特斯拉在多个高TAM关键领域处于领先地位且执行力强劲；凭借其主导地位与潜在协同效应，即便发生合并，持有以博取非对称上行空间也是合理的。
逐段跳播
而 T& 特斯拉并不在其中，K8 也不在其中。感谢你对特斯拉和 SpaceX 的研究。我很好奇你如何看待这样一种观点：无论市场上行空间如何，特斯拉和 SpaceX 都建立在炒作和投机之上，以及这与你的论点、以及你关于埃拉·马斯克赋予特斯拉巨大上行潜力的预测如何一致。
and T& Tesla is not present and either is K8. Thank you for your research on Tesla and SpaceX. I'm curious about your perspective on the view that Tesla and SpaceX are based on hype and speculation regardless of market upside and how this aligns with your thesis and your prediction that Ela Musk gives Tesla great upside potential.
首先，当我们审视这些业务、当我审视 TAM 时，它们在汽车领域是领导者，这一点无可争议。它们即将推出地球上、乃至世界历史上最好的跑车。它们是自动驾驶汽车的领导者。它们是赛博出租车、机器人出租车的领导者。
它们是储能领域的领导者。而且它们很快将成为人形机器人的领导者。我总是说，永远不要做空埃隆。
first of all, when we look at the businesses and I look at TAMs, but they are it's undisputable that they are the leaders in cars. They're about to launch the best sports car on earth in the history of the world.
They are the leaders in self-driving cars. They are the leaders in cyber cabs, robo taxis. They are the leaders in energy storage. And they're soon to be the leaders in humanoid robots. I always say never fade Elon.
当你审视这两家公司的投资组合时，简直疯狂。但更疯狂的是，也是我着迷的原因，我从 TAM，即可触达总市场入手。当你拆解这两家组合——SpaceX 和特斯拉——的 TAM 时，合计为 83.5 万亿。
When you look at the portfolios of these two companies, absolutely insane. But even more insane, and why I'm fascinated is I start with TAMs, total addressable markets. When you break down the TAMs of these two combos, SpaceX and Tesla, collectively it's 83 and a half trillion.
其中一些最大的，人形机器人，Optimus，25 到 30 万亿的 TAM。特斯拉机器人出租车赛博，10 万亿美元，
some of the biggest ones, humanoid robots, Optimus, 25 to30 trillion TAM. Tesla robot taxi cyberc$10 trillion,
而且，是的，没有其他人拥有这个。这两家公司之间的协同效应也非常令人印象深刻。所以炒作，不，并非如此。看看执行力，看看过往记录。
And uh yeah, nobody else has this. And the synergy between the companies is also very impressive. So hype, no, not so hype. Look at the execution and look at the track record.
可能打破这一模式的风险是，如果汽车销售停止、FSD 失败，
The risks that could break the model are if car sales stop, FSD fails,
这个问题是关于机器原生经济的。我们要在这个问题上花一点时间，因为尽管我在周五或周四做了一个关于它的视频，但那是贝莱德一份相当重要的报告。
This question is regarding the machine native economy. And we're going to spend a bit of time on this one because although I I made a video on Friday or Thursday talking about it.
It was quite uh an important report from Black Rockck.
如果特斯拉与 SpaceX 的合并以 40% 溢价下限宣布，但 Cyber Cab 和 Optimus 的放量在收盘前独自推高特斯拉，来电者能否让持有人保留上限之上的上行空间？
If a Tesla SpaceX merger is announced at a 40% premium floor, but Cyber Cab and Optimus scaling pushes Tesla higher on its own before the close, could a caller let holders keep the upside above the cap?
我们确实知道，像特斯拉和 SpaceX 这样的事情，往往是卖方传闻式的情形。如果它不让你保留赛博资本和 Optimus 的上行空间，那这一点非常重要，必须知道。
we do know that with things like Tesla and SpaceX that it's often a seller rumor type of situation. If if it does not let you keep the cyber capital optimus upside, that's very important to know.
现在，就这类合并而言，这是一宗巨型合并。这很可能是有史以来最大的一宗，但它同时也是一组极具协同效应的公司，拥有非常主导性的护城河，追逐着世界上最大的 TAM。所以，不要想太多。所以，特斯拉的股票代码将消失。
Now, when it comes to this type of merger, this is a mega merger. This is going to be probably the biggest ever, but it's also a very synergistic set of companies that have very dominant moes going after the biggest TAMs in the world.
So, don't overthink it. So, the Tesla ticker will disappear.
我继续加仓这两者，但我目前投资论点的一部分是寻找下行空间非常有限的不对称上行。就我而言，这两者符合条件。我们听到越来越多关于合并可能比预想更早发生的议论。我原本确信它肯定会在两年内发生。现在，看起来它可能会比那更早一点发生。
I continue to stack both and but part of my investment thesis right now is finding asymmetric upside with very limited downside. And as far as I'm concerned, these two fit the bill. we're hearing more and more chatter about the merger happening perhaps sooner than not.
I thought for sure it was definitely going to happen within 2 years. Now, it looks like it might happen a little sooner than that.
那些从未拥有过券商账户的人，现在可以在 Salana 区块链上购买 Nvidia、特斯拉、SpaceX 以及其他一切，包括 Micron。
people that have never had a brokerage account but now they can buy Nvidia and Tesla and SpaceX and everything else Micron all on Salana blockchain
观察点
这个频道对 $TSLA 的历次判断
InvestAnswers 在这只股票上共 22 条判断，这里只列相邻的几条。