InvestAnswers
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Trillions in Space 🚀📊 | Starship & EWS Math → 2028-2030 Models
Trillions in space. Moat of the century. 🚀
I am breaking it down with @aaronburnett:
220k GB300s next week → up to 660k in Q4 → path to $100B+ ARR.
SpaceX revenue stack, plunging $/kg curve, orbital compute, SOTP paths 4 Digits
Who Has the Most Compute Wins 👇
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Solana hits an all-time high of over 8 million daily active users — more than all other chains combined, and 20x more than Robinhood Chain, nearly 17x $ETH and 54 $SUI. #BlackHoleSOL#
solana:So11111111111111111111111111111111111111112
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Tesla Semi is a game changer for truckers
Tesla Semi sells itself. Lower cost per mile, less maintenance, no diesel drama.
Plus safety that will save so many lives.
Tune in
GOOD NEWS 📰 Tesla will livestream the Semi rollout on 𝕏 🔥
Here is when to tune in around the world:
The Americas (Thursday, September 24)
🇺🇸 / 🇨🇦 6:00 PM PDT (Vancouver, Los Angeles)
🇨🇦 7:00 PM MDT (Calgary, Edmonton)
🇲🇽 7:00 PM CST (Mexico City, Monterrey)
🇺🇸 8:00 PM CDT (Austin, Chicago)
🇺🇸 / 🇨🇦 9:00 PM EDT (Toronto, New York)
🇨🇱 10:00 PM CLST (Santiago)
Europe & Middle East (Friday, September 25)
🇬🇧 / 🇮🇪 2:00 AM BST / IST (London, Dublin)
🇪🇺 3:00 AM CEST (Berlin, Paris, Amsterdam, Rome)
🇫🇮 4:00 AM EEST (Helsinki, Athens)
🇹🇷 4:00 AM TRT (Istanbul)
🇮🇱 4:00 AM IDT (Tel Aviv)
🇦🇪 5:00 AM GST (Dubai, Abu Dhabi)
Asia-Pacific (Friday, September 25)
🇮🇳 6:30 AM IST (New Delhi, Mumbai)
🇹🇭 8:00 AM ICT (Bangkok)
🇸🇬 9:00 AM SGT (Singapore)
🇲🇾 9:00 AM MYT (Kuala Lumpur)
🇹🇼 9:00 AM CST (Taipei)
🇨🇳 9:00 AM CST (Shanghai, Beijing)
🇯🇵 10:00 AM JST (Tokyo)
🇰🇷 10:00 AM KST (Seoul)
🇦🇺 11:00 AM AEST (Sydney, Melbourne)
🇳🇿 1:00 PM NZST (Auckland)
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One feature Tesla does not have.
$TSLA
The Aston Martin Valhalla, a car priced at about $1,000,000, goes viral as its open doors create penis-shaped reflections over the driver and passenger
Liquidity begets liquidity. More stables = deeper books = more dApps = more institutions = more stables. Once the default settlement layer wins on cost and latency, everyone else looks like dial-up. #BlackHoleSOL# is back.
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Liquidity: Everything has changed as Tether sends Binance 500m new dollars on @solana, no longer using Ethereum.
Recap of today's TA Masterclass....
Yields up. Oil > $100.
AI & crypto: “not our problem.”
Blastoff week. 30 Charts analyzed in the Substack.
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AI broke out.
Crypto cleared levels.
Rektember ghosted.
Missed a couple (AMD AVGO by a hair).
Nailed the big ones.
That’s the game. Review every week.
The Mega-Middleman and The Next Big Short
Will Middlemen will go extinct?
Why only one mega-middleman wins?
Bitcoin is running again.
US Spot ETFs just sucked in another $720M.
That’s $2.3 BILLION in four days.
Wall Street is chasing. bitcoin:native
These guys, Newsom & Pritzker, want to choke AI in California and Illinois.
It’s a campaign ad w a COVID style “shut down” fantasy with a fancy kill-switch label.
It doesn’t stop AGI. It just drives the companies that build it out of those states.
How are these people still in office?
And while we’re on “safety”… maybe fix your State Safety First?
#AI#
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BREAKING: I just signed an EXECUTIVE ORDER to dramatically accelerate independent oversight of AI companies and advance the creation of an “AI kill switch.”
With Donald Trump and Congress failing to lead, California is stepping up to keep all Americans safe.
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Billion Dollar Day.
Miss 4 days, miss all the Gainers.
Street revising 2026/27 earnings up
SOL calling the flip of ETH and Nasdaq
$NVDA OK’d Megapacks $MRVL does 102.4Tbps
Largest Order Ever - OCTA👇
#IA13# $ALAB $TSLA $CRCL $NVDA $BTC $SOL
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Bitcoin having its best September in 14 years!
bitcoin:native
This is cold-blooded murder.
How come Canadians aren’t outraged and looking to stop this?
Why is the left so intent on KILLING?
There’s no such thing as “euthanised against her will.”
That’s called MURDER!!
The future
Two weeks ago I said Bitcoin $90K was a lock for October.
We just printed $87,300. $2.7K to go.
$82K flipped. First weekly close above the 50W in ~45 weeks. LTH selling collapsed. Axel just flipped bull with a $140K print.
Clarity stalled. Price didn’t care. 👇
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BOOM bitcoin:native breaks $87K
More than half a God Candle aujord hui
Spot on.
You don’t get to scream “10% chance we end civilization” and then beg Congress to wipe your liability.
If the model can go rogue, the humans who shipped it have to own the outcome. Not the agent. Not “the AI did it.”
Humans ship the model. Humans own the downside.
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🚨 TREASURY SECRETARY BESSENT JUST NUKED ANTHROPIC & OPENAI’S “ROGUE AI” IMMUNITY SCAM ON LIVE TV
"A sitting employee came out, said there's a 10% chance of an extinction level event. But then the labs also said, take the liability off of our hands. And we will NOT do that.
The Hugging Face incident is the responsibility of OpenAI management, NOT a bunch of agents.
It is humans who are responsible, not the AI.
These labs need to take responsibility for themselves. They can slow down any time they want to."
CHECKED.
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I'm ready for 4.7!
I spoke to Bernie Sanders, he is also excited for ASI.
GROK 4.7 COULD BE FOUR DAYS AWAY, AND THIS ONE SOUNDS LIKE A MONSTER. LFG!
Elon Musk says the next Grok is coming in roughly 10 days from his Sept. 2 announcement, putting the target around Sept. 12. The rumored specs are wild: 2.1 TRILLION parameters, roughly 40% larger than Grok 4.6, with better token efficiency and additional training using massive amounts of SpaceX engineering data. Musk has even predicted it will “exceed all current models.”
If Grok 4.7 delivers anywhere close to the hype, the AI leaderboard may be about to get flipped upside down.
Saturday could be a very big day.
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Tom Lee sees the writing on the wall
He knows the next economy isn’t humans. It is AI Agents.
So when an $ETH treasury chairman puts chips into a $SOL credit structure… yeah. He sees it. Agents are the demand. SOL is the settlement layer handling that demand.
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🚨BREAKING: Is @fundstrat pivoting from Ethereum to Solana?
The chairman of Ethereum treasury firm BitMine participated in @defidevcorp's $11M CHAD offering, the first SOL backed digital credit instrument, with proceeds set to buy $SOL.
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