Naked Ion 🦇🔊 @Naked_Ion
Technology enthusiast. Investor - focused on disruption. DYOR Joined May 2023-
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If you think about it Elon's FSD deal in China is a brilliant move, beyond just getting future revenue in China. It will put pressure on regulators in the US and Europe to not be slow to approve fully autonomous robotaxis in the future. Otherwise they risk falling behind China…
The idea of bundling the #FSD subscription + Tesla insurance with potential discounts seems very sensible to me. It may be a way to draw more consumers into the Tesla ecosystem, and further improve FSD take-rate. If using FSD in your Tesla reduces your rate of an accident by >5x…
Supervised full self-driving now $99/month
This is what the pipeline from BlackRock Treasuries to stablecoins looks like. In code. In goes US Treasuries out comes USDC. There's $27 trillion in Treasuries. The banks are opening branches on Ethereum.
I can’t wait 😏
@RichCun75596155 @GerberKawasaki Yes, and we won’t be shy.
Tesla #FSDbeta v12.3.2.1 I had 1 disengagement today. FSD was driving up to a 3-way intersection, where there was a divider in the road such that you couldn't cross-over unless you took the left-only lane. Because there was a lane on the right side also - intended for incoming…
The Tesla Robotaxi Network will be Operational Sooner than Expected After the Tesla management tried several traditional and non-traditional approaches in the past with mixed results and local maximums to develop a self-driving car the ChatGTP happened and inspired the team to…
Feed the beast 🚀
Ok things are really getting interesting 😏
The highway stack on V12 is a substantial improvement over the V11 highway stack. Unlike the city stack it's not end-to-end and it isn't a shocking improvement over its predecessor, but it's a solid update that resolves a lot of issues.
An oral PCSK9 would be a game changer 🤩
Martha Wedin @MarthaWedi26999
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1K Followers 5K Following 🇳🇴 | $TSLA investor since 2015 | Working on EV Charging @ Circle K ⚡| Maintaining this list to follow FSD testers: https://t.co/holswxHcFeElon Musk ✪ @EMusk38810
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2K Followers 1 Following I trade $TSLA, short-term flips using a mix of indicators.Michael A. Arouet @MichaelAArouet
75K Followers 767 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.catharine.aquino @CatharineAquino
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12K Followers 609 Following Creative content creator I Team player I Love and kindness I CTO :)Larry Goldberg @TeslaLarry
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1K Followers 74 Following ex-Morgan Stanley & GS Prop Desk | Hedge Fund Quantitative Equities and Derivatives Trader | Renewable Energy + AI themesFrank Peelen @FrankPeelen
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3K Followers 1K Following Long-term $TSLA outlook, robotaxi analysis and technicals. The Leeroy Jenkins of $TSLA call optionsSvenn @svennpetter
1K Followers 5K Following 🇳🇴 | $TSLA investor since 2015 | Working on EV Charging @ Circle K ⚡| Maintaining this list to follow FSD testers: https://t.co/holswxHcFeLior Pachter @lpachter
44K Followers 2K Following Bren Professor of Computational Biology @caltech. Blog at https://t.co/FFQzhEsmhi. Tweets represent my views, not my employer's. #methodsmatterTesla North America @tesla_na
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10K Followers 371 Following FSD Beta testing V12 through the wild and dangerous streets of Westwood California / only positive vibes with a side of sarcastic humor. Love everything Tesla!OpenEvidence @EvidenceOpen
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We were correct to reduce our $TSLA position from 12.2% in Sept 2022 to 2.7% today because of our concern about deteriorating fundamentals. In hindsight we should have sold our entire $TSLA position rather than kept a small % of it. We were right that cutting prices wouldn’t…
@WholeMarsBlog I’d like to apologize to Dustin Moskowitz for calling him a “retard”. That was wrong. What I meant to say is that he is a pompous idiot whose his head is so far up his own ass that he is legally blind. I wish him the best and hope that someday we can be friends.
@wealthXfreedom So you just copy and pasted all the notes I took and then posted them without credit?
Look at this slide from Uber. You can see they expect a massive increase in TAM as you drop to $1.00 per mile. Uber is far far from $1.00 per mile. But look at what happens at <$1.00: the TAM goes through the roof. Attached analysis shows that Tesla's robotaxi can be offered at…
This response from @jamesdouma encapsulates why I feel so calm in the $TSLA stock price storm. I truly believe that this opportunity is misunderstood by Wall Street, and even most @Tesla enthusiasts.
Sharing this in front of so many people I’ve come to know is challenging. @elonmusk, though I was affected by Tesla's 10% workforce reduction, I understand the necessity of these decisions to secure a prosperous and peaceful future for humanity. Your dedication to peace and…
@operationdanish @CommunityNotes Danish that's a BS claim you made to be honest. Everyone excited about FSD is excited because V12 is drastically better than V11, and represents a fundamentally different path forward for progress on training. Your tweet was obviously misleading. Now you're complaining that…
Part 2 - Q1-24 Income Statement Forecast (Keep in mind, this post builds upon previous month posts so in some cases I am explaining a change). Automotive Revenue Positives - I increased deferred revenue recognition to $300M from $250M in the previous forecast, this is from…
Yes, I do. Moreover, I just increased my portfolio from 27,000,000 to 27,600,000 shares of Tesla. So I added 600,000 shares.
I hope it’s now obvious how dumb the idea of a $TSLA buyback was.
I made the difficult decision to move on from Tesla after 18 years yesterday. I am so thankful to have worked with and learned from the countless incredibly talented people at Tesla over the years. I loved tackling nearly 🤣 every problem we solved as a team and feel gratified…
Pretty wild the divergence of fortunes in $GILD and $VRTX over the last decade Close to a decade ago Incivek was discontinued, and VRTX was forced to focus on their CF franchise Since then, VRTX has over quadrupled in stock price, GILD is down like 37%, lower mc than VRTX
FSD V12 helped owner get to the hospital when he needed immediate medical attention
My Crazy True Story On April 1st, Tesla unlocked Full Self-Driving capability for all Tesla vehicles in America. In a moment of dire need, at 2:00 am the following morning, I found myself grappling with severe dehydration and a blood glucose level of 670 due to a malfunction in…
Tesla causes major crash! 💥
$XBI $IBB Observations from $VINC (-60% AH): 1- When companies tout "strong safety profile", often means efficacy is a big fat zero 2- Phrases like "dose dependent clinical activity" set the bar low 3- "Promising" doesn't necessarily refer to SP Stay skeptical, my friends.
Two weeks ago, Tesla FSD 12.3 drove me from lower Manhattan NY to Greenwich CT with no interventions/no disengagements during rush hour. Amazing what tech we have available to us today. When someone complains about one small error made by 12.3, it reminds me of this clip. $TSLA
Robotaxi Implications: Second and Third order effects Here's how I see it... 1) Initially the Robotaxi undercuts Uber/Lift. This is easy pickings. 2) Then the Robotaxi undercuts vehicle ownership - increasingly leading people to ditch their vehicles. If the vast majority of…
I hope Merck pay their CMC team well :)
MK-0616: “I Was Told.. an Oral PCSK9 Inhibitor is Impossible” -2023 Molecule of the Year Nominee (#1/10)- In this case study, we highlight why this molecule is a big deal and a standard for modern “classics in drug discovery.” Article | drughunters.com/4aY9CU3