FYI Elon liked this post So that's a good tell that there's some truth to the thesis I outlined As usual, Elon is thinking in years (or decades) not quarters He's playing a completely different game than everyone else This is the reason $SPCX and $TLSA will end up being the biggest and most important companies in the world He removes bottlenecks before the world even knows the bottleneck exists

Congrats to Team @AnthropicAI on another important milestone! Altimeter looks forward to continuing our partnership w major participation in the IPO on top of our existing ownership. Day 1. 🇺🇸🚀 sec.gov/Archives/edgar/data/…

Full duration 33-engine static fire for the Super Heavy booster preparing for Flight 15

Sometimes, all you need is a place that makes you forget everything else.

Clearest image ever taken of Venus.

Oil Ripping Brent (UK Oil) is over $117 now on Iran headlines. Meanwhile Bessent says Gulf exports are above pre-war levels. Someone's lying or something is being manipulated. 🤔

My current views on investing: - Government will never stop printing money, so bitcoin / gold / land will all do well for 2 decades - AI is drastically underestimated and the best AI companies are significantly undervalued - Shorting individual stocks is very difficult, so I wouldn’t try it but the biggest indicator of whether a company survives or not is the internal speed of iteration now - Bonds shouldn’t be in the conversation for anyone under age 50. Picking up pennies in front of steamroller - Venture investing & public markets will blend in next 5 years, so private valuations will rise due to lots more capital chasing a few great companies - Young people should look at assets & markets that Wall Street hasn’t adopted yet. This used to be bitcoin/crypto, but now private markets, prediction markets, compute markets, and data brokering - every investor should be sovereign. You can use a financial advisor, but you have to know your numbers, your strategy, and your risk exposure. AI makes this too easy (Silvia .com) - Everyone arguing over interest rates, oil, and other historical macro factors are not wrong, but these just have less impact today (thx @jvisserlabs) - agents are coming for finance and things are going to rapidly change. Don’t fight it, embrace it and use to your advantage. - Tesla / SpaceX merger will happen and create largest company in human history. My simple rule is to never bet against Elon. There are many more, but what are yours?

This is a fuller list of the limitations of supercomputer buildout. If anything is missing, however seemingly trivial, the compute doesn’t work.

Back to the Moon

AI Bubble? 😂 $AMZN is sold out. AWS 2026 capacity: gone. 2027 gone, 2028 nearly all gone. The biggest cloud on Earth is rationing compute. Bubbles don't have waitlists.

The bull market is calling.

Q3 Shareholder Update → ir.tesla.com Highlights – FSD Supervised attach rate grew to over 75% of new vehicle deliveries in NA – Unveiled the next-gen Roadster – Record deliveries in Canada, Australia, Japan & Taiwan – Tesla Semi now in volume production. Top variant can go up to 500 miles at a full 82,000 lbs while achieving efficiency of 1.7 kWh/mile – about a third of the energy a comparable diesel truck burns for the same load – Ended the quarter with the largest backlog for our passenger vehicles in 4 years! FSD Supervised – 4 new approvals since Q2 (Croatia, Slovenia, Czech Republic, Slovakia) – FSD is now live in nine EU countries & used by over 100,000 customers logging more than 160 million kilometers since initial approval Robotaxi – Deployed Cybercab into our Austin fleet – Hit nearly 2 million cumulative unsupervised miles, 8x growth in the quarter – Austin service now runs 6 am to midnight, with wait times continuing to come down as we add cars & improve the orchestration algorithms – Added Grok to Cybercab with Grok Bot & Connectors, letting you interface with your inbox, calendar, files, chats and tasks, all by voice. Transport, office & living room in one Robotics – Started production of @Tesla_Optimus on our high-volume lines in Fremont. These are the first production-quality bots we've built, proving that the current manufacturing process for Optimus is suitable for a commercial product SI Compute – On track for 400 MW of training compute by year end, feeding both vehicle & humanoid autonomy – Austin Fab construction continues, equipment commissioning planned for 2027 Battery – Battery supply is still the limiter on how fast we ramp vehicles globally, so we're expanding on every front: pack capacity in Berlin, cathode and lithium refining in Texas, LFP cells in Nevada – Shipped the first Megapacks built entirely with our own LFP cells – Increasing 4680 output to support ramp of Cybercab, Semi & Model Y Energy – Megafactory Texas is up & running, with Megapack 3 production started – Highest-ever order rate & backlog for energy storage Grid constraints & power availability are making Megapack the answer for SI infrastructure demand: it excels at supplying large data center loads, smooths out demand spikes, helps new projects meet grid connection rules & makes the grid itself more stable All with less local fossil fuel generation Supporting Infrastructure – Added 2,100+ net new Supercharger stalls, up 14% year over year

