Kevin DeCamp
@decampkev
Stock analyst at Stansberry Research/CT tech. Time is more valuable than money. Long $TSLA since 2012.
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Wireless fusion!!! Winner for the official solar rebrand @elonmusk
You fail to appreciate how spectacularly sci-fi and awesome solar photovoltaics are. Wireless fusion power will be embarrassingly obvious in retrospect.
A new 30-minute presentation from @aelluswamy, Tesla’s VP of AI, has been released, where he talks about FSD, AI and the team’s latest progress. Highlight from the presentation: • Tesla's vehicle fleet can provide 500 years of driving data every single day. Curse of…
RUN don't walk to listen to this interview with @TheFP @bariweiss with @PalmerLuckey! He is one VERY smart dude and may end up being the richest guy on the planet some day... thefp.com/p/palmer-lucke…
In the long run, Robotaxi and FSD will have a profoundly greater impact on safety than earlier safety technologies. Today's skeptics will be forgotten - as the history of seatbelts and airbags demonstrates. grok.com/share/bGVnYWN5…
grok.com
Seat Belt History and Adoption in U.S. | Shared Grok Conversation
Were there notable public figures that were vociferously opposed to either airbags or seatbelts duri
Andrej Karpathy on what makes Elon Musk unique. Elon keeps teams small, highly technical, and removes low performers very quickly. pushes for intensity, avoids useless meetings, and stays deeply connected with engineers.
The bitter lesson is that a complex system would often get steamrolled by a simpler one at scale. It is not saying that a simpler one can be easily obtained but it is necessity to unlock mass production.
Charlie Munger: “Smart people go broke in 3 ways liquor, ladies, and leverage.”
50x leveraged portfolios yesterday:
We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add!
The opposite of bespoke, this image screams SCALE as modularity improves everything about deploying a charging network. This box design will help make vehicle charging inexpensive, ubiquitous, fast, and reliable. Everything Tesla Energy makes is beautiful inside.
It might be odd to get so excited about a white box, but the V4 cabinet is a charging masterpiece: AC in, 16 trays of power electronics, DC out. This is the tech that will make 1.2MW charging for Semi, and 0.5 MW charging for cars, ubiquitous around the world.
TSLA stock takes are crazy. The skeptics/bears I follow slam Elon when he sells shares, saying he’s lost faith & leaving bag holders. And now he’s buying to artificially pumping Tesla stock price. No matter what Elon does, success breeds envy. Bullish on $TSLA future!
It feels like we’re entering a dark time. Woke leftists couldn't win through open debate because their ideas are bad, so they resorted to weaponizing their speech through cancel culture. But now that cancel culture is losing its power, they're left with no words—only violence.
I’ve been arguing that @elonmusk has had no incentive to drive $TSLA stock higher for a while now and that is one of the reasons he didn’t mind taking the risk joining the Trump administration. Also, it was very dumb that buying an EV or a @Tesla were once seen as a political…
When you think about it: Elon has an incentive to NOT drive $TSLA up from here before November. His (very large) pay package will contain options with a strike that will be set one day (or so) after award. Tesla at $300 would be much better for Elon than $500. That means: if…
If you want to understand why Tesla fans are losing it daily, it’s because this is the “take a step back and think about it” moment we are having in our cars basically every day since V13 launched. THE WOLF IS IN THE ROOM
A good reminder that writing a book on @Tesla doesn’t make you an expert on it (and also not to listen to “experts” on @CNBC) @Tweetermeyer
Andrej Karpathy: "Tesla actually does use a lot of expensive sensors, just at training time." Tesla amortizes the cost of LiDAR and other expensive techniques for offline mapping across millions of production vehicles that use vision-only for navigation — can this give them a…
Checking in on the $TSLA short cope "I regard the Austin Robotaxi roll-out as a Potemkin village pump" 🤡
Tesla is methodically launching Robotaxi the way you would if it were your own business and you knew the scale was enormous and the price of a mistake is extremely high in the beginning. Critique all they want… opinions are like ass 🕳️ s , everyone has one…
Drove the new Y 1100 miles this week all through New England and back to Philadelphia. FSD the entire time. I will never be the driver on any road trip ever again unless it is a Tesla with FSD. You must live with it to understand. FSD is flip phone to smartphone. Phone book to…
I thought we hit peak scorn of @elonmusk and $TSLA in 2019 (which made me more bullish), but I think we are approaching those levels again…
The Trump / Musk spat is a total side show distraction to what’s really going on at TSLA. Its auto business is under tremendous pressure that looks to be increasing. BYD and Xiaomi are kicking its butt globally, its brand has lost its cool first mover luster and there isn’t…
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