Very well stated 👇 “If you’re a semi/tech investor, you need to step back and look at how Wall Street completely misinterprets the physical realities of chip manufacturing. Two weeks ago, the market panicked over an unnamed Shanghai firm building five 2008 vintage DUV tools, a rounding error of a machine with decades of precision optics gaps that threatened approximately zero of $ASML’s structural moat this decade. “

The feelings I have are happiness and hopefulness when I see this for 🇺🇸 and for people. The arc of manufacturing is bending back towards the USA 🇺🇸. After decades of seeing mega sites built elsewhere, our time has come. This will top them all too. Thank you Tesla & SpaceX !

Elon Musk says @Tesla is undergoing “probably the fastest industrial scale-up since World War II in America.” • Optimus Production lines: - 1M/yr in Fremont - 10M/yr in Texas (under construction) • Autonomous Cybercab Production at Giga Texas: the second largest building in the world by volume. • Terafab Semiconductor chip production in Texas (with memory) totaling 100M sqft! • Ramping towards 400MW of total capacity at their Cortex 1 and 2 datacenters. • Battery materials & cells: - Lithium refining & cathode materials in Texas - LFP cell production in Nevada - 4680 cell production in multiple sites in Texas, and Nevada • Solar Production: - New solar factory building in Houston area - Existing solar production factory in New York Just wait.

The current admin’s policies & rhetoric on EVs was always a political issue vs actual substance. Tesla makes better safer cars that now drive themselves with the best value/$ available. Pres Trump knows that hence the numerous family purchases

Ashok Elluswamy, VP of AI Software from $TSLA says eventually Robotaxi will turn on entire states at a time. The message from the company on Robotaxi is they're doing what they said they would. Keep it safe, learn, and reading between the lines, they think they can eventually drop a bomb on Waymo.

Tesla FSD % adoption has been historically touted at single digits to low teens. Now in North America (largest FSD capable area), 55% of car sales are shipping with the FSD subscription selected by the buyer. FSD is selling cars. Likely a point of meaningful inflection 👍🏼

Tesla 10% weekly compounding of @robotaxi miles is mathematically explosive. 7.3wks to double, 1.75 doublings (almost 2) per qtr, 142x in 1yr. The question for Tesla is how long can you maintain a 10% weekly compounding rate & what's the constraint?

We have information that Moonshot AI distilled Anthropic’s Fable for the development of its K3 model. To do this they developed a sophisticated internal platform to conduct large scale distillation against U.S. models, allowing them to quickly switch between multiple methods of access to avoid detection. Moonshot AI has also acquired GB300-equipped servers and has accessed GB300s in Thailand, likely to train its AI models.   The United States strongly supports the free and fair development of AI, including a thriving competitive ecosystem that spans frontier models, specialized systems, open-source frameworks, and open-weight models. Legitimate AI distillation used to create smaller, more efficient models plays a vital role in this open innovation ecosystem. However, large-scale, covert industrial distillation aimed at stealing proprietary U.S. technology and undermining American research is unacceptable.

There has been a notion that Elon and company (SpaceX to be exact) is not building on the frontier. I've commented on this in the past: FALSE. Mr Musk is going hard and will continue to do so until SpaceX AI (aka Grok) dominates. And Tesla is deeply involved in this tea party, namely in real-world models. This is obvious if you are listening to the right signals. $SPCX $TSLA

Two Chinese automotive influencers share their testing of FSD v14.3.4 in Los Angeles. Before coming to the U.S., they believed Chinese autonomous driving systems such as Huawei ADS, XPeng VLA, and Li Auto ADAS were the world’s best. After spending several days extensively testing Tesla’s FSD, they changed their minds, acknowledging that Chinese systems still have room for improvement before catching up with FSD. At this point, it’s very clear that FSD is the benchmark for every autonomous system in China.