CernBasher's profile picture. Co-Founder & Chief Investment Officer at Brilliant Advice 
My posts here are not financial advice

Cern Basher

@CernBasher

Co-Founder & Chief Investment Officer at Brilliant Advice My posts here are not financial advice

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For those that may have missed my earlier posts on humanoid bots, here's a compendium of some relevant posts... a 23 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…

CernBasher's tweet image. For those that may have missed my earlier posts on humanoid bots, here's a compendium of some relevant posts... a 23 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…

You're not out running Robocop!

I've long wondered if we can make a humanoid robot do a 𝘄𝗮𝗹𝗹𝗳𝗹𝗶𝗽 - and we just made it happen by leveraging 𝗢𝗺𝗻𝗶𝗥𝗲𝘁𝗮𝗿𝗴𝗲𝘁 with BeyondMimic tracking! This came after our original OmniRetarget experiments, with only minor tweaks to RL training: relaxing a…



Cern Basher reposted

Your INTEREST is DEDUCTIBLE - Details ELON is the GOAT CEO - Proof Energy Storage is SOARING


We are so far away from an “AI bubble”

$75M in three years. NVIDIA Blackwell sets a new standard for inference ROI. Our most recent results show the NVIDIA Blackwell platform delivers the highest ROI at AI factory scale — projecting $75M in token revenue over three years from a $5M investment.



Cern Basher reposted

Introducing Figure 03


Cern Basher reposted

US Auto Loan Interest Deduction (Tax Year 2025+) Under the One Big Beautiful Bill Act (Public Law 119-21), signed July 4, 2025, interest on qualifying auto loans is tax-deductible as an above-the-line deduction (available with standard or itemized deductions). Example for $35,000…

LewisWithrow5's tweet image. US Auto Loan Interest Deduction (Tax Year 2025+)
Under the One Big Beautiful Bill Act (Public Law 119-21), signed July 4, 2025, interest on qualifying auto loans is tax-deductible as an above-the-line deduction (available with standard or itemized deductions).
Example for $35,000…

Tesla - Your Energy (GWh) Dealer Tesla's two current primary businesses are Autos and Energy. Autos are big batteries designed to move and Energy are even bigger stationary batteries. For Autos, most people count the number of cars sold, but we can also express it as the…

CernBasher's tweet image. Tesla - Your Energy (GWh) Dealer 

Tesla's two current primary businesses are Autos and Energy.  

Autos are big batteries designed to move and Energy are even bigger stationary batteries.  

For Autos, most people count the number of cars sold, but we can also express it as the…
CernBasher's tweet image. Tesla - Your Energy (GWh) Dealer 

Tesla's two current primary businesses are Autos and Energy.  

Autos are big batteries designed to move and Energy are even bigger stationary batteries.  

For Autos, most people count the number of cars sold, but we can also express it as the…
CernBasher's tweet image. Tesla - Your Energy (GWh) Dealer 

Tesla's two current primary businesses are Autos and Energy.  

Autos are big batteries designed to move and Energy are even bigger stationary batteries.  

For Autos, most people count the number of cars sold, but we can also express it as the…

Tesla - Energy Growth in Terms even Wall Street can Understand - Q3 2025 As we all know Wall Street still prefers to view Tesla as a car company. Fine, let's meet then where they are. Based on that the trailing 12-month deliveries were 1,713,472 - Wall Street…

CernBasher's tweet image. Tesla - Energy Growth in Terms even Wall Street can Understand - Q3 2025  

As we all know Wall Street still prefers to view Tesla as a car company.       

Fine, let's meet then where they are. Based on that the trailing 12-month deliveries were 1,713,472 - Wall Street…
CernBasher's tweet image. Tesla - Energy Growth in Terms even Wall Street can Understand - Q3 2025  

As we all know Wall Street still prefers to view Tesla as a car company.       

Fine, let's meet then where they are. Based on that the trailing 12-month deliveries were 1,713,472 - Wall Street…
CernBasher's tweet image. Tesla - Energy Growth in Terms even Wall Street can Understand - Q3 2025  

As we all know Wall Street still prefers to view Tesla as a car company.       

