TSLA 全部观点

I currently hold positions in companies like Rocket Lab, Tesla, a very small position in SpaceX right now just because I didn't have a lot of free capital to put into SpaceX. But I love that company.

I'm very excited about that and I'm going to be working on growing that allocation but also Nvidia Palunteer um some micro strategies

As you can see, it's helping to elevate price mainly with Tesla's news getting itself out of this near-term bearish consolidation away from this support level that mind you still has not yet been tagged.

We got Tesla doing its thing.

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

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

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.

Uh Tesla? Yeah, Tesla's been a little annoying, to be honest. I'll leave you with Tesla. Um it tried to hold this bottom end of this ascending channel here. Um SpaceX has been much better to trade, to be honest.

Um This is probably up a little bit, you would assume, right? What's Tesla doing this morning? It's up a dollar 20, not doing a whole hell of a lot. Tesla's a broken name. Very, very, very broken.

Um tried to have a decent move. It kind of broke below it. Um I guess you could say, "Hey, you know what? You want to give it to here? That's your new stop." And you think it's going to go sideways and continue. Well, that's fine.

This is a plain English reading of my 20-year Tesla and SpaceX valuation model base case. Over the next two decades, the model does not treat SpaceX and Tesla as nice growth companies.

It treats them as engines that can reorganize how the world moves bits, atoms, energy, and intelligence.

Tesla's SpaceX chart as well. Very simple. A lot of people are confused by the colors. This is the pair chart that you use. When it's blue, you buy Tesla. When it turns orange, you buy SpaceX.

When it's blue, Tesla. Orange, SpaceX. Blue, Tesla. Orange, SpaceX. Blue, Tesla. If you are a pair trader in retirement can't tax-free, this is a money maker. It helps you bag more of the asset.

So, for example, if you went in here at this color change, rode it to the top, you make 40% more SpaceX shares by buying Tesla, riding that up, and then you go down, and you play the other direction.

Um Let me pull this up. Okay. This would look like a negative return, but if you go down to here, you know, make another 15% etc. going back. So, watch this carefully. This These are volatile and they're beginning to get tighter, which I expect will continue.

I don't know how long this pair option will last,

Tesla up 6.02% I heard a little bird told me that the Tesla Semi was going to go into scale production in September, and that same little bird told me the humanoid Optimus robot from Tesla is going to go into scale production in September.

They told me this in July. And so far, they are right on the Tesla Semi. They're talking about that scale production. They're very quiet about the Optimus story, but the same source is already one for two, and the question is, is Optimus going to scale production?

I think it is in Fremont, California, and it looks like JP Morgan saw it last week, and they were very impressed with this one. They six season, they can't say anything. Like anybody else who's seen it, they're keeping it very much under very tight wraps, but this thing is bonkers, the Tesla Semi.

It's going to sell like a hotcake because truckers love to drive it, and it saves trucking companies a lot of money. That's all the trucking companies care about is the cost per mile, and this basically is a 50% saving over a diesel engine.

Tesla has announced the Cyber Cab launch event will be September 3rd.

My prediction is that Tesla stock will fall after September 3rd. might run up to September 3rd. But my experience with events like this for Tesla is when they have this big kind of event, the stock usually falls the next day, people's hopes and expectations get up too high and then the event actually happens and it's not that big of a deal.

Maybe this will be different. Maybe there'll be some positive macro news or something that'll boost the stock and maybe I'm just wrong. So with 69% confidence, 69.420% 420% confidence.

I think the stock is likely to fall on September 4th.

Moving on to Tesla, started the week at 338 and holy cow, shares were up 7 and 1/4% this week at 362. Holy cow. This comes as in I was going to say Nvidia, Nevada. No, Nevada approved Tesla, Uber, Waymo for robo taxi rides around Las Vegas including Amazon Zoox as well.

Now, here was the interesting thing. I believe Waymo asked for a thousand robo taxis, Uber asked for another thousand. Tesla got approved to operate 5,000 robo taxis. Now, a couple of things about Tesla, they obviously or already operate what is called the hyperloop in Vegas.

You can catch it down by the convention center and I think it takes you underneath the ground in self-driving Teslas but obviously these are the robo taxis that are going to drive on, you know, Flamingo and Paradise or, you know, Las Vegas Boulevard and those types of things.

Interesting that they got 5,000 robotaxis. It's also a state where they have a presence from a manufacturing perspective. The company is also planning a cybercab robotaxi event.

Now, keep in mind, you say cybercab over at Tesla, these are the gold vehicles that have no steering wheel. These are specifically meant for ride-sharing. Then you have robotaxis, which can be the cybercabs or could be a Model Y.

The company appears to be going all-in on the cybercabs as more and more are being spotted. In fact, last time I was in Palo Alto, I saw one. It is believed that the company is going with the strategy instead of pushing Model Y's off the factory line out into the cybercab fleet.

It's believed they're doubling down on these as they cost less per unit and maybe in some cases given where gasoline prices are, guarantee the Model Y is selling.

Can you guess what the two in one is? Uh Tesla and SpaceX. I I was just reading an article in the Wall Street Journal about how >> um it seems pretty likely that uh they're going to merge or you know technically um SpaceX would be the one to acquire Tesla.

Um, and you know, for one, the reason to do it, it would be uh it would unlock a pretty massive pay package for uh for Elon Musk. Um, and it would also give him more control over the combined entity and he is the majority shareholder in in both companies.

Um, with hum a humongous amount of uh voting power over over both of them.