🚨BREAKING: SOLANA DID $18.36M IN $HYPE SPOT VOLUME IN 24 HOURS, BEATING KRAKEN, OKX, BITGET AND KUCOIN!🚨 Solana did: 113% more than OKX 24% more than Kraken 531% more than Bitget 2,816% more than Base 154% more than Unichain 1,184% more than KuCoin

Micron just told investors the memory shortage is not ending anytime soon. At its technology webinar, Micron said supply will stay tight for at least two more years, and that it still cannot see the point where supply and demand come back into balance. Every new generation of AI memory eats more wafers per bit than normal DRAM, and Micron said those trade ratios keep going UP. Micron also unveiled vertical HBM, which stacks memory directly on top of the processor instead of next to it, and its roadmap now runs from HBM4 this year all the way to HBM6 in 2030. It also took a shot at China's CXMT, calling the density advantage of the 4F² DRAM design it is pushing "a bit of a myth." That matters because fear of 4F² was part of this month's memory selloff, with investors worried that China could flood the market with cheaper supply. $MU is still more than 25% below its June high, but the company is telling us the shortage will last LONGER than the market thinks.

Proud to be a part of this important initiative from NVIDIA

$81,172.16 #Bitcoin

Solana has handled $5T in stablecoin volume so far in 2026, up from about $3T in all of 2025, with 10 weeks of the year still left. Solana holds only about 5% of all stablecoins. In its busiest months this year it carried 32-36% of global stablecoin transfer volume, on adjusted data that tries to filter out some bot activity. At Money20/20, Amira Valliani of the Solana Foundation pointed to Western Union rebuilding parts of its business around stablecoins, the Bank of North Dakota using its Roughrider coin on Solana for interbank transfers, and Samsung's plan to put USDC transfers in Samsung Wallet. Volume overstates real use though. The same dollar can move many times a day between trading bots and exchanges, so $5T of volume is far less than $5T of payments. Western Union, a state-owned bank and Samsung building on Solana are a bigger deal than the volume number. Most of it is still pilots and plans, so judge it by what goes live over the next year.

IREN will release its Q1 FY27 Results on Thursday, November 5, 2026. Conference call to be held at 5:00pm (Eastern Time). A live audio webcast of the conference call can be accessed at IREN’s investor relations website: iren.com/investors

holy fuck. openai says its models helped discover one of the most impactful vulnerabilities in recent memory. in php, the language behind an estimated 70% of websites. they spent two months coordinating fixes before disclosing it. and openai says this is just one of several significant vulnerabilities they’ve already discovered.

$SPCX is turning into a hyperscaler, but there’s a huge difference between the two. The market has been skeptical of hyperscalers raising capex. Guidance goes up every quarter, and while earnings have been fine, the ROI hasn’t been proven, which is why the stocks have been stagnant lately relative to earnings. SpaceX just showed you what monetizing capex looks like: Revenue $14.6B, +161% YoY Adj. EBITDA $8.8B, +306% YoY GAAP Net Earnings $4.4B, +$5.45B YoY Q1 revenue was $4.7B. It's tripled in two quarters. The difference is build rate. A typical AI data center takes ~2 years to go from dirt to online. Colossus 2 took about 7-8 months. Minihard is scaling up even faster. When you can power on capacity that fast, capex turns into a revenue-generating asset almost immediately. And this is not exactly replicable. Elon said they have secret sauce, and gave you a small taste - they stamp their own turbine blades to cut 18 months in front of the queue for access to power. Try copying that. That's why the market is absorbing the $35-40B Q4 capex guidance from SpaceX. Heck, even celebrating it. Because that capex is turning into revenue and earnings as soon as Q1-Q2 2027. Compared to neoclouds SpaceX has a fortress balance sheet and access to capital. Compared to hyperscalers SpaceX has lightning execution speed allowing them to turn capex into monetization. Call SpaceX a hyperscaler or neocloud, compare them to who you want, but in reality they are playing a different ball game.