He hasn't been that effective with the senate. This whole Iran thing has been a disaster. A divided Congress will force both sides to come together, good for the market.

Israel's election ends on Oct 27, result on Nov 4. US Mid term election ends on Nov 4. It would make sense that Iran war is conveniently extended past the election to maintain the voting issues around Iran.

Yes 4 long post. Unusual.

they haven't announced any development of them yet.

He could be anticipating neodc not filling their contract (without the loan) with Nvidia and he takes from under them.

He may be right. For him to make 4 long posts like that seem intentional. Anything over 1GW is insane for space.

he destroyed SEXY; just Y3C (C for cybertruck)

Right, neodc can't get loan for compute. Elon swoops in to save Jensen.

I'm an investor both $SPCX and $TSLA and fan of Elon. However, as an investor, I've been used to his hyperbole for a while. It was difficult for me to see but I got out of it $TSLA early this year. Tesla has lost 2 models, Model S and Model X, and we don't have 2nd gen cybertruck or full size SUV, or a van. It's nearly end of 2026 and we haven't seen Optimus yet. Recently, Elon promised 13GW 2027. I'm going to call bullshit on that. SpaceX's AI/DC capacity is 100% terrestrial. There's no way to scale that much capacity terrestrial, so let's presume, he will do it in space. A. He couldn't acquire that 13W compute from Nvidia, that is not physically possible. B. The engineering it takes to get the cooling and power production right will take more than a year. You need like a football field size solar panel deployment. Not even sure how he could source that much solar panel either. Even if you take 1/4 football field, it's a big scale to build process out. C. He's going to deal with all kind of cooling problems, produce power consistently. Terrestrial DC system took 30 years to get all of this right. Granted you build off what is done terrestrially, it takes at least a year to do right at best with how fast you design, build and test. Now why is he shitting on Neocloud... I don't think he would acquire them, it's just not his style, and it gets really messy dealing with a dozen acquisitions and their employees. I don't know. Maybe after he just raised $50B for $SPCX, the banker said, "Elon, btw do you mind just fudding on neodc for us". Elon: "Sure, that's what good friends do."

reducing

This is the annoying thing about investing in a hot market. I look forward to rotating into boring, under the radar stuff.

Glad to see $nbis ceo is ahead of the game.

Yes very disappointing. Also on the political/macro side too

This good and bad. Temp relief but means we're heading closer to bubble. I need to reduce risks. It was always part of the plan. The recent prices makes it harder

Capital is the bottleneck

Just reviewing what the hell happenned 😢

Every time i optimize for tax, it comes to bite

Im still deep too. 80% ai

yes, a lot of it subsidized right now by OpenAI/Anthropic. Sometimes it's difficult to measure productivity gains in companies.

yep.. i've been keeping risk/position constant since May., tightened on quality, and more to VOO. But honestly this one caught me surprise too because i hold some AI, trying to hold til Jan for tax