This has all happened in just the last three weeks! The brand-new Grok Code Fast has completely disrupted the AI coding space—making nearly every other code base look obsolete. Nothing else even comes close. Purpose-built for raw speed and simplicity, it’s now the go-to choice for developers worldwide. Don’t bet against Elon Musk. The truth of the matter is that it has never been good to fade Elon Musk.

The term "Gigawatt AI training cluster" refers to a data center capable of consuming one billion watts (1 GW) of power, a massive leap from the 300 MW used by xAI's Colossus 1, built in Memphis in 122 days with 200,000 H100/H200 GPUs. Energy usage for Colossus II could range from 1 GW continuously, translating to 24 GWh daily, depending on operational efficiency and cooling demands, far exceeding the 2.4 GWh daily of Colossus 1. Estimates suggest Colossus II might house at least 700,000 GPUs, based on speculation of B100 chips with 1,400 kW each, surpassing the 200,000 GPUs in Colossus 1. Compared to other clusters, Colossus II is 5 times larger than Colossus 1 in compute power and outpaces all others by a wide margin... OpenAI's and Meta's planned gigawatt-scale are years from completion. xAI will be (and already is) miles ahead of the closest competitor by then.

Spirit, grant me the enhanced awareness of the things that are already being communicated to me 🌹

It’s unreal how many times Tesla is in the right place at the right time. They will win again with battery storage. Power is poised to become the primary bottleneck in this explosive growth of data centers. To operate these facilities efficiently—without risking catastrophic failures to your multibillion-dollar investments in Nvidia H100s and B200s—you'll need robust energy storage solutions to stabilize and smooth out power fluctuations. This perfect storm is going to FUEL INFINITE demand for Tesla Megapacks, as they provide the scalable battery infrastructure essential for reliable, uninterrupted AI-driven computing at this scale. Once again Tesla and Elon are in the right place at the right time.

You know, the kids are alright. Another lovely cover.

Arizona and Florida next, and then onto disrupt the taxi capital of the USA, NY city!

The Magnificent 7 captured nearly 70% of the S&P 500's economic profit. The other 493 shared 30% of profits. If you imagine Profit was $100.... eg, the 493 had an average profit of 20 cents each, whereas the Mag 7 had $10 each. Equal-weighted version assigns same weight to each stock, highlighting average company performance. Give this, the ratio between equal-weighted and cap-weighted indices fell below 2009 Global Financial Crisis lows. Put another way, on average, the 493 companies in the S&P 500 have gone nowhere for 16 years. Divide it by M2 growth it is a horror show. AI will make this even more egregious over the next 5 years - where winners will not take most, they will take everything.

ORCL stock shoots up 40%.... adding 400BN in market cap overnight. Oracle is now worth $1 Trillion Dollars. Larry Ellison owns approximately 1.16 billion shares of Oracle Corporation, representing about 41.27% to 42.9% of the company’s stock! He is a Crazy HODLER He just beat out Elon Musk. PS he is very good friends w Musk and also has large investments in xAI, Tesla etc. PS It is not often you see a stock add $400BN in a day. Source: Invest Answers

The average year end ₿itcoin price target from analysts is now $156K. This is almost confluent w the Global M2 Target ($165K)

Huge news IMO. What SpaceX Just Did SpaceX (through Starlink) spent $17 billion to buy wireless spectrum from EchoStar. Spectrum is like the highway that wireless signals (cell phones, broadband, etc.) travel on. Normally, cell carriers (AT&T, Verizon, T-Mobile) own or lease spectrum and then sell you phone plans. But now SpaceX owns prime spectrum licenses globally, including in the U.S. This means SpaceX doesn’t need to ask carriers for permission or lease their airwaves — it can run its own direct-to-cell satellite network. The amt SpaceX paid was triple the market cap of Echostar before the deal. Why This Is Disruptive Instead of needing a cell tower nearby, your regular phone could connect straight to Starlink satellites. No “dead zones.” Anywhere on Earth = coverage. Carriers like Verizon and AT&T make money by owning spectrum and towers. If SpaceX bypasses them, carriers will lose their monopoly power. Basically, your cell signal becomes irrelevant if you have global broadband directly from satellites. The Big Picture Mobile Carriers nightmare If SpaceX succeeds, AT&T, Verizon, T-Mobile, etc. could see their business models collapse. Why pay them if your phone works anywhere with Starlink? And it is not just USA! Better Cheaper Faster ALWAYS WINS. SpaceX will be worth TRILLIONS. You can get exposure to SpaceX with Neptune Digital, ticker NPPTF. It’s not pure form but as good as you can get. 33% Premium to NAV.

