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# ![@CernBasher Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::261388832.png) @CernBasher Cern Basher

Cern Basher posts on X about tesla, optimus, elon musk, xai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::261388832/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::261388832/c:line/m:interactions.svg)

- X Week XXXXXXX +47%
- X Month XXXXXXXXX +76%
- X Months XXXXXXXXXX +248%
- X Year XXXXXXXXXX +296%

### Mentions: XX [#](/creator/twitter::261388832/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::261388832/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX +62%
- X Months XXX +9.10%
- X Year XXX +89%

### Followers: XXXXXX [#](/creator/twitter::261388832/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::261388832/c:line/m:followers.svg)

- X Week XXXXXX +2.90%
- X Month XXXXXX +5%
- X Months XXXXXX +44%
- X Year XXXXXX +133%

### CreatorRank: XXXXXXX [#](/creator/twitter::261388832/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::261388832/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::261388832/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5845 [automotive brands](/list/automotive-brands)  #3513 [finance](/list/finance)  #5287 [celebrities](/list/celebrities)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[tesla](/topic/tesla) #233, [optimus](/topic/optimus) #40, [elon musk](/topic/elon-musk) 6.25%, [xai](/topic/xai) 6.25%, [deflation](/topic/deflation) #6, [money](/topic/money) 6.25%, [bots](/topic/bots) #128, [bitcoin](/topic/bitcoin) #4312, [fiat](/topic/fiat) 4.69%, [humanoid](/topic/humanoid) #159

**Top accounts mentioned or mentioned by**
[@teslaissup32347](/creator/undefined) [@toc4ai](/creator/undefined) [@grok](/creator/undefined) [@gregoryatm](/creator/undefined) [@bottwiteruser](/creator/undefined) [@elonmusk](/creator/undefined) [@dnaissos](/creator/undefined) [@pbeisel](/creator/undefined) [@c4chaos](/creator/undefined) [@hassanaesthetic](/creator/undefined) [@stuartzuckerma1](/creator/undefined) [@tonybusiness2](/creator/undefined) [@herbertong](/creator/undefined) [@johnchr08117285](/creator/undefined) [@th3seafox](/creator/undefined) [@clint_bo_bint](/creator/undefined) [@f821836](/creator/undefined) [@arcticdodger](/creator/undefined) [@tesobs](/creator/undefined) [@excessyou](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [MicroStrategy Incorporated XXXXX% Series A Perpetual Stride Preferred Stock (STRD)](/topic/stride) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Strategy (MSTR)](/topic/$mstr) [Deere & Company (DE)](/topic/deere-company)
### Top Social Posts [#](/creator/twitter::261388832/posts)
---
Top posts by engagements in the last XX hours

"Tesla's Robotaxi Service Area Expansion Let's not lose the significance of what's been done here. Steven Mark Ryan proposed an unconventional humorous shape for the expansion of the Robotaxi geo-fenced area in Austin. Just XX days later Tesla implemented an expansion that closely matched this suggestion. While the shape itself has sparked widespread amusement and memes across social media the deeper implication is far more substantial. Rapid Deployment Capability: The quick turnaround - from suggestion to live implementation - underscores Tesla's ability to dynamically adjust and scale their"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944750566707490925) 2025-07-14 13:27:21 UTC 36.5K followers, 421K engagements


"@SatoshisMusk Bonus points if you can name the new 5"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945461120262701500) 2025-07-16 12:30:50 UTC 36.5K followers, XXX engagements


"Frank has some helpful advice to all investors (using Tesla as an example). Understand the difference between variance and risk. Don't be too easily influenced by the opinions of others -- that's reflected in the daily stock price"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944362642061099442) 2025-07-13 11:45:53 UTC 36.5K followers, 18.8K engagements


"@elonmusk @Teslaconomics We probably need more bots for off-planet uses than on Earth"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1946278083146752493) 2025-07-18 18:37:09 UTC 36.5K followers, 4495 engagements


"@Kolby_Smith Thats conventional corporate finance - that model is breaking"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945979088931315890) 2025-07-17 22:49:04 UTC 36.5K followers, XX engagements


