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[@sspencer_smb](/creator/twitter/sspencer_smb)
"@WholeMarsBlog Elon hiring Keller years ago to build an inference chip and then building a GPU team for Dojo will probably save Tesla $10s of billions of compute expense in the next decade"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1947366265414205903) 2025-07-21 18:41:12 UTC 42.8K followers, XXX engagements


"@skorusARK WTF did ARK invest in GM last year What exactly was your due diligence process"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1947321935387340865) 2025-07-21 15:45:03 UTC 42.8K followers, XXX engagements


"our federal government is propagandizing against the future of energy while China continues to dominate. @elonmusk"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1946268483383173470) 2025-07-18 17:59:01 UTC 42.8K followers, 3708 engagements


"sales of Rivian pickups have collapsed. Their SUV is doing relatively well when compared to other high end electric SUVs like Tesla Model X. $RIVN $TSLA"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1945102648413139253) 2025-07-15 12:46:24 UTC 42.8K followers, 3440 engagements


"$RIMM more than doubled after the iPhone launched in 2007. $UBER stock continues to move higher as Waymo ramps and $TSLA launched robo-taxi in Austin"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1945850241707581631) 2025-07-17 14:17:04 UTC 42.8K followers, 2647 engagements


"06:31 GM $GM Despite slower EV industry growth we believe the long-term future is profitable electric vehicle production and this continues to be our north star. --Chevrolet fast growing EV brand in the US. now #2 behind $TSLA"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1947641088656953629) 2025-07-22 12:53:15 UTC 42.8K followers, XXX engagements


"The Rivian R1S outsold Tesla Model X by more than X to X in the US in Q2. The Rivian R2 scheduled for release next year may be as popular in the US as the Model Y. The biggest problem thus far for Rivian is producing vehicles with a positive gross margin. $RIVN $TSLA"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1945124670514061545) 2025-07-15 14:13:54 UTC 42.8K followers, 4095 engagements


"@JHWeissmann i'm sure he knows exactly who at DOJ is in possession of the letter.zero risk"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1945999805462851774) 2025-07-18 00:11:23 UTC 42.8K followers, 21.7K engagements


"@antoniogm US productivity is driven by Northeast and West. not by the South"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1946997789415624727) 2025-07-20 18:17:01 UTC 42.8K followers, 18.2K engagements


"early front runner for *community note of the week* @seanmdav @grok"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1946174306565689654) 2025-07-18 11:44:47 UTC 42.8K followers, 1795 engagements


"Top X In Play names both hit my targets this morning. $SRPT XX upside $NFLX 1200 downside. earnings season will pick up next week $TSLA tuesday"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1946226137245295030) 2025-07-18 15:10:44 UTC 42.8K followers, 2955 engagements


"$APLD curling out of multi-week downtrend"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1945125223520415848) 2025-07-15 14:16:06 UTC 42.8K followers, 5944 engagements


"@forwardcap Neither CEO of waymo has ever articulated how they will achieve net profitability. Looking forward to that"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1947114395458290076) 2025-07-21 02:00:22 UTC 42.8K followers, XXX engagements


"$HOOD second day of selling in a row. i still view it as short term overbought but may find some support at 105"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1947382488780681485) 2025-07-21 19:45:40 UTC 42.8K followers, 3629 engagements


"Humble Chamath Chest Pounding Chamath $IPOA $IPOB ETC"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1376578859731202050) 2021-03-29 16:55:50 UTC 42.8K followers, XX engagements


"@WholeMarsBlog X. use Grok when on X--the integration is a great competitive advantage X. use Gemini Pro XXX for analysis (have free sub from Pixel phone) X. Perplexity for pre-market stock research X. ChatGPT--check in once in awhile"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1947353890912940086) 2025-07-21 17:52:02 UTC 42.8K followers, XXX engagements


"i had a negative view of Ackman yrs before it became fashionable. BUT his ability to claw back above his high water mark after the $JCP $VRX and $HLF debacles was extremely impressive. other hedge fund blow ups have never recovered i.e. Lampert Paulson Chanos and Einhorn"  
![@sspencer_smb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::25827743.png) [@sspencer_smb](/creator/x/sspencer_smb) on [X](/post/tweet/1947278316701982741) 2025-07-21 12:51:44 UTC 42.8K followers, 2457 engagements