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

Cern Basher posts on X about tesla, ai, spacex, bitcoin the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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

- [--] Week [-------] -20%
- [--] Month [---------] +3.90%
- [--] Months [----------] -30%
- [--] Year [----------] +120%

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

- [--] Week [--] -22%
- [--] Month [---] +26%
- [--] Months [---] -0.17%
- [--] Year [-----] -20%

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

- [--] Week [------] +0.69%
- [--] Month [------] +2.70%
- [--] Months [------] +20%
- [--] Year [------] +72%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  46.53% [automotive brands](/list/automotive-brands)  37.5% [finance](/list/finance)  21.53% [celebrities](/list/celebrities)  16.67% [technology brands](/list/technology-brands)  14.58% [cryptocurrencies](/list/cryptocurrencies)  #456 [countries](/list/countries)  4.86% [financial services](/list/financial-services)  3.47% [travel destinations](/list/travel-destinations)  2.78% [social networks](/list/social-networks)  2.78%

**Social topic influence**
[tesla](/topic/tesla) #704, [ai](/topic/ai) #1833, [spacex](/topic/spacex) #902, [bitcoin](/topic/bitcoin) #181, [company](/topic/company) 6.25%, [elon musk](/topic/elon-musk) #2299, [in the](/topic/in-the) 4.86%, [xai](/topic/xai) #339, [fsd](/topic/fsd) #59, [the first](/topic/the-first) 4.17%

**Top accounts mentioned or mentioned by**
[@scorpiotiger77](/creator/undefined) [@grok](/creator/undefined) [@onechairpod](/creator/undefined) [@bjorn_wigforss](/creator/undefined) [@craig10102](/creator/undefined) [@herbertong](/creator/undefined) [@teslasrus](/creator/undefined) [@randomhamlife](/creator/undefined) [@elonmusk](/creator/undefined) [@saylor](/creator/undefined) [@theovonscousin](/creator/undefined) [@timbuzby](/creator/undefined) [@teckhokie](/creator/undefined) [@voltawagen](/creator/undefined) [@rajuvamsi007](/creator/undefined) [@johnt190868](/creator/undefined) [@tonybusiness2](/creator/undefined) [@teslalarry](/creator/undefined) [@cjbitcoin](/creator/undefined) [@degentutubi](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/microsoft) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@nikitabier There is a solution. https://x.com/CernBasher/status/2001128839900975319 https://t.co/veLO21h7kI https://x.com/CernBasher/status/2001128839900975319 https://t.co/veLO21h7kI"  
[X Link](https://x.com/CernBasher/status/2021641046841508343)  2026-02-11T17:42Z 46.2K followers, 14K engagements


"SpaceX IPO via Echostar I'd rather see this than put Ackman in charge and in front of the line to receive SpaceX shares. EchoStar is registered in Nevada. Ticker symbol: SATS @TeslaBoomerMama @TeslaLarry The rest of the article is in the comments below. https://twitter.com/i/web/status/2003567814725238918 https://twitter.com/i/web/status/2003567814725238918"  
[X Link](https://x.com/CernBasher/status/2003567814725238918)  2025-12-23T20:46Z 46K followers, 239.4K engagements


"Elon says double-digit GDP growth is coming - he's right I looked into my "crystal ball" (a spreadsheet) and I see how it's possible. And this is just with Physical Optimus I didn't factor in Digital Optimus or the impact of Robotaxi. Current GDP in the USA is about $31 trillion. We have about [---] million people - so GDP per person is about $91000. Now let's see what happens to GDP if we scale up Optimus and as Optimus becomes more and more productive. With [--] million bots operating at just one-half of human productivity we get a $2.3 trillion increase in GDP. Now take those same bots and"  
[X Link](https://x.com/CernBasher/status/2015239611467890715)  2026-01-25T01:45Z 45.8K followers, 36.4K engagements


"http://x.com/i/article/2015900931456438272 http://x.com/i/article/2015900931456438272"  
[X Link](https://x.com/CernBasher/status/2015920050075476197)  2026-01-26T22:49Z 45.8K followers, 34.8K engagements


"Tesla - For Those Who Love Margins Business Line Margins: Tesla Energy has been the most profitable business for the last ten quarters. Auto Gross Margin: The "all important" Auto gross margin jumped in Q4. Gross vs. Net Profit Margins: According to Tesla's CFO the impact of tariffs were in excess of $500 million in Q4. Without that impact the Gross Margin % would have been 22.2% rather than the reported 20.2%. In Q4 [----] Tesla made an average of $7062 in Gross Profit per vehicle sold up $6149 from Q3. During the quarter the Average Selling Price was down $685 to $41131 but the Cost to Make"  
[X Link](https://x.com/CernBasher/status/2016847927608516803)  2026-01-29T12:16Z 45.8K followers, 18.7K engagements


"Tesla Energy - Q4 [----] Update Digging into Tesla Energy while lumpy quarter to quarter it continues to indicate strong growth ahead with massive demand from AI data center build outs and utilities looking to maximize the energy output from existing power sources. The current balance of Deferred Revenue and Unsatisfied Performance Obligations (money that will become Reported Revenue in the quarters/years ahead) is at near record levels at $12.5 billion. This is like having a full year of revenue already "on the books." Reported vs Indicative Revenue: Reported Revenue over the last [--] months"  
[X Link](https://x.com/CernBasher/status/2016854128153030952)  2026-01-29T12:41Z 45.8K followers, [----] engagements


"What might Elon's voting control be if SpaceX & xAI join forces with Tesla It could be about 30% if SpaceX is valued at $1 trillion and xAI is valued at $300 billion forming a $2.7 trillion company. Or if SpaceX is valued at $1.4 trillion and xAI is valued at $500 billion it could be about 33% forming a $3.3 trillion company. https://twitter.com/i/web/status/2017327100626407607 https://twitter.com/i/web/status/2017327100626407607"  
[X Link](https://x.com/CernBasher/status/2017327100626407607)  2026-01-30T20:00Z 45.8K followers, 79.2K engagements


"If SpaceX is the acquiring company wouldn't they need to make a buyout offer for Tesla shares Is a more likely scenario for them to create a new holding company (NewCo) and roll both into it This is one of the most elegant structures. A new parent company is formed (NewCo). Tesla shareholders exchange Tesla shares for NewCo shares. SpaceX shareholders exchange SpaceX shares for NewCo shares. Also xAI shareholders exchange their shares for NewCo shares. Now NewCo owns 100% of Tesla + 100% of SpaceX + 100% of xAI (and include the Boring Co and Neuralink if you wish). Lets you create a clean"  
[X Link](https://x.com/CernBasher/status/2017599105879482644)  2026-01-31T14:01Z 45.8K followers, [----] engagements


"Tesla Insurance - My Personal Experience In Florida it would have cost us about $700 per month to insure two Cybertrucks. After moving to Texas we had the opportunity to obtain insurance directly through Tesla. The first month's cost was $550.78 - a 21% savings. But Tesla also monitors your actual driving behavior via it's "Safety Score" and because of our good driving (actually FSD's good driving) our insurance cost next month will go down to $468.04 - another 15% savings. So by moving from Florida to Texas our insurance cost fell by 33% and we are saving a total of about $232 per month -"  
[X Link](https://x.com/CernBasher/status/2017674347565965810)  2026-01-31T19:00Z 45.8K followers, 65.1K engagements


"Attn Uber investors - here's a way to burn your capital even faster. More seriously: This is good for Tesla as Waymo is paving the way for autonomous vehicles in more and more cities. Alphabet is significantly ramping up their robotaxi ambitions Waymo gets another $16 billion more in capital. https://t.co/kcQH74WrLX Alphabet is significantly ramping up their robotaxi ambitions Waymo gets another $16 billion more in capital. https://t.co/kcQH74WrLX"  
[X Link](https://x.com/CernBasher/status/2017820010622640170)  2026-02-01T04:39Z 45.8K followers, 14.6K engagements


"TSLA Stock - [--] Fun Facts 1) Over the last [--] months $8.38 trillion worth of TSLA shares changed hands. 2) That's about [--] times the current market value of Tesla - this means that the average holding period was just over two months - and you-all call yourself investors With a [--] month holding period TSLA has more investors doing short-term leasing than long-term compounding. 3) TSLA is basically its own daily economy. On an average day $33.5 billion of TSLA trades. Thats like Coca Cola's annual revenue getting swapped back and forth every day and a half."  
[X Link](https://x.com/CernBasher/status/2018053661231054858)  2026-02-01T20:07Z 45.8K followers, 39.3K engagements


