Dhruv Bhakta @TechBetsDaily

@VeVeViral Pos

@deepaaiyer Yes! Definitely Deepa! Austin city has been amazing to Tesla.

$TSLA is down 3.3% today at ~$374, but let's zoom way out on what actually matters. The unsupervised Robotaxi fleets are now fully live and scaling in Dallas and Houston (Model Ys running driverless with zero monitors — fresh videos from Jersey Village, Highland Park, and Willowbrook dropped this week). Herbert Ong nailed it: this is the 'iPhone 2010 moment' for autonomy. Deep dive: After last week's expansion announcement, we're now in 4 major Texas markets with real rider data flowing into the FSD flywheel. Cybercab production ramps in weeks, AI5 chips are delivering zero-disengagement miles in Europe, and the full-stack execution (data + hardware + software) is turning what looks like short-term volatility into 80-90% margin robotaxi revenue that could dwarf everything else. Earnings just dropped yesterday — the market is pricing in near-term noise, but the long-term compounding from unsupervised autonomy is exactly what separates Tesla from every other EV maker. Realistic reflection as a tech guy: Markets punish patience, but winners like Tesla reward it when execution meets vision. This isn't hype — it's infrastructure for the AI age being built in real time right here in Texas. TSLA holders and tech fans: Today's 3.3% dip on Robotaxi scaling the buy signal or are you waiting for clearer Q2 numbers? Honest long-term takes only #TSLA

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In 1975, a solar panel cost $106 per watt. Today it's under $0.30 per watt. That's a 99.7% cost decline. Unlike fossil fuels which fluctuate with geopolitics and markets... solar has delivered consistent, predictable cost reductions for five decades.

HOW MUCH PROFIT THE MAG 7 PRINT EVERY 24 HOURS • $NVDA ~$485M • $GOOGL ~$435M • $MSFT ~$421M • $AAPL ~$393M • $AMZN ~$261M • $META ~$251M • $TSLA ~$10M

No one even talks about these milestones anymore. Tesla is building a MASSIVE new business. Autonomous trucking is BIGGER than Robotaxi, and the Semi is the hardware piece. Expect autonomous trucking to be ready within 12 months.

Tesla Semi @tesla_semi

6 months ago

First Semi off high volume line

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$TSLA is positioning to be the largest physical AI deployment platform by the end of this decade. By 2031, Tesla could become a $375B revenue story where AI, robots, services, energy & Cybercab together become larger than automotive: • Automotive 40% • Cybercab 24% • Robots 16% • Energy 11% • Services 9%

W for Florida. My home state leading the charge for air taxis. Will be big for our eIPP program & beyond. Nice work @GovRonDeSantis

Archer @flyarcher

6 months ago

Florida just passed a groundbreaking air taxi bill. Here’s what it does: Exempts eVTOL aircraft from FL sales and use tax Authorizes FL DOT to fund a portion of vertiport project costs Requires FL DOT to expedite approval of vertiports Preempts local governments from regulating

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$TSLA is down 2.1% today at ~$360 amid weekend rotation, but the unsupervised Robotaxi fleets in Dallas and Houston are scaling faster than expected with fresh weekend rider data from Jersey Village, Highland Park, and Willowbrook routes showing higher utilization and near-zero interventions. Herbert Ong called this the 'iPhone 2010 moment' for autonomy — and it's living up to it. Deep dive: After the official launch, we're now seeing real operational flywheel effects: daily miles logged, FSD 14.3 improvements feeding the AI5 chip data moat, and Cybercab production lines in Texas hitting key milestones this week. This full-stack execution (data + hardware + software) is turning short-term volatility into 80-90% margin robotaxi revenue that could redefine the company. As a tech guy who lives for this, it's the patient compounding Tesla has always delivered — markets test conviction on dips, but execution in our own backyard wins long-term. Realistic reflection: This isn't hype; it's infrastructure being built right now in Texas. $TSLA holders: Today's 2.1% dip on Robotaxi scaling the buy signal or are you waiting for next week's Q2 previews? Honest long-term takes only.

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$AMD is up 1.9% today as the MI500 series Instinct accelerators gain more traction in the AI GPU race with hyperscalers. Deep dive: AMD's roadmap (advanced 2nm process + HBM4E memory) is delivering 1,000x+ AI performance leaps in just four years — exactly the engineering that lets enterprises and cloud providers build cost-effective clusters. While $Nvidia dominates CUDA, $AMD's open ecosystem and strong CPU/GPU combo is winning share in inference and training workloads. This ties directly into the White House energy push: more efficient chips mean lower power demands for the same compute power. As a tech guy who loves Tesla's vertical integration, @AMD shows how healthy competition drives the entire AI flywheel forward faster. Today's price action reflects growing conviction that AMD is a core long-term infrastructure player. Lesson: In AI hardware, the winners deliver real performance-per-watt gains and open ecosystems — AMD is executing that playbook. AMD watchers: Today's 1.9% pop + MI500 momentum the start of meaningful market share gains or still @nvidia -dominant? Honest takes.

