Gali

Keynote ⚡ Why I'm long $TSLA & $SPCX Last week, I was invited to Los Angeles for the LD Micro conference to give a keynote about my two biggest investment positions Tesla and SpaceX. Many of you follow me for my tech stock/VC investing ... but before all of that, I had a previous life as a micro-cap investor. Yup, I loved finding the tiniest companies at the earliest stages. We're talking back in high school. 2008-2011. But in 2012, my mentor told me about his test-ride in a Tesla Roadster. This is what let me to @Tesla & realized that despite trading for $3B... the upside potential was MASSIVE. They were trying to change everything about our transportation and energy systems. No more fossil fuels, via super fast sports cars. I got hooked, and the more research I did, the more I invested in $TSLA. I went all in. This wasn't a car company. It was a technology company. No innovation like this was happening in public microcap stocks. Frankly, most of them were scam businesses built to dilute shareholders, not build world changing technologies. So naturally, I became more and more enthralled by tech companies changing the world, and eventually even startups (and now my VC has invested $40M into them!). In short, I left the microcap world and never looked back. At one point, Chris Lahiji, a great friend and mentor, said Gali, come back to LD Micro, pitch us on Tesla & why you left microcap. So I did. That was 8 years ago, and the stock is up ~20X. This year, Chris invited me back to reflect on Tesla's progress and offer my newest investment pick; SpaceX. So that resulted in this talk lol. A high level overview of my investing philosophy and why my two biggest positions are Tesla & SpaceX STILL. Despite being up 20X+ on both, I think they can each 10X from here. Presented at a conference for microcap stocks lol ... two $1T+ picks 😂😂 I had a blast doing this and was honored to be invited back 🙏

Hi @grok when will Anthropic stock start trading? $ANT

Hi @grok how many Tesla Semi trucks are expected to be delivered to customers in Q4 2026? How much revenue is that?

Tesla's breakout Q3 with 1.74M FSD subscriptions was huge Passing $1B in ARR 📈 This high margin business is going to compound like crazy

It feels like a long time since Claude, ChatGPT or Grok had a big new model release

World's largest companies #7 SpaceX $1.8T #9 Tesla $1.6T @grok name your best guess for the first company to a $10T market cap

The numbers are better than they appear on the surface because tax credit revenue has shrunk to almost zero recently. this was very high margin and accretive revenue stream

The performance of @AnthropicAI's upcoming IPO will move $SPCX stock Anthropic is SpaceX's biggest customer

Tesla is on track to do $20M of @Robotaxi revenue in Q4 2026 That will be about 0.08% of Tesla's overall revenue for the quarter A rounding error ... for now $TSLA 😉

Who has the iPhone Duo? do you still like it? I'm thinking about getting one

Wasn't Rivian's R2 going to change the game? $RIVN

Uber stock hitting lows as Cybercab expansion goes parabolic ... $UBER $TSLA

Tesla's AI 5 Chip is the most important thing for the stock/company It's the backbone of all products, Model Y, Cybercab even Optimus ... Coming in 2027, this will level up Tesla's entire robotics portfolio 👀

There's a SpaceX bear thesis that's so powerful I can't stop thinking about it and don't want to put it in an LLM or post it

Hi @grok what's one unannounced @Tesla product that could make $100B+/year in revenue? Something that no one is thinking of that capitalizes on all their in house expertise

Today, Tesla is ~0.7% of worldwide miles driven (cars & trucks) 110B/yr... soon it will be 10%+ 15T global vehicle miles per year This will double with autonomy to 30T Robotaxi will dominate that market It will be a $1T+ revenue business

Who else is up late researching stocks?