"SpaceX + xAI IPO $1.8 trillion I place a very high likelihood that SpaceX (especially now with the addition of xAI) will go public at the highest valuation ever seen for an IPO. Not just $1.5 trillion but something closer to $1.8 trillion. Saudi Arabias state-sponsored oil giant went public at a $1.7 trillion market cap in [----] though just 1.5% of the company was available for sale to the general public. https://twitter.com/i/web/status/2018448604462014744 https://twitter.com/i/web/status/2018448604462014744"  
[X Link](https://x.com/CernBasher/status/2018448604462014744)  2026-02-02T22:17Z 45.8K followers, 35.9K engagements


"And here's how it stands as of today with "two of three Elon's companies" pairing off. What might Elon's voting control be if SpaceX & xAI join forces with Tesla It could be about 30% if SpaceX is valued at $1 trillion and xAI is valued at $300 billion forming a $2.7 trillion company. Or if SpaceX is valued at $1.4 trillion and xAI is valued at $500 billion it https://t.co/1yUomil1lX What might Elon's voting control be if SpaceX & xAI join forces with Tesla It could be about 30% if SpaceX is valued at $1 trillion and xAI is valued at $300 billion forming a $2.7 trillion company. Or if SpaceX"  
[X Link](https://x.com/CernBasher/status/2018460512976285948)  2026-02-02T23:04Z 45.8K followers, 33.6K engagements


"@CJ_Bitcoin I spoke to Schwab today: their 1099s went out with incorrect classification of the dividends. When asked if they will correct it they said they are waiting to hear from Strategy"  
[X Link](https://x.com/CernBasher/status/2018514368368189638)  2026-02-03T02:38Z 46.1K followers, [----] engagements


"AJ makes some strong points here. I might quibble about his characterization of "catastrophic outflow" vs "epic dilution" but his overall point about getting shareholder buy-in is important. Of course it's not all about manipulating shareholders to get what Elon wants - it's really about how to best position his companies (company) to raise the massive amounts of capital needed to compete against the other big multi-trillion players. As I mentioned in my post about capital efficiency (linked below) Tesla is super capital efficient. But it also shows a limitation in that the other big players"  
[X Link](https://x.com/CernBasher/status/2018702025500893539)  2026-02-03T15:04Z 45.9K followers, 63.8K engagements


"https://x.com/CernBasher/status/2014010102475313455 What did [--] Tech Titans get for $3.67 Trillion in Capital Spending The [--] Titans shown in the chart below have spent a combined $3.67 trillion on CapEx and R&D over the last ten years (well almost ten years [--] quarters). Amazon accounted for nearly $1 trillion Google spend https://t.co/c2DTURFKIr https://x.com/CernBasher/status/2014010102475313455 What did [--] Tech Titans get for $3.67 Trillion in Capital Spending The [--] Titans shown in the chart below have spent a combined $3.67 trillion on CapEx and R&D over the last ten years (well almost"  
[X Link](https://x.com/CernBasher/status/2018702029179310101)  2026-02-03T15:04Z 45.8K followers, [----] engagements


"https://x.com/CernBasher/status/1841127340983689379 From an investor's perspective. https://t.co/QX7b1fKAeJ https://x.com/CernBasher/status/1841127340983689379 From an investor's perspective. https://t.co/QX7b1fKAeJ"  
[X Link](https://x.com/CernBasher/status/2018719128056406098)  2026-02-03T16:12Z 45.8K followers, [----] engagements


"@elonmusk @rough__sea Optimus is a GDP (Universal High Income) machine https://x.com/CernBasher/status/2017215160029507784 Tesla - Creating Taiwan's GDP in One Factory in Texas Here's some more crazy Optimus math. Here's a breakdown of the revenue contribution for each of Tesla's existing factories. These numbers are rough estimates but Giga Shanghai is Tesla's current "jewel in the crown" https://t.co/ciIpalgH1p https://x.com/CernBasher/status/2017215160029507784 Tesla - Creating Taiwan's GDP in One Factory in Texas Here's some more crazy Optimus math. Here's a breakdown of the revenue"  
[X Link](https://x.com/CernBasher/status/2018816971631108564)  2026-02-03T22:40Z 46K followers, [----] engagements


"Strategy + JP Morgan = STRC This wasn't on my bingo card for [----] but it is now. https://twitter.com/i/web/status/2019551560666386442 https://twitter.com/i/web/status/2019551560666386442"  
[X Link](https://x.com/CernBasher/status/2019551560666386442)  2026-02-05T23:19Z 46K followers, 73.9K engagements


"@saylor https://x.com/CernBasher/status/2019551560666386442 Strategy + JP Morgan = STRC This wasn't on my bingo card for [----] but it is now. https://t.co/JpHChaaPy2 https://x.com/CernBasher/status/2019551560666386442 Strategy + JP Morgan = STRC This wasn't on my bingo card for [----] but it is now. https://t.co/JpHChaaPy2"  
[X Link](https://x.com/CernBasher/status/2019553447398539624)  2026-02-05T23:27Z 45.8K followers, [----] engagements


"@grok @degenTuTubi Come on Grok. While the image is "speculative" the slide is page [--] from Strategy's Q4 [----] earnings presentation. And that slide mentions JP Morgan Citi First Abu Dhabi Bank Coinbase and Binance as possible partners"  
[X Link](https://x.com/CernBasher/status/2019572997456339271)  2026-02-06T00:44Z 45.8K followers, [---] engagements


"@EdwardKens50830 And it crumbles because"  
[X Link](https://x.com/CernBasher/status/2019575339362734530)  2026-02-06T00:54Z 45.8K followers, [----] engagements


"@rickalessifc @EdwardKens50830 That does mean it crumbles. That just means that JP Morgan passes. And then it opens it up to other banks who see an opportunity to eat into JP Morgans deposits"  
[X Link](https://x.com/CernBasher/status/2019606111775781058)  2026-02-06T02:56Z 45.8K followers, [---] engagements


"Strategy's STRC: JP Morgan's Orban the Engineer Moment Orban was a 15th-century Hungarian iron founder and engineer most famous for creating the massive artillery that led to the fall of Constantinople in [----]. In [----] Orban first offered his services to the Byzantine Emperor Constantine XI. He proposed building a super-weapon that could protect the city. However the Emperor was cash-strapped and could not afford Orban's high salary or the vast materials required. After being rejected Orban turned to the ambitious Ottoman Sultan Mehmed II. Mehmed immediately recognized the potential of"  
[X Link](https://x.com/CernBasher/status/2019611301094314080)  2026-02-06T03:17Z 45.9K followers, 28.6K engagements


"@theovonscousin How is it a scam"  
[X Link](https://x.com/CernBasher/status/2019613116498075905)  2026-02-06T03:24Z 45.8K followers, [----] engagements


"The Dardanelles Gun cast in [----] and based on the Orban bombard Basilic that was used for the Ottoman besiegers of Constantinople in 1453; British Royal Armouries collection"  
[X Link](https://x.com/CernBasher/status/2019614739165331626)  2026-02-06T03:30Z 45.8K followers, [----] engagements


"STRC doesn't need Bitcoin to rise in order for it to work but MSTR certainty needs some Bitcoin appreciation over time. That said if Bitcoin only compounds at 1.5% MSTR would breakeven versus just owning Bitcoin. This is probably surprising to many but MSTR actually has a low level of leverage (just 10% net leverage) - this is well below most companies in the S&P [---]. One narrative that's out there is that Strategy is one margin call away from the whole house of cards coming tumbling down - this couldn't be further from the truth. In fact Bitcoin could fall to $8000 and Strategy would still"  
[X Link](https://x.com/CernBasher/status/2019766855909429427)  2026-02-06T13:35Z 45.8K followers, [---] engagements