"@Malsana8 Bhutan has the opportunity to become the new Switzerland"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945871936552149326) 2025-07-17 15:43:16 UTC 36.5K followers, XX engagements


"110 Things Elon Musk has Unveiled/Contributed This list just keeps growing Color codes: Tesla - white SpaceX - green X & xAI - blue Boring Co - orange Neuralink - pink Politics - yellow Other - red The next time someone tries to say that Elon hasn't accomplished much hit 'em with this list and ask: "What did you get done this week" Note: Tesla has sold many different retail products from their shop over the years - they are grouped under "Tesla Shop" - although I listed Tesla Short Shorts Tesla Tequila and Cyberquad separately. What did I miss"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944003684649538038) 2025-07-12 11:59:30 UTC 36.5K followers, 27.9K engagements


"Tesla: A Catalyst for Deflation and Driver for Bitcoin The convergence of Tesla's ambitious projects Robotaxi and Optimus has the potential to unleash a powerful deflationary wave across the global economy. By drastically reducing the costs of transportation and labor these innovations could trigger a cascade of economic effects ultimately leading to a scenario where governments may resort to significant currency creation potentially driving capital towards Bitcoin. At the heart of this hypothesis lies the concept of "good deflation" a decrease in the general price level of goods and services"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945843354039955772) 2025-07-17 13:49:42 UTC 36.5K followers, 17.8K engagements


"Can we get Jensen for his buddy Elon to ask for the EV credits to come back too"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944940412466016654) 2025-07-15 02:01:44 UTC 36.5K followers, 18.1K engagements


"@DNaissos My point is that deflation is bad for fiat money so governments will try to inflate their way out - leading to increased demand for a true deflationary asset"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945871608624697593) 2025-07-17 15:41:58 UTC 36.5K followers, XXX engagements


"@gregoryatm They need to print money to offset the technological driven deflation"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945846535465406939) 2025-07-17 14:02:20 UTC 36.5K followers, XXX engagements


"How the legacy media is talking about Tesla's Robotaxi Network expansion this morning. Nothing from CNN Nothing from the WSJ Nothing from Google (Waymo's parent) Nothing from the Austin American Stateman"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944758111551824264) 2025-07-14 13:57:20 UTC 36.5K followers, 37.8K engagements


"Pros and Cons of Tesla Investing in xAI Pro: Tesla gains preferred access to xAI's Grok for integration into products like Full Self-Driving (FSD) Optimus robots and in-car voice assistants enhancing vertical integration without building everything in-house. Synergies mirror Tesla-SpaceX collaborations (e.g. materials tech). Con: Potential conflicts of interest arise since Elon Musk controls both companies raising questions about fair resource allocation (e.g. diverting Tesla's data or talent to xAI). Pro: Tesla's $XX billion cash pile allows for investments like this without straining"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944842906055139358) 2025-07-14 19:34:16 UTC 36.5K followers, 12.1K engagements


"How's Waymo's Scaling Going Today Waymo announced that they've now driven XXX million fully autonomous miles on public roads. From one reporting period to the next we can calculate the daily average fleet miles. If we assume that the most recent reporting date was 6/30/2025 (not 7/15/2025) then Waymo's fleet is currently doing more than 300000 autonomous miles per day. Waymo's fleet has grown to more than 1500 vehicles. So the daily average miles per vehicle is around XXX miles. It will be interesting to compare Waymo with Tesla's Robotaxi as it scales"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945175966495522832) 2025-07-15 17:37:44 UTC 36.5K followers, 24.5K 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"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1787475598912180457) 2024-05-06 13:32:47 UTC 36.5K followers, 340K engagements


"Not much the day after either. The Austin-American Statesman did publish this very negative story"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945147833801179268) 2025-07-15 15:45:57 UTC 36.5K followers, 5381 engagements


"What happens if the Mag X put just X% of their collective $XXX billion in Cash Reserves into Bitcoin Tesla already holds 11509 BTC. Why are the other companies holding X% of a fixed-supply non-sovereign strategic reserve asset The likely long-term answer: they will if they wish to remain in the Mag 7"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945458104813973785) 2025-07-16 12:18:51 UTC 36.5K followers, 27.2K engagements


