Speaker is long TSLA; sees low risk and high upside for a multi-year hold.

We are up 6.66% today, nearly $105,7.77. And what's crazy about that, we are at the highest level for the stock since June. Is could this be a breakout? Because I'm trying to always put together the connective tissue in my brain.

It's like, okay, unlocks are happening every 3 to 4 weeks. We've had a hard time breaking above that kind of 155 level. We are above that now by three bucks. That's typically is I think where the insiders had sell orders to take some lifestyle chips because I always saw the price going up to that level and then sales would happen.

Uh but they don't sell at 140. Uh so it's it's interesting to see.

What do you think of the uh stock price today? Looks like the trend is breaking out. Yeah, it feel it feels like and I'm not like a uh technical uh trader or anything like that.

So, you know, take it with a grain of salt, but what you what it feels like to me is that you're dealing with um you know, this two trillion roughly two trillion valuation kind of number around that 150 mark and a round number.

And I think there's a lot of people that have you know there's going to be some diversification that takes place with some of the folks who have been sitting for a long time. So maybe that's part of this.

There's some, you know, uh, some, you know, just basically profit taking, I would expect, but there's clear consolidation and it seems like it's headed in the up upwards direction.

I'm very long. I don't really try not to think in the in terms of months. I try and think in terms of years because I've just found over my the course of investing since I was 12.

So, you know, 20 plus years of investing, you know, as a kind of retail investor, I've learned one thing very well, which is I'm just not good at short-term stuff. So, I need to I need to think a little bit bigger. That's where I'm better.

Well, I was doing it when it went down that where you see here or you know on your chart. I was doing that. So, I have like some personal accounts as well that I've got that were you know personal like retirement accounts and Roth and I think it's like a perfect fit for a Roth, right?

long-term hold and big upside kind of opportunity. So I was DCAing into that as well. Um so that's the way I think about it. But you know I have a pretty large position already.

I am like very this is one of these weird companies. I think it's weird in the sense that I it fits what I like and what I love and I'm very passionate about it. But at the same time, I think the riskreward opportunity is is very good on this one just because it's, you know, the huge competitive mode and lots of upside.

So, I may be different than most where, you know, they're maybe not as comfortable with it. They haven't lost it as much. So, maybe the risk feels higher um as far as going from where it's priced today to going up um you know, to 10 trillion or above.

But um for me it feels like a pretty low risk given how much I've watched it for so long and seen what they've done over the years and that kind of stuff.

the big impact on the price prediction models are of course the Elon Web Services business the compute and we've learned an awful lot about compute and the whole AI safety joke and everything that's going on right now we Oh, the constraints are going to continue.

There's there's no there's going to be no slowdown in demand for tokens.

But I said uh and these are sandbag too. I don't put things out in public that are because I don't want people come back to me in a year's time and say, "Oh, you said it would be 527."

And again, 2028, this is call it three years away uh 3.61x from here.

So that's uh destiny serendipity. So that's the first one and then my 2030 goes big 902. The biggest chunk was Elon Web Services and then the LLM and Macro hard, which is the automation of all that white collar work, Starlink, Starlink direct to Cell, X payments, X revenue launch, and NASA.

I think some people on the Tesla side have maybe figured that SpaceX has already captured most of its growth because it happened so fast recently, but realistically you're looking at a lot from the AI compute and the and the Starlink side over the next few years.

So I think on the SpaceX side, you get people that are saying, "Hey, we have more growth." And the Tesla side is saying we have more growth.