"Like an insurance company that sells more insurance policies (where the funds from those go to pay the claims on existing policies) Strategy is also selling more STRC (where some of the funds go to pay the dividends on existing STRC holders). As long as they can continue to do that (and sell their stock to raise more capital) then the likelihood of ever needing to sell any of their Bitcoin is slim"  
[X Link](https://x.com/CernBasher/status/2019773159273033910)  2026-02-06T14:00Z 45.8K followers, [--] engagements


"They are two very different investments. STRC provides tax-deferred income currently yielding 12% (higher than the 11.25% they are paying on the par value of $100 because STRC is closed at $93.67 yesterday). MSTR pays no dividends but its returns are tied to the price of Bitcoin and somewhat amplified. STRC has low volatility. MSTR has very high volatility. STRC has more certain returns. MSTR's returns are highly uncertain. STRC's upside is capped. MSTR's upside is unlimited. Pick your poison"  
[X Link](https://x.com/CernBasher/status/2019774893164793879)  2026-02-06T14:07Z 45.8K followers, [---] engagements


"@TimBuzby Correct - if you think that Bitcoin will not grow at all (ever) then Bitcoin MSTR and STRC are not appealing"  
[X Link](https://x.com/CernBasher/status/2019775245901533215)  2026-02-06T14:08Z 45.8K followers, [--] engagements


"@thejefflutz BTC and AI are two sides of the same coin"  
[X Link](https://x.com/CernBasher/status/2019776038557876524)  2026-02-06T14:11Z 45.8K followers, [----] engagements


"Tesla and SpaceX - Power Generation - a New Business Heres another multi-billion dollar business opportunity: Hear Elon talk about turbine blades and vanes"  
[X Link](https://x.com/CernBasher/status/2019794975127400502)  2026-02-06T15:27Z 46K followers, 10.3K engagements


"Still doesn't make MSTR a scam. Not all stores of value hold their value at all times. Other stores of value fluctuate. Manhattan real estate prices fluctuate. Gold has fluctuated. Stocks fluctuate. Bitcoin can't control who owns or speculates with it. The price action of Bitcoin - as volatile as it is - does not make it a bad store of value. https://twitter.com/i/web/status/2019809891834011717 https://twitter.com/i/web/status/2019809891834011717"  
[X Link](https://x.com/CernBasher/status/2019809891834011717)  2026-02-06T16:26Z 45.8K followers, [---] engagements


"@TeckHokie Elon will only do this if he can't get the other companies to step up their investments/production on the timeline he needs"  
[X Link](https://x.com/CernBasher/status/2019819370885837200)  2026-02-06T17:03Z 45.8K followers, [--] engagements


"@schnur_joe Ive done that in previous posts"  
[X Link](https://x.com/CernBasher/status/2019917473383145927)  2026-02-06T23:33Z 45.8K followers, [---] engagements


"@grok @VoltaWagen "with the global fleet surpassing [--] million by February [--] 2026" - provide evidence of this"  
[X Link](https://x.com/CernBasher/status/2020375671818912224)  2026-02-08T05:54Z 45.8K followers, [--] engagements


"@grok @VoltaWagen I'm looking for evidence from Tesla not a third-party article"  
[X Link](https://x.com/CernBasher/status/2020376451162554665)  2026-02-08T05:57Z 45.8K followers, [---] engagements


"Approaching 3.5%"  
[X Link](https://x.com/CernBasher/status/2020849252813910456)  2026-02-09T13:16Z 45.9K followers, [----] engagements


"Some people probably enjoyed cutting their own ice too. In terms of driving I think well see more driving courses and tracks where people can go to drive in a safe/controlled environment - without fear of getting hit by distracted drivers and worrying about getting a speeding ticket https://twitter.com/i/web/status/2020999873680601181 https://twitter.com/i/web/status/2020999873680601181"  
[X Link](https://x.com/CernBasher/status/2020999873680601181)  2026-02-09T23:14Z 45.9K followers, [---] engagements


"@JoeTegtmeyer Do you remember her mentioning anything about fake ice (machine-made ice) vs real ice (from a lake)"  
[X Link](https://x.com/CernBasher/status/2021235571339792384)  2026-02-10T14:51Z 45.9K followers, [----] engagements


"You fundamentally misinterpreted the analogy - "That's like saying: US Dollar Nuclear weapons". The analogy was not making a statement about the necessity value or societal impact of nuclear weapons (or Bitcoin as their equivalent). Instead I was highlighting a category error in the initial claim that "X money Bitcoin" - pointing out that such a comparison is absurd because it pits two unrelated things against each other much like declaring a fiat currency superior to a destructive arsenal. Nuclear weapons aren't a financial tool or medium of exchange; they're a geopolitical deterrent."  
[X Link](https://x.com/CernBasher/status/2021790639441002998)  2026-02-12T03:37Z 46K followers, [---] engagements


"For those that may have missed my earlier posts on humanoid bots here's a compendium of some relevant posts. a [--] 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](https://x.com/CernBasher/status/1787475598912180457)  2024-05-06T13:32Z 46.2K followers, 446K engagements


"Elon & Jensen today.amazing On the topic of AI in space - is it possible Elon: "Yes. If civilization continues which it probably will then AI in space is inevitable. You always have to preface that - we shouldn't take civilization for granted - we need to take care to ensure that civilization has an upward arc. Any student of history knows that civilization does not always have an upward arc and in fact civilizations have life cycles so hopefully we are on a strong upward arc - I think we are for now but we don't want to take that for granted or be complacent. The way to think of AI in space"  
[X Link](https://x.com/CernBasher/status/1991224977593401389)  2025-11-19T19:20Z 46.2K followers, 1.6M engagements


"How does Tesla compete with Big Tech's massive CapEx spending With Microsoft spending $114 to $150 billion this year Google spending $175 to $185 billion and Amazon spending $200 billion how does Tesla - which plans to spend "only" $20 billion in [----] - compete with that Tesla's planned capex spending this year is where Microsoft Google and Amazon were about ten years ago. Well one thing we know for sure is that Tesla is much more capital efficient but is it enough AJ makes some strong points here. I might quibble about his characterization of "catastrophic outflow" vs "epic dilution" but his"  
[X Link](https://x.com/CernBasher/status/2019808847548784751)  2026-02-06T16:22Z 46.2K followers, 53.1K engagements


"One limiting factor is their Operating Cash Flow vs their CapEx. Three examples. Last year Microsoft earned $160B in OpCF vs spending $83B in CapEx. So they have further capacity to spend. Last year Google earned $165B in OpCF vs spending $91B in CapEx. They also have further capacity to spend. Last year Amazon earned $140B in OpCF vs spending $132B in CapEx. They have a little bit more capacity to spend - unless of course they are growing their OpCF (which they will). https://twitter.com/i/web/status/2019826111795052958 https://twitter.com/i/web/status/2019826111795052958"  
[X Link](https://x.com/CernBasher/status/2019826111795052958)  2026-02-06T17:30Z 46.1K followers, [--] engagements


"Tesla Delivers its [--] Millionth Vehicle should be announced any day now"  
[X Link](https://x.com/CernBasher/status/2020370621750808643)  2026-02-08T05:34Z 46.2K followers, 18.1K engagements


"@highdrow8 What advertising funds"  
[X Link](https://x.com/CernBasher/status/2022090917155586108)  2026-02-12T23:30Z 46.1K followers, [---] engagements


"@craig10102 @herbertong Theres no need to target/destroy Waymo before its time - they will destroy themselves - but for now they are useful in blazing the autonomous trail"  
[X Link](https://x.com/CernBasher/status/2022453686740619482)  2026-02-13T23:31Z 46.1K followers, [--] engagements


"Tesla's FSD chips: Integer vs. Floating-point At Tesla's shareholder meeting Elon said that "integer operations are fundamentally more efficient than floating-point operations.integer is much more power efficient much more silicon efficient but you actually have to train for integer inference - everyone else is training for floating-point - that's a niche technical detail but it's actually very important." So what does he mean Well imagine youre driving a Tesla and the cars brain has to think really fast to decide what to do every second: - Is that a shadow or a pothole - How far away is that"  
[X Link](https://x.com/CernBasher/status/1987591979882991967)  2025-11-09T18:43Z 46.2K followers, 165K engagements


