrational but we would have zero say.

[Mike @ZeroCool]

@Gubloinvestor 2 months ago wealthsimple had a 3% bonus paid monthly over 5 years for transferring up to 3m. They regularly run that promotion you should think about waiting until they do it again

[Mike @ZeroCool]

Opened a 1m position on $COIN ($700k) and $MSTR ($300k)

[Mike @ZeroCool]

@Jason You really think that Saylor can move crypto meaningfully 🤭

Trump can and will move it.

[Mike @ZeroCool]

@SawyerMerritt Got it

[Mike @ZeroCool]

@rajuvamsi007 38% is shit for a company whose is supposed to undergo "the fastest asset appreciation in history."

[Mike @ZeroCool]

A 50/50 Tesla/SpaceX merger is a terrible value prospect given that robotaxi ramp is underway. Tesla shareholders deserve all of the the robotaxi upside, nobody else.

Go buy SpaceX on the open market if you want to keep kicking the can down the road for your portfolio appreciation.

[Mike @ZeroCool]

I think it's ridiculous to share 50/50 of the near term upside from the rollout of robotaxi with SpaceX shareholders for another round of future promises in space that will materialize financially in 5-10 years. Unless SpaceX is willing to pay ARK invests valuation since Elon said it's the most accurate.

Otherwise Tesla isn't missing any pieces for our Robotaxi plans that SpaceXAI might have, so our financial runway is very much laid out already.

Elon was deliberate on building XAI away from Tesla and grew it to such a great valuation outside of Tesla bravo for him. But this suggestion that I pay open public market prices to watch it get rolled back into Tesla would be a slap in the face especially given everything we went through to endure his Twitter takeover adds insult to injury.

I keep hearing about simplifying his time for having everything under one roof, one earnings call, synergies... whatever! It's not my problem he decided to start 10 different businesses. Don't get me wrong I absolutely respect the guy and I support much of what he does, but I won't be a financial doormat so I really do hope this talk of Tesla/SpaceXAI merger is just the regular gossip.

Tesla shareholders voted for a CEO "performance based" compensation plan that he negotiated.. I fully expect Elon to meet those tranches without "additional motivation"

In the end since SpaceXAI is going public I can simply buy their stock on the open market and have exposure to those industries if I want to.

[Mike @ZeroCool]

@EmmetPeppers I'd vote for SpaceX to merge with Tesla as long as they are paying something reasonably close to ARK's projected stock price with autonomy partially realized (Musk said their model was the closest) so I think it's only fair 🫡

[Mike @ZeroCool]

@Vol888 I'd vote for SpaceX to merge with Tesla as long as they are paying something close to ARK's projected stock price with autonomy realized now (Musk said their model was the closest) so I think it's only fair 🫡

[Mike @ZeroCool]

@daltonbrewer I'm locked and loaded 🫡

[Mike @ZeroCool]

@mehul @MilMileBattery @maticrobots Drool chains