TSLA 全部观点

For example, Tesla is different from SpaceX, Solana is different from Ethereum, and both are different from Bitcoin. Everything is customized.

Now, this is Tesla. This is a mystery. Tesla will do something historic tomorrow. They will launch the Cyber vehicles around 2 p.m. Pacific Time or 1:45, and this will be the first time ever that a dedicated vehicle in the fleet has been launched live. They had been testing it for many months. They have built more than two thousand five hundred of them. It has been deployed throughout the country. I'm not sure how big this is.

Cyber Cab is launching in two or three days. It's 2 days from now. September 3rd is 2 days from now in Thailand, but maybe it's 3 days from you where you are. Um, they are already running robo taxis from 6:00 a.m. to 10:00 p.m. 7 days a week in six cities. This is a pretty substantial improvement.

Not only a potential 25 or 26,000 dollar Model 3, but not where you think. The Cybercab event coming on Thursday. We've got to talk about that and some weird things going on around the event.

We'll talk about how that could actually play out for Tesla and where the margins are for company, Number one, the Model uh 3 in China expected to sell now for 26,000 dollars. The Model 3 expected now to come out for 205 Hong Kong dollars. Uh which if you translate that, that works out to about 26,100 dollars.

First up with Tesla up 5 and 1/2%. This was on the back of news that they are expanding their cyber taxi delivery and in expanding in further cities too. This is all been long anticipated. It's been a slow rollout with these cyber taxis and the full self-driving capabilities are getting enhanced, which is why investors rewarded the stock today putting in a daily close above this high range.

You could see here from the most recent price action. We made a pivot high here on August 21st, then we chopped sideways, pulled back a little bit. Now today, breaking from this near-term consolidation range, telling me folks, price action is attracted to the top end range of this declining trend line.

We'll start off with Tesla. Tesla having a great day. Actually a stock with good volume comparatively, right? but Tesla on pace to finish with at or around average volume compared to the last 30 days

on Tesla we're coming into a key or excuse me a key level of resistance though that I anticipate let's say we push up there I anticipate a pullback and it is this nice gap fill from earnings

Now, I just want to explain how significant this is, guys. A retrace, a push up here on Tesla to 374 will completely undo this 20% drop that Tesla took off of earnings. Um, missed significantly there on earnings. Um, 38% miss despite beating on revenue.

looking at some of these EV companies this morning. BYD, Tesla, Xpong, and NEO.

It was sort of initially sold, I guess, the marketplace is sort of the Chinese counterpart to Tesla because it was a little bit nicer vehicle at the time.

Well, then speaking of, you know, maybe a company that isn't as exposed to China as maybe people thought they might be, you know, 10 years ago, Tesla, it's kind of the the the scale winner here in the US. It's also a robotics and automation type of leader as well. It's one of the only that's kind of blended all of those. Where does Tesla fit into this discussion?

Space Exploration Technology Company or SpaceX, ticker SPCX, and Tesla, ticker TSLA. Their CEO Elon Musk thinks that the US advances in artificial intelligence and robotics would help the country widen the wealth gap with Europe.

Massive investments in AI and robotics were further illustrated by Musk's Starbase in Louisiana, which could result in the Optimus becoming the first ever van machine. He also said that the company was targeting 1 gawatt of solar power deployments.

I think in in order for in order to bring enough power online, I think SpaceX and and Tesla will probably have to make the turbine blades the blades and blades internally. This is the limiting factor key to Tesla and SpaceX's future dominance when it comes to AI compute and their models.

SpaceX and Tesla are each building 100 gigawatts per year of solar production capacity as fast as possible but natural gas will still be needed to supplement and bootstrap solar for several years.

Today I will be talking about an update to the Retire on but with a twist and that is what happens if you have Tesla and if it converts to SpaceX, what are the ratios? How does it impact your retirement bag?

My question is, is our retire on Tesla bags? I finally filled my bag with about 320 shares, about 58% of my portfolio. And you said, look at our Tesla shares as an option on SpaceX. Yes, a call option on SpaceX, which I get, but how do we look at this as far as retire on by 2032 with 300 shares and your and other analyst projections of price now that everybody believes SpaceX will buy Tesla? Does the number of shares change because of the price post merger and several years out?

To me Tesla is real world AI. It's different and Tesla real world AI has no competition. I think there's a lot of people who think that the large language models are going to like be successful in real world AI. And I think people don't really grasp how hard real world AI is.

Think about this. When you ask any of your AI is a question, it usually takes at least a second to respond. And if you, you know, Tesla's car is responding in milliseconds. It's getting a huge volume of data coming in, seven cameras, maybe some other sensors, and it's making decisions like constantly making decisions in 15, 20, 30 milliseconds. And none of the LLMs can do that.

Some juicy new info, apparently, on Tesla's Optimus humanoid robot. He's making sick progress, and he's not showing it publicly, but I saw it.

Optimus will be the best-selling, I think, product of all time. Yeah, the fidelity of the Optimus is and its ability to do novel things, you kind of nailed it. I don't want to say any more.

That said, we do know that a while ago, Elon Musk pointed out that every time they were, as in Tesla was showing off updates with Optimus, the rest of the industry was immediately attempting to copy, steal, and replicate everything they'd seen.

How about Tesla? Well, now a different story with Tesla, right? It fell off a cliff after the sell signal in July. And then July 14th was the sell signal. Boom. Rocket ships down. And basically uh you know, watching a blow up on the uh on the launchpad like the uh what was it? Blue Origin rocket did, right? Absolutely crushed.

But big butt right here. And I'm not going to lie. It's really turned around. It's really turned around. Turned around so much that it did just get a buy signal earlier this week. Now the trend hasn't quite confirmed it yet. But it's definitely pushing up higher and higher and higher. And that's what we're looking for.

I currently hold positions in companies like Rocket Lab, Tesla, a very small position in SpaceX right now just because I didn't have a lot of free capital to put into SpaceX. But I love that company. I'm very excited about that and I'm going to be working on growing that allocation but also Nvidia Palunteer um some micro strategies

the top three public market CEOs in my mind in that space are going to be Elon Jensen and Alex Karp. at this point in time, I feel like Elon's companies and Alex Karp's company are both more fairly valued than Nvidia.

As you can see, it's helping to elevate price mainly with Tesla's news getting itself out of this near-term bearish consolidation away from this support level that mind you still has not yet been tagged.

We got Tesla doing its thing.

And Nvidia, Tesla, and Palanteer are the usual top holdings.

in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

This is a plain English reading of my 20-year Tesla and SpaceX valuation model base case. Over the next two decades, the model does not treat SpaceX and Tesla as nice growth companies. It treats them as engines that can reorganize how the world moves bits, atoms, energy, and intelligence.

Today, they are already large. By the mid-2030s, in this base case, their combined scale looks less like two successful tech firms and more like a pair of industrial civilizations sitting on top of the global economy.