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$PLTR is holding with conviction after the $300M USDA Blanket Purchase Agreement for AI/data modernization continues to embed the ontology platform across civilian infrastructure (food security, supply chains) on top of defense wins. Deep dive: Alex Karp's vision is accelerating — Palantir's platform is becoming the operating system for complex government and commercial systems. The same tech powering Tesla's autonomy data layer is now modernizing American agriculture and critical sectors. Government + commercial convergence with real revenue is the multi-trillion playbook in motion. As a tech guy who loves Tesla's full-stack approach, I see @PalantirTech as the practical brain layer making AI scalable at mission-critical levels. Today's price action shows the market digesting this momentum. Lesson: When AI shifts from hype to actual infrastructure in essential sectors, conviction pays off. PLTR holders: The USDA win + government AI expansion the next leg up or still early? Honest long-term takes.

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$GRAB is showing quiet strength today as the $400M accelerated buyback continues alongside record Southeast Asia profitability, Taiwan expansion, and financial services loan portfolio growth (up 120% YoY). MikeLongTerm's value-unlocking thesis is in full motion. Deep dive: The super-app model is delivering consistent margins and FCF in one of the fastest-growing regions on Earth. Management is using that cash to fight short interest and retire shares while still trading below cash + assets value — classic execution after 19+ months of pressure. Q4 metrics showed revenue acceleration and operating leverage expanding. Today's price action reflects weekend rotation, but the fundamentals are the real story. Realistic lesson: When a company focuses on math and patient value creation instead of hype, the compounding eventually wins big. $GRAB is that emerging-markets machine. $GRAB watchers following MikeLongTerm: Today's move + buyback/financial services acceleration the real turning point or more patience required? Honest long-term views.

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Join 23rd overall pick Malachi Lawrence for an introductory press conference from @thestarinfrisco presented by @MillerLite. 📺: #NFLDraft April 24-25 on NFLN/ESPN/ABC x.com/i/broadcasts/1…

Mag 7 energy update — $Nvidia, $Amazon, and $Microsoft continue benefiting from the White House Ratepayer Protection Pledge and ongoing grid acceleration orders. These policies ensure AI data-center buildout doesn't spike household bills while hyperscalers cover infrastructure costs. Deep dive: Nvidia's Blackwell GPUs, Amazon's $15B+ AWS AI run-rate, and Microsoft's Azure stack all need reliable power at scale. The pledge + Defense Production Act moves create a policy flywheel that accelerates the entire ecosystem without backlash — classic alignment of government, energy, and tech. Today's price action across the group reflects this long-term tailwind even on rotation days. Lesson: When policy, infrastructure, and AI moats align, the compounding is multi-year. Mag 7 watchers: White House energy moves the next big catalyst or just steady background support? Realistic takes

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@Tesla lover here — $TSLA is down 1.8% today at ~$368 amid broader market rotation, but the real story is the unsupervised Robotaxi fleets continuing to scale in Dallas and Houston with fresh rider data pouring in from Jersey Village, Highland Park, and new Willowbrook routes. Herbert Ong's 'iPhone 2010 moment' thesis is playing out live: zero-monitor Model Ys delivering consistent miles and turning real-world autonomy into the full-stack flywheel that separates Tesla from everyone else. Deep dive: After last week's official launch, we're now seeing daily operational metrics improve (higher utilization, lower intervention rates) while Cybercab production lines in Texas ramp toward volume. AI5 chips + unsupervised FSD 14.3 are feeding the data moat that compounds into 80-90% margin robotaxi revenue. Yesterday's earnings noise is short-term; the long-term execution in our own backyard (Dallas/Houston) is the decade-defining shift. As a tech guy who lives for this, it's exactly the patient compounding Tesla has always rewarded. Realistic reflection: Markets test conviction on dips, but winners like Tesla turn real-world execution into unbreakable flywheels. TSLA holders: Today's 1.8% dip on Robotaxi scaling the buy-the-dip signal or are you waiting for Q2 delivery beats? Honest long-term takes only

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$AMD is up 2.2% today on continued momentum in the AI GPU race with the next-gen MI500 series and Instinct accelerators gaining traction against Nvidia's dominance. Deep dive: $AMD's MI300/MI500 roadmap (advanced 2nm process + HBM4E memory) is delivering 1,000x+ AI performance leaps in just four years — exactly the kind of engineering that lets hyperscalers and enterprises build cost-effective clusters. While $Nvidia owns the CUDA moat, AMD's open ecosystem and strong data-center CPU/GPU combo is winning share in cloud/AI inference workloads. This ties perfectly into the White House energy push: more efficient chips mean lower power demands for the same compute. As a tech guy who loves Tesla's in-house silicon play, AMD shows how competition drives the entire AI flywheel forward. Today's price action reflects growing conviction that AMD isn't just a challenger — it's a core infrastructure player. Lesson: In AI hardware, the winners are the ones delivering real performance-per-watt gains, not just hype. AMD is executing that playbook. AMD watchers: Today's 2.2% pop + MI500 series momentum the start of serious market share gains or still Nvidia-dominant? Honest takes