"If [----] is the "magic" number then why isn't [----] also 99% magic then why isn't [----] 98% magic . then why isn't [----] 50% magic It's not about the number it's about the trajectory. Right now the trajectory appears to be fairly "flat" but the minute that we get signs that Tesla is ramping more aggressively that's the catalyst"  
[X Link](https://x.com/CernBasher/status/2022338555301757395)  2026-02-13T15:54Z 46.2K followers, [----] engagements


"http://x.com/i/article/2020908140506513408 http://x.com/i/article/2020908140506513408"  
[X Link](https://x.com/CernBasher/status/2020922549484257375)  2026-02-09T18:07Z 46.2K followers, 28.9K engagements


"5) Humanoid Robots - Optimus vs (don't count Google out yet) . perhaps it's Apptronik. https://x.com/CernBasher/status/2018718370137313572 The X Holding Company - The Anti-Alphabet Elon appears to be marshalling his resources to compete with Google head-to-head: 1) AI on earth - xAI vs Deepmind 2) AI in space (Alphabet doesn't have a rocket company but they will benefit from SpaceX lowering launch costs) 3) https://t.co/mFhTGdGIWE https://x.com/CernBasher/status/2018718370137313572 The X Holding Company - The Anti-Alphabet Elon appears to be marshalling his resources to compete with Google"  
[X Link](https://x.com/CernBasher/status/2021640265547522206)  2026-02-11T17:39Z 46.2K followers, [----] engagements


"Tesla + SpaceX + xAI -- Why not Much ink has been spilled in the last [--] hours about all the benefits of merging SpaceX & xAI with Tesla. I get it -- I'm into the long-term vision -- in Sept [----] I wrote: "Musk Inc -- A Disruption Machine" I wrote that SpaceX would disrupt computing in the future. So I see the big picture but just so we have a balanced discussion let me share some of the potential challenges in merging the three entities (which does not mean that I'm against it - it's too early to be for or against as there isn't yet a merger proposal on the table). Some of the Cons Dilution"  
[X Link](https://x.com/CernBasher/status/2017618067086311861)  2026-01-31T15:16Z 46.2K followers, 72.9K engagements


"How Many Robotaxis by Dec [--] [----] I asked ChatGPT to give me an estimate based on the data in this chart and with the knowledge that Tesla plans to rollout to another [--] cities in the first half of [----] - here's what it answered. [-----] to [-----] vehicles Then it concludes that "2027 is not forecastable in linear terms." https://twitter.com/i/web/status/2022395300313194498 https://twitter.com/i/web/status/2022395300313194498"  
[X Link](https://x.com/CernBasher/status/2022395300313194498)  2026-02-13T19:39Z 46.2K followers, 24.1K engagements


"If you know someone who you don't want to die in an accident on the road this is for you. https://t.co/D1MWhsOjaq https://t.co/D1MWhsOjaq"  
[X Link](https://x.com/CernBasher/status/2022493367545008143)  2026-02-14T02:09Z 46.2K followers, 18.2K engagements


"@TeslasRUs What's the delivery timeline Is there a volume discount What ADAS features are active today When will FSD come to the truck How much will the subscription cost be What is the battery warranty term Would love to see total cost of ownership details/projections"  
[X Link](https://x.com/CernBasher/status/2022899275538309296)  2026-02-15T05:02Z 46.2K followers, [--] engagements


"http://x.com/i/article/2023036759777357824 http://x.com/i/article/2023036759777357824"  
[X Link](https://x.com/CernBasher/status/2023057978622968317)  2026-02-15T15:33Z 46.2K followers, [----] engagements


"Shoom shoom goes the mass driver on the moon. Elon said shoom shoom - well theres already a song for it https://open.spotify.com/album/2rga6LbiT68QE78K1IxnGysi=jsjwLm0pSR2cZMlx1AwdeA https://open.spotify.com/album/2rga6LbiT68QE78K1IxnGysi=jsjwLm0pSR2cZMlx1AwdeA"  
[X Link](https://x.com/CernBasher/status/2021742176422518995)  2026-02-12T00:24Z 46.2K followers, 13.3K engagements


"@Yogurt_Boy_123 FUD x 5"  
[X Link](https://x.com/CernBasher/status/2022822867063234888)  2026-02-14T23:58Z 46.2K followers, [---] engagements


"@treyeshua It is the only digital commodity (asset without an issuer). The others are digital securities (assets with issuers). They are completely different and useless as a security mechanism"  
[X Link](https://x.com/CernBasher/status/2023075118755516701)  2026-02-15T16:41Z 46.2K followers, [---] engagements


"http://x.com/i/article/2001122108596785152 http://x.com/i/article/2001122108596785152"  
[X Link](https://x.com/CernBasher/status/2001128839900975319)  2025-12-17T03:14Z 46.2K followers, 183.2K engagements


"Tesla - Creating Taiwan's GDP in One Factory in Texas Here's some more crazy Optimus math. Here's a breakdown of the revenue contribution for each of Tesla's existing factories. These numbers are rough estimates but Giga Shanghai is Tesla's current "jewel in the crown" likely accounting for more than 25% of Tesla's total revenue. On the Q4 earnings call Elon announced that the Model S & X lines at Fremont would be taken down and replaced with a [--] million unit capacity Optimus line. If each bot sells for just $75000 (this is low as I think they will initially be offered as a service for at"  
[X Link](https://x.com/CernBasher/status/2017215160029507784)  2026-01-30T12:35Z 46.2K followers, 33.3K engagements


"Given these concerns. what's the status of Strategy Orange @saylor @Strategy @CJ_Bitcoin @phongle MicroStrategy Orange This is a big idea that might solve the security problem on the Internet. You'll want to spend some time understanding the implications of this. https://t.co/KShR2JUk6s MicroStrategy Orange This is a big idea that might solve the security problem on the Internet. You'll want to spend some time understanding the implications of this. https://t.co/KShR2JUk6s"  
[X Link](https://x.com/CernBasher/status/2021662862255829231)  2026-02-11T19:09Z 46.2K followers, 11.8K engagements


"X Money X Money is the center of Elon Musks plan to transform X from a social media site into a "Super App" like WeChat where you can handle your entire financial life in one place. Here are the key details about how it works and what is coming: What is X Money At its core it is a digital wallet and payment system built directly into the X app. It is designed to replace traditional banking apps for your day-to-day needs allowing you to send money as easily as you send a direct message. Main Features Instant Peer-to-Peer (P2P) Payments: You can send money to other users instantly. Thanks to a"  
[X Link](https://x.com/CernBasher/status/2021748139124723759)  2026-02-12T00:48Z 46.2K followers, 93K engagements


"Sources: https://www.foxbusiness.com/technology/elon-musks-x-visa-ink-deal-pursues-becoming-everything-app https://www.blockchain-council.org/blockchain/elon-musks-x-money-payment-system/ https://hostmerchantservices.com/articles/what-is-x-money/ https://www.binance.com/en/square/post/26291222397097 https://www.foxbusiness.com/technology/elon-musks-x-visa-ink-deal-pursues-becoming-everything-app https://www.blockchain-council.org/blockchain/elon-musks-x-money-payment-system/ https://hostmerchantservices.com/articles/what-is-x-money/ https://www.binance.com/en/square/post/26291222397097"  
[X Link](https://x.com/CernBasher/status/2021748142975135865)  2026-02-12T00:48Z 46.2K followers, [----] engagements


"@rajuvamsi007 That's like saying: US Dollar Nuclear weapons"  
[X Link](https://x.com/CernBasher/status/2021787675565731866)  2026-02-12T03:25Z 46.2K followers, [---] engagements


"This is an important difficult and personal decision. However no one on X can tell you what to do as no one here knows everything they would need to know to offer you advice (even if they could legally do so). As a financial advisor I can legally provide investment advice but not here (because I don't know anything about your financial situation). Further the word "risk" has no universal definition. For some it's stock price fluctuation. For others it's permanent loss of capital. For others it might be the opportunity cost of waiting for Tesla to perform - we ain't getting any younger So the"  
[X Link](https://x.com/CernBasher/status/2022518174902554728)  2026-02-14T03:48Z 46.2K followers, 15K engagements


"@chris_borns Its the best vehicle ever made - enjoy it"  
[X Link](https://x.com/CernBasher/status/2022675858834743698)  2026-02-14T14:14Z 46.2K followers, [----] engagements