"If you own the right business the stock will take care of itself over time"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944357284949197275) 2025-07-13 11:24:35 UTC 36.5K followers, 13.1K engagements


"Tracking Yields: Strike Strife & Stride Some people want growth from their investments. Others need income. What are your bonds yielding What is your cash reserve yielding Take a look at the current yields from Strike (STRK) Strife (STRF) & Stride (STRD). These securities are backed by a pool of collateral that's currently worth more than $XX billion. The three securities are not all the same - they each have different features/trade-offs - but they are very interesting for investors seeking income (and the combination of growth & income). Not financial advice. Do your own research and/or"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945328684216336430) 2025-07-16 03:44:35 UTC 36.5K followers, 15.7K engagements


"@TonyBusiness2 Yes agreed. It's good for all of us if another US company becomes hugely successful especially in the humanoid robot market"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945973551799955588) 2025-07-17 22:27:03 UTC 36.5K followers, XX engagements


"@notmeagain4837 According to Grok: Approximately XXX million Americans have auto loans as of the first quarter of 2024. This figure represents about XX% of the U.S. population with total auto loan debt reaching $XXXX trillion"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1946045492812546446) 2025-07-18 03:12:55 UTC 36.5K followers, XXX engagements


"Tesla + xAI = Elon to XX% Ownership at Tesla How can Elon get to XX% voting control at Tesla One way would be to merge xAI with Tesla (which Elon said "no" too - see post below) - but here are the rough numbers. If xAI is worth $XXX billion then Elon would get to XXXX% ownership in the combined company. If we include his 2018 Tesla compensation plan (which is tied up in the Delaware court) he would get to 23.3%. In order to reach XX% Tesla would need to purchase xAI for about $XXX billion. On the other hand if xAI is worth $XXX billion then Elon's ownership in the combined company would be"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944845921789075473) 2025-07-14 19:46:15 UTC 36.5K followers, 19.9K engagements


"Tesla Valuation - Using a P/E Ratio is Dumb In my latest video with @herbertong we discuss Tesla's valuation. We discuss each line of business and do a sum of the parts valuation. We then compare that to a total company valuation approach. And finally we do a discounted earnings (cash flow) valuation. This is the preferred method as it takes into account all of Tesla's future earnings power appropriately discounted back to the present. Visually you can see why the present value of Tesla's near-term earnings don't matter - as they are a tiny portion the company's total valuation. And lastly we"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1946596830600405242) 2025-07-19 15:43:45 UTC 36.5K followers, 18K engagements


"Manufacturing humanoid bots in the USA is going to be critical to our future success. Figure is taking a page from Tesla's vertical integration playbook"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945873082486313147) 2025-07-17 15:47:50 UTC 36.5K followers, 23.2K engagements


"Strategy (MSTR) - @ 601550 Bitcoin Strategy the World's largest corporate holder of Bitcoin has now acquired a total of 601550 Bitcoin (as of July XX 2025) worth over $XX billion at last purchase (and over $XX billion at today's price). A fiat money vacuum: So far this year Strategy has issued stock convertible debt and more recently three different preferred stocks. By issuing various Bitcoin-backed securities Strategy is pulling money from the bond market and from other investments like real estate cash gold and equities - with this capital all flowing into Bitcoin - so that Strategy can"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1944740716615221279) 2025-07-14 12:48:13 UTC 36.5K followers, 17.1K engagements


"@TOC4AI Yes xAI (Grok) will drive down the cost of intelligence. And Tesla Energy (megapack & solar generation) will drive down the cost of energy. So transportation labor intelligence AND energy will all deflate and trend towards zero over time"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1945849973263790173) 2025-07-17 14:16:00 UTC 36.5K followers, XXX engagements


"Deere & Company + AI = Autonomous Farming From Nvidia: "By 2030 John Deere aims for fully autonomous farming addressing global challenges like labor shortages sustainability and food security. Their AI and robotics solutions make farming more efficient and profitable reduce environmental impact lower carbon footprints and promote biodiversity." The challenges of farming include: 1) No more land is being created - farmers must do more with less to feed the world. 2) The global population is rising (for a time until demographic impacts kick in) thus the demand for food is growing. 3) The"  
![@CernBasher Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::261388832.png) [@CernBasher](/creator/x/CernBasher) on [X](/post/tweet/1877374755273064706) 2025-01-09 15:19:56 UTC 36.5K followers, 8474 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@CernBasher Avatar @CernBasher Cern Basher