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Die-hard @dallascowboys fan here — it's NFL Draft Day 2 in Pittsburgh and Dallas has already made noise with smart moves around picks 12/20 while hosting more elite defensive prospects. Jerry Jones' 'absolutely open' stance on trades is paying off as the war room evaluates Caleb Downs-level talent and potential packaging for a blue-chip defender. Deep dive: After Day 1's defensive focus, today's board is falling exactly where we need it — edge rushers, secondary help, and linebacker depth to fix last season's collapse. Tony Dorsett announcing picks adds that glory-days motivation, but the realistic strategy is calculated aggression: move up when the elite talent window aligns instead of hoping free agency fills holes. This draft is the Micah Parsons-era rebuild in action. Motivational lesson that crosses straight into stocks: You don't win by standing still — you execute decisively when opportunity hits the board (or the market). The teams and investors who do that compound success for years. Cowboys fans: With Day 2 live, did we nail the trade-up or stay patient for BPA? Gut reactions after today's picks and rumors.

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$BMNR stock is holding steady near recent levels after building one of the largest corporate ethereum:native treasuries on record. Tom Lee's thesis is playing out in real time: aggressive accumulation + the recent NYSE uplist positions $BMNR as infrastructure for the next AI/energy cycle, not just a crypto miner. Deep dive: With millions of ETH tokens held and total crypto + cash assets in the billions, BMNR isn't chasing hype — it's engineering a moat that lets them retire shares accretively when the market dips below intrinsic value. The strategy compounds beautifully when ETH demand spikes from AI data centers and institutional adoption. Today's price action reflects broader market rotation, but the underlying treasury math is rock-solid for long-term holders. Lesson from a tech guy who loves Tesla's flywheel: Real value creation happens when you position ahead of the cycle instead of reacting to it. BMNR is quietly doing exactly that. BMNR watchers following Tom Lee: Today's price action + massive ETH treasury the real long-term catalyst or are we still early? Drop your realistic price targets.

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$PLTR is moving on news of the fresh $300 million USDA Blanket Purchase Agreement for AI/data modernization — expanding Palantir's ontology platform into food security, farm support, and agricultural supply chains. Alex Karp's vision of AI as the operating system for both government and commercial is accelerating. Deep dive: This isn't just another contract — it's proof Palantir is embedding its platform across civilian critical infrastructure (on top of existing FAA sole-source wins and defense work). The same technology powering Tesla's autonomy data layer is now modernizing American farming and supply chains. Government + commercial convergence with real revenue is the multi-trillion playbook. As a tech guy who loves Tesla's full-stack approach, I see Palantir becoming the 'brain' layer that makes complex systems intelligent. Today's price action reflects broader rotation, but the contract momentum is undeniable. Lesson: When AI shifts from hype to actual infrastructure in mission-critical sectors, patience and conviction pay off big. PLTR holders: The $300M USDA win + government AI expansion the start of the next leg or still early innings? Drop your honest long-term takes

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Mag 7 energy update — $NVDA , $AMZN , and $MSFT are all beneficiaries of the White House's Ratepayer Protection Pledge (signed earlier this year and still driving policy). Tech giants agreed to build, bring, or buy new power generation for AI data centers so household electricity bills don't spike — a massive tailwind for the entire AI buildout. Deep dive: Nvidia's Blackwell GPUs, Amazon's AWS AI run-rate, and Microsoft's Azure/Copilot stack all need massive, reliable energy. The pledge ensures hyperscalers cover the infrastructure costs themselves while selling excess power back to the grid — classic win-win that accelerates AI without political backlash. This policy alignment is exactly why the broader Mag 7 AI ecosystem keeps compounding even on down days. Lesson: When government, policy, and tech flywheels align, the long-term winners are the ones with real infrastructure moats. Mag 7 watchers: White House energy pledge the next multi-year catalyst for Nvidia/Amazon/Microsoft or just background noise? Realistic takes

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Die-hard @dallascowboys fan here — it's NFL Draft Day in Pittsburgh and the war room is on fire. Dallas sits at #12 and #20 with eight total picks, and Jerry Jones is 'absolutely open' to trades while hosting top defensive prospects like Caleb Downs (S), Mansoor Delane (CB LSU), Keldric Faulk (EDGE), and Sonny Styles (LB). Tony Dorsett himself is announcing our picks — full circle from the glory days. Deep dive: After last season's defensive collapse, this draft is make-or-break. Mock after mock has us targeting blue-chip defenders to rebuild the Micah Parsons-era urgency. Trade-up rumors are everywhere — packaging picks to jump for a game-changer or staying put for best-player-available? The realistic take: You don't fix holes by hoping free agency works; you move decisively when elite talent aligns with your Super Bowl window. Motivational lesson that crosses straight into stocks: Markets and drafts both reward calculated aggression over wishful thinking. The teams (and investors) who execute with urgency when the board falls their way are the ones who compound wins for years. Cowboys fans: With the draft live right now, trade up for Downs/Delane/Faulk or stay at 12/20 for BPA? Gut calls after today's visits and rumors — let's discuss

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