No real jobs have been created in years. Nearly 2 million phantom jobs that were “added” have now been erased. The Bureau of Labor Statistics is either utterly incompetent or running a full-on psyop. And the Fed? They should’ve cut rates years ago. Always late, always wrong. Replace the FED and AI w an Oracle on the Blockchain that is kept honest by AI. This will be will a massive improvement. The Damage is in: Construction is toast... check the Lumber Prices - when this falls means no demand for wood which means no construction. Source: Invest Answers

US debt might hit 40 trillion by end of 2025 at this pace. The debt ballooned another $1.2T in just 2 months. That’s roughly $80K more debt per working taxpayer (ie tax payers that pay a nominal amt).

Strategy buys again. This is half the size of last week but still quite big. Mostly made from selling stock.

Cern Basher put together this great chart in light of the new Comp Plan for Elon Musk. TLDR ​Comp Plan Benchmark: If Elon achieves his Compensation Plan goals, reaching this milestone would require 472 shares (based on a conservative P/E of 20). ​EBITDA Growth Case: Should the company deliver $400B in EBITDA and command a P/E of 40, the target drops to just 251 shares. ​Price Target Scenario: If my projection of $8,000 per share by 2032 is realized, the requirement falls further to only 126 shares.

The Conclusions and Key Contrasts: ​Financial Independence: Trump women lead (40%), followed by Trump men (33%), Harris women (32%), and Harris men (29%). ​Home Ownership: Trump women (30%) and Trump men (26%) rate this much higher than Harris men (18%) or Harris women (20%). ​Debt-Free Living: More valued among Trump voters (21–23%) than Harris voters (16–21%). ​Early Retirement: Very low across the board (6–9%), not a major defining goal for Gen Z. ​Money for Experiences: Harris women (46%) and Harris men (42%) prioritize this most, compared to Trump men (28%) and Trump women (27%). ​Trump voters (men & women) lean toward traditional wealth markers (independence, homeownership, debt-free). ​Harris voters (men & women) tend to prioritize experiences and lifestyle. ​Biggest shock was delta between men wanting children and women not! No wonder birthrate is tanking... but rem also these are under 30's and that is less of a focus at this age.

Timing is everything and Grants timing is way off. It’s too late to sell your home for BTC—the moment for that was at the bottom of the bear.

This chart shows the impact of EPS (Earnings Per Share). Share buybacks are helping companies like Apple, Microsoft, and Google boost their earnings per share by reducing the number of shares outstanding. This makes their profits look stronger, even when the broader economy and most other companies are struggling. This chart shows the Earnings Per Share (EPS) of the S&P 500 from 2016 to 2025, comparing two scenarios: with and without buybacks. ​The blue line represents S&P 500 EPS with buybacks, showing a general upward trend from around $100 in 2016 to over $200 in 2025, with fluctuations, notably a peak around 2021 and a dip in 2020. ​The orange line represents S&P 500 EPS without buybacks, starting at a similar level to the blue line in 2016 but remaining relatively flat or declining slightly over time, ending below $60 in 2025. The key difference is that buybacks (stock repurchasing by companies) significantly boost EPS, while excluding them shows a much flatter or declining EPS trend, highlighting the impact of buybacks on reported earnings.

Exponentially explained. It took the U.S. 220 years to reach $1 TRILLION in debt.Today, we add that every 16 weeks. It will only accelerate from here.

The deeper you dive into the unknown, the more exciting the gifts.