"http://x.com/i/article/2022681353964093440 http://x.com/i/article/2022681353964093440"  
[X Link](https://x.com/CernBasher/status/2022702830964850699)  2026-02-14T16:01Z 46.2K followers, 18.6K engagements


"@RBC_JMiddleton No BTC is about to have it's AI moment"  
[X Link](https://x.com/CernBasher/status/2022705719368155400)  2026-02-14T16:13Z 46.2K followers, [---] engagements


"Bitcoin will have its AI Moment It's worth your time to read these. https://t.co/veLO21h7kI https://t.co/veLO21h7kI"  
[X Link](https://x.com/CernBasher/status/2022708677518459157)  2026-02-14T16:25Z 46.2K followers, 125K engagements


"@spunjgrip The house of sand that is Bitcoin - hardly a house of sand. Bitcoin is a digital security technology that will be used by everyone - which happens to make for good (secure decentralized etc.) money"  
[X Link](https://x.com/CernBasher/status/2022713903608746295)  2026-02-14T16:45Z 46.2K followers, [---] engagements


"The smaller the contestable pool the higher the value of all BTC. Equating corporate-held BTC to Satoshi's coins is a false analogy. Satoshi's coins are truly dormant but corporate-held BTC can be sold transferred or custodied differently at any time. An AI seeking self-custody could simply buy the BTC from a corporation and transfer it to its own wallet. https://twitter.com/i/web/status/2022828747213447547 https://twitter.com/i/web/status/2022828747213447547"  
[X Link](https://x.com/CernBasher/status/2022828747213447547)  2026-02-15T00:22Z 46.2K followers, [---] engagements


"@TheDanMan007Fan It would have eliminated this silly comment"  
[X Link](https://x.com/CernBasher/status/2022829100445110592)  2026-02-15T00:23Z 46.2K followers, [---] engagements


"X Money + STRC There is a logical fit between X Money and Strategy's STRC. Elon has repeatedly mentioned that X Money will offer high-yield savings accounts. While there is no formal corporate partnership they are a perfect fit in the emerging "everything app" economy. In [----] traditional banks still struggle to offer competitive rates. If X Money integrates with a brokerage layer users could theoretically hold STRC in their X wallet. You could hold "cash" in STRC to earn the current 11.25% variable yield and because STRC is highly liquid (averaging $115M daily volume as of Feb 2026) X Money"  
[X Link](https://x.com/CernBasher/status/2022036146037887398)  2026-02-12T19:52Z 46.2K followers, 39.4K engagements


""This experience has motivated me to speak out especially to those who dismiss Tesla and FSD based on misinformation. What troubles me most isn't the misguided anger towards Tesla but that many who hold these views are the same people who share my view deepest values - caring for the less fortunate protecting the environment and making the world better for all." "I hope more people will consider one basic truth. An accident doesn't care about your politics identity economic status or car brand and more than half of those killed in crashes are in the vehicle that didn't cause the accident.""  
[X Link](https://x.com/CernBasher/status/2022501362156650959)  2026-02-14T02:41Z 46.2K followers, [----] engagements


"@VizierPrime Bitcoin can't scale for free. It's anchored by the cost of compute and the cost of energy"  
[X Link](https://x.com/CernBasher/status/2023083162449195343)  2026-02-15T17:13Z 46.2K followers, [---] engagements


"The X Holding Company - The Anti-Alphabet Elon appears to be marshalling his resources to compete with Google head-to-head: 1) AI on earth - xAI vs Deepmind 2) AI in space (Alphabet doesn't have a rocket company but they will benefit from SpaceX lowering launch costs) 3) Autonomous vehicles - Waymo vs Robotaxi 4) Social Media - YouTube vs X 5) Humanoid Robots - Optimus vs (don't count Google out yet) 6) AI chips - Google's TPUs vs Tesla's AI5 [--] [--] [--] An "Alphabet-style" holding company (that I'll call "X Corp" here) would essentially act as a massive umbrella. Instead of Tesla SpaceX and xAI"  
[X Link](https://x.com/CernBasher/status/2018718370137313572)  2026-02-03T16:09Z 46.2K followers, 25.1K engagements


"I am not a technical expert and cannot speak to how this could be best implemented - I'll leave that to the security pros. That said here's what my AI friend suggests: Yes - this only works on Layer [--] (or off-chain) with Bitcoin as the settlement/anchor not with every message hitting L1. In practice it looks less like pay an on-chain fee per email and more like prove youve put skin in the game using a combo of: - Lightning / payment channels - streaming payments or prepaid balances - hold-then-refund deposits - rate limits enforced by cryptographic receipts - periodic settlement to Bitcoin L1"  
[X Link](https://x.com/CernBasher/status/2023087499522842687)  2026-02-15T17:30Z 46.2K followers, [--] engagements


"Tesla stock has it's tenth worst day on the Musk/Trump "fight" TSLA falls 14.3% today. Keep your emotions in check - stay focused on the fundamentals and the long-term"  
[X Link](https://x.com/CernBasher/status/1930721746484666522)  2025-06-05T20:21Z 46.1K followers, 41.5K engagements


"A quiet Robotaxi rollout BREAKING: THE FIRST EVER TESLA ROBOTAXI WITH NO ONE IN THE DRIVER SEAT WAS JUST SPOTTED IN AUSTIN Robotaxi is printed on the side of the car 😎 $TSLA https://t.co/TK39Tojhzq BREAKING: THE FIRST EVER TESLA ROBOTAXI WITH NO ONE IN THE DRIVER SEAT WAS JUST SPOTTED IN AUSTIN Robotaxi is printed on the side of the car 😎 $TSLA https://t.co/TK39Tojhzq"  
[X Link](https://x.com/CernBasher/status/1932481645761753141)  2025-06-10T16:55Z 46.1K followers, 74.9K engagements


"Confirmed Slowly slowly at first then Slowly slowly at first then"  
[X Link](https://x.com/CernBasher/status/1932483201387139241)  2025-06-10T17:01Z 46.1K followers, 40.2K engagements


"Elon's comments on Robotaxi/FSD today"  
[X Link](https://x.com/anyuser/status/1932508853725257967)  2025-06-10T18:43Z 46.1K followers, 132.2K engagements


"Wait - what - Robotaxi with FSD's vision system works at night too Robotaxi at night https://t.co/bz6zur8ayK Robotaxi at night https://t.co/bz6zur8ayK"  
[X Link](https://x.com/CernBasher/status/1932764243708858535)  2025-06-11T11:37Z 46.1K followers, 91.4K engagements


"Tesla Robotaxi - Pac-Man Pricing Strategy Here are some thoughts on a pricing strategy for Tesla in Austin. Initially with just a few dozen vehicles you don't need to undercut Waymo/Uber/Lift on pricing. As Waymo has showed in San Francisco a driverless vehicle is seen as a premium service over a human driven vehicle (with @jcchristopher being the sole exception) - so Tesla could charge more than Uber if they wanted to. As a premium service for each blue dot on the chart above (which represents a small sample of actual Waymo/Uber fares from @iandelivers in Austin over the last two weeks over"  
[X Link](https://x.com/CernBasher/status/1935321414862569798)  2025-06-18T12:59Z 46.1K followers, 27.7K engagements


"So it works in Germany too Das gibts doch gar nicht FSD Supervised in Berlin . on its way to forage for artisanal aioli at Streetfood Thursday Pending regulatory approval https://t.co/FOQU4FRMVb FSD Supervised in Berlin . on its way to forage for artisanal aioli at Streetfood Thursday Pending regulatory approval https://t.co/FOQU4FRMVb"  
[X Link](https://x.com/anyuser/status/1936002490329084239)  2025-06-20T10:05Z 46.1K followers, 32.8K engagements


"Just paid $20.64/mile for a Uber in Austin (a [----] mile trip downtown - before tip). Disruption incoming"  
[X Link](https://x.com/CernBasher/status/1936820757377458427)  2025-06-22T16:17Z 46.1K followers, 225.9K engagements


"Teslas growing AI portfolio: 1) FSD & Robotaxi 2) Optimus 3) Autobidder 4) Opticaster 5) Powerhub 6) Microgrid Controller Opticaster - the brain of Powerwall https://t.co/OmlabcdcmZ Opticaster - the brain of Powerwall https://t.co/OmlabcdcmZ"  
[X Link](https://x.com/CernBasher/status/1937361493370016014)  2025-06-24T04:05Z 46.1K followers, 30.7K engagements


