TSLA 估值偏低，具备显著上行潜力，得益于强劲需求（车辆售罄）、积极催化剂（自动驾驶、油价）以及相对 SpaceX 的强势。

Tesla is very cheap

If you are a heavy investor in Tesla , isn't the high price of oil a significant boost for it? That's definitely the case. Hey Cobra, that's a huge boost . Hmm, and people are saying, "Oh, Tesla, they seem to think the profits will be weak."

Where is my Tesla graph ? He should be here. People believe Tesla's profits will be bad. What happens in post-closing trading again ? But you can't go to any showroom in the United States; there are no cars in showrooms.

It has been completely sold out. You're trying to buy a long-range "Model Y" car, but they're sold out . You might get one in the first quarter of 2027. Hmm, they've run out of vehicles .

In Europe, they are sold as hot treats . Some countries saw their sales triple compared to last year across Europe. China is on fire, and the United States seems to be too. So, yes, higher petrol and diesel prices are a boost for Tesla, but the biggest boost for Tesla right now is the presence of TikTok celebrities making videos about self-driving.

All of them , these TikTok celebrities , buy Tesla cars and film videos of the cars driving themselves. There are thousands of them. So now we have TikTok influencers promoting Tesla's fully autonomous driving system , and the system has just surpassed 15 billion miles.

That's great. We have three cars here and they are truly amazing. All of them covered nearly 99% of their miles last year using the fully autonomous driving system .

Should I sell my SpaceX shares for Tesla? I entered since the initial public offering. I think it's important to allocate investments to both. We do not know what the price premium will be when the acquisition takes place.

I agree to that. Um, you have a small profit if you own the stock at the subscription price of 135. Robin Hood was kind enough to give me one share. I own one share at a price of 135.

I keep it just for souvenirs. Um, but no, if you can do it tax-free, I'll go back to the husband scheme here. Good. I believe this pair's chart will reverse direction. Come back in a week.

The price will be high to 240, 245, 250. There are a lot of positive winds coming for Tesla, and it's amazing that its price is so low, while SpaceX is still facing stock releases.

So I think SpaceX has a defined ceiling. Tesla has a lot of potential to rise. If you can do it tax-free, I'm all for it . Why not? Then go back . I mean, you can even manipulate this box that I put here.

If you sell every SpaceX share, you will get 2.34 Tesla shares. No, you need 2.34 SpaceX shares for every Tesla share , then sell it at 2.65. Increase your wallet a little this way too. I hope this helps.

do you think SpaceX will dilute its shares to buy Tesla? They are already in the S1 document, they have huge equity allocations that exceed the current shares for the acquisition of Tesla.

All of that is there. Therefore, you cannot think about diluting the stock. What they are doing is merging a $1.5 trillion company with a $2 trillion company. The resulting entity would be a company valued at $3.5 trillion.

Therefore, the aggregate market value is divided by the number of shares, and it will give you the current price. So don't worry about diluting the stock. It is not present in this scenario.