Tales From The Future
@talesftf.bsky.social
Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice. - Same TFTF as on that other 🐦 site. Still allergic to charlatans. talesfromthefuture.substack.com
Some interesting side notes on $NVDA and updates:
November 25, 2025 at 3:08 AM
Some interesting side notes on $NVDA and updates:
You simply couldn’t make this up. See screenshots below.
Grok is the worst and slimiest propaganda AI bot ever. Manipulated to serve and praise Master Elon 24/7.
#timestamp $TSLA $TSLAQ #teslatakedown
Grok is the worst and slimiest propaganda AI bot ever. Manipulated to serve and praise Master Elon 24/7.
#timestamp $TSLA $TSLAQ #teslatakedown
November 21, 2025 at 1:40 AM
You simply couldn’t make this up. See screenshots below.
Grok is the worst and slimiest propaganda AI bot ever. Manipulated to serve and praise Master Elon 24/7.
#timestamp $TSLA $TSLAQ #teslatakedown
Grok is the worst and slimiest propaganda AI bot ever. Manipulated to serve and praise Master Elon 24/7.
#timestamp $TSLA $TSLAQ #teslatakedown
He didn’t crack…yet ;)
Someone send him a free black leather jacket signed by Jen-Hsun Huang. $NVDA
Someone send him a free black leather jacket signed by Jen-Hsun Huang. $NVDA
November 19, 2025 at 9:49 PM
He didn’t crack…yet ;)
Someone send him a free black leather jacket signed by Jen-Hsun Huang. $NVDA
Someone send him a free black leather jacket signed by Jen-Hsun Huang. $NVDA
November 14, 2025 at 8:30 PM
Roughly doubled again from just a few months ago (June/July 2025).
reuters.com/business/musks…
Earlier XAI funding rounds up until July 2025, per Wikipedia:
reuters.com/business/musks…
Earlier XAI funding rounds up until July 2025, per Wikipedia:
November 13, 2025 at 3:22 PM
Roughly doubled again from just a few months ago (June/July 2025).
reuters.com/business/musks…
Earlier XAI funding rounds up until July 2025, per Wikipedia:
reuters.com/business/musks…
Earlier XAI funding rounds up until July 2025, per Wikipedia:
ROI wen? /s
Some insane cap-ex numbers from the usual suspects in the chart below (same source as the quote).
www.ft.com/content/8e21...
Some insane cap-ex numbers from the usual suspects in the chart below (same source as the quote).
www.ft.com/content/8e21...
November 9, 2025 at 7:01 PM
ROI wen? /s
Some insane cap-ex numbers from the usual suspects in the chart below (same source as the quote).
www.ft.com/content/8e21...
Some insane cap-ex numbers from the usual suspects in the chart below (same source as the quote).
www.ft.com/content/8e21...
PS: Tesla will likely figure something out and make the xAI investment happen anyway… $TSLA $TSLAQ
Source: www.bloomberg.com/news/article...
Source: www.bloomberg.com/news/article...
November 7, 2025 at 11:29 PM
PS: Tesla will likely figure something out and make the xAI investment happen anyway… $TSLA $TSLAQ
Source: www.bloomberg.com/news/article...
Source: www.bloomberg.com/news/article...
The arrogance of Tesla’s retail investors:
“We’re bigger than Berkshire and we will do better than Berkshire,” she [Alexandra Merz] added.
Musk agreed with Merz. If he follows through, Tesla’s annual meeting might become a Woodstock for technologists.”
Source: Same Barron’s article, see above.
“We’re bigger than Berkshire and we will do better than Berkshire,” she [Alexandra Merz] added.
Musk agreed with Merz. If he follows through, Tesla’s annual meeting might become a Woodstock for technologists.”
Source: Same Barron’s article, see above.
November 7, 2025 at 2:13 PM
The arrogance of Tesla’s retail investors:
“We’re bigger than Berkshire and we will do better than Berkshire,” she [Alexandra Merz] added.
Musk agreed with Merz. If he follows through, Tesla’s annual meeting might become a Woodstock for technologists.”
Source: Same Barron’s article, see above.
“We’re bigger than Berkshire and we will do better than Berkshire,” she [Alexandra Merz] added.
Musk agreed with Merz. If he follows through, Tesla’s annual meeting might become a Woodstock for technologists.”
Source: Same Barron’s article, see above.
I read this multiple times and I can’t see how this doesn’t result in a complete disaster for investors one day (imho a question of when, NOT if).
$MSTR $STRE #timestamp
finance.yahoo.com/news/strateg...
$MSTR $STRE #timestamp
finance.yahoo.com/news/strateg...
November 4, 2025 at 5:55 PM
I read this multiple times and I can’t see how this doesn’t result in a complete disaster for investors one day (imho a question of when, NOT if).
$MSTR $STRE #timestamp
finance.yahoo.com/news/strateg...
$MSTR $STRE #timestamp
finance.yahoo.com/news/strateg...
The 5Y chart looks like a complete disaster. EPA:UBI
November 4, 2025 at 4:43 PM
The 5Y chart looks like a complete disaster. EPA:UBI
Teslarians who believe in this latest Roadster BS announcement probably also thought that David Copperfield was really flying around during his magic shows back in the day… gullible squared.
