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Warren Redlich - Chasing Dreams 🇺🇸
@WR4NYGov
AI Stocks Report, Tesla, SpaceX, Nvidia, Google & More. Subscribe for AI Options Strategy.
3.7K Following    108.9K Followers
“Then why does Tesla advertise in China” Gross margin and Ad ROI are both higher in China. Giga Shanghai COGS is much lower. Warranty costs are lower. Etc. etc. “And why does SpaceX advertise?” Gross margin is MUCH higher for Starlink. Ad ROI is higher. “Nobody reads newsletters” - False - Nobody watches ads How many Ford and GM ads have you seen in the last year. Are they working on you? Considering an alternative proposition: SpaceX and Tesla, China both advertise. Therefore Elon understands that advertising works in some situations and that it doesn’t work in other situations. Tesla doesn’t advertise cars in America because it doesn’t work in America. Maybe you think General Motors and Ford are better run companies than Tesla? Should Tesla try to be more like them in other ways too?
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2002-2004: Software guy thinks he can build rockets and cars 2016: Car guy thinks he can do brain surgery 2018: American guy thinks he can build factory in China 2022: Hardware guy thinks he can do software 2026: “matters outside his sphere of expertise”
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Read this and think about it. Feels mostly right.
Claude Tag is a Trojan horse.  Not because Anthropic is doing anything evil. Because the incentives are obvious. Day one, this looks like a great feature: tag Claude in Slack, let it follow the thread, remember context, connect to tools, break down tasks, chase work, and act like a teammate. But that is exactly the problem. The moment your AI vendor becomes a shared coworker, it stops being just a model provider. It starts becoming the place where work is interpreted, remembered, routed, and eventually executed. That is not model lock-in. That is context lock-in. You are now renting your company back from them. Models can be swapped. Agents can be copied. But the memory of how your company actually works is much harder, maybe impossible, to move: the Slack scar tissue, the exception paths, the customer promises, the unfinished threads, the weird workflows, the implicit owners, the “we tried that in Q2 and it failed” knowledge. Once that lives inside one vendor’s agent layer, you are not renting intelligence anymore. You are renting your company’s operating memory. And the pricing model makes it even more dangerous. A human coworker has a salary. Claude has unbounded tokenized activity. The more work moves through it, the more the vendor captures not just IT spend, but labor spend. This is the enterprise bargain people will regret: Convenience now, and rapid decent into dependency. The right architecture is simple: rent the best intelligence from whoever is best this month. OpenAI, Anthropic, Gemini, open source, whatever. But own the context layer. Your company memory should be inspectable, permissioned, portable, and model-neutral. It should not be buried inside the same vendor that sells you the intelligence and the workflow surface. Claude Tag is useful. That is why it is dangerous. Rent the intelligence, but own the context. Or, regret later.
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“We are electing people who openly hate America” Read Shaun’s post. As bold as it is, he’s understating the problem.
The Democratic party that you and I both loved no longer exists It is being co-opted by Marxists who call themselves Socialists because it sounds better But also by Islamists who are hostile to liberalism We are electing people who openly hate America We have insecure elections, open borders, an extremely complex network of NGOs that launders money (oftentimes state funds) to feed this machine Many in politics and the media are either unaware of what's happening or too cowardly to stand up A full generation of "educated" kids who were indoctrinated to believe that all of this is good Etc etc
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RANT: Tesla influencers including @TeslaBoomerMama are attacking Elon Musk. They accuse him of suppressing Tesla stock for a merger with SpaceX. AI stocks fall on the usual volatility and questions about demand. 0:00 Tesla Boomer Mama 3:55 Tesla SpaceX Merger 9:45 Stop Attacking Elon Musk 10:41 AI Stocks Volatility 12:38 AI Demand Questions 15:25 AI Stock Options
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Insiders have released a clip from a secret meeting of the Tesla Robotaxi team. You can tell it's real because Elon is wearing a suit, V3 Optimus is in the background, and the engineers are appropriately diverse. This verifies @TeslaBoomerMama vision that Elon is sabotaging Tesla so he can gain control.
