The U.S. stock market has been one of the greatest engines of wealth creation in human history. From 1926 to 2025, it generated nearly $91 trillion in shareholder wealth. Most stocks are not wealth creators – they are wealth destroyers. Only 48% of stocks deliver positive returns over their lifetime. Just 41% outperformed Treasury bills. …
Business deals with Intel, Samsung and TSMC will boost Tesla and XAI supply and demand challenges. How will Terafab and Teralab fit into the plan. Accredited Investors can sign up for educational discussion and Q&A with Brian Wang https://forms.gle/sdDwj852Fnfxkkan8
The NASA planned 2028 nuclear powered ion drive spacecraft, SR-1 Freedom will have a 20 kilowatt nuclear reactor. SR-1 Freedom will use 20-plus kilowatt fission reactor fueled by High-Assay Low-Enriched Uranium and Uranium Dioxide, encased in a Boron Carbide Radiation Shield. This will power a xenon ion drive. Previous nuclear spacecraft designs involved more powerful …
There are now 13 unsupervised Tesla robotaxi in Austin. There was a 2 months at the 8-10 unsupervised level. Three were added over the last 10 days. This would suggest about 20 by mid next week. NHTSA has reported no accidents in the Feb-Mid March timeframe. There are hundreds of Cybercabs ready roll into Austin …
Starship V3 booster & ship will be ready for their first test flight in a few weeks (aka Early to mid May) . Both Starship and the Super Heavy Booster have successfully completed the static fire tests and are ready to take to the skies. Starship V3 booster & ship will be ready for their …
It is being reported that xAI will rent tens of thousands of GPUS to AI coding company Cursor. It is about $2.5-18 per hour for GPU rentals. For 10,000 GPUs it would be $15-40 million of rent. For 50,000 GPUs it would be $75 million to $200 million per month. If XAI was renting half …
Blue Origin New Glenn 3 has a good static fire. They are trying to go for a Saturday or Sunday launch. They will launch the second commercial version of the AST Spacemobile direct to cellphone (DTC) communication satellite. AST Space Mobile needs 40-60 commercial operational and in position satellites to begin intermittent commercial service. ASTS …
US has total oil products production equal to Saudi Arabia and Russia combined. The US exported over 5 million barrels of oil per day last week, a record high, amid the Iran War. In aggregate, the US exported a record 12.7 million barrels of crude oil and refined products per day last week. Total extra …
Elon Musk is ordering equipment for the Terafab with the capacity to process 3,000 wafers per month. 36,000 wafers per year. 3-4 million chips per year. There could be similar numbers from Intel fabs in 2027 and perhaps double from each of Samsung and TSMC. This could be 10+ million chips per year in 2027 …
Successful static fires of SpaceX V3 booster follows yesterdays successful V3 starship static fire. Hopefully go for a launch in 2 weeks. First 33-engine static fire for Super Heavy V3 pic.twitter.com/m3swZHF7iQ — SpaceX (@SpaceX) April 16, 2026
All the Tesla and MAcRO fundamental changes that are driving up Tesla and the market. Other changes in AI. AI5 chip tapeout, Tesla FSD 14.3.1 and more.