πŸ”‹ Deebo πŸ”‹ (@temu143) header
πŸ”‹ Deebo πŸ”‹ (@temu143) profile picture

Family office PM. 20+ yrs as analyst, PM & trader. Tesla, SpaceX, battery storage, tech hardware... πŸ”‹ Fundamentals first, charts second. Not financial advice

Joined May 2009
Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)Photo by πŸ”‹ Deebo πŸ”‹ (@temu143)
Never a better time to buy a new Tesla, but reminder EV rebate set to expire 9/30 (you must take delivery by then). I'm buying of my 4th Tesla this weekend for the following reasons: βœ…Safety - 5 Star Crash Rating. The most important factor for me. βœ…Convenience - Never going to the gas station is the best. Wake up every morning with a full tank. βœ…Affordability - fuel saving, minimal maintenance costs, Federal and some State Rebates. βœ…Driver Experience - Super fun to drive and easy user interface. Also, having Netflix, Youtube, Spotify and video games integrated makes the kids super happy. And the recent addition of Grok makes my time in the vehicle that much more productive. βœ…FSD - This technology has improved so much that I use it 99% of my miles. In town and on road trips. It's like having a personal chauffeur. Happy to assist or answer any questions new buyers have. And whatever you do, be sure to use someone's referral code when you order to maximize savings. If you need one, here is mine: ts.la/todd57485
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$EOSE - a nice development to have a new partner to sell into a new market.
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If 24 hour service in existing markets was the unlock for 5 Million Autonomous Miles, what will $TSLA have in store to celebrate the 10 Million Mile Milesone? πŸ€”
Robotaxi now runs 24/7 Every city we're available in
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Wait what? 24 hours of service in all active markets! TSLA not playing around anymore.
Robotaxi now runs 24/7 Every city we're available in
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What ever happened to Ligma/Johnson? Hopefully they landed on their feet.
maybe the most important Q in AI right now: who has the better hand on a 90 day cancel? Anthropic or SpaceX?
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Congrats @robotaxi on crossing the 5 million autonomous miles milestone!!!
Around 5pm today, @robotaxi platform should surpass 5MM autonomous miles. Not sure what $TSLA has planned to mark the milestone (more cybercabs in new markets please), but I think at a minimum they refresh the safety data on this chart and likely accelerate their lobbying with NHTSA and state regulators. What a time to be alive.
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$NVDA Jensen my man, not cool to shag subordinates.
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πŸ”‹ Deebo πŸ”‹ retweeted
Hello Windy City Chicago’s first 50 Semis en route for delivery
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Around 5pm today, @robotaxi platform should surpass 5MM autonomous miles. Not sure what $TSLA has planned to mark the milestone (more cybercabs in new markets please), but I think at a minimum they refresh the safety data on this chart and likely accelerate their lobbying with NHTSA and state regulators. What a time to be alive.
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The same Democrats now demanding accountability over Jensen Huang’s alleged affair with a suspected Chinese operative were silentβ€”or defensiveβ€”when former Congressman Eric Swalwell was involved with Christine Fang (β€œFang Fang”). Swalwell sat on the House Intelligence Committee with access to classified information while having a sexual relationship with a woman the FBI linked to China’s Ministry of State Security. That created a direct risk to sensitive U.S. intelligence. Huang’s case, while serious, involves a private CEO without classified access. Warren, Coons, Schumer, and others treated the Swalwell matter as a non-issue at the time. The contrast is difficult to justify on security grounds alone.
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$TSLA Robotaxi adds 20 more Model Y to the TX registered fleet and now has 5 more registered vehicles in TX than Waymo.
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β–ͺ️SpaceX deliberately structured the Anthropic compute deal with a mutual 90-day termination right after early 2027, giving it clear optionality to reprice or reclaim capacity. β–ͺ️Once Anthropic is public and better capitalized, SpaceX can push the contract closer to spot rates without tanking the IPO valuation or looking predatory beforehand. β–ͺ️Anthropic’s heavy reliance on the ~325k Nvidia GPUs means it has limited ability to walk away quickly, especially if the broader power/GPU market stays tight. β–ͺ️Higher realized rates (or redirecting capacity to Grok/internal use) would be a direct boost to SpaceX’s AI segment margins and revenue durability just as Colossus 2 continues ramping. β–ͺ️A successful Anthropic IPO removes the main near-term friction, leaving the structural leverage intact for SpaceX and supporting a higher multiple on its growing compute business.