November 1, 2025 at 3:02 PM
Teslarians who believe in this latest Roadster BS announcement probably also thought that David Copperfield was really flying around during his magic shows back in the day… gullible squared.
The shadows tell the truth. $TSLAQ
October 31, 2025 at 7:56 PM
The shadows tell the truth. $TSLAQ
Found on that other site.
We have a winner regarding Elon’s insane new Tesla compensation package.
$TSLA $TSLAQ
We have a winner regarding Elon’s insane new Tesla compensation package.
$TSLA $TSLAQ
October 28, 2025 at 1:55 AM
Found on that other site.
We have a winner regarding Elon’s insane new Tesla compensation package.
$TSLA $TSLAQ
We have a winner regarding Elon’s insane new Tesla compensation package.
$TSLA $TSLAQ
Here’s a JPY chart versus a strong currency like the Swiss Franc (CHF) over the past 20+ years.
Notice a pattern? #chfjpy #timestamp
Notice a pattern? #chfjpy #timestamp
October 26, 2025 at 7:48 PM
Here’s a JPY chart versus a strong currency like the Swiss Franc (CHF) over the past 20+ years.
Notice a pattern? #chfjpy #timestamp
Notice a pattern? #chfjpy #timestamp
Cheat sheet: Gene Munster, Adam Jonas, Dan Ives.
PS: About that fantasy $NVDA chip..
PS: About that fantasy $NVDA chip..
October 23, 2025 at 7:56 AM
Cheat sheet: Gene Munster, Adam Jonas, Dan Ives.
PS: About that fantasy $NVDA chip..
PS: About that fantasy $NVDA chip..
“Master Elon, the peasants are getting unruly again!”
3 investor questions from Tesla’s IR site (Q report & Q&A tonight):
Solar Roof, Roadster 2, Optimus ramp.
Good luck getting meaningful answers. Tesla will likely spend more time promoting Elon’s new bonus package./s
$TSLA $TSLAQ #timestamp
3 investor questions from Tesla’s IR site (Q report & Q&A tonight):
Solar Roof, Roadster 2, Optimus ramp.
Good luck getting meaningful answers. Tesla will likely spend more time promoting Elon’s new bonus package./s
$TSLA $TSLAQ #timestamp
October 22, 2025 at 11:14 AM
“Master Elon, the peasants are getting unruly again!”
3 investor questions from Tesla’s IR site (Q report & Q&A tonight):
Solar Roof, Roadster 2, Optimus ramp.
Good luck getting meaningful answers. Tesla will likely spend more time promoting Elon’s new bonus package./s
$TSLA $TSLAQ #timestamp
3 investor questions from Tesla’s IR site (Q report & Q&A tonight):
Solar Roof, Roadster 2, Optimus ramp.
Good luck getting meaningful answers. Tesla will likely spend more time promoting Elon’s new bonus package./s
$TSLA $TSLAQ #timestamp
I’m old enough to remember when BTC was supposed to be the new risk-off, “safe-haven” asset for this century.
This is full risk on, once again… BTC should highly correlate with assets like gold etc, not the Nasdaq 100. #macro
PS: Crypto bros, don’t get mad. I have zero BTC (since late 2017, iirc)
This is full risk on, once again… BTC should highly correlate with assets like gold etc, not the Nasdaq 100. #macro
PS: Crypto bros, don’t get mad. I have zero BTC (since late 2017, iirc)
October 17, 2025 at 9:15 AM
I’m old enough to remember when BTC was supposed to be the new risk-off, “safe-haven” asset for this century.
This is full risk on, once again… BTC should highly correlate with assets like gold etc, not the Nasdaq 100. #macro
PS: Crypto bros, don’t get mad. I have zero BTC (since late 2017, iirc)
This is full risk on, once again… BTC should highly correlate with assets like gold etc, not the Nasdaq 100. #macro
PS: Crypto bros, don’t get mad. I have zero BTC (since late 2017, iirc)
Maybe it was an epiphany when $ASTS briefly crossed $100 yesterday.
I have decided to close out most of long stock positions across all sectors.
Keeping a few shorts (a small portion of my portfolio).
I may be wrong or way too early, but I don’t like the risk-reward for now.
YMMV. #timestamp
I have decided to close out most of long stock positions across all sectors.
Keeping a few shorts (a small portion of my portfolio).
I may be wrong or way too early, but I don’t like the risk-reward for now.
YMMV. #timestamp
October 17, 2025 at 8:41 AM
Maybe it was an epiphany when $ASTS briefly crossed $100 yesterday.
I have decided to close out most of long stock positions across all sectors.
Keeping a few shorts (a small portion of my portfolio).
I may be wrong or way too early, but I don’t like the risk-reward for now.
YMMV. #timestamp
I have decided to close out most of long stock positions across all sectors.
Keeping a few shorts (a small portion of my portfolio).
I may be wrong or way too early, but I don’t like the risk-reward for now.
YMMV. #timestamp
$ASTS was literally trading at ~$2 at the lows last year. Now it’s at ~$102 about 18 months later.
