caio Lima @kraineba

Here we go again 👌🥹🤷‍♀️❤️🤯

Another withdraw 🤯🤩

Just made another successful withdrawal from my investment account. 📈💰 Small, consistent steps can build something meaningful over time. Stay focused, do your research, and let your money work with a plan. 🚀

The more I think of Donald Trump hiding away in a catering truck, the more I realize that the assassination in Butler- where he was so brave, yelling " fight, fight, fight," - WAS STAGED Your Thoughts

@DougWahl1 JUST LOL😃😃😃

Tesla just finished their 2Q26 conference call. Here are my highlights. A couple of times, Elon mentioned how Tesla is gearing up to produce solar panels. He said they were going to make everything, including silicon ingot growth, cells, and panels. So extreme vertical integration. It will be 10x the current total U.S. solar panel manufacturing capacity. Elon sees a massive electricity crunch coming, driven by AI and the electrification of transport. Given that people are already talking about natural gas prices spiking in 2028 due to demand, I can see his point. The main manufacturing site will be in Brookshire, Texas, co-located near their new Megapack Megafactory. The Tesla and SpaceX merger will be happening if I’m reading between the lines correctly. I previously predicted that Elon would wait for the major $SPCX lockups to expire six months after the IPO before using the stock market pricing of the two companies as the ratio for the merger. When directly asked about a possible merger, Elon pointed out the many synergies already occurring. He then said that a quarterly conference call wasn’t the right venue and that any activity toward such a move would have to occur “through appropriate channels and processes.” He handed the question over to corporate counsel, who was probably having a nervous breakdown at that point. Digital Optimus was described in much more detail. They are leveraging their technology to take in pixels and produce driving output from FSD, and they want to apply that to reading a computer screen. As Elon said, it would be ridiculous for a humanoid Optimus robot to not be able to read a computer screen and operate a computer like a human. This may sound like an easy task, but it's not. It isn’t a coincidence that all the coding frameworks are text-based. Making sense of our computer windows is really hard. Wild that they are taking on this task. Hardware Optimus: V3 will be made in Fremont starting “soon.” I had previously estimated August, but I didn’t get much evidence either way on whether that’s still possible. Initial Optimi will be used in Optimus Academy to complete training and perform real-time reinforcement learning. The giant Optimus factory being erected in Texas (see @JoeTegtmeyer’s weekly videos to follow progress) will manufacture Optimus V4, which will have significantly more vertical integration. For example, PCBs will be made there, whereas they are currently supplier-made. Incidentally, vertical integration goes both ways. No doubt the PCB manufacturing part of the Optimus factory will also supply the automotive side of Giga Texas next door. Robotaxi has been seeing a constant 10% increase in miles driven per week, and that will continue. Colin from Wells Fargo asked what we’ve all been asking: Why isn’t Robotaxi going deep into any city before going wide to a larger number of cities? The answer was multifaceted. First, Tesla wants to encounter all the problems they’ll face as they go wide across many cities, and you can’t do that by iterating in just one city. You have to see all the problems across many cities. Second, when you go deep in a city, you have to set up large depots, and that itself takes time and experience to figure out. So they are dipping their toes in each city to learn how to set up depots efficiently, and it simply takes time to build them. Elon confirmed what I and others suspected was the “holdup” for seeing fully autonomous Cybercabs. They need a lot more real-world miles to train the AI before the Cybercab is ready for fully autonomous use. They said the production rate of Cybercabs (which seems to be increasing a lot lately based on Texas drone videos) is more or less matching what they need to run them in supervised mode to gather data. Elon shot down an Uber/Lyft partnership, saying they will have no problem with demand due to their economics. In other words, Uber, Lyft, and Waymo are going to get priced out of the market, as is obvious to anyone paying attention. FSD news: Robotaxi is already running an early, incomplete version of FSD V15. There are seven major improvement tracks going into V15, 40% of which have been implemented so far in Robotaxi. Megapods: Not sure how big this will be, but Tesla is working on building Megapack-sized (think shipping container) pods that will contain thousands of AI4 and x86 chips for AI inference. The idea is to site them wherever there is excess power (like large Supercharger sites) to create a distributed AI inference cloud. The Tesla Semi factory is still ramping. It won’t get initial FSD until early next year. Elon gave a shoutout to Micron for memory chip allocations at reasonable prices. His instruction to the company is to spend Capex as fast as possible without being wasteful. HW3 cars will eventually get an upgrade to the next version of AI (like AI4+ or AI5). Frankly, with FSD V14 Lite now rolling out, it makes that less necessary. Tesla exited Q2 with the largest order backlog since 2023, and they have only 15 days of worldwide inventory, which is ridiculously low for a car manufacturer. I will likely be giving my Roadster reservation to my son in my will. Overall Elon sounded very upbeat. Who knows how $TSLA will react to all of this, but medium to long term, all this very intentional Capex will translate to a much larger, multifaceted company making a large number of extremely in demand of products in transport, energy, labor, and AI at scale.

@Vaderj9uw @teslacarsonly let's see what you've got,dm me let's race you with our $35k tesla and stand a chance to win it,if you destroy it

@teslacarsonly TESLA REMAINS THE BEST CARS. YOU CAN GET THAT TESLA FOR $35K DIRECTLY FROM OUR BRANCH IN CHINA

@Guido_IV Dm for crypto recovery/Also for better investment plans and coaching

Senator Sheehy who is former Navy SEAL Officer, delivers a powerful speech on Iran.

Poland was Right!

Dr. Maalouf ‏ @realMaalouf

2 months ago

Poland refused to accept Muslim immigrants and refugees. Poland was called “Islamophobic.” Today, Poland is the safest country in Europe. Poland has no rape gangs or a single case of Islamic terrorism. Poland was right. 🇵🇱

2K 21K 102K 1.2M 2K

DO YOU BELIEVE MARCO RUBIO IS THE BEST U.S SECRETARY OF STATE IN RECENT HISTORY ?🇺🇲 A. Yes B. No

Wealth isn’t created overnight; it’s built one informed investment decision at a time.💯

The best investment returns often belong to those who master patience, not panic.”

x.com/i/article/2024…

@tallslimchris @jordannaXjames Looking good together lol 😂 😍

VICTORY! Congratulations to our Republican Senate nominee Ken Paxton! 24-year incumbent Senator John Cornyn has been DEFEATED in a complete blowout! This is a political earthquake that will shape the Senate for years to come. Pass the SAVE America Act!

Hello my Good people ❤️👋

Children in a kindergarten in Italy napping to the sound of birds singing.

Trump in 2016: “I’m going to be working for you. I’m not going to have time to play golf.” Since returning to office in January 2025, Trump has spent 106 of his 473 days golfing, costing taxpayers nearly $150 million.