“Figure Fraud - AI Report + Elon Musk - Jensen Huang”
Speaker holds a long position in Tesla, viewing the stock as undervalued due to progress in robotaxi scaling, humanoid robotics manufacturing, and autonomous driving performance.
Tesla doesn't really know what they're doing. Oh, they're going to do this better than Elon. there's this thing where these uh people rise to some fame by talking about Tesla or maybe talking about SpaceX, but usually it's about Tesla.
the one humanoid robot robotics company they don't invest in is Tesla. So they're investing in these other humanoid robotics companies. Maybe it's golly with a terra. Golly never really went too far in my opinion away from Tesla.
But um they'll get a sponsorship from somebody that's competing with Tesla. They'll get, you know, something happens and then they start crapping on Elon and you have it here.