Crazy surge. Proceed with caution. #timestamp
Disc: I’m still long $ASTS and $RKLB.
Crazy surge. Proceed with caution. #timestamp
Disc: I’m still long $ASTS and $RKLB.
October 16, 2025 at 2:37 PM
$ASTS was literally trading at ~$2 at the lows last year. Now it’s at ~$102 about 18 months later.
Crazy surge. Proceed with caution. #timestamp
Disc: I’m still long $ASTS and $RKLB.
Crazy surge. Proceed with caution. #timestamp
Disc: I’m still long $ASTS and $RKLB.
Some Teslarians finally have an epiphany: Full autonomy (on vision-only FSD) might NOT be around the corner.
$TSLA $TSLAQ #timestamp
PS: I also pointed out to Farzad that most car buyers don’t want 2-seaters; not even at ~$30k (many new and better EV alternatives like the new Bolt, Leaf…).
$TSLA $TSLAQ #timestamp
PS: I also pointed out to Farzad that most car buyers don’t want 2-seaters; not even at ~$30k (many new and better EV alternatives like the new Bolt, Leaf…).
October 15, 2025 at 3:49 PM
Some Teslarians finally have an epiphany: Full autonomy (on vision-only FSD) might NOT be around the corner.
$TSLA $TSLAQ #timestamp
PS: I also pointed out to Farzad that most car buyers don’t want 2-seaters; not even at ~$30k (many new and better EV alternatives like the new Bolt, Leaf…).
$TSLA $TSLAQ #timestamp
PS: I also pointed out to Farzad that most car buyers don’t want 2-seaters; not even at ~$30k (many new and better EV alternatives like the new Bolt, Leaf…).
The other side of the trade doesn’t want to remember.
Casually reminding new Teslarians that Tesla $TSLA $TSLAQ once announced 10+ new giant Gigafactories around the World until ~2030 to make up to 20 million EVs per year (!).
PS: Another one called me “moron” for simply pointing out this fact ;)
Casually reminding new Teslarians that Tesla $TSLA $TSLAQ once announced 10+ new giant Gigafactories around the World until ~2030 to make up to 20 million EVs per year (!).
PS: Another one called me “moron” for simply pointing out this fact ;)
October 15, 2025 at 2:46 PM
The other side of the trade doesn’t want to remember.
Casually reminding new Teslarians that Tesla $TSLA $TSLAQ once announced 10+ new giant Gigafactories around the World until ~2030 to make up to 20 million EVs per year (!).
PS: Another one called me “moron” for simply pointing out this fact ;)
Casually reminding new Teslarians that Tesla $TSLA $TSLAQ once announced 10+ new giant Gigafactories around the World until ~2030 to make up to 20 million EVs per year (!).
PS: Another one called me “moron” for simply pointing out this fact ;)
Also true.
(Missing) Energy supply will soon be one of the biggest AI bottlenecks… not a lack of chips etc.
(Missing) Energy supply will soon be one of the biggest AI bottlenecks… not a lack of chips etc.
October 14, 2025 at 8:11 PM
Also true.
(Missing) Energy supply will soon be one of the biggest AI bottlenecks… not a lack of chips etc.
(Missing) Energy supply will soon be one of the biggest AI bottlenecks… not a lack of chips etc.
October 14, 2025 at 8:08 PM
Also, wasn’t crypto supposed to be a safe haven?
Look at the dumps over the past 24 hours ( except for the two stablecoins, obviously. Btw, I still think that Tether is fraudulent. But that’s a story for another day... #usdt #timestamp #cryptobubble ).
Look at the dumps over the past 24 hours ( except for the two stablecoins, obviously. Btw, I still think that Tether is fraudulent. But that’s a story for another day... #usdt #timestamp #cryptobubble ).
October 10, 2025 at 9:42 PM
Also, wasn’t crypto supposed to be a safe haven?
Look at the dumps over the past 24 hours ( except for the two stablecoins, obviously. Btw, I still think that Tether is fraudulent. But that’s a story for another day... #usdt #timestamp #cryptobubble ).
Look at the dumps over the past 24 hours ( except for the two stablecoins, obviously. Btw, I still think that Tether is fraudulent. But that’s a story for another day... #usdt #timestamp #cryptobubble ).
Gemini…
- mixes up stablecoin issuer Figure (that company just did an IPO) with Figure AI (the humanoid robot company).
Not the same company
- only mentions their old Figure 02 robot, no word about Figure 03.
Screenshot:
- mixes up stablecoin issuer Figure (that company just did an IPO) with Figure AI (the humanoid robot company).
Not the same company
- only mentions their old Figure 02 robot, no word about Figure 03.
Screenshot:
October 10, 2025 at 4:16 PM
Gemini…
- mixes up stablecoin issuer Figure (that company just did an IPO) with Figure AI (the humanoid robot company).
Not the same company
- only mentions their old Figure 02 robot, no word about Figure 03.
Screenshot:
- mixes up stablecoin issuer Figure (that company just did an IPO) with Figure AI (the humanoid robot company).
Not the same company
- only mentions their old Figure 02 robot, no word about Figure 03.
Screenshot: