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@sspencer_smb "$CMG has been quietly grinding higher since the Open. never even dropped S1. coming into pre-market resistance"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 14:40:19 UTC 42.9K followers, 2494 engagements

"unsupervised FSD by end of this year in a number of cities in the US. --@elonmusk $TSLA"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 21:57:54 UTC 42.9K followers, 3888 engagements

"@Timodc what was wrong with the settlement seemed very reasonable and on point"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 14:55:20 UTC 42.9K followers, XXX engagements

"@WholeMarsBlog Elon hiring Keller years ago to build an inference chip and then building a GPU team for Dojo will probably save Tesla $10s of billions of compute expense in the next decade"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-21 18:41:12 UTC 42.9K followers, XXX engagements

"decent opening pop in $TSLA. above R2. R3 314ish"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-25 13:34:58 UTC 42.9K followers, 4315 engagements

"adam jonas is such a db. he never asks good questions. his goal always seems to be to trigger @elonmusk. $TSLA"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 22:13:29 UTC 42.9K followers, 2881 engagements

"the epstein client list isn't going to be released. morons"
@sspencer_smb Avatar @sspencer_smb on X 2025-02-21 17:18:10 UTC 42.9K followers, 10.5K engagements

"the opening drop in $TSLA was $X below S3 (306). i will now monitor price to see if it can reclaim this level. long from below 302"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 13:49:51 UTC 42.9K followers, 2148 engagements

"pretty standard profit taking on $GOOGL on the Open. --stock ran up $XX into earnings. --the gap close to XXX nice spot to dump shares. --stock found support into the multi-week uptrend"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 14:22:25 UTC 42.9K followers, 1957 engagements

"if you told me two years ago tesla vehicle sales would drop from 1.8mln to 1.5mln i'm pretty sure i wouldn't have been close to guessing a market cap of $1trln. $TSLA"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 20:40:13 UTC 42.9K followers, 24.3K engagements

"don't feel so bad someone probably got short below XXX today. $TSLA 😂"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 19:36:18 UTC 42.9K followers, 5134 engagements

"someone has sold 1mln+ shares at XXX in $GOOGL"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 20:10:54 UTC 42.9K followers, 5349 engagements

""there is no change" still strong bid in the market. $QQQ"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-21 15:05:50 UTC 42.8K followers, 4276 engagements

"$RIMM more than doubled after the iPhone launched in 2007. $UBER stock continues to move higher as Waymo ramps and $TSLA launched robo-taxi in Austin"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-17 14:17:04 UTC 42.9K followers, 2749 engagements

"without checking how much revenue is OpenAI projected to achieve for 2025"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 01:42:16 UTC 42.9K followers, 2374 engagements

"the white house datacenter plan: coal coal coal"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 14:52:42 UTC 42.9K followers, 2513 engagements

"$GOOGL failed at XXX again. quick $X down move"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 13:41:36 UTC 42.9K followers, 3219 engagements

"the cost of tariffs so far are being borne by US companies. $CMG $GM $TSLA X. This will have a neg impact on $SPX earnings. X. if Companies believed they could raise prices they would. X. large step up in prices post covid may have largely removed pricing power"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 00:04:59 UTC 42.9K followers, 4179 engagements

"@WholeMarsBlog I nominate Omar for FSD product manager. @elonmusk"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 00:16:40 UTC 42.9K followers, 11.3K engagements

"Are there any large tech companies that an Indian American CEO cannot fix $IBM $MSFT $GOOGL"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 12:35:57 UTC 42.9K followers, 2162 engagements

"06:31 GM $GM Despite slower EV industry growth we believe the long-term future is profitable electric vehicle production and this continues to be our north star. --Chevrolet fast growing EV brand in the US. now #2 behind $TSLA"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-22 12:53:15 UTC 42.9K followers, 1781 engagements

"The Rivian R1S outsold Tesla Model X by more than X to X in the US in Q2. The Rivian R2 scheduled for release next year may be as popular in the US as the Model Y. The biggest problem thus far for Rivian is producing vehicles with a positive gross margin. $RIVN $TSLA"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-15 14:13:54 UTC 42.9K followers, 4441 engagements

"@TraderzMoon @SawyerMerritt It sounds like it's a timing thing with mass production coinciding with the ramp of the cybercab"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 00:29:13 UTC 42.9K followers, XX engagements

"$PLTR strongest stock in the market Now up $XX from when Thiel dumped 30mln shares"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-25 17:03:18 UTC 42.9K followers, 2155 engagements

"early front runner for community note of the week @seanmdav @grok"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-18 11:44:47 UTC 42.9K followers, 1837 engagements

"as many problems as china has not sure how they don't win the 2030s and beyond as they will 10X our energy production and this will have so many knock on effects"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-11 14:47:40 UTC 42.9K followers, 4264 engagements

"The funny thing about the $4-$5bln hit $GM is taking on tariffs is the CEO still made a point of thanking trump in the earnings statement this morning. 😂"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-22 17:08:52 UTC 42.9K followers, 2473 engagements

"$QS tripling past few weeks is the point of the cylce we're in"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-17 14:08:20 UTC 42.9K followers, 3930 engagements

"OpenAI projected to earn $12.7bln in revenue in 2025. --most people severely underestimated this number (myself included) --spending on AI services is ramping very quickly --this revenue will continue to fuel spending on compute. $NVDA $MSFT"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-24 12:44:34 UTC 42.9K followers, 1861 engagements

"Elon open to Twitter acquiring $SVIB. it would definitely cost significantly less than $44bln"
@sspencer_smb Avatar @sspencer_smb on X 2023-03-11 02:08:55 UTC 42.8K followers, XX engagements

"--it would be useful to have a master list of who is bearing the cost of the $300bln in tariffs @USTreasury is collecting this year according to @SecScottBessent --i.e. $GM absorbed last quarter. $HSY raising consumer prices XX% this quarter"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 00:03:30 UTC 42.9K followers, 2038 engagements

"$HOOD second day of selling in a row. i still view it as short term overbought but may find some support at 105"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-21 19:45:40 UTC 42.8K followers, 4106 engagements

"@WholeMarsBlog lucid hired that munro engineer to help them w/ their next gen platform. i guess he couldn't help them figure out how to resolve that issue in gen X doesn't kia/hyundai also have 800v architecture and they seem OK on superchargers"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 13:59:29 UTC 42.9K followers, XXX engagements

"so awesome that buffett has $350bln cash to deploy when the market finally crashes 😉$BRK.A $BRK.B"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-17 13:08:36 UTC 42.9K followers, 2594 engagements

"i had a negative view of Ackman yrs before it became fashionable. BUT his ability to claw back above his high water mark after the $JCP $VRX and $HLF debacles was extremely impressive. other hedge fund blow ups have never recovered i.e. Lampert Paulson Chanos and Einhorn"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-21 12:51:44 UTC 42.9K followers, 2599 engagements

"white house: the economy is booming also white house: we need X% fed funds rate"
@sspencer_smb Avatar @sspencer_smb on X 2025-07-23 14:00:24 UTC 42.9K followers, 2490 engagements