Cern Basher posts on X about tesla, optimus, elon musk, xai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX +47%
  • X Month XXXXXXXXX +76%
  • X Months XXXXXXXXXX +248%
  • X Year XXXXXXXXXX +296%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XXXX%
  • X Month XXX +62%
  • X Months XXX +9.10%
  • X Year XXX +89%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +2.90%
  • X Month XXXXXX +5%
  • X Months XXXXXX +44%
  • X Year XXXXXX +133%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks #5845 automotive brands #3513 finance #5287 celebrities XXXX% countries XXXX% technology brands XXXX% cryptocurrencies XXXX%

Social topic influence tesla #233, optimus #40, elon musk 6.25%, xai 6.25%, deflation #6, money 6.25%, bots #128, bitcoin #4312, fiat 4.69%, humanoid #159

Top accounts mentioned or mentioned by @teslaissup32347 @toc4ai @grok @gregoryatm @bottwiteruser @elonmusk @dnaissos @pbeisel @c4chaos @hassanaesthetic @stuartzuckerma1 @tonybusiness2 @herbertong @johnchr08117285 @th3seafox @clint_bo_bint @f821836 @arcticdodger @tesobs @excessyou

Top assets mentioned Tesla, Inc. (TSLA) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) MicroStrategy Incorporated XXXXX% Series A Perpetual Stride Preferred Stock (STRD) Strategy Incorporated (STRF) Strike (STRK) Strategy (MSTR) Deere & Company (DE)

Top Social Posts #


Top posts by engagements in the last XX hours

"Tesla's Robotaxi Service Area Expansion Let's not lose the significance of what's been done here. Steven Mark Ryan proposed an unconventional humorous shape for the expansion of the Robotaxi geo-fenced area in Austin. Just XX days later Tesla implemented an expansion that closely matched this suggestion. While the shape itself has sparked widespread amusement and memes across social media the deeper implication is far more substantial. Rapid Deployment Capability: The quick turnaround - from suggestion to live implementation - underscores Tesla's ability to dynamically adjust and scale their"
@CernBasher Avatar @CernBasher on X 2025-07-14 13:27:21 UTC 36.5K followers, 421K engagements

"@SatoshisMusk Bonus points if you can name the new 5"
@CernBasher Avatar @CernBasher on X 2025-07-16 12:30:50 UTC 36.5K followers, XXX engagements

"Frank has some helpful advice to all investors (using Tesla as an example). Understand the difference between variance and risk. Don't be too easily influenced by the opinions of others -- that's reflected in the daily stock price"
@CernBasher Avatar @CernBasher on X 2025-07-13 11:45:53 UTC 36.5K followers, 18.8K engagements

"@elonmusk @Teslaconomics We probably need more bots for off-planet uses than on Earth"
@CernBasher Avatar @CernBasher on X 2025-07-18 18:37:09 UTC 36.5K followers, 4495 engagements

"@Kolby_Smith Thats conventional corporate finance - that model is breaking"
@CernBasher Avatar @CernBasher on X 2025-07-17 22:49:04 UTC 36.5K followers, XX engagements

"@Malsana8 Bhutan has the opportunity to become the new Switzerland"
@CernBasher Avatar @CernBasher on X 2025-07-17 15:43:16 UTC 36.5K followers, XX engagements

"110 Things Elon Musk has Unveiled/Contributed This list just keeps growing Color codes: Tesla - white SpaceX - green X & xAI - blue Boring Co - orange Neuralink - pink Politics - yellow Other - red The next time someone tries to say that Elon hasn't accomplished much hit 'em with this list and ask: "What did you get done this week" Note: Tesla has sold many different retail products from their shop over the years - they are grouped under "Tesla Shop" - although I listed Tesla Short Shorts Tesla Tequila and Cyberquad separately. What did I miss"
@CernBasher Avatar @CernBasher on X 2025-07-12 11:59:30 UTC 36.5K followers, 27.9K engagements

