Joined January 2008
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OK, now they need badging and gamification. LFG. @Tesla_AI
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Jun 13
$SPCX had a remarkable launch yesterday.
And now it begins.
SpaceX is unlike any other company. It represents optimism. It reminds us that humanity's greatest chapters are still ahead of us. It inspires wonder, challenges us to think bigger, and turns the impossible into engineering. Few companies can give you chills. SpaceX is one of them.
And now, for the first time, we can all own a small piece of that journey. It's no longer something we simply watch from the sidelines. We get to participate.
For years, SpaceX was that incredible company over there. Today, it becomes our company, too.
Not financial advice: own at least one share. Join the greatest journey mankind has ever undertaken.
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Jun 13
Compute moves to space. Because it must.
The demand is there, the supply cannot be met on terrestrial Earth.
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Jun 13
Jim Cramer: on the money here. Thank you for saying this.
@jimcramer
Jun 13
Jim Cramer on @SpaceX going public:
"We should encourage wealth, and this one is ultimately going to make people a lot of money. He (Elon) probably has things in his head that are far more valuable than what we see. There's more to this company than what's in the prospectus. Personally, I'm proud to be an American today. I think this one is more than a piece of paper. It reminds me of when we landed on the Moon and I realized we had beaten the Russians."
Full video: youtube.com/watch?v=ZmMAK3pZ…
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Jun 11
T-1 day and counting.
$SPCX
IPO share price $135.
Time for some predicting (just for fun):
$SPCX will open at $167, with have a intraday high of $194, and will close at $173.
NOTE: Tomorrow SpaceX will not begin trading when the market opens. It will take some time for the market makers to gauge buy/sell interest, balance orders, and set an appropriate opening price based on pre-market demand. Expect 1 to 3 hours delay from the opening bell.
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Jun 13
Opened at $150. Intraday high $176.52. Closed at $160.95. I was too optimistic. But a good showing.
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Jun 12
Things that are true:
1. We have Earth's first trillionaire
2. Elon is CEO of 2 of the 10 most valuable public companies
3. $SPCX is just getting started
4. $TSLA will follow
@Investanswers said it clearly, everyone will want a piece of Elon and $TSLA is a way to play that, regardless of its fundamentals (which are quite strong). $TSLA will never trade far behind $SPCX.
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Jun 12
As @Gwynne_Shotwell said, what company would do a launch on the day of the IPO? SpaceX would. SpaceX did. This is SpaceX. $SPCX
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Jun 11
On the opening (1st trade). Went through this with $RIVN. Very hot (and large) IPO in its day. Took 3.5 hours to begin trading. For a NASDAQ stock issue ($SPCX) this is normal, so get ready for some kind of wait.
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Jun 11
Congrats Rivian!
We had this car in mind years ago, and its nice to see it make its way in the world.
As of yesterday, we’ve officially begun customer R2 deliveries!
We know you’re all eager to begin the R2 order process and we're super excited to be sending out new batches of order invites every day.
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Jun 10
On Tesla
T-2 days and counting until the SpaceX IPO. SpaceX is sucking all of the oxygen out of the room.
Every headline is about SpaceX. Every discussion is about SpaceX. Elon himself appears focused on SpaceX (appears).
For the next few weeks, SpaceX will be front and center and Tesla will seem almost forgotten.
That would be a mistake.
While attention shifts elsewhere, Tesla continues to execute. More importantly, Robotaxi is approaching what appears to be the beginning of real expansion and scale-out.
Humans have an incredible recency bias. We focus on whatever is directly in front of us and ignore what is quietly developing in the background.
When I wrote about Teraspace, I followed it a week later with a Tesla addendum for a reason. Tesla is part of the stack Elon is building. In my view, it is inseparable from SpaceX.
As SpaceX goes, so will Tesla.
The market is focused on SpaceX today. But soon the Tesla narrative will return to center stage: Robotaxi will surprise to the upside. And so will Optimus.
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Jun 10
I love what @yunta_tsai wrote here. Because its true.
The world's richest man didn't get there because he is greedy, he got there because he is selfless. He believes in humanity. He is a humanist.
Let that sink in.
@elonmusk
Jun 10
The core missions of Elon’s companies are always about maximizing the agency of humans.
If you have trouble driving, the car takes you where you want to go safely.
If you need care, Optimus will be there.
If you want to avoid traffic, there is Boring.
If you need connectivity, Starlink provides it.
If you want to go to space, Starship lowers the barrier to entry.
If you are paralyzed, Neuralink restores your agency.
If you want to be heard, X is there for your voice.
If you want to build something, Grok Build realizes your ideas.
By doing so, it inspires others to build. I am inspired to create a world where my kid has better access to agency than I do.
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Jun 10
Some start companies to inspire. Some start companies to control.
We shall continue to inspire so that future generations can make progress toward a first-class civilization in this galaxy.
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AI6 will double AI5 performance. Same half-reticle design (higher volumes/yield). 2nm node. Samsung is primary fab.
Tesla AI chip design engineering reviews are so great! Team is awesome.
Our AI6 chip might set a record for most amount of usable intelligence from a wafer when factoring in yield.
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