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Cern Basher posts on X about tesla, number of, bitcoin, wall street the most. They currently have XXXXXX followers and 2346 posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks #4230 automotive brands #2581 cryptocurrencies #1132 finance celebrities #5295 technology brands
Social topic influence tesla #171, number of #926, bitcoin #517, wall street #541, work for, targets, bloomberg, rage, open ai, linked
Top assets mentioned Tesla, Inc. (TSLA) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"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 - Elon has always been motivated and he's been laying the ground work for future growth for the last several years. The table below shows how many shares you need to own if you want to have $X million $X million $XX million $XX million $XX million or $XXX million in Tesla stock at all the various market cap tranches and"
X Link @CernBasher 2025-09-08T02:27Z 41.6K followers, 246.8K engagements
"Tesla - Your Energy (GWh) Dealer Tesla's two current primary businesses are Autos and Energy. Autos are big batteries designed to move and Energy are even bigger stationary batteries. For Autos most people count the number of cars sold but we can also express it as the number of GWh of energy delivered. Then add in Energy deployments and we have the total GWh of energy Tesla delivers/deploys -- making Tesla a massive energy dealer. Tesla has now delivered/deployed a cumulative total of XXX GWh -- closing in on X Terawatt-hour. The Energy business so far only accounts for XX GWh or XXXX% of"
X Link @CernBasher 2025-10-09T02:03Z 41.6K followers, 51.6K engagements
"AI Bubble Bubble Toil and Trouble It's all the rage for the media today to proclaim an AI bubble. In particular Bloomberg with this article (linked in the comments below). Heres a detailed analysis of where and why Bloombergs OpenAI Nvidia Fuel $X Trillion AI Market With Web of Circular Deals is misleading wrong or intellectually sloppy. X. Misleading framing: Circular Self-dealing Bloomberg frames the NvidiaOpenAIAMDOracle ecosystem as circular - implying a kind of self-reinforcing illusion of demand. But in reality these are vertical supply chain linkages not circular money laundering"
X Link @CernBasher 2025-10-11T20:25Z 41.6K followers, 36.1K engagements
"I'm skeptical that this company is the first to make a large order for Optimus - something seems fishy here"
X Link @CernBasher 2025-09-18T01:57Z 41.6K followers, 6309 engagements
"@KevinJWelti I can't say for sure. Tesla has to execute well for a long time. Bitcoin just needs to exist and have more people discover it"
X Link @CernBasher 2025-10-15T02:50Z 41.6K followers, XXX engagements
"Tesla Q3 Inventories - Inventory Drawdown for New Models By my calculations Tesla's global vehicle inventory was just XX days for Q3 2025 down from XX days in Q2. This should be very positive for Q3's cash flows But XX days of inventory is not the true picture - it's really lower than that if we take into account "transport days." 1) Transport Days: the number of days needed to transport newly produced vehicles from the factory to the end customer. If we assume that vehicles made in Fremont Texas and Berlin generally take two weeks to be delivered via rail and/or truck to the customer and if"
X Link @CernBasher 2025-10-09T01:37Z 41.6K followers, 31.2K engagements
"@mrdanielbar @KevinJWelti AI and Bitcoin : yes"
X Link @CernBasher 2025-10-15T03:00Z 41.6K followers, XX engagements
"@TheTeslanaire In my model that's around 2030-2031 (if they can scale the business up to XXX to 1200 GWh). That's using a P/E ratio of just XX - which is very low for such a high growth business. On the other hand my average selling price per KWh assumptions might be too high"
X Link @CernBasher 2025-10-03T14:07Z 41.6K followers, 1460 engagements
"Elon on Robotaxi Growth: "Hyper-Exponential" On the 2nd quarter conference call Elon said that ".the service areas and the number of vehicles in operation will increase at a hyper-exponential rate." What does this mean Most of us are familiar with exponential growth: XX XX XX XXX XXX . On a log scale exponential growth appears as a straight line. But hyper-exponential growth goes a step further: not only is the quantity increasing exponentially but the rate of growth itself is accelerating. Think of it as compounding on top of compounding. Heres a simple illustration: if Robotaxi adoption"
X Link @CernBasher 2025-09-26T20:43Z 41.6K followers, 71.5K engagements
"For those that may have missed my earlier posts on humanoid bots here's a compendium of some relevant posts. a XX 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 in warfare 7) A Zero-trillion dollar market 8) Bot deployments - fast or flow - does it matter 9) Thoughts on humanoid bot deployment 10) How big could the market become 11) Scott Walter defines useful work 12) Humanoid bots will address major labor issues 13) The advantages of humanoid bots 14) What could capable humanoid"
X Link @CernBasher 2024-05-06T13:32Z 41.6K followers, 388.6K engagements
"Tesla - Energy Growth in Terms even Wall Street can Understand - Q3 2025 As we all know Wall Street still prefers to view Tesla as a car company. Fine let's meet then where they are. Based on that the trailing 12-month deliveries were 1713472 - Wall Street understands this. On a trailing 12-month basis Tesla hasn't produced any growth in the auto business since Q4 2023 and Wall Street see expensive therapists to cope with it. But let's now share with them that Tesla has been building a new "vehicle" - a big beautiful boxy vehicle that's designed to be parked - and it consumes many more"
X Link @CernBasher 2025-10-03T13:59Z 41.6K followers, 89.4K engagements
"Figure XX is a step toward robots that can live and work alongside humans in everyday places - homes offices factories"
X Link @CernBasher 2025-10-09T15:32Z 41.6K followers, 73.2K engagements
"We are so far away from an AI bubble"
X Link @CernBasher 2025-10-10T00:24Z 41.6K followers, 23.6K engagements
"@alchemysidda Unlikely. They are the ultimate spy machines"
X Link @CernBasher 2025-10-09T18:26Z 41.6K followers, XXX engagements
"@pbeisel Re: Mixture of experts - How many different "experts" might be present in FSD"
X Link @CernBasher 2025-10-15T00:26Z 41.6K followers, XXX engagements
"Elon clearly understands Bitcoin. How many Tesla investors still dismiss it I've come across a few"
X Link @CernBasher 2025-10-15T00:44Z 41.6K followers, 44.8K engagements
"@Strategy Why did the BTC yield decline from XXXX% two weeks ago to XXXX% now @saylor"
X Link @CernBasher 2025-10-13T20:06Z 41.6K followers, XXX engagements