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America has two political parties Republican and Hamas
Mamdani went 3 for 3 tonight. It’s his party now. He’s the kingmaker. Moderate Democrats: Good luck.
You know you’ve lost touch when you ask questions in a post and ignore the answers in the replies. Noah is completely wrong here. The replies obliterate him. And he has no clue because he doesn’t care.
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Other than the Iran war (which Israel talked us into joining and which we then LOST), what wars did Israel fight on our side on? Did Israel fight in Afghanistan? In Iraq? Did they provide military aid to Ukraine, or did they withhold it to curry favor with Putin?
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Theo Von posts a video against data centers. Where does he think his video goes when he uploads it?
Disturbing the number of Tesla influencers who have jumped onto the "Elon is Evil" train. @TeslaBoomerMama that's what you're saying. You're saying he's manipulating Tesla's business, at the cost of lives Robotaxi would have saved, to screw Tesla investors on merger valuation.
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SpaceX Stock has a path to $1000 per share by 2030. Napkin math, Starlink, Terafab, Grok, Macrohard and Vera Rubin data centers. $SPCX will overcome the early roller coaster and head for the stars to a market cap of $10 Trillion or more. 0:00 SpaceX Stock 1:54 SpaceX 2026-2027 3:41 Vera Rubin Data Center 5:58 SpaceX Valuation 2027 7:11 AI Stocks 8:22 SpaceX 2030 11:55 Grok - Macrohard - Enterprise 12:46 Criticism 15:08 AI Stock Options
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Most stupid people know or suspect they’re not very bright and they’re quiet so other people won’t notice. On the other hand 👇
@ScruffyCon Elon didn't create wealth. His workers did. Elon is not some magical fairy that pulls wealth out of his ass. He got lucky, got people who worked for him building rockets and they work hard to build rockets for his company but he didn't build the wealth by himself.
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Great thread. Love this guy. Once you see narrowing you can’t unsee it.
Don’t let your life 'narrow'. I’ve been an orthopedic surgeon for 30 years. The thing I watch happen to people — more than any injury or surgery — is what I call the narrowing. Most of my patients have no idea it’s happening. They think it’s just aging. It’s not...
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This is just the beginning. AI demand is rising much faster than supply. The supply chain for chips and other hardware can’t keep up and isn’t even trying. This will increase the cost of AI. AND it will increase the cost of other hardware like phones and PCs.
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AI demand is outstripping Moore's law in the short run Moore's law drove import prices of computers and semiconductors down by 52% between 2001 and 2020. (1/4)🧵
Alexandra is at it again. Accusing me of calling her insane when I called her theory insane. She is delusional (now that’s personal 🤣) for thinking Democrats would leave Elon alone because of national security and geopolitics. Democrats have been clear for several years now. They want to destroy Elon. Period. Making SpaceX-Tesla the largest company in the world just makes him a bigger target. All of this points to one clear conclusion. A Republican winning the 2028 election is existential for Tesla, SpaceX, and America. Does a merger help that? No.
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SpaceX has $100 Billion in cash Vera Rubin data center coming soon. 1+ GW. Plenty of cash to spare.
FSD secured With a reported cutoff at the end of the month and rumors that FSD will be available in Thailand sometime this year, I went ahead and bought it. 243,000 baht, $7400.
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Elon Musk says he's not making a phone. So what is SpaceX making for Starlink? Starlink #NotAPhone# Speculation 0:00 Elon Musk Starlink Phone 1:05 Starlink Edge 2:30 Grok OS on AI5 Lite 3:35 Local Inference vs Cloud 5:35 Why Starlink Edge 7:13 Starlink Business Model 9:53 AI Stocks 10:35 Starlink Steel
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Since 2008, $15B taxpayer dollars have been invested in California High Speed Rail. There is no working track and zero passengers so far. In the same time frame $12B in private funds were invested in SpaceX pre IPO. SpaceX has 10,000 Starlink satellites serving 10 million customers and has taken 74 passengers into orbit. Politicians tell you they’ll do better with Elon’s money than he does. California shows the truth.
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