Cern Basher
@CernBasher
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Co-Founder & Chief Investment Officer at Brilliant Advice - My posts here are Not Financial Advice - Tesla referral link: https://t.co/avzV5oF17G
Sarasota, FL
Joined March 2011
For those that may have missed my earlier posts on humanoid bots, here's a compendium of some relevant posts... a 23 part thread... 1) A deflation machine 2) An economic reboot 3) Humanoid bot motto 4) Bot napkin math at massive scale 5) Bot market vs EV market 6) Humanoid bots
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What could it possibly be?
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FSD improves lives
@CernBasher Elon: I want to thank you for helping an 87 yr old Tesla owner go from worst to first. Out of curiosity, I checked my Tesla driving score and it confirmed what everybody knows, I am a terrible and maybe a dangerous driver. My score was 60. I traded in my 2017 X
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🚨 $TSLA is lining up for its next rampage 📈 Huge MACRO Kicker 🎥 https://t.co/YS1yXFy2te Now Tesla sits between 2 massive growth cycles: 🤖 Robotaxi rollout 🦾 Optimus V3 ⚡ Megapack explosion 🧠 FSD v14 leap PT by year-end and 2030 are NUTS - Elon: “Shorts will be
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Decoding Elon - AGI In the All-In Podcast interview of Elon, there is section on the evolution of Grok (~26:40): "We are using a lot of inference compute and reasoning to look at all of the source data which is really the corpus of human knowledge and then thinking about each
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Come join us LIVE on Cyber Bulls today at 3 pm Pacific! Will stream on all our X accounts as well as on my and James InvestAnswers Youtube. TSLA Stock Elon’s Security Robotaxi Rollout Shareholder Voting The Bulls: Alexandra @TeslaBoomerMama Jeff
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Tesla - Three Bitcoin Strategies Let's briefly explore three Bitcoin strategies for Tesla. 1) HOLD: They could just continue to hold the 11,509 Bitcoin and using price projections from Michael Saylor's Bitcoin24 Model (see link at the end) this stash of Bitcoin could be worth
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Nvidia Should Stop Shedding Capital In an AGI/ASI race, optionality is oxygen. As uncertainty compounds, the winners won’t be the companies that pay out the most cash - they’ll be the ones that keep the most strategic flexibility. Nvidia should prioritize building capital over
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Are Big Companies Taking Too Much Risk? Many of the world’s largest companies sit on surprisingly small cash piles relative to their towering market values. That makes their valuations heavily dependent on continuously compounding profits. While that’s often a reasonable bet
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@lisaytamati By the way, the Boring Company's standard tunnel diameter is smaller than the current Starship's 9-meter diameter, although TBC is also developing wider tunnels. Boring Company tunnels The Boring Company builds tunnels for its "Loop" transportation system, which moves
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How Elon Musks Companies are Changing Everything Another fun interview with the accomplished @lisaytamati Link to the video below...
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The new Megapack 3 has 25% more capacity per unit, going from ~4 MWh to ~5 MWh. Then four of those 5 MWh units snap together to form Megablock, which is 20 MWh and also includes a transformer and switchgear. At 25 years of service life, the batteries now last 10,000 cycles at
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If Elon meets the various compensation plan milestones, what might your shares be worth? Note: Not investment advice. Don't count your chickens before they hatch. Tesla price calculations are from the post below which factor in dilution.
Tesla: How many shares do you need to own? Let's say that Elon's new compensation plan passes and he's motivated to grow Tesla again, how many shares of TSLA do you need to own to reach your goals (assuming Elon meets all the targets)? Regarding Elon's motivation - I'm kidding
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Elon's Pay Plan: "The headlines chase ... numbers, but this plan chases results" From Tesla: On September 8, 2025, Dr. Shane Goodwin, Executive Director, SMU Corporate Governance Initiative, a Governance Advisor to the Special Committee of Tesla’s Board of Directors,
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Tesla's FSD gives mobility to all... I met Chris at a Supercharger at Buc-ee's in Alabama last fall. He relies on the kindness of strangers to plug (and unplug) the charger into his car. Sometimes he's waiting a while for someone to come along. Every now and then it's a call
Quadriplegic with hand controls using Tesla's full self-driving FSD! https://t.co/Kb1cvRcjbR
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$TSLA I got on a Tesla robotaxi 9 times today in Austin, Texas. In this process, I tried to compare the rates of Tesla and Uber on the route. In my experience, Tesla was all cheaper than Uber on all routes. Tesla was up to 67% cheaper on some routes. There are numerous
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Uber is toast. Economics always wins.
$2.62 vs $12.94
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Tesla: How many shares do you need to own? Let's say that Elon's new compensation plan passes and he's motivated to grow Tesla again, how many shares of TSLA do you need to own to reach your goals (assuming Elon meets all the targets)? Regarding Elon's motivation - I'm kidding
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