Baymax (@blorrior) 's Twitter Profile
Baymax

@blorrior

Mech Engr ⚔️ Healthtech 🇺🇸 EVs/Space/Stoicism, 19 Model S FSD 12.6.4, 22 Miata, Long investor tracking $TSLA Tesla $AMZN Amazon $FI Fiserv $RKLB Rocketlab

ID: 1761901156266323968

calendar_today25-02-2024 23:49:26

2,2K Tweet

466 Followers

334 Following

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Truth. Even my 2019 Model S hw3 feels like it’s teleported back to 2012 after I transferred the FSD to the 2026 Model Y. Basic autopilot is too basic to be safe! While I’m enjoying the 13.2.9 FSD in the new Y, Tesla should really consider a lowered monthly subscription for hw3

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These were roads that my Miata revved through for years which now has transitioned to quiet 100% autonomy on FSD! What a time to be alive!

These were roads that my Miata revved through for years which now has transitioned to quiet 100% autonomy on FSD! What a time to be alive!
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Burn em as the transactions and use cases pick momentum! $AVAX A deflationary powerhouse in the making. burnedavax.com

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Tired of seeing Astronomer CEO Andy Byron thing in the feeds non stop. I don’t want to mute the word Astronomer as I love following Space related news 😃

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This is phenomenal if we get the Robotaxi version as the next update from 13.2.9. Literally, this question has been kind of answered if this leads to owners being able to add teslas into the robotaxi app

This is phenomenal if we get the Robotaxi version as the next update from 13.2.9. Literally, this question has been kind of answered if this leads to owners being able to add teslas into the robotaxi app
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Like a few institutions buy $TSLA specifically for Optimus/humanoids TAM and scale up, I’m buying $RDW for the ‘Drug Discovery in space as a service’. If RDW cooks on everything that Space Investor has laid out in his thesis, that’s even better! RDW builds the drug discovery

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Oscar Health reported that their operating loss will be approx $250 million for the year and this follows forecast cuts from UHC, Elevance, Centene and Molina as well who have significant ACA products. All eyes on $CNC earnings pre market on Friday. modernhealthcare.com/insurance/mh-o…

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Disappointing stock price action from $FI Fiserv after good earnings. Forecast is a bit light and Clover business uptick is not as strong as wall st anticipated. x.com/jevgenijs/stat…

Disappointing stock price action from $FI Fiserv after good earnings. Forecast is a bit light and Clover business uptick is not as strong as wall st anticipated. 

x.com/jevgenijs/stat…
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One of the reasons why FSD take rate isn’t going up. Value is clear for hw4 but for hw3, you can’t keep charging $99. It’s like paying the same fare for economy class what biz class folks paid.

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I have to hand it to the ASTS investors to diamond hand this stock through the last couple of years especially at the $2 lows last April. I traded it and exited way too early but really amazing developments with this company. Hope to ‘invest’ at some point.