Fine, let's meet then where they are. Based on that the trailing 12-month deliveries were 1,713,472 - Wall Street…


Tesla Q3 Inventories - Inventory Drawdown for New Models By my calculations, Tesla's global vehicle inventory was just 11 days for Q3 2025, down from 24 days in Q2. This should be very positive for Q3's cash flows! But 11 days of inventory is not the true picture - it's…

CernBasher's tweet image. Tesla Q3 Inventories - Inventory Drawdown for New Models 

By my calculations, Tesla's global vehicle inventory was just 11 days for Q3 2025, down from 24 days in Q2.

This should be very positive for Q3's cash flows! 

But 11 days of inventory is not the true picture - it's…
CernBasher's tweet image. Tesla Q3 Inventories - Inventory Drawdown for New Models 

By my calculations, Tesla's global vehicle inventory was just 11 days for Q3 2025, down from 24 days in Q2.

This should be very positive for Q3's cash flows! 

But 11 days of inventory is not the true picture - it's…

Cern Basher reposted

$MSTR is still running the same playbook

thepowerfulHRV's tweet image. $MSTR is still running the same playbook

Cern Basher reposted

$TSLA South Korea's growth rate outperforms all countries. Send us a FSD. I'll show you crazy growth.

Tslachan's tweet image. $TSLA
South Korea's growth rate outperforms all countries.

Send us a FSD. I'll show you crazy growth.

Tesla sales by country in September, compared with last year's figures. Data for missing countries is either unavailable or not yet available.

piloly's tweet image. Tesla sales by country in September, compared with last year's figures.

Data for missing countries is either unavailable or not yet available.


Cern Basher reposted

Cern Basher reposted

Closing in on the #2 spot among all U.S. corporate treasuries.

Strategy's tweet image. Closing in on the #2 spot among all U.S. corporate treasuries.

Cern Basher reposted

Correct

In March 2016, Elon unveiled the Tesla Model 3, promising an affordable electric vehicle starting at $35,000. @Tesla When adjusted for inflation, that original target equates to approximately $47,617 in today's dollars. Yet, Tesla has significantly overdelivered on this…

alojoh's tweet image. In March 2016, Elon unveiled the Tesla Model 3, promising an affordable electric vehicle starting at $35,000. 
@Tesla
When adjusted for inflation, that original target equates to approximately $47,617 in today's dollars. 

Yet, Tesla has significantly overdelivered on this…


Cern Basher reposted

First impressions of FSD Supervised V14.1 in thread below


Cern Basher reposted

BREAKING: Tesla has officially unveiled the Model 3 and Model Y Standard, their new more affordable models. Model Y Standard RWD: • Starting price: $39,990 • Up to 321 miles of range • 0-60 mph: 6.8s • 69 kWh battery (one less battery module) • Available in U.S. only •…

SawyerMerritt's tweet image. BREAKING: Tesla has officially unveiled the Model 3 and Model Y Standard, their new more affordable models.

Model Y Standard RWD:
• Starting price: $39,990
• Up to 321 miles of range
• 0-60 mph: 6.8s
• 69 kWh battery (one less battery module)
• Available in U.S. only
•…
SawyerMerritt's tweet image. BREAKING: Tesla has officially unveiled the Model 3 and Model Y Standard, their new more affordable models.

Model Y Standard RWD:
• Starting price: $39,990
• Up to 321 miles of range
• 0-60 mph: 6.8s
• 69 kWh battery (one less battery module)
• Available in U.S. only
•…
SawyerMerritt's tweet image. BREAKING: Tesla has officially unveiled the Model 3 and Model Y Standard, their new more affordable models.

Model Y Standard RWD:
• Starting price: $39,990
• Up to 321 miles of range
• 0-60 mph: 6.8s
• 69 kWh battery (one less battery module)
• Available in U.S. only
•…
SawyerMerritt's tweet image. BREAKING: Tesla has officially unveiled the Model 3 and Model Y Standard, their new more affordable models.

Model Y Standard RWD:
• Starting price: $39,990
• Up to 321 miles of range
• 0-60 mph: 6.8s
• 69 kWh battery (one less battery module)
• Available in U.S. only
•…

Cern Basher reposted

Figure 03 coming 10/9

From Figure

Cern Basher reposted

TRON x Grok x Optimus .. LIVE on the red carpet 🤩

abustin's tweet image. TRON x Grok x Optimus .. LIVE on the red carpet 🤩

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