obv8.bsky.social
@obv8.bsky.social
Is Aptera an EV OR a media posting company? At $10-30 per 1000 media views Aptera is making a pittance. But their deliveries of EV's is STILL at zero. They are making more money on hype, which is increasingly unfortunate. They DO make lovely AI inspired videos. Is Aptera actually a wishful hobby?
February 14, 2026 at 4:24 PM
MSTR (Saylor's) response to the dropping of both BTC (BitCoin) AND MSTR price is to issue more perpetual preferred stock (STRC). Reminded of the old saw- 'We lose a nickel a unit, but make it up in volume'. STRC's next DIV is Feb 28. Will cash burn ignite the house? Where IS my beautiful house?
February 12, 2026 at 5:42 PM
Quantumscape (QS) solid state battery (SSB) maker, just inaugurated an initial battery cell build line. This is a positive move. They are ALSO involved with VW's new battery plant in Ontario, who has licensed their SSB technology. Progress, moving past proof of concept to full production bats...
February 12, 2026 at 2:22 PM
BTC (BitCoin) HODLers should keep a close eye on MSTR (Strategy) stock. SaylorTracker .com reports mNAV is staying below 1. No amount of his 'jawboning' increases BTC. MSTR is burning cash with no revenue. Buying BTC will dillute stock value further. Is Saylor the new SBF (Sam Bankman-Fried)?
February 11, 2026 at 6:29 PM
Reports on retail spending show it's staying flat. The top 10% of earners in the K shaped economy are making half of all the purchases. The bottom leg of the K (60-80% of earners) have 1 in 4 (~56M+) living paycheck to paycheck. Up next, chants of 'Eat the Rich'? 1929 Redux, while Trump eats cake.
February 10, 2026 at 3:03 PM
It appears BitCoin (BTC) has advance financially to now have a derivatives market. Ex.- People trade in [paper] Silver and have none. Now the same with BTC. Synthetic supply can overwhelm real supply so price no longer responds to demand. Fancy way of saying manipulation occurs. HODLers beware...
February 7, 2026 at 5:43 PM
Quantumscape (QS) Solid State Battery (SSB) developer/maker just inaugurated their [Eagle] pilot mfg line. This is major progress. They can now show proof of their product AND production methods. Being able to produce at a Megawatt level is required. CAN QS execute? They report 4th Qtr fins Feb 11.
February 5, 2026 at 4:47 PM
MSTR is now under water. Their mNAV is at .95 (below 1) so their Market Cap is lower than the net value of its BitCoin (BC) holdings (paid dimes for nickels). Burning cash. Next event is the DIV payout in March accelerating the burn. Will BC rise or MSTR forced to sell BC, cascading BC price down?
February 5, 2026 at 2:17 PM
Continuing to watch MSTR (Strategy) stock. Is it the canary in the BitCoin (BC) mine? MSTR is dropping AND it's mNAV is staying below 1. Could MSTR trigger a BC death spiral when they're forced to sell a lot of BC to bolster their own DIVs? If BC and MSTR keeps dropping that's the indication...
February 3, 2026 at 4:34 PM
Wouldn't AI be useful in sorting/reporting on the Epstein files? Identify the pedophile perverts, from the regular perverts, from the hapless partiers. It would also be a demonstration of how useful AI could be. Potential win-win. Could show how much the AI programming can tip the scales.
February 2, 2026 at 2:23 PM
RE: Strategy (MSTR). IS it a viable business? SaylorTracker displays mNAV (market Net Asset Value). IF mNAV of MSTR is <1 the stock is worth less than the BitCoin (BC) it holds. As mNAV drops there is risk of MSTR selling BC to pay it's Divs. A large selloff could trigger BC death spiral. Be wary.
January 30, 2026 at 4:02 PM
Where will Kristi Noem be assigned as their newest ambassador? Her tenure as DHS Barbie is likely ending. Will it be Heard Island (the one with only penguins) , Monaco, or possibly North Korea. How miffed is her dear leader? Probably best to be assigned to a place without many puppies or goats...
January 30, 2026 at 2:21 PM
Time is currently NOT AI's friend. It takes 12-36 mo. to build a scalar data center. Moreover, it takes 3-5 years to build an LNG or Wind generator facility. Expect higher prices and lots of competition until then? Will the AI circular investing cycle break before then? Magic 8 Ball says- Yes.
