Matt Smith
@MatchasmMatt
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Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 7 young kids. Catholic. Tweets are not financial advice!
Michigan
Joined September 2016
I drove FSD V14.2.1 for about 10 hours over the past few days. Overall it is very very good, but there are still a few nitpicks which detract from the experience slightly. -Speed limit detection was not very good. Most of the time I was on the highway but it would occasionally
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I support that, but can we please leave the weird caps thing to President Trump??
The future is going to be AMAZING with AI and robots enabling sustainable ABUNDANCE for all!
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Luminar Technologies, the company that produced LiDAR sensors for Volvo and others, has filed for Chapter 11 bankruptcy. This is the same company that partnered with Mark Rober in his YouTube video.
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Phantom Blade Zero launches worldwide on September 9, 2026 on Steam, PlayStation, and the Epic Games Store. Join the journey and wishlist today to stay connected!
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I watched this too, and it was pretty shocking to hear the crowd cheering wildly about updates coming next year which will be less capable than what's already in Tesla's rearview mirror. I wish them success, but it's hard to foresee success when they are working on a less
Watched the Rivian Autonomy and AI Day presentation. Hard to believe they’re doubling down on radar and LiDAR when Tesla has already proven cameras/vision is the best way to solve for autonomy.
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Lemonade customers who own @Tesla vehicles in California, Oregon, and Arizona can now connect their cars directly to the Lemonade app! ⚡🚘 Direct connection = no telematics device needed 📵 Better customer experience 💃 Smarter pricing with Lemonade 🧠This is a game-changer
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Everyone wants the next Tesla. Nobody wants to admit the next big winner might be the stock they already own. Bradford breaks down why Lemonade’s quiet compounding phase could be the part people regret sleeping on.
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TESLA NEWS: Nicholas Cogan, Walmart Energy's Director of Strategy and Business Development, announced that a Walmart Energy leadership team visited Tesla's Megafactory in Lathrop, California. The team engaged in discussions with Tesla leaders covering battery energy storage,
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Interesting development.
Shifting 50% of IRA holdings from $TSLA to $LMND. Still overwhelmingly in $TSLA, but this is the first time in a long time where my stock portfolio is no longer 1 stock. I now believe there's a massive misunderstanding of Lemonade's long-term potential after spending a fair bit
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I'm shocked at how good FSD 14.2.1 is handling icy/snowy roads. I used to be paranoid about enabling FSD on slick conditions, but now it handles it confidently yet carefully. I took over once yesterday just to try my own hand at driving in these conditions and immediately did a
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How many deliveries will Tesla have in Q4 2025? $TSLA
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Wow, this is an insane comparison. And since it is last year's figures, it doesn't include the massive fine on X/Elon that was just levied. There is no innovation coming out of Europe, only a bunch of incoherent and restrictive regulations. They're NGMI, and I have no joy in
EU makes more from fines on US tech, than tax from ALL of public European tech in 2024 EU fined US tech companies €3.8B meanwhile public internet tech companies paid only €3.2B in income tax
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BURRY WARNS AI BUBBLE MAY UNRAVEL SOON Michael Burry says the AI boom could burst within two years, echoing the dot-com era when stocks peaked long before tech spending did. On Michael Lewis’s podcast, he argued that many hyped AI companies — including Palantir — are mostly
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We believe Musk may sell some $TSLA shares. Most people will see ‘Elon sells shares’ and panic. A few people will understand why paying $15B in taxes now is actually the most bullish move possible. The difference is knowing what 83(b) does. Article:
rebellionaire.com
Based on our latest breakdown — embedded video above.There’s a small detail inside Tesla’s proxy that most people haven’t paid attention to — and it may explain why Elon Musk could sell Tesla shares...
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@SawyerMerritt , @MatchasmMatt, and I agree with the $TSLA analyst who finally figured out what we've been saying for 5+ years now: Tesla will dominate the go-anywhere self-driving car market, because no other OEM did the work.
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