U.S. Marine, retired KPMG partner, long-term TSLA & SPCX portfolio, short-term options trading/premium seller portfolio. Tesla referral: https://teapawt.org/t.co/3VIGCv2Suk
Porter, TX
Joined April 2022
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Uber passenger: "Love your Tesla. But how often do you have to find a place to charge it?"
Me: "I never have to find any place, I don't use public chargers. I charge out of my garage wall, just like you do your iPhone at home."
Uber passenger: "Well how much does that increase your power bill?"
Me: "I don't know, how much does your iPhone increase your power bill?
Uber passenger: "Uhhhhhh, well, I don't know."
Me: "Yeah, me neither. It's that negligible and unimportant."
Uber passenger: "Ok, but what about battery fires? I know they catch fire all the time. How many batteries have you gone through?"
Me: "12"
The AI Trade as of 11/1/26:
One side of the trade is being punished because they are spending too much.
The other side of the trade is being punished because their customers will stop spending.
I will acknowledge that the Beaumont, Texas ISD may not have the greatest math program in the country, but it definitely prepared me enough to understand this equation.
JC Christopher retweeted
🚨 One Tesla Robotaxi ride in Houston: 74.1 miles, 3 hours 5 minutes, $133.25 🚗
@scotsrule08 went from the north edge of the new geofence to the south edge and back, no interstate, and called it "absolutely flawless."
That's ~$1.80/mile. The zone expanded through downtown Oct 26.
JC Christopher retweeted
$AMZN earnings
AWS growth: 39%.
Operating profit growth: 61%.
Highest operating margin in company history.
“WHY ARE YOU SPENDING SO MUCH MONEY?”
Imagine you are working overtime, break every productivity record, and the company fires you for the extra electricity bill.
🤣
JC Christopher retweeted
As Lars has confirmed that the 125,000 Cybercabs per year (2,400 per week) communicated in the earnings deck is below the real capacity, we can do a little thought experiment and simulate three scenarios:
• 2,400/week: official earnings-deck guidance (~125k/year)
• 16,000/week: 30-second takt at 80% uptime
• 24,000/week: 20-second takt at 80% uptime (still ~2× Tesla’s long-term 10-second objective)
The EPS you get for next year becomes nuts.
This is not a prediction, but it shows the extraordinary potential of Robotaxi. Those who think that this will be peanuts are gravely mistaken.
Remember how Tesla's earnings deck says that the Cybercab's line capacity is 125,000 per year?
Lars commented on this during earnings: We've definitely been bursting the Cybercab line to see how fast we can run it. I think the listed capacity is more of the rate at which we're capable of running today, but the actual capacity of that vehicle line is significantly higher.
Prepare for take-off🔥🚀
But do they have free cash flow and are they lowering their SI/AI capex spend. That’s all the market will care about with Iran at this point.
I hope everyone has a wonderful Halloween and stays safe tonight. If you’re in one of Tesla’s Robotaxi locations, use it tonight!!! Have fun!
And if not and there’s Waymo, use it as well.
And yes, I know I give them a lot of grief, all of which they deserve, but if you’re in a location that doesn’t have Tesla nor Waymo, get an Uber. Don’t drink and drive.
I have a lot of issues with Uber, but they save lives every night. And tonight they will save as many as they ever do. And regardless of how we feel about their policies and practices, your life is worth more to me. ❤️
I agree with Ethan on both points: the greatest decade for any actor, and the best decade for cinema
Friday saw the loss of nearly $2 trillion of market cap from the US stock market.
This amount is the equivalent of the entire US stock market in 1990.
A factoid that says be careful and use risk management, but also don’t ever bet against the US stock market long term.
One day in the future the Nasdaq will have a 5% correction, and they will say you lost entire 2026….
These texts are starting to come across like a friend at the casino boats in Baton Rouge who just lost everything on the Keno table
After my very first history class in junior high school, I learned that it's likely a very big mistake to vote for anyone who starts off a sentence "let me tell you about the Jews...."
El Sayed courted voters at mosques where speakers dubbed US 'House of Satan' and called for 'final annihilation of Jews' trib.al/Z9uvLco
A US Senator that doesn’t understand US laws. Wow! Welcome to 2026.
Elon Musk ADMITTED SpaceX throttled Starlink internet access in Ukraine. And new reporting raises serious questions about whether the Starlink outage was used to squeeze more money out of U.S. taxpayers.
If true, we’re talking about a trillionaire potentially committing a federal crime to enrich himself. Worth an inquiry, don’t you think?
JC Christopher retweeted
What are you talking about? Having humans remotely on standby in case of an emergency or if something goes wrong doesn't mean the Cybercab isn't operating Unsupervised.
Y’all love to move the goalposts 😂
Tesla’s Cybercab Robotaxi Is Probably Not “Unsupervised.” Here’s Why
forbes.com/sites/bradtemplet…
Readers added context they thought people might want to know
Tesla does not remotely supervise every Robotaxi ride. Per its March 2026 letter to Sen. Markey, remote operators intervene only as a rare last resort, at ≤2 mph (up to 10 mph if allowed) to extract a stuck vehicle—not for normal trips.
wired.com/story/tesla-sa…
I am trending on Threads because they think that I co-host the @theallinpod and they're cancelling me for it.
JC Christopher retweeted
There is a reason Neoclouds are all down 50% + from high's
It's not JUST Elon Musk warning us about the Neoclouds now, its basically all of the Mag 7 CEOs:
> Elon said the debt market is almost entirely shut off for them
> $MSFT Nadella on the call: renting capacity to "like 4 customers who buy a lot of capacity from you" and showing a few quarters of growth
"That is not a business as far as I'm concerned"
His CFO then said some third party capacity deliveries were delayed. Microsoft capex came in $45.2B vs $50.7B expected
$CRWV fell 6% overnight. $NBIS fell 6%
$AMZN Jassy: "neocloud reliance runs about 3,500 bps worse on operating margin"
$GOOGL: "rented capacity is a bridge and a margin headwind"
I think too many people are confusing increased Capex as solely a bullish signal for Neocloud's... They have a lot of headwinds against them right now
Not to mention not a single one is making a profit..
I sold the last of my neocloud exposure ($NBIS) a few days ago at $182
$IREN $NBIS $CRWV $APLD