Stock Moe 对 $TSLA 的判断变化

2026-10-01
《SPACEX 🚨 THE $49 BILLION UNLOCK ‼️ OCTOBER 9th》
预计SpaceX与Tesla将于明年以对等方式合并,目前尚无相关提案。

我认为他们明年会收购特斯拉。就我个人而言,我认为这会是一次合并。这会是一次对等合并,但会是他们之间的一次合并。我认为这绝对是马斯克想做的事。

I think they will buy Tesla next year. Personally, I think it will be a merger. It will be an equal merger, but it will be a merger between them. This is something I think Elon definitely wants to do.

目前还没有与特斯拉的合并。我认为这会发生。但没有任何提案。什么都没有,只是猜测。

Ah, there is no merger with Tesla yet. I think it will happen. But nothing was proposed . Nothing, just speculation.

2026-08-27
《BUYING EVERY SHARE 🚨 Best Stocks To Buy Now ‼️》
鉴于盈利下滑和高市盈率,TSLA的估值反映的是对自动驾驶出租车叙事的押注,而非财务基本面。

特斯拉在发挥其作用。

We got Tesla doing its thing.

英伟达、特斯拉和 Palantir 是常见的重仓股。

And Nvidia, Tesla, and Palanteer are the usual top holdings.

按顺序从英伟达一直排到 SpaceX、Palantir、AMD 和特斯拉。

in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

特斯拉是一个关于 Robotaxi(自动驾驶出租车)的故事,而不是关于盈利的故事。获批将内华达州的 Robotaxi 车队扩大至 5,000 辆。Cyber Cab 的发布日期现已列入日程。

这很重要。我们谈论这件事已经好几年了。他们终于要实现了。

Tesla is a robo taxi story, not a earning story. Approved to expand the robo taxi fleet to 5,000 vehicles in Nevada. Cyber a Cyber Cab launch date is now on the calendar. That's big.

We talked about this for years. They're finally getting there.