TSLA 全部观点

So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.

This explains Tesla’s position and everything it does, and why they have such a strong focus on self-driving taxis and panoramic vision.

We were on the verge of bankruptcy because we did not get the cash flow we expected from the " Model 3". But we almost destroyed the company. Today we review some of the highlights, or perhaps the disappointing ones, from John McNeil's talk about the company, the series of decisions that almost destroyed it, how they made their way out of the production hell, and the lessons learned.

For example, Tesla's stock remained flat for a long time after its IPO. Then it moved vertically. It has remained flat for a long time again, and will head vertically again . So, we get a second chance.

In fact, it is claimed that a Tesla team is currently on the ground in China to obtain final approvals for the "Optimus" humanoid robot supply chain.

Shout out to Sha D and Cipher Sniper and K8 and TD Tesla. The whole gang is here.

So, for example, Tesla post IPO was flat for a long time. Then it went vertical and it's been flat for a long time again and it's going to go vertical again. So, we're getting a second bite at the Apple.

So, you've got the latest sentiment data on Tesla. Oh , for investors who bought this stock a year ago, and for those who bought it at the beginning of this year, they are feeling uneasy.

What does the latest sentiment data look like ? They feel paranoid, yes. But what about those who bought it about 6 weeks ago ? Oh, you know, that was a rather controversial stock.

I mean, it stirs up a division of opinions. People love him or hate him just as they love or hate Musk.

Elon Musk once again hinted at a possible deepening of collaboration between his two companies Tesla and SpaceX. And that increasing speculation regarding the possible acquisition of Tesla by SpaceX, I think is inevitable.

I think it makes all the sense in the world. So, let's talk about what it could mean for SpaceX and Tesla stock investors. speaking at the AI summit last night, Musk said it was a great question whether the two companies would remain separate despite several avenues for collaboration.

With all this collaboration on so many levels, who can imagine what action one might take when there's so much close collaboration in so many areas, said Elon Musk.

New video with legendary billionaire investor Ron Baron talking Tesla.

And and $5 billion in Tesla. So, that's more than $30 billion um in assets under management in those two stocks. the Baron Capital funds all under Ron Baron's company umbrella, collectively, they're number one and two largest position, SpaceX and Tesla.

Right now it is slightly down but remember the QQQ is driven by Nvidia Tesla Micron all those names and that's what you need to look at to understand where this thing is going.

Tesla still in this beautiful buy signal down here when we fell to low 300s in an upward channel, facing a little bit of discomfort here, but still heading up. Remember, Q4 is killer for Tesla.

Always nothing but tailwinds. Optimus allegedly went into production. Semi going into production next week. We have Cyber Cab running around and building tons of those and cars are sold out all over the place.

Lots of tailwinds. The Roadsters coming. It's going to be pretty nutty. So, I'm very optimistic for this and also more hints about the Tesla SpaceX merger. So, if you're buying Tesla, you're technically buying SpaceX at a discount because this will be acquired at a premium.

Tesla remains Tesla nothing to add on that one but we'll discuss that too.

Let's start immediately with the largest market capitalization car stock of them all, which is of course Tesla. Now, I have been a bear on Tesla for ages now, but the stock just keeps going up. Nothing can stop Elon Musk.

Tesla, it's been pretty horrible, too. You know, hanging on by a thread. If you bought Tesla, you know, last September, a year ago, you could have bought Tesla a year ago when it looked great. You know, you're you're still down.

I'm just saying like there's time and place. If you bought Tesla three years ago, you're up a lot of money. If you bought it last year on this breakout and you didn't sell it, you know, you're still almost in the same spot. This was uh September 11th.

Nvidia down 9%, Micron Memory down 11%, it goes up fast, falls down fast, too. Broadcoms down 7%, Amazon down 3%, Tesla up only a fraction, Google up 2%, Microsoft 1%, Apple 4%.

And remember, there's three things that matter in a humanoid robot. The brain, the hands, and the manufacturing at scale. And we know who'll probably win in those regards. In fact, I did share back in June that I heard rumors that uh Optimus is going into scale production in September 2026, just like the Tesla semi-truck is.

Both have apparently become very true rumors as well, so my source is good.

Yeah, good good point. You know, with all this collaboration on so many levels, you can imagine what what action one one might take uh when there's so much close collaboration in so many areas.

But in this video, we're just going to check out a quick highlight specifically relating to Terraab and the potential of a Tesla and SpaceX merger. we're just going to focus on the Tesla and or SpaceX investor focused highlights.

the Tesla trader, the, you know, when Tesla's in in play like Redler Tesla.

Today we have the folks at Arc Invest talking about Tesla Cybercap after their epic launch event. And what do you know? The image of the Roadster was clearly flipped upside down.

This is where I originally thought the cold gas thrusters would be in the original videos we saw, they looked like there was a drop down panel there. Hasn't been moved, and I'm really smart.

I'm 44. basically starting from scratch with only around 15 to 20 Tesla shares worth of total starting capital. I put 75% into Tesla SpaceX and want to build the remaining 25% around the I13 with only small amounts to add each week.

I DCA into Tesla around 380 to 400. Would you sell those shares at a loss and move the money into SpaceX for a tax loss harvest? I already have more than enough Tesla shares in another account to cover the recommended retirement number.

Is the bullcase for Tesla screwed if the chain problem doesn't get solved? What about the Roadster launch? How about what Arc Invest just said?

so they say, Kevin, you know, if the bull case for Tesla is getting to $775 per share and beyond as soon as possible, then we've got to scale cyber caps. But how do we scale cyber caps if we can't even get through the chain problem?

And then the last one, plenty, is Tesla. Now, for Tesla, it's a little bit different. We're at a very nice and steady uptrend, right? Really nice and steady uptrend. So, what does that mean?

Right, where but do you do we go long? The other ones were long. Well, in this case, I'm looking potentially, right? Potentially at a short position.

And I do believe because of those innovations in AI, we're going to get, um, it It's going to even accelerate the adoption and some of the use cases of these autonomous solutions.

So, the first company I'm going to pick is going to be one that's typically very um you you get both sides of the story on this one, right? It's very conflicting to some, and that's going to be Tesla.

Some amazing news today from Tesla. 1st of October, the new Tesla Roadster will launch in more ways than one. The official Tesla account today posting the caption "and go for launch", the teaser image, and the official date.

If you head to tesla.com/roadster, you can see a countdown, 18 days, 20 hours, 11 minutes, and 33 seconds as I'm recording this.