He's right
The amount of $SPCX alpha hidden in plain sight is crazy. I've never seen anything like this in my ~14 years of investing in Elon… Like, he and the team are spoon-feeding large amounts of very detailed, precise projections via earnings calls and interviews — datapoints even junior analysts know how to insert into their spreadsheets. Yet institutional investors are both super under-allocated and not paying attention. No investment advice, obviously, but I gotta say all you need to do to capture this alpha is pay a little attention to what they are telling you in plain English and have a little patience for the market to re-rate it after the lockup (which is largely behind us). A good investment should be easy — and this will be yet another case study to prove just that.
Galloway also tried to convince his whole audience not to buy Tesla in 2017-2018 and is STILL articulating how SpaceX is overvalued and the American economy is going to collapse, mostly because of his TDS. He is such an idiot. Liberals think its gospel though. 😂
I completely agree. SpaceX will not buy Tesla until they are worth 4-5 T.
What are Rebellionaire's SpaceX vs Tesla Growth Expectations?
SpaceX could be generating 1.5x Tesla's profits by Q1 2027, with 6x the revenue growth.
And by Q1 2028, SpaceX could see ~600% profit growth.
This is bull-case Tesla vs base-case SpaceX and it changes everything about the merger.
The numbers shocked us.
What do you think?
*Timestamps*
0:00 Intro
1:10 Tesla Q1 2027 Bull Case
5:03 SpaceX Q1 2027 Projections
9:28 Tesla vs. SpaceX: The Problem
11:58 Wall Street's SpaceX Blind Spot
15:42 SemiAnalysis & 2028 Outlook
17:19 Changing Views on the Merger
21:21 Still Tesla Fans
You're a disgrace @GavinNewsom
I've learned that whenever FSD does something unexpected, it's always for a reason. Let it cook.
My wife took my Cybertruck on a girls beach trip.
She is not used to using FSD so I told her to not hold the steering wheel, just rest her hands on her knees and let FSD drive.
She took over twice on the 4 hour trip.
Once because she thought it was glitching when it started to pull off to the side of the road and slow down and then a second time at a crosswalk when it slowed down with seemingly no one there.
The pullover on the road was because there was an emergency vehicle behind her and she was not aware yet. The crosswalk slowing was because a person was perfectly standing where the A-pillar was blocking her from actually seeing the person. Her friend had to yell stop to keep from a near hit.
She told me that she is now convinced that she should just let Tesla’s FSD do all the driving.
I’m going to make a new bumper sticker: “Let FSD cook!” :)
The culture of this company is amazing. @elonmusk Will you start making Tesla documentaries as well, even if you have to wait months or years to release the episodes? We want Tesla's historical achievements to be well documented as well. $TSLA $SPCX
A fully and rapidly reusable rocket will fundamentally change how humanity accesses outer space. “The Holy Grail of Rocketry” continues the ongoing Starship series with a look back at the scrappy days of SpaceX engineers proving reuse was possible and takes you onboard a high-seas race to recover a floating Starship
My FSD stats $TSLA How does seeing this make you feel? @RealDanODowd @GordonJohnson19 @michaeljburry @GerberKawasaki @garyblack00 @profgalloway @ValueAnalyst1 @StanphylCap @TESLAcharts Admit defeat.
Sam Crosling retweeted
So Jacob Coxon, who dramatically resigned from Anthropic yesterday, worked there for a grand total of six weeks. He started with them in July. All of his socials appeared yest.
It has all the signs of a highly coordinated op through doomer mega donors and the corporate media.
Sam Crosling retweeted
This post looks like the start of a VERY sophisticated and well-funded PR operation to get support for Democrats to regulate AI into oblivion. Let me show you how it works:
1.) This guy, with minimal followers and no previous account activity, goes to the Wall Street Journal which publishes an exclusive with quotes from him on his resignation 18 minutes BEFORE this post goes up. Planning was clearly done in advance.
2.) Within hours, it has tens of thousands of reposts and the account has 100k+ followers. The post is punchy, quotable, it almost seems professionally written. The first three accounts to quote tweet it all do so within 15 minutes of the initial posting. Remember, this account had basically zero engagement beforehand, so an organic reach explanation seems unlikely.
According to Grok those accounts are @_NathanCalvin (General Counsel at Encode AI), @peterwildeford (Head of Policy at the AI Policy Network), and @DKokotajlo (Head of the AI Futures Project), all of which are up-and-coming AI-Doomer policy advocacy nonprofits.
The AI Futures Project website says it is funded “primarily” by the Survival and Flourishing Fund, which says on its own website that it has advised Jaan Tallinn, Skype creator and one of the leading investors in Anthropic, to grant over $2.5 million to the AI Futures Project since 2024.
Encode AI says on its website that it is ALSO funded by the Survival and Flourishing Fund, which in turn says that it told Anthropic investor Jaan Tallinn to grant $516,000 to Encode AI in 2025.
And wouldn’t you know it, the Survival and Flourishing Fund ALSO says it told Jaan Tallinn to grant $2 million to the AI Policy Institute, the 501(c)(3) affiliate of the AI Policy Network, as well.
What are the odds that the first three quote tweets of Coxon’s post would all be major AI-restriction policy advocates funded generously by the same donor, who also happens to be one of the leading investors in, and a board member of, Anthropic, the company Coxon was resigning from? And all within 15 minutes of posting (two within ten)?
3.) Jacob Coxon doesn’t have much of a resume, but we do know that, in 2022, he got a $20,159 scholarship for the “long term future scholarship program” from the Good Ventures Foundation, one of the philanthropic vehicles of Dustin Moskovitz, a notorious AI-doomer who has spent tens if not hundreds of millions on policy advocacy to strictly regulate AI, while also being an Anthropic Investor himself.
It also just so happens that the 14th person to quote Coxon’s post was @MaxNadeau_ (27 minutes after posting) who is the program officer for the Technical AI Safety team at Coefficient Giving, another of Moskovitz’s philanthropic spending vehicles. Max is not a frequent poster, his last posts before quoting Coxon were before Labor Day, but he was remarkably quick off the mark for this one.
4.) Basically every major Democrat politician and candidate has suddenly glommed on to this post, and conveniently, as the people cry out foe answers, Bernie Sanders already has a bill written to “ban super intelligence” and regulate AI into oblivion, and will be releasing later this week. The bill, among many other things, will create “a new cabinet-level federal agency to safeguard the public from the dangers of artificial intelligence” that will be “advised by an Artificial Intelligence Advisory Board comprised of experts on artificial intelligence.” Do you think, perhaps, Anthropic and its many investors who fund AI policy advocacy might have interest in getting to place a pet “expert” on the board of an entity that dictates what AI is and isn’t allowed to do? And isn’t it fortuitous that this whistleblower came forward with his oh-so scary stories so close in proximity to the release of the most radical piece of AI legislation ever introduced?
