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Elon Musk

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Elon Musk

@elonmusk/guest

Avg-3.4%Win33%

Shows

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Top tickers

NVDA2 calls

SPCX1 calls

TLT1 calls

TSM1 calls

ASML1 calls

USAR1 calls

BYDDY1 calls

MU1 calls

TSLA1 calls

GEV1 calls

Speaker record

NVDA/long/tweets

Elon confirms xAI's Grok runs on GB300 with 2x+ speed still untapped, validating surging NVIDIA Blackwell demand.

Grok 4.5 is not yet using our internally developed C/C++ inference software that exact maps to the GB300 hardware. Doubling or more of the current speed is probably achievable.

Peak+1.3%

SPCX/long/tweets

Grok 4.5 launches publicly tomorrow, a direct revenue catalyst for xAI — wholly owned by SpaceX.

Based on strong positive feedback from customers in our beta test program, @SpaceXAI will make Grok 4.5 available to the public tomorrow.

Peak+0.0%

TLT/short/dwarkesh

US faces fiscal crisis: interest on the debt already exceeds the trillion-dollar military budget

the interest payments to the national debt exceed the military budget, which is a trillion dollars. So over a trillion dollars just in interest payments.

Peak+5.4%

TSM/long/dwarkesh

TSMC chip capacity is the multi-year limiting factor on AI; fully booked, fabs ramping flat out

we've secured all the, all the chip fab production that we can.

Peak+43.6%

ASML/long/dwarkesh

ASML is the irreplaceable choke point in chips; even China can't replicate it, so demand is locked in

it's not that they have not replicated TSMC, they have not replicated ASML. That's the limiting factor.

Peak+48.0%

NVDA/long/dwarkesh

NVIDIA chips stay the scarce, indispensable input; only NVIDIA can make files that good

the most valuable companies currently by market cap their output is digital. So NVIDIA's output is FTPing files to Taiwan.

Peak+37.5%

USAR/long/dwarkesh

US lacks domestic ore refining; closing that gap means a re-rating for the lone mine-to-refine player.

If you take like refining of ore, I'd say roughly China does more, does twice as much ore refining on average as the rest of the world combined.

Peak+52.0%

BYDDY/long/dwarkesh

China will utterly dominate manufacturing, EVs, and energy absent a US robotics breakthrough

China is extremely competitive in manufacturing. So, um, I think there's going to be a massive flood of Chinese vehicles and other, basically, most manufactured things.

Peak+25.6%

MU/long/dwarkesh

Memory shortage is the tightest squeeze in the AI buildout; DDR prices going ballistic

I'd say my biggest concern actually is, is memory. Um, so the, I think there's, there's a, the, the path to creating logic chips is more obvious than the path to, um, having sufficient memory to support logic chips. That's why you see DDR prices going ballistic

Peak+227.3%

TSLA/long/dwarkesh

Tesla becomes the West's humanoid robot winner via custom actuators, hand, and self-driving AI

Physical robots, I call Optimus the infinite money glitch because you can use them to make more Optimuses.

Peak+13.3%

GEV/long/dwarkesh

Gas turbine vanes and blades are the choke point on Earth AI power; backlog sold out through 2030

Like the turbines are sold out through 2030.

Peak+61.9%

FSLR/long/dwarkesh

US solar reshoring plus a tariff wall lifts the one domestic maker immune to the silicon price war.

We are going to make solar. Okay. Yeah, great. Both SpaceX and Tesla are, are building towards 100 gigawatts a year of, of, uh, solar cell production.

Peak+36.9%

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