Joined January 2021
206 Photos and videos
#switzerland shame on youโ€ผ๏ธ
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$FUBO | Citizens reiterates ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ on ๐Ÿ๐ฎ๐›๐จ๐“๐•, maintains ๐๐“ ๐š๐ญ $๐Ÿ๐Ÿ“ Analyst sees Fubo's transaction with Disney driving scale and synergies, making the $300M 2028 EBITDA target readily achievable.
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$tsla Asians love Tesla๐Ÿ‘๐Ÿ‘
South Korea reported 10,866 Tesla sales and 8.6% market share in May. ๐Ÿ‡ฐ๐Ÿ‡ท โ€ข Market share is 126 basis points or 17% above the 3-month trailing average of 7.3% โ€ข Tesla 3rd best-selling brand โ€ข Model Y best-selling car โ€ข 80% Model Y โ€ข 3rd best month ever with -18% vs. last month โ€ข 65% vs. May last year and 38% compared to February the second month of the previous quarter โ€ข Best May ever โ€ข Best second month of the quarter ever and 38% vs. the previous one โ€ข Best quarter ever after second month of quarter and 145% vs. the same period last quarter โ€ข Last three months 148.6% vs. December - February โ€ข Year-to-date 251% over same period last year โ€ข Year-to-date is 75% or 9./12 of last year's total
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Wow Japan๐Ÿ˜ฑ
For Japan are estimated ~2.0k Tesla sales and 1.1% market share in May. BEV penetration reaches new record of 4.8% and Tesla has 22.3% of this segment. ๐Ÿ‡ฏ๐Ÿ‡ต โ€ข Market share is 35 basis points or 49% above the 3-month trailing average of 0.7% โ€ข Highest market share ever โ€ข Second best month ever with 92% vs. last month โ€ข 183% vs. May last year and 31% compared to February the second month of the previous quarter โ€ข Best May ever โ€ข Best second month of the quarter ever and 31% vs. the previous one โ€ข Best quarter ever after second month of quarter and 17% vs. the same period last quarter โ€ข Last three months 74.2% vs. December - February โ€ข Year-to-date 158% over same period last year โ€ข Year-to-date is 77% or 9.2/12 of last year's total
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Gebsch Johannes retweeted
๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Wedbush Sees ๐“๐ž๐ฌ๐ฅ๐šโ€“๐’๐ฉ๐š๐œ๐ž๐— Merger as Likely in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ• - $SPCX $TSLA ๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ: โžค Wedbush estimates an ๐Ÿ–๐ŸŽ% chance of a Teslaโ€“SpaceX merger in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ•. โžค Analyst expects merger to occur following a potential ๐’๐ฉ๐š๐œ๐ž๐— ๐ˆ๐๐Ž. โžค Tesla now holds a ๐ฌ๐ญ๐š๐ค๐ž ๐ข๐ง ๐’๐ฉ๐š๐œ๐ž๐— through prior transaction activity. โžค Recent ๐“๐ž๐ซ๐š๐Ÿ๐š๐› facility collaboration seen as increasing operational overlap. โžค Wedbush views integration as part of Muskโ€™s broader ๐€๐ˆ ๐ž๐œ๐จ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ strategy. โžค Combined entity could connect Teslaโ€™s autonomy ambitions with ๐’๐ฉ๐š๐œ๐ž๐— infrastructure. โžค Merger outlook reflects ๐š๐ง๐š๐ฅ๐ฒ๐ฌ๐ญ ๐จ๐ฉ๐ข๐ง๐ข๐จ๐ง, not a company announcement.
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Gebsch Johannes retweeted
If I may bring a bit to the debate, I had this thought. Authorizing more shares than outstanding is indeed pretty common, as noted by @Yochana42437421. But the question is: to do what? 1- Raise capital 2- Buy something (and this something is clearly Tesla... not OpenAI lol) In reality it will be both, the question is what will be the ratio. We can quantify this if we look at what SpaceX wants to do. SpaceX will need indeed to raise capital. Once Starship is reusable, mass production will start. And the near term target will be to deploy massive AI compute in Space. Let's first aim at 10x the current terrestrial US compute and let's do the math for how much it would cost. - SpaceX/xAI plans target ~100 kW of compute power per ton of satellite mass at scale. - 10x current US compute would mean scaling to ~8โ€“9 million GPU-equivalents or equivalent FLOPS/power capacity (roughly 3 GW of AI-focused power draw, depending on efficiency). - At 100 tons per Starship launch: ~300 launches total for the full constellation - Launches per year per Starship: ~180 (365 days / 2). - For 300 total launches in one year: ~2 Starships (theoretically, with perfect cadence and rapid turnaround). More realistically: 10 Starships - Cost of one Starship unit booster today: $90 million. This is at prototype level, if mass production starts, $50 million should be reachable, $500 million to build the fleet. This is peanuts. - AI tonnage: 100 kW of compute power per ton, 3 GW target, total mass needed: ~30,000 tons - If we assume a cost of $2000/kg for AI compute, we need $60 billion to build 10x the current US compute in the form of AI satellites. Therefore, the cost of building and launching 10x the current US compute in Space, including building the Starship fleet, is around $60 billion. Triple that (current US compute is still growing, cost may be higher at first), you are still under $200 billion. So if you look at the math, there is no way that SpaceX would need this amount of capital. The best explanations are: - To buy Tesla - Or just in case for the future... It's not because you can issue these shares that you will issue these shares. This is of course possible. So if you connect the dots: - Elon has a super majority at SpaceX, SpaceX will therefore vote yes to any terms - Tesla shareholders need to be convinced and offering very generous terms is the best way to do this - Even if Elon offers very generous terms to Tesla shareholders, due to his super voting rights, he still maintains control (Jo's point) - SpaceX will not need to raise amount of capitals in the order of magnitude implied by the newly authorized shares It is likely that these newly authorized shares are there to buy Tesla at a super premium. @JOBhakdi @TeslaBoomerMama @CernBasher
Replying to @nymbusjp @JOBhakdi
Jo, you are CRAZY. Let's debate.