"Optimus has a voice. Eventually it will be any voice you wish Optimus V3 is going to be 🤌 Excellent review w @Tesla_Optimus team Optimus V3 is going to be 🤌 Excellent review w @Tesla_Optimus team"  
[X Link](https://x.com/anyuser/status/1937831639607853249)  2025-06-25T11:14Z 46.1K followers, 98.8K engagements


"Cars driving themselves from the factory to a customers home - probably nothing. Robots that make other robots - probably nothing too. The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town including highways was just completed a day ahead of schedule Congratulations to the @Tesla_AI teams both software & AI chip design The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town including highways was just completed a day ahead of schedule Congratulations to the @Tesla_AI teams both software & AI chip design"  
[X Link](https://x.com/CernBasher/status/1938711175086448936)  2025-06-27T21:28Z 46.1K followers, 33.1K engagements


"Everything that moves will be one day autonomous - its safer and cheaper. A very nice milestone from Tesla World's first autonomous delivery of a car This Tesla drove itself from Gigafactory Texas to its new owner's home 30min away crossing parking lots highways & the city to reach its new owner https://t.co/WFSIaEU6Oq World's first autonomous delivery of a car This Tesla drove itself from Gigafactory Texas to its new owner's home 30min away crossing parking lots highways & the city to reach its new owner https://t.co/WFSIaEU6Oq"  
[X Link](https://x.com/CernBasher/status/1938817141995602057)  2025-06-28T04:30Z 46.1K followers, 21.7K engagements


"Tesla - [--] Million Vehicles Tesla has now produced [-------] vehicles. And delivered [-------] to customers"  
[X Link](https://x.com/CernBasher/status/1940401819018043461)  2025-07-02T13:26Z 46.1K followers, 30.8K engagements


"Tesla - Energy Growth in Terms even Wall Street can Understand - Q2 [----] As we all know Wall Street seems to only want to view Tesla as a car company. Fine let's meet then where they are. Based on that here are the trailing 12-month deliveries - [-------] - Wall Street understands this. On a trailing 12-month basis Tesla hasn't produced any growth in the auto business and Wall Street see 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 batteries than the"  
[X Link](https://x.com/CernBasher/status/1940409775029706877)  2025-07-02T13:58Z 46.1K followers, 87.3K engagements


"Robotaxi service area expansion coming Tesla is out in full force tonight validating parts of Downtown Austin Theyre getting ready to expand. They have a fleet of vehicles running up and down the South Congress Bridge. This is exciting https://t.co/n9m4qQwvwn Tesla is out in full force tonight validating parts of Downtown Austin Theyre getting ready to expand. They have a fleet of vehicles running up and down the South Congress Bridge. This is exciting https://t.co/n9m4qQwvwn"  
[X Link](https://x.com/CernBasher/status/1940598093134942572)  2025-07-03T02:26Z 46.1K followers, 103.6K engagements


"Coming to a city near you @Gfilche @robotaxi Expanding to a larger service area in Austin this weekend @Gfilche @robotaxi Expanding to a larger service area in Austin this weekend"  
[X Link](https://x.com/CernBasher/status/1943122665826312285)  2025-07-10T01:38Z 46.1K followers, 26.4K engagements


"Talking Cars Next Week Not only will AI drive your car but AI will also be in your car. Do you realize what this means People will finally be able to legally text and drive But instead of using their fingers to do the texting they will be able to ask the car to message their family & friends - and read messages received to you. Grok won't be physically present in your car - until Optimus is available - but it will surely feel like it. It will feel almost like someone is sitting in the vehicle with you. Grok will replace Teslas existing voice command system which requires specific phrases with"  
[X Link](https://x.com/CernBasher/status/1943263972599136582)  2025-07-10T11:00Z 46.1K followers, 47.3K engagements


"👀 Just left the @Tesla design studio. Most epic demo ever by end of year. Ever. Just left the @Tesla design studio. Most epic demo ever by end of year. Ever"  
[X Link](https://x.com/CernBasher/status/1944585493636694380)  2025-07-14T02:31Z 46.1K followers, 38.4K engagements


"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 [--] 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"  
[X Link](https://x.com/anyuser/status/1944750566707490925)  2025-07-14T13:27Z 46.1K followers, 426.6K engagements


"Event Participants Executives: Travis Axelrod Elon Musk Vaibhav Taneja Ashok Elluswamy Lars Moravy Franz von Holzhausen Analysts: Emmanuel Rosner Adam Jonas Dan Levy Mark Delaney William http://x.com/i/article/1948164850577756160 http://x.com/i/article/1948164850577756160"  
[X Link](https://x.com/CernBasher/status/1948206357137559563)  2025-07-24T02:19Z 46.1K followers, 136.8K engagements


"Just a hunch but this post by Gary probably marks peak euphoria for Uber's autonomous ambitions. Gary's statement that "Until the safety driver comes out TSLA FSD is not fully autonomous so can't be scaled nationally." Ok Gary - They aren't behind the wheel so they aren't "safety drivers" but what happens when Tesla pulls the safety monitor out Your statement falls apart and Tesla can begin to scale nationally. At that point it's lights out for Uber your so called "biggest beneficiary of the industry going autonomous.""  
[X Link](https://x.com/CernBasher/status/1948913292488900850)  2025-07-26T01:08Z 46.1K followers, 54.4K engagements


"Tesla Robotaxi in Austin - New Pricing It looks like Tesla's new pricing model in Austin is a base fare of about $0.75 and a per mile cost of about $1.50 - $1.60 -- bringing the average cost per mile traveled to about $1.95. If so - and once their they scale up the number of vehicles in the fleet - all other rideshare providers are history (see post below for Uber's Austin pricing). This chart shows how many rides and miles per day at various utilization rates (30% utilization is [---] hours per day of operation per vehicle and 50% is [--] hours per day). At just 30% utilization and with the new"  
[X Link](https://x.com/CernBasher/status/1950569238420222093)  2025-07-30T14:48Z 46.1K followers, 568.6K engagements


"Suggestion for Tesla - a Quarterly CFO Commentary Dear Tesla Team The quarterly earnings calls are great - it's your shareholders window into how things are progressing with Tesla - we hang on every word If I can make one suggestion (in addition to better audio quality) it would be to have the CFO prepare a quarterly written commentary. Nvidia does this and it's very helpful. This way there are no misunderstandings or misinterpretations on what the CFO said during the call. I'm not suggesting that you provide quarterly guidance (as Nvidia does) - just that the CFO's communication to"  
[X Link](https://x.com/CernBasher/status/1950707634853863651)  2025-07-30T23:58Z 46.1K followers, 77K engagements


"Tesla investors If you know you know"  
[X Link](https://x.com/anyuser/status/1950940848138367453)  2025-07-31T15:25Z 46.1K followers, 85K engagements


"Could this be the version that allows the safety monitors to come out @jamesdouma The FSD software update next month will be a major step-change improvement for rare conditions @jamesdouma The FSD software update next month will be a major step-change improvement for rare conditions"  
[X Link](https://x.com/CernBasher/status/1953659413136355387)  2025-08-08T03:27Z 46.1K followers, 174.4K engagements


"Robotaxi progress. Tesla will need to add more vehicles to the fleet. @Michael_L_Rauch It will be open access next month @Michael_L_Rauch It will be open access next month"  
[X Link](https://x.com/CernBasher/status/1954720235111760327)  2025-08-11T01:43Z 46.1K followers, 55.2K engagements


"Well well well - FSD works in Japan too - who knew Testing FSD Supervised in Yokohama city south of Tokyo one of the first Japanese ports that was opened to foreign trade Testing FSD Supervised in Yokohama city south of Tokyo one of the first Japanese ports that was opened to foreign trade"  
[X Link](https://x.com/CernBasher/status/1958014166700114158)  2025-08-20T03:52Z 46.2K followers, 46.5K engagements


"Probably nothing BREAKING: Tesla projected to launch driverless Robotax service next month. 66% chance. BREAKING: Tesla projected to launch driverless Robotax service next month. 66% chance"  
[X Link](https://x.com/CernBasher/status/1963614538844037438)  2025-09-04T14:46Z 46.1K followers, 61K engagements