January 29, 2026 at 6:40 PM
This is telling. Megyn Kelly is going after Kara Swisher. Swisher suggested that Stephan Miller IS a scofflaw and the Rule of Law be applied. Kelly is acting/speaking like NotSee Eric Fuentes, and debasing herself (again). Poster Girl for Nuremberg... www.youtube.com/shorts/6ZpWB...
"Clearly She Wants Stephen Miller DEAD": Megyn Kelly Unloads on Kara Swisher's Contemptible Comments
YouTube video by Megyn Kelly
www.youtube.com
January 29, 2026 at 5:14 PM
Does all the AI 'pledged' circular investing lead to increased ROI (return on investment), and when? Or is this $$$ musical chairs? IF the collateral result is higher unemployment, increased electric costs and material shortages, is AI a true value for ALL of us? Do WE lose when the music stops?
January 29, 2026 at 2:13 PM
Poor Aptera (SEV) is hyperdilluting their stock to get cash. They still haven't delivered an EV and just offered more stock. The EV is cool looking, but hasn't been able reach operational production. Looks like they will join Tucker with a dozen + collector prototypes, but no delivered EVs. Sad.
January 27, 2026 at 5:15 PM
Get in on the Greenland land grab. The Trump Crime Org will soon be offering parcels for sale. Giving you land lots of land under starry (cold) skies above, and NOT fencing you in. In fact, there aren't even roads. Pay for the land before the invasion and they'll throw in a Trump phone, honest.
January 22, 2026 at 6:47 PM
While the stock market is dropping, so is BitCoin (BC). Meanwhile, Strategy (MSTR), dropping too, is buying BC. Now has >700k of BC @ $75K/BC. Up from $72K/BC. As BC price approaches $75K MSTR would need to sell BC to meet DIVs, reducing BC $. Is a BC $ death spiral coming? Watch MSTR & BC + math.
January 20, 2026 at 7:14 PM
Bottom leg of the 'K' shaped economy is much longer and steeper downward. More of a hockey stick. The top 10% of citizens are doing fine. 50k/qtr new jobs indicates a shrinking/falling economy. Paying the tariff tax much harder for too many. IF FED reduces interest rates inflation WILL follow...
January 18, 2026 at 6:20 PM
In the US, the average price of a new car is $50K. Meanwhile, Canada is opening their market to Chinese BYD cars. Looks like less domestic car sales AND less exports to our former friendly neighbor. Add the tariffs Americans pay and the formula gets worse. Think ICE can force US to buy cars? Genius.
January 16, 2026 at 4:01 PM
Been watching Sodium Ion batteries. Emphasizes Sodium is much cheaper than Lithium, but the Wh/Kg stays low. So, cheaper EV bats. It's the plastic is cheaper than metal argument. Will Prowse uses Science to compare NA vs LI. He shows NAIon are NOT a great EV choice. www.youtube.com/watch?v=zSPS...
Testing My First Sodium-Ion Solar Battery
YouTube video by DIY Solar Power with Will Prowse
www.youtube.com
January 12, 2026 at 4:10 PM
Next up- BIG MAC for Trump. Midterms Are Coming w/ TACO. Demanding 10% max on Credit Cards sounds good, but the math doesn't math. Just like forcing the 10yr TBill rate to 1%. He can't dictate sunny weather to make himself look good (less Orange?). Dementia might be fun for him, but NOT for us...
January 12, 2026 at 3:22 PM
What's the over/under on Trump attacking Denmark to get Greenland before he attacks Sweden to get a Nobel Prize? He either doesn't know what 'Peace' means, or his dementia is advancing more quickly. Can't we just tell him the fakey FIFA prize IS a Nobel?
January 6, 2026 at 5:37 PM
When will Trump attack Sweden and demand that they give him a Peace Prize (not a fake FIFA one)? Renaming the Dept of Defense to Dept of War, pirating Venezuelan oil tankers, bombing Iran & Nigeria all just screams Peace. And he'll punch anyone that says different...
www.youtube.com/watch?v=UAeq...
"Gentlemen. You can't fight in here. This is the War Room!"
YouTube video by Kuff1
www.youtube.com
December 26, 2025 at 10:40 PM
Thought Dec 19 WAS going to be a Black Swan event for MSTR and BitCoin (BC). Japan increasing interest rates DID cause BC to drop 20%+ in the past. NOT this time. BC IS trending down, and MSTR IS +++ cash vs buying BC. Something IS going on. IS the USD at risk worldwide? Magic 8 Ball says YES.
December 26, 2025 at 5:00 PM