"Tesla: A Catalyst for Deflation and Driver for Bitcoin The convergence of Tesla's ambitious projects Robotaxi and Optimus has the potential to unleash a powerful deflationary wave across the global economy. By drastically reducing the costs of transportation and labor these innovations could trigger a cascade of economic effects ultimately leading to a scenario where governments may resort to significant currency creation potentially driving capital towards Bitcoin. At the heart of this hypothesis lies the concept of "good deflation" a decrease in the general price level of goods and services"
@CernBasher Avatar @CernBasher on X 2025-07-17 13:49:42 UTC 36.5K followers, 17.8K engagements

"Can we get Jensen for his buddy Elon to ask for the EV credits to come back too"
@CernBasher Avatar @CernBasher on X 2025-07-15 02:01:44 UTC 36.5K followers, 18.1K engagements

"@DNaissos My point is that deflation is bad for fiat money so governments will try to inflate their way out - leading to increased demand for a true deflationary asset"
@CernBasher Avatar @CernBasher on X 2025-07-17 15:41:58 UTC 36.5K followers, XXX engagements

"@gregoryatm They need to print money to offset the technological driven deflation"
@CernBasher Avatar @CernBasher on X 2025-07-17 14:02:20 UTC 36.5K followers, XXX engagements

"How the legacy media is talking about Tesla's Robotaxi Network expansion this morning. Nothing from CNN Nothing from the WSJ Nothing from Google (Waymo's parent) Nothing from the Austin American Stateman"
@CernBasher Avatar @CernBasher on X 2025-07-14 13:57:20 UTC 36.5K followers, 37.8K engagements

"Pros and Cons of Tesla Investing in xAI Pro: Tesla gains preferred access to xAI's Grok for integration into products like Full Self-Driving (FSD) Optimus robots and in-car voice assistants enhancing vertical integration without building everything in-house. Synergies mirror Tesla-SpaceX collaborations (e.g. materials tech). Con: Potential conflicts of interest arise since Elon Musk controls both companies raising questions about fair resource allocation (e.g. diverting Tesla's data or talent to xAI). Pro: Tesla's $XX billion cash pile allows for investments like this without straining"
@CernBasher Avatar @CernBasher on X 2025-07-14 19:34:16 UTC 36.5K followers, 12.1K engagements

"How's Waymo's Scaling Going Today Waymo announced that they've now driven XXX million fully autonomous miles on public roads. From one reporting period to the next we can calculate the daily average fleet miles. If we assume that the most recent reporting date was 6/30/2025 (not 7/15/2025) then Waymo's fleet is currently doing more than 300000 autonomous miles per day. Waymo's fleet has grown to more than 1500 vehicles. So the daily average miles per vehicle is around XXX miles. It will be interesting to compare Waymo with Tesla's Robotaxi as it scales"
@CernBasher Avatar @CernBasher on X 2025-07-15 17:37:44 UTC 36.5K followers, 24.5K 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"
@CernBasher Avatar @CernBasher on X 2024-05-06 13:32:47 UTC 36.5K followers, 340K engagements

"Not much the day after either. The Austin-American Statesman did publish this very negative story"
@CernBasher Avatar @CernBasher on X 2025-07-15 15:45:57 UTC 36.5K followers, 5381 engagements

"What happens if the Mag X put just X% of their collective $XXX billion in Cash Reserves into Bitcoin Tesla already holds 11509 BTC. Why are the other companies holding X% of a fixed-supply non-sovereign strategic reserve asset The likely long-term answer: they will if they wish to remain in the Mag 7"
@CernBasher Avatar @CernBasher on X 2025-07-16 12:18:51 UTC 36.5K followers, 27.2K engagements

"If you own the right business the stock will take care of itself over time"
@CernBasher Avatar @CernBasher on X 2025-07-13 11:24:35 UTC 36.5K followers, 13.1K engagements

"Tracking Yields: Strike Strife & Stride Some people want growth from their investments. Others need income. What are your bonds yielding What is your cash reserve yielding Take a look at the current yields from Strike (STRK) Strife (STRF) & Stride (STRD). These securities are backed by a pool of collateral that's currently worth more than $XX billion. The three securities are not all the same - they each have different features/trade-offs - but they are very interesting for investors seeking income (and the combination of growth & income). Not financial advice. Do your own research and/or"
@CernBasher Avatar @CernBasher on X 2025-07-16 03:44:35 UTC 36.5K followers, 15.7K engagements

"@TonyBusiness2 Yes agreed. It's good for all of us if another US company becomes hugely successful especially in the humanoid robot market"
@CernBasher Avatar @CernBasher on X 2025-07-17 22:27:03 UTC 36.5K followers, XX engagements

"@notmeagain4837 According to Grok: Approximately XXX million Americans have auto loans as of the first quarter of 2024. This figure represents about XX% of the U.S. population with total auto loan debt reaching $XXXX trillion"
@CernBasher Avatar @CernBasher on X 2025-07-18 03:12:55 UTC 36.5K followers, XXX engagements

"Tesla + xAI = Elon to XX% Ownership at Tesla How can Elon get to XX% voting control at Tesla One way would be to merge xAI with Tesla (which Elon said "no" too - see post below) - but here are the rough numbers. If xAI is worth $XXX billion then Elon would get to XXXX% ownership in the combined company. If we include his 2018 Tesla compensation plan (which is tied up in the Delaware court) he would get to 23.3%. In order to reach XX% Tesla would need to purchase xAI for about $XXX billion. On the other hand if xAI is worth $XXX billion then Elon's ownership in the combined company would be"
@CernBasher Avatar @CernBasher on X 2025-07-14 19:46:15 UTC 36.5K followers, 19.9K engagements

"Tesla Valuation - Using a P/E Ratio is Dumb In my latest video with @herbertong we discuss Tesla's valuation. We discuss each line of business and do a sum of the parts valuation. We then compare that to a total company valuation approach. And finally we do a discounted earnings (cash flow) valuation. This is the preferred method as it takes into account all of Tesla's future earnings power appropriately discounted back to the present. Visually you can see why the present value of Tesla's near-term earnings don't matter - as they are a tiny portion the company's total valuation. And lastly we"
@CernBasher Avatar @CernBasher on X 2025-07-19 15:43:45 UTC 36.5K followers, 18K engagements

"Manufacturing humanoid bots in the USA is going to be critical to our future success. Figure is taking a page from Tesla's vertical integration playbook"
@CernBasher Avatar @CernBasher on X 2025-07-17 15:47:50 UTC 36.5K followers, 23.2K engagements

"Strategy (MSTR) - @ 601550 Bitcoin Strategy the World's largest corporate holder of Bitcoin has now acquired a total of 601550 Bitcoin (as of July XX 2025) worth over $XX billion at last purchase (and over $XX billion at today's price). A fiat money vacuum: So far this year Strategy has issued stock convertible debt and more recently three different preferred stocks. By issuing various Bitcoin-backed securities Strategy is pulling money from the bond market and from other investments like real estate cash gold and equities - with this capital all flowing into Bitcoin - so that Strategy can"
@CernBasher Avatar @CernBasher on X 2025-07-14 12:48:13 UTC 36.5K followers, 17.1K engagements

"@TOC4AI Yes xAI (Grok) will drive down the cost of intelligence. And Tesla Energy (megapack & solar generation) will drive down the cost of energy. So transportation labor intelligence AND energy will all deflate and trend towards zero over time"
@CernBasher Avatar @CernBasher on X 2025-07-17 14:16:00 UTC 36.5K followers, XXX engagements

"Deere & Company + AI = Autonomous Farming From Nvidia: "By 2030 John Deere aims for fully autonomous farming addressing global challenges like labor shortages sustainability and food security. Their AI and robotics solutions make farming more efficient and profitable reduce environmental impact lower carbon footprints and promote biodiversity." The challenges of farming include: 1) No more land is being created - farmers must do more with less to feed the world. 2) The global population is rising (for a time until demographic impacts kick in) thus the demand for food is growing. 3) The"
@CernBasher Avatar @CernBasher on X 2025-01-09 15:19:56 UTC 36.5K followers, 8474 engagements

@CernBasher
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