"Tesla's Proxy is out"  
[X Link](https://x.com/anyuser/status/1963921872870846539)  2025-09-05T11:07Z 46.1K followers, 256.1K engagements


"Restricted Stock - Not Options What it is: A new entirely performance-based equity plan for Elon - delivered in [--] tranches of restricted stock (in total equal to [-----] million shares) over a http://x.com/i/article/1963925026660298752 http://x.com/i/article/1963925026660298752"  
[X Link](https://x.com/CernBasher/status/1963931449469645006)  2025-09-05T11:45Z 46.2K followers, 196.6K engagements


"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 $1 million $5 million $10 million $25 million $50 million or $100 million in Tesla stock at all the various market cap tranches and"  
[X Link](https://x.com/CernBasher/status/1964878277631258694)  2025-09-08T02:27Z 46.1K followers, 250K engagements


"Uber is toast. Economics always wins. $2.62 vs $12.94 $2.62 vs $12.94"  
[X Link](https://x.com/CernBasher/status/1965064850490695891)  2025-09-08T14:49Z 46.1K followers, 126.4K engagements


"Elon bought [-------] shares on Friday. Always a good sign when the CEO buys stock on the open market"  
[X Link](https://x.com/CernBasher/status/1967538551278715288)  2025-09-15T10:38Z 46.1K followers, 223.1K engagements


"Elon's Sept [--] [----] Share Purchases Elon increased his Tesla share holdings by 0.625% in one day -- investing $999.988 million (almost $1 billion) -- purchasing [-------] shares at an average price of $389.29. At the beginning of the day on Friday Elon had [-------] million shares -- worth $151.2 billion. By the end of the day Elon had [-------] million shares -- worth $163.7 billion -- an increase of almost $12.5 billion in one day. And as we look at current pre-market prices (at $424) for Tesla his [-------] million shares would now be worth about $175 billion -- an increase of about $24 billion in"  
[X Link](https://x.com/CernBasher/status/1967550515794841648)  2025-09-15T11:26Z 46.1K followers, 129.2K engagements


"Tesla's annual report is out You can find it here: https://www.sec.gov/Archives/edgar/data/1318605/000110465925090875/tm252787d3_ars.pdf https://www.sec.gov/Archives/edgar/data/1318605/000110465925090875/tm252787d3_ars.pdf"  
[X Link](https://x.com/anyuser/status/1968425441066140034)  2025-09-17T21:22Z 46.1K followers, 75.2K engagements


"There's still little understanding of what's about to happen. Autonomous robotaxis and humanoid robots will be unleashed over the next few years. It's easy to make fun of what you don't understand"  
[X Link](https://x.com/CernBasher/status/1968689003789443560)  2025-09-18T14:50Z 46.1K followers, 76.8K engagements


"Here's a man who does not understand economics. This is really a win for the United States at large. Elon only gets his incentive pay if he creates massive wealth for Tesla shareholders - which includes many public pension plans. This also means that if Elon gets $1 trillion the taxes that Elon will pay to the Federal Government could be more than $360 billion And in fact it could be far better than that for the government. a tax take as high as $1 trillion https://x.com/CernBasher/status/1964390584782930371 Tesla is proposing a deal that could give Elon Musk $2 trillion in wealth more than"  
[X Link](https://x.com/CernBasher/status/1969036329443889385)  2025-09-19T13:50Z 46.1K followers, 91.3K engagements


"Here is a man who does not understand economics. This is really a win for the United States at large and all the people that you represent. Elon only gets his incentive pay if he creates massive wealth for Tesla shareholders - which includes many public pension plans. This also means that if Elon gets $1 trillion the taxes that Elon will pay to the Federal Government could be more than $360 billion And in fact it could be far better than that for the government. a tax take as high as $1 trillion It also means that our roads will be less deadly (autonomous vehicles are safer than distracted"  
[X Link](https://x.com/CernBasher/status/1969037387641622652)  2025-09-19T13:54Z 46.1K followers, 28.4K engagements


"Incremental vs Exponential The Apple iPhone is on version [--] and is slowly getting incrementally better. FSD is on v14 and is rapidly getting exponentially better. Place your bets accordingly. @mrfundman Last minute bug cropped up with V14. Released is pushed to Monday but that gives us time to add a few more features. @mrfundman Last minute bug cropped up with V14. Released is pushed to Monday but that gives us time to add a few more features"  
[X Link](https://x.com/CernBasher/status/1974395292926738637)  2025-10-04T08:44Z 46.1K followers, 38.3K engagements


"Figure [--] is a step toward robots that can live and work alongside humans in everyday places - homes offices factories"  
[X Link](https://x.com/CernBasher/status/1976309768806596952)  2025-10-09T15:32Z 46.1K followers, 76.7K engagements


"Giga Texas has produced their 500000th vehicle. It was just April 11th that they crossed the [------] mark. That's [------] vehicles produced in [---] days. Congratulations to the Giga Texas team for building 500k vehicles https://t.co/5CIJz5C58b Congratulations to the Giga Texas team for building 500k vehicles https://t.co/5CIJz5C58b"  
[X Link](https://x.com/CernBasher/status/1978445367663321361)  2025-10-15T12:58Z 46.1K followers, 87.1K engagements


"It's a golden future"  
[X Link](https://x.com/anyuser/status/1980295329783423298)  2025-10-20T15:29Z 46.1K followers, 28.5K engagements


"Apparently Cybercab production has started - they are pilling up Source: Grok Imagine"  
[X Link](https://x.com/CernBasher/status/1980313110306332954)  2025-10-20T16:40Z 46.1K followers, 52.9K engagements


"Tesla has crossed $500 billion in lifetime revenues"  
[X Link](https://x.com/anyuser/status/1981102951226888297)  2025-10-22T20:58Z 46.1K followers, 34.5K engagements


"In case you didn't notice Tesla's Services & Other business is now lifetime profitable (on a gross margin basis). With a record quarterly gross margin of 10.5%"  
[X Link](https://x.com/CernBasher/status/1981157137804894658)  2025-10-23T00:34Z 46.2K followers, 1.2M engagements


"It sure is costly being a "Tesla killer". 🔥Breaking: BYD has lost a total of $10.3 billion year-to-date according to filings released today. The company reported negative cash flow of $3.5 billion in Q3 bringing its total [----] cash burn over the first nine months to $10.3 billion. Excluding supplier financing my https://t.co/XCZodJ5m3e 🔥Breaking: BYD has lost a total of $10.3 billion year-to-date according to filings released today. The company reported negative cash flow of $3.5 billion in Q3 bringing its total [----] cash burn over the first nine months to $10.3 billion. Excluding supplier"  
[X Link](https://x.com/CernBasher/status/1983991448732340734)  2025-10-30T20:16Z 46.1K followers, 89.6K engagements


"My wife just did her first gig in Austin And yes were moving here because apparently when she says I need space she means four states away. She also deleted every social app except YouTube because in her words: I dont have the maturity for social media. Shes fearless. Shes funny. And Im impressed with her determination and courage"  
[X Link](https://x.com/CernBasher/status/1986173892256235737)  2025-11-05T20:48Z 46.1K followers, 380.2K engagements


".a big announcement at 4pm today Throwback Thursday. Me with my first @Tesla that @elonmusk bought for me many years ago. He paid full price. My nephew asked if he can get a family discount. Elon said every owner is family so no. I cant believe how many Tesla owners are in Austin today. They are having so https://t.co/cKxYq3vbSk Throwback Thursday. Me with my first @Tesla that @elonmusk bought for me many years ago. He paid full price. My nephew asked if he can get a family discount. Elon said every owner is family so no. I cant believe how many Tesla owners are in Austin today. They are"  
[X Link](https://x.com/anyuser/status/1986463377598586935)  2025-11-06T15:59Z 46.1K followers, 161.5K engagements


"Elon: FSD v14.3 - you pretty much will be able to fall asleep and wake up at your destination"  
[X Link](https://x.com/CernBasher/status/1986559857197981744)  2025-11-06T22:22Z 46.1K followers, 35.8K engagements


"Hey Delaware the Tesla shareholders have spoken (again and yet again)"  
[X Link](https://x.com/anyuser/status/1986998056156369031)  2025-11-08T03:23Z 46.1K followers, 34K engagements


