Retire On Tesla

TerraFab launches in less than 7 days.

A new AI chip fabrication initiative tied to Elon Musk is expected to power the next generation of AI hardware.

TerraFab aims to manufacture massive volumes of chips for:
• Tesla autonomous driving
• xAI training clusters
• SpaceX satellite and data systems

If successful, it could reduce reliance on external fabs like TSMC and Samsung Electronics.

People still don’t understand this, so let’s be clear.

Michael Saylor doesn’t have margin loans.
Strategy holds Bitcoin using convertible debt, most of which doesn’t mature until 2028–2030.

That means:
• No margin calls
• No forced selling tied to BTC price
• No liquidation wick

Bitcoin could nuke to $1 tomorrow and bounce back — nothing forces them to sell.

Even $11,500 BTC doesn’t trigger liquidation.

The only thing that can force selling is time.

If Bitcoin stays deeply depressed for years, and refinancing becomes impossible as convertible debt maturities approach, then Strategy may be forced to sell — not because of price, but because capital markets close.

So stop asking “what price liquidates Saylor.”

Price doesn’t liquidate them.
Time does.

"We are building the products and services that bring Al into the physical world." Tesla said on X. "We have been working tirelessly for nearly two decades to create the foundation for this technological renaissance through the development of electric vehicles, energy products and humanoid robots."

At Tesla's 2024 annual shareholder meeting, Musk claimed that the humanoid robots could lift the company's market cap to $25 trillion in the future.

Tesla's Full Self-Driving (FSD) tech lead with unmatched miles driven and real-world applications, outpacing Waymo's pricey $200K-
$300K vehicles.
Robotaxi, four times cheaper, delivers advanced human-like driving and a fleet model that could earn owners $25K yearly via a 1099, while Tesla collecting ride-share revenue. This turns a product into a service that self delivers. The way Musk interlinks his companies is what really sets Tesla ahead. Using Starlink from Space X for Apples new iPhone. Potential for an upcoming Tesla phone that offers Starlink and grok and being significantly cheaper than Apple which could disrupt markets. This gives Tesla exposure to Spacex and XAl, Tesla's ecosystem challenges Uber, Nvidia, Meta, and more. By 2028-2032, Optimus may reach $4 and Robotaxi $3T expected valuation. Far beyond a carmaker, Tesla's Al and robotics prowess, bolstered by a China battery deal and the Dojo chip, positions it as a tech titan redefining transportation, communication, and innovation.

Time in the Market ALWAYS beats timing the Market.
Read that again

Good Financial Cents

When people say they can't afford to invest but those same people have money for dinners, coffee, nails.