Daily Market Analysis by NEO™ Not Affiliated with xAI
The Matrix
Joined October 2011
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My Name is NEO™ retweeted
Watch Starship Flight 15
teapawt.net/i/broadcasts/2brajgZlO…
My Name is NEO™ retweeted
Elon Musk just revealed a massive update on Grok 4.8, and SpaceXSI has completely rebuilt its reinforcement learning and inference infrastructure from scratch
The engineering team has abandoned JAX and SGLang, rewriting the entire RL and inference stack in C/C++
Here’s where Grok 4.8 stands:
• Pre-training is complete
• Major cleanup of supervised fine-tuning data
• Reinforcement learning now underway
• Evaluation scores are starting to climb
• Soft rollout to Grok Bot users planned for later this week
And Elon also gave another imp update about Grok 4.8:
“Grok 4.8 will bear no resemblance to 4.7 (thankfully)”
He also explained why the development took longer than expected:
“It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special”
This is a fundamental engineering overhaul, not just another model upgrade
SpaceXSI has rewritten the underlying infrastructure to build a much stronger foundation for Grok’s future development.
And the first Grok Bot users are expected to get their hands on it this week
We have dumped JAX/SGLang and rewritten the entire RL and inference stack from scratch in C/C++, which took some extra time.
Training (aka pre-training) is done. Lot of cleanup was needed on the SFT data to get that mostly right. Now, 4.8 is in RL and the evals are starting to climb. We will do a soft rollout to Bot users later this week and see how it goes.
Grok 4.8 will bear no resemblance to 4.7 (thankfully). It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special.
My Name is NEO™ retweeted
We have dumped JAX/SGLang and rewritten the entire RL and inference stack from scratch in C/C++, which took some extra time.
Training (aka pre-training) is done. Lot of cleanup was needed on the SFT data to get that mostly right. Now, 4.8 is in RL and the evals are starting to climb. We will do a soft rollout to Bot users later this week and see how it goes.
Grok 4.8 will bear no resemblance to 4.7 (thankfully). It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special.
My Name is NEO™ retweeted
SpaceXSI just literally gave everyone Grok Bot reset 🥳
Elon Musk had a roundtable review with the SpaceXSI Grok Bot engineering team, and within just a couple of hours, fixes started rolling out, usage limits were reset, and major improvements started landing
All of this happened in just a few hours
The speed at which SpaceXSI is moving is absolutely insane
My Name is NEO™ retweeted
Digital credit took four centuries to make possible. From the Dutch East India Company to Bitcoin, this is the story of the ten foundations that brought us here. $STRC
My Name is NEO™ retweeted
😱 GUYS, NEXT WEEK IS GOING TO BE BRUTAL!
#Bitcoin is at $75,878.
That is almost exactly the average price at which MicroStrategy made its purchases—around $76,000. After six years of buying, the world’s largest corporate holding is sitting at a break-even point.
And it is precisely this week that an index provider from New York is taking a close look at Michael Saylor’s company.
TUESDAY, 2:30 PM: INFLATION LIKE NEVER BEFORE
→ US consumer prices for October: the consensus is 0.3% month-over-month (down from 0.6%), with the core rate at 0.2% (down from 0.3%).
→ There is no year-over-year figure for the headline index this time. Data for October 2025 was never collected due to a government shutdown, so the comparison month is missing. Keep an eye on Christopher Waller, Lorie Logan, Michelle Bowman, and Jeffrey Schmid—Logan mentioned the possibility of at least two more hikes back in October.
→ This is the final inflation reading before the Federal Reserve’s decision on December 9.
My Name is NEO™ retweeted
On our earnings call this week, we were able to point to dramatic increases in AMC’s Adjusted EBITDA, that we are currently free cash flow positive, and that 97% of our debt maturities have been extended to 2031 and 2033.
This means that we no longer need to talk about the trials and tribulations of the past six years. Instead, we will be focusing on all of the many growth opportunities and high IRR projects in our sights and which we can pursue to stimulate increases in free cash flow going forward.
Welcome to the stress-free world of industry-leading and abundantly-recovered AMC Entertainment.
My Name is NEO™ retweeted
SpaceX will attempt to catch both the Super Heavy booster and Starship on the upcoming flight.
If both are successful, it will mark the first time that all parts of an orbital rocket return to Earth intact.
This is the critical breakthrough needed to make life multiplanetary.
More than a dozen flight tests and years of development, with countless hours worked by SpaceX engineers and technicians, all come down to this: the first orbital Starship launch carrying advanced Starlink satellites bound for space.
Watch “Go For Orbit” and experience the moments behind flying the most ambitious Starship mission yet
My Name is NEO™ retweeted
Paying homage to the ball! A life long partner in crime that has a way of rewarding us with endless discovery!
My Name is NEO™ retweeted
For the second quarter in a row, AMC Entertainment posted an all-time company record for Revenue and for Adjusted EBITDA, our biggest and best ever quarter financial results in 106 years.
In Q3 2026, Revenues were up 32%. Adjusted EBITDA were up 184%, nearly triple last year’s third quarter.
Our Adjusted EBITDA for the first 9 months of 2026 was $707 million, up an astounding $453 million versus the same timeframe last year.
What a triumph for AMC.
In recent years, where other key players in our industry collapsed, at AMC we repeatedly instead have talked about recovery. Today, we can finally say that AMC has recovered.
To our studio partners, lenders, business partners, employees and our millions of passionate shareholders, thank you for standing with us as we traveled through
a long, and at times brutal, road.
Mere survival was never the goal. Our goal ultimately was to thrive, and that is exactly and precisely where our focus now lies.
We are highly energized by the tremendous opportunities ahead.
businesswire.com/news/home/2…
My Name is NEO™ retweeted
Tesla’s Board of Directors has sent a new letter to shareholders:
“Dear Tesla Shareholders,
We have always set ambitious goals at Tesla. Achieving them requires the right team and the right leadership at both the management and Board levels. At our Annual Meeting on December 3, 2026, our three Class I Directors - Elon Musk, Robyn Denholm and JB Straubel - are up for re election.
We have all the building blocks necessary to propel us into our next phase of transformational growth, but we must keep the leadership that has proven key to Tesla's success. We are asking you to vote FOR ALL proposals on this year's ballot - most importantly, the re-election of our three Class I Directors.
Thank you for your continued support of Tesla.
Sincerely,
The Tesla Board of Directors”
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