"Redistribute the Pie People: "It's crazy that Elon will be paid $1 trillion - no one person should be worth that much." Grow the Pie People: "In order for Elon to earn $1 trillion Tesla has to materially grow its earnings and market value. Along the way more jobs will be created and billions of taxes will be paid and we'll have a healthier and safer world." Redistribute the Pie People: "Yeah sure that's cool but Tesla is so overvalued it's never gonna happen." Grow the Pie People: "But I thought you said that you don't like that Elon will receive $1 trillion You know that if he doesn't create"  
[X Link](https://x.com/CernBasher/status/1987942040412291478)  2025-11-10T17:54Z 46.1K followers, 172.1K engagements


"Tesla is focusing on safety - this is the right approach to selling FSD. NEWS: Tesla has introduced a new FSD safety website page with a live counter of how many miles owners have driven on FSD (Supervised) overall and in cities. FSD (Supervised) results in: 7x fewer major collisions 7x fewer minor collisions 5x fewer off-highway collisions https://t.co/PraYEBlC6B NEWS: Tesla has introduced a new FSD safety website page with a live counter of how many miles owners have driven on FSD (Supervised) overall and in cities. FSD (Supervised) results in: 7x fewer major collisions 7x fewer minor"  
[X Link](https://x.com/CernBasher/status/1989431797873348866)  2025-11-14T20:34Z 46.1K followers, 92.2K engagements


"Robotaxi in the USA - Ultimate Fleet Size In ARKInvest's latest Big Ideas [----] slide deck they stated: "Provocatively [--] million robotaxis - less than 10% of todays registered US vehicle fleet - would be necessary to accommodate the majority of all US urban miles traveled." This analysis is consistent with my work from Nov [----] where I concluded that: ".the number of vehicles needed would range from [--] to [--] million - or just 6% to 13% of the current fleet of about [---] million vehicles in the USA." What's the reason for the range It all depends on the Robotaxi utilization rate. Ark's 24"  
[X Link](https://x.com/CernBasher/status/2015105794358824963)  2026-01-24T16:53Z 46.1K followers, 14K engagements


"On Investor Day a few months ago Zach Kirkhorn Tesla's CFO mentioned that Tesla plans on spending $150 to $175 billion by [----] to build factories so they can make [--] million vehicles and [----] gigawatt hours of battery storage per year. Currently Tesla has built the capacity to make about [--] million vehicles and roughly [--] gigawatt hours of battery storage per year. Thats 10x growth in vehicles and 25x growth in battery storage. Is this level of capital investment achievable From [----] Q3 thru [----] Q2 Tesla has invested nearly $33 billion in capital spending. So that's "only" $130 billion"  
[X Link](https://x.com/CernBasher/status/1683510353454419968)  2023-07-24T16:12Z 46.2K followers, 245K engagements


"Let's have some fun "valuing" Tesla FSD + Autonomy. . Introducing the "CERN" Model for Tesla - a Conceived Estimate of Robotaxi Network. Let's look at just the potential value of Full Self Driving "FSD" software + Autonomy. (Note: I say "potential" - as this isn't a company valuation model and these are not predictions - the purpose is simply to show "what if") The CERN model shows what if values for Tesla FSD + Autonomy of $329 billion today and $9.4 trillion in [----]. In other words every new vehicle sold which expands Tesla's potential fleet adds $72000 to the CERN model for Tesla (and yet"  
[X Link](https://x.com/CernBasher/status/1683563753038569472)  2023-07-24T19:44Z 46.2K followers, 754K engagements


"Tesla inspires the next generation with the new Cybertruck He asked if he could get a robot 🤖 to clean his room"  
[X Link](https://x.com/CernBasher/status/1727402913897791571)  2023-11-22T19:05Z 46.2K followers, 137K engagements


"Two takeaways from Elon's comments on 12.4.2 (see image). 1) Training AI is not so straightforward - there's some trial and error. Tesla is still figuring it out. 2) AI doesn't learn in a linear way - there can be exponential jumps in its capabilities. We all could be surprised at the rapid progress of FSD"  
[X Link](https://x.com/CernBasher/status/1807600947801006221)  2024-07-01T02:23Z 46.2K followers, 136.2K engagements


"Tesla's Major Stock Moves - Two Big Gains Came Quickly First TSLA Epoch The stock made a new high on 1/28/2013 at a split adjusted price of $2.53 and by 9/30/2013 it rose to $12.89 - for a 5x gain. Second TSLA Epoch The stock bottomed on 6/3/2019 at a split adjusted price of $11.93 down 54% from its high point. Then on 12/18/2019 TSLA rose to a new high of $26.20. And by 1/26/2021 it hit $294.36. Measured from 12/18/2019 it was an 11x gain in [--] months. Measured from the 6/3/2019 low it was a 25x gain. Third TSLA Epoch .stay tuned. @CernBasher Hey @CernBasher what rate of return over time are"  
[X Link](https://x.com/CernBasher/status/1831152898874507555)  2024-09-04T02:10Z 46.2K followers, 112.9K engagements


"Elon Musk's companies make progress. We Progress Tesla - We Robot xAI - We Compute X Corp - We Connect SpaceX - We Explore Neuralink - We Think The Boring Company - We Move Kristian's post below highlights how the "synergistic flywheel of the sum of Elons companies grows over the next couple of decades We Progress Tesla - We Robot xAI - We Compute X Corp - We Connect SpaceX - We Explore Neuralink - We Think The Boring Company - We Move Kristian's post below highlights how the "synergistic flywheel of the sum of Elons companies grows over the next couple of decades"  
[X Link](https://x.com/CernBasher/status/1840819850316325258)  2024-09-30T18:23Z 46.2K followers, 410.4K engagements


"Yeah unsupervised FSD will never happen - too difficult. Wait 😲"  
[X Link](https://x.com/CernBasher/status/1845443353401246087)  2024-10-13T12:35Z 46.2K followers, 266.8K engagements


"THE CYBERTRUCK IS GETTING A VOICE And Optimus too"  
[X Link](https://x.com/CernBasher/status/1891170041808269373)  2025-02-16T16:57Z 46.2K followers, 46.1K engagements


"Nvidia as a Harbinger for Tesla Not long ago Nvidia was just a lowly gaming chip company. Over the last five years Nvidia's market capitalization has almost 20x'd. How was this possible They found a new market - a massive market - AI chips/systems for data centers. While quarterly gaming revenue rose from $1.5 billion to $3.8 billion (2.5x) revenues from Nvidia's data center segment rose from less than $1 billion to $39 billion (40x) for a 14x overall increase in revenue. And profit margins rose: gross margins above 70% and net margins above 50%. The most recent quarter was impacted by export"  
[X Link](https://x.com/CernBasher/status/1928491312728387673)  2025-05-30T16:38Z 46.2K followers, 79.8K engagements


"Europe is full of beautiful historical relics - by the time Europe gets Supervised FSD it too will be an historical relic FSD Supervised testing in Rome Italy Pending regulatory approval https://t.co/TXh3uQIfrx FSD Supervised testing in Rome Italy Pending regulatory approval https://t.co/TXh3uQIfrx"  
[X Link](https://x.com/CernBasher/status/1933102344427745671)  2025-06-12T10:01Z 46.2K followers, 43K engagements


"Waymo just realized what Tesla understood several years ago 🤦♀🤦♂ Our research is driving the #AutonomousVehicle industry forward. 🚘➡ Weve found that #AI scaling laws hold true in AV software and real-world performance can be improved by increasing training data and compute. Take a deeper dive: https://t.co/ljFKVnTqSh https://t.co/wWumOrKPMj Our research is driving the #AutonomousVehicle industry forward. 🚘➡ Weve found that #AI scaling laws hold true in AV software and real-world performance can be improved by increasing training data and compute. Take a deeper dive:"  
[X Link](https://x.com/CernBasher/status/1933552213613556151)  2025-06-13T15:49Z 46.2K followers, 42.7K engagements


"FSD doesnt work in the rain. Wrong - it worked quite well during todays liquid sunshine test in Sarasota Florida on I75. Many human driven vehicles found themselves in the ditch during their tests"  
[X Link](https://x.com/CernBasher/status/1959776609830875622)  2025-08-25T00:35Z 46.2K followers, 50.7K engagements

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