IA Weekly Nuggets (Sep 26-Oct 2, 2025) (Patreon)

Thanks, Josh, for collecting.

1. Tesla:

   • xAI:

   US Approved Grok’s use across all U.S. federal agencies.

   • Humanoid Robots:

   Ex google CEO Eric Schmidt sees Optimus and humanoid robots as part of the next frontier in warfare, even if they’re not imminent.

   • Vehicle Ownership:
     Cern Basher believes in a future where Robotaxi is so inexpensive and widely accessible that vehicle ownership becomes unnecessary and impractical. ⁠

   • Stock Split:

   If Tesla does a 5-for-1 split, it means: every single Tesla share gets divided into 5. If you had 1 share, you now have 5 shares, but each is worth 1/5 the price. So my target for everyone of 300 shares becomes post split 1500 shares.

   Selling Covered Calls on TSLA:

   • Selling covered calls against a portion of your bag is quite lucrative at tops, - sell OOM strikes about 4 to 6 weeks out - it is the sweet spot when time value evaporates. ⁠

     • EOY Target:

     IA believes TSLA will be $500+ by end of year.

     • Inference:

     Inference is all. TSLA is primed for using cars to run it on AI5 and AI6. Inference is at least 1000x larger than training. ⁠

     • Jordan Peterson:

     Jordan Peterson: “Elon Musk is very detail-oriented. He knows how things work in his companies from the atoms upward. “It wouldn't surprise me in the least if 75% or more of the money that the American government spent or the Canadian government is utter waste or even positively counterproductive. "

     • MSTR/TSLA:

     IA would love MSTR to get back to $400 and for TSLA to fall to $400. IA has more swapping to do. ⁠

   • EV Credits:

   Remember without tax credits, the market is less distorted. TSLA has the ability to use manufacturing and technological efficiencies to increase affordability.

   • Selling Calls:

   When IA sells calls, it is to let time expire. If TSLA shoots to $521 he will roll up. ⁠

   • Model 2: IA reckons TSLA will release the Model 2 within 2 weeks.

2. Trading and Investing:

   • IA 9:

   IA has a new IA 9, and will share it soon. The problem is they have all mooned. ⁠

   • Supporting Others:

   IA pours everything he has into working every single day, doing his best to help and uplift as many people as he can. It’s been the most rewarding journey of his life - not making money for someone else, but trying his best to help others make their own money and build a solid future for their families. He believes there will be difficult times ahead.

   • Optimized Trend:

   Even if you trade on the monthly time frame, you can make great money trading on just the Optimized Trend alone. ⁠

   • SOL Perping:

   IA uses big mean reversion spikes and IADSS on the 4HR to Perp SOL both ways. It is on point.

   • NVDA:

   The amazing thing about NVDA is they do not manufacture anything. TSMC makes them, so when China invades Taiwan one day they could not be in hot water unless they open factories in other locations.

   • Profit taking:

   Right now, IA is focused on profit-taking in Crypto and isn’t buying much.

3. Bitcoin:

   • TABI:

   BTC TABI model remains lukewarm. ⁠