If Semi were a stand alone business with potential to do $20B plus in sales with $5B in profits, and likely to add more capacity in the future, that company would easily be worth $100B or more, maybe a lot more.

GOOD NEWS 🚨 Tesla has officially taken the wraps off the Megamanifold, scaling the proven thermal architecture of the Model Y’s Octovalve and Cybertruck’s Super Manifold V2 to Class 8 commercial freight 🔥 Instead of relying on isolated cooling loops and energy-hungry resistive heaters that crush winter hauling range, the Megamanifold unifies cabin HVAC and all powertrain thermal circuits into a single integrated system capable of heating and cooling different vehicle zones at the exact same time 🆒 Traditional diesel trucks waste nearly two-thirds of their fuel energy into the atmosphere as discarded exhaust and radiator heat, but the Tesla Semi captures that excess thermal energy directly from its motors, inverters, and brakes to heat the driver’s cabin and insulate battery chemistry 😎 By eliminating dozens of redundant hoses and treating every joule of powertrain waste heat as an asset rather than exhaust, Tesla is proving that full thermal integration—not just brute-force battery size—is what dictates the real-world economics of electric trucking 🔥

The UN has historically allowed quite a few leaders to speak that have been responsible for all sorts of human rights violations. Gaddafi was allotted 15 minutes but spoke for 96. No mass walkouts. Castro spoke for 269 minutes. No mass walkouts. Putin spoke many times with no mass walkouts. Netanyahu: 2024: substantial diplomatic walkout 2025: delegates from more than 50 countries reportedly walked out 2026: dozens again left as Netanyahu began speaking

Tesla Semi Battery Pack 4680 form factor cells arranged into a collection of bricks, modules, and sub-packs 14 modules per sub-pack and 8 bandolier per module 2 sub-packs for the Semi standard range and 3 sub-packs for the long range Power electronics/PCS etc built into each sub pack all joined together in that HV Junction box just southwest of the MCS inlet I’ve heard 1.2MW charging and holds it flat to 80%? Heard just over 40min 5-80%. Not sure… need to charge one. Not allowed to show you the modules - sorry ⚡️

🚨 MAJOR ALERT: The dam just broke in Minnesota and it’s uglier than anyone imagined SBA Administrator Kelly Loeffler now confirms the alleged $1 billion Somali fraud ring is so massive that the SBA is expanding its investigation across the entire state of Minnesota. Read her words and feel the rage: “It appears that this fraud ring is being perpetrated across all types of government assistance meant for families that are hungry, families that need housing, young children that need education. And it’s being exploited.” They didn’t just steal money They stole food They stole housing They stole aid meant for American families in real need And Minnesota’s leadership let this metastasize for YEARS. This is what happens when politicians put “community optics” above law and order. Burn it down. Expose every player. Recover every dollar. This is only the beginning. FOLLOW ME, THE NEXT DROP WILL BE SHOCKING.

Elon Musk: “It’s harder to scale on the ground than it is to scale in space. Any given solar panel is going to do about five times more power in space than on the ground. So it’s actually much cheaper to do in space My prediction is that it will be by far the cheapest place to put AI in space within the next 36 months or less You can mark my words: in that timeframe, the most economically compelling place to put AI will be space… and then it will only get ridiculously better to be in space”

Wells Fargo is projecting Starlink to reach nearly 47 MILLION users by 2028 Their latest forecast: • 17M users by the end of 2026 • 46.7M users by 2028 And the revenue growth is just as wild: • 2026 → $19.1B • 2027 → $30.2B • 2028 → $51.5B Starlink had 12M subscribers at the end of Q2 So Wells Fargo is basically modeling the network growing to nearly 4× that size in just over two years And there is another huge piece to this... Wells Fargo sees even more upside from additional low-band spectrum below 1 GHz, which would expand what SpaceX can do beyond traditional satellite broadband Starlink started by connecting places traditional internet struggled to reach Now analysts are modeling it as a global communications network with nearly 47M users and $50B+ in annual revenue The scale Starlink is heading toward is insane

🇮🇷🇺🇸 Iran’s president is now openly saying Tehran wants a deal with Trump BEFORE the U.S. midterms. Pezeshkian told reporters at the UN that Iran wants Washington to return to the June ceasefire MOU before November, after Trump argued Tehran was waiting to see how he performs in the elections. And Pezeshkian went further: he said Iran is open to inspections of its nuclear facilities and denied that his government is seeking to assassinate Trump. He also revealed that he has already met twice with Iran’s new supreme leader, Mojtaba Khamenei, including one seven-hour meeting last month. Khamenei has barely been seen publicly since taking power after his father was killed in an Israeli strike. Source: NBC / Writer: Sol

Starlink gigabit internet is coming As SpaceX prepares to deploy its next-gen V3 satellites, some maritime Starlink customers are already being told to expect gigabit speeds out on the water Starlink is about to get a whole lot faster