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$fubo #fubogang CEO david scamler interview
.@davidgandler, Co-Founder & CEO of @fuboTV speaks on taking the company public mid-pandemic, merging with Hulu Live TV under Disney, and what no one warns founders about before they ring the bell. The unfiltered founder experience in public markets. Watch/listen below ๐Ÿ‘‡
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Gebsch Johannes retweeted
Snowflake a Jalen Brunson like monster quarter showing AI monetization on the software layer starting to accelerate meaningfully. First Palantirโ€ฆthen Datadogโ€ฆnow Snowflake. Agentforce from Salesforce also very positive data point. AI Ghost narrative being proved wrong ๐Ÿ”ฅ๐Ÿ‚๐ŸŽฏ๐Ÿฟ
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Bald hoffentlich๐Ÿ™๐Ÿ˜…
Replying to @wholemars
Same in Switzerland
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$tsla Good luck to all selling tesla in hope to get spacex ๐Ÿ˜‚
We have nearly $300 million of client assets at Fidelity and $500 million with Charles Schwab. We asked them about getting $SPCX shares for our clients and they said demand is insane and each client will be lucky if they get one share and there is no special carveout for $TSLA shareholders as I warned. I hope the people we talked to were uninformed so we will try again, but this is about what I expected.
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Gebsch Johannes retweeted
other regulators across ๐Ÿ‡ช๐Ÿ‡บ need to wake up and act now to make our roads safer. Enough is enough. pls stop letting politics and OEM lobbying delay life saving technology. Lithuania approving supervised FSD is a step in the right direction. the rest of Europe should follow.
FSD Supervised now rolling out to Teslas in Lithuania ๐Ÿ‡ฑ๐Ÿ‡น! Making European roads safer, one by one
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Gebsch Johannes retweeted
๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $TSLA Tesla China FSD Rollout Signals Strengthen; Hiring Spans 9 Cities Tesla China posts multiple autonomous driving test roles across Beijing, Shanghai, Guangzhou, Shenzhen, Suzhou and Wuhan, fueling speculation of accelerating FSD (Full Self-Driving) rollout in China. Company customer service says approval process for OTA deployment of advanced driver-assist features is under regulatory review, with updates to be pushed once approved. (Daily Economic News)
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$tsla everybody panic selling for $spcx
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Gebsch Johannes retweeted
IF anyone IS selling $TSLA in an attempt to have a piece of SpaceX $SPCX, it's a bad idea. Why? Well, it's going to be so oversubscribed that there will likely be very very very limited retail allowed or allocated shares. Also, even when be able to participate, you can say you'd like 100 shares but most only allocate significantly less (in this case likely 2-3 shares if lucky). Now, while you get your hopes up for a miracle to get in and getting your feelings hurt again, the ONLY people that will make money off SpaceX will be those that got in a while ago in the private markets. Will it go up the day of IPO, likely. However, I predict it will go down faster than the titanic. Then, while you sold your Tesla shares to get in, not only did you NOT get in but you waited for the wash sale to pass and now have to buy higher again. Lose/lose. That's how markets work.
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Gebsch Johannes retweeted
โ–ช๏ธ $TSLA ๐ŸŒŒ๐Ÿ“ˆ
๐Ÿ‡บ๐Ÿ‡ธ TESLA IS ABOUT TO DO SOMETHING INSANE. The $TSLA stock looks nearly identical to 2020 before the massive rally. Tesla was in a tight bull flag, once it broke, the stock went absolutely parabolic. It's the same bull flag, same MACD cross, and same outcome this time. Make sure you are prepared for what's to come. Most people aren't even looking at it.
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$fubo Something weird going on, stock market all time high and $fubo all time low. David Scamler is doing something very wrong for shareholders. Managment fire asap @davidgandler @AHorihuela
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Gebsch Johannes retweeted
- the sentiment for $SoFi is as bad as ive ever seen it nothing has changed fundamentally is this a BUY, HOLD, or SELL?
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