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Nice to see Anthropic moving forward with the IPO. A successful outcome here would be a very good thing for $SPCX
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$TSLA Robotaxi on pace to surpass 5 Million Autonomous Driven Miles on Wednesday. The execution and safely profile so far have been truly impressive.
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πŸ”‹ Deebo πŸ”‹ retweeted
‼️Someone Who Was ACTUALLY In The Room At Dave Chappelle’s Show Has Now Released The FULL Context Of What Was Said About Charlie Kirk. 😱 In the footage and breakdown, Chappelle states that ever since Charlie was murdered he has felt better, adds that he knows Charlie is looking up at the audience from hell, and then goes into a rant calling Charlie racist based on a heavily clipped comment about black pilots as well as calls @RealCandaceO a "Scooby Doo Ass Bitch" who will not let the case go. This was not presented as a setup or a punchline. It was stated plainly, with no bit attached, in front of a crowd that had already had their phones locked in pouches. The person who recorded it notes how awkward the room became and confirms that many people walked out mid-set. Dave Chappelle even got angry and made the comment that "This Crowd Sucks" The breakdown includes Charlie’s original full comments on the pilot remark so viewers can hear the actual argument instead of the shortened version that has circulated. Be sure to watch the OP's FULL video linked down below for their perspective. πŸ‘‡ From: @amirxodom FOLLOW Him
‼️Dave Chappelle Must Be Canceled After Saying He Feels Better Since Charlie Kirk Was Murdered😑 Dave Chappelle stood on stage at Madison Square Garden and told the audienceβ€œEver since that guy Charlie Kirk got murdered, and I shouldn’t say this publicly but…. I feel better.” - Dave Chappelle Those words are not edgy. They are not comedy. They are a public declaration that the assassination of a man who was speaking on a college campus and standing up for his freedom of speech made him feel better. Charlie Kirk was a husband and a father. He was shot while engaging with students. Celebrating that outcome, or even admitting it brings relief, crosses a line that no amount of past comedic success can erase. Every remaining date on Dave Chappelle’s schedule should be canceled. Venues, promoters, and sponsors who continue to platform someone who openly states he feels better because a political figure was murdered are choosing to normalize political violence. The audience that still shows up is making the same choice. This is not about hurt feelings. It is about whether society will continue to reward people who treat the murder of their political opponents as a source of personal satisfaction. FUCK Dave Chapprlle
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Robotaxi busy the past couple days: β–ͺ️Added 38 Model Ys to the Texas registry (now 1,282 total: 573 Cybercabs + 709 Model Ys) β–ͺ️Expanded Austin geofence ~63% to ~443 sq mi β–ͺ️Launched San Antonio with a ~275 sq mi zone (largest at launch) $TSLA is accelerating the rate of progress for this platform. πŸš€
Robotaxi available in San Antonio starting tomorrow, 5am
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Damn it, Feng Feng!!!
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Imagine having an ego so large, that you think you are smarter than @elonmusk and his army of the smartest engineers the planet that work for him at @SpaceX ? EDS effects on the 🧠 of certain academic liberals will be studied for years.
My respect for Elon Musk has mostly vanished, but I still thought that at least he is a good engineer (Teslas are great cars). But that last bit also got a blow after hearing him say that it is easier to "cool things down" in space. The opposite is true. A vacuum is the best possible isolator. In space you can only dissipate heat through radiation. It is extremely unlikely these data centers in space will ever happen (and certainly not in our lifetimes).
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$LYFT is expanding Waymo robotaxis in Nashville. But how do they compete with Tesla? $TSLA’s Cybercab costs $18-25k to build. Best-case for LiDAR-equipped competitors is ~$70k (currently higher). Add Tesla’s superior user experience and more efficient motor, and they can profitably price rides below everyone else’s breakeven.
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$TMDX +17% after hours on strong 3Q print. β€’ Revenue $203M (+41% YoY, +35% organic) β€’ Adj. EPS $0.51 (beat) β€’ Record case volume β€’ Raised FY26 guide to $764-774M (+26-28%) Strong OCS liver/heart + logistics growth. Catalysts ahead: ENHANCE Part B, DENOVO, Europe expansion & OCS Kidney. I didn't actually review results yet as I'm busy licking wounds from sh!tty day in the market. Only fitting to use AI bot to prepare this before it's banned. Have a great day! #TMDX #TransMedics
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