TSLA 全部观点

Now, there were some big moves yesterday, right? So big moves yesterday we saw in names like SpaceX and Tesla on the back of comments from Elon Musk.

What I think is so amazing about this, if we look at Tesla, you look at the daily chart here. Let me get rid of that to make the chart even bigger. So, number one, I love this descending trend line.

The reason I love it is because number one, it takes the high pivot from 2024, but number two, literally every hit of this trend line has been an amazing buy level. The reason that's important is if we fall back down, let's say in the next 6 months or whenever to this trend line, I would be a buyer again.

I mean, it just is proving itself time and time again that this is the trend line to buy until proven otherwise. So, that's number one.

Okay, now let's talk about Tesla and the "Cyber Cup" event. There was a lot of hype surrounding this event. What do our audience need to know from your point of view?

Well, I was looking for a live stream, Diane, and they didn't have one. There was no broadcast. But I saw a video of two people riding in a gold-colored "Cyber Cab" and it was amazing.

I mean, I'll be honest with you. It was interesting to see the absence of a steering wheel and foot pedals. There's just that screen in the middle, and you can adjust the seats there. As you know, it was really great.

It's official now. The Cybercab launch event has just ended, and I must say it left something to be desired, although there were some really exciting things here.

First and foremost, Elon Musk was not present at the event, which surprised many people. Instead, we got a hint that we would be able to book CyberCab vehicles at some point in the future, and we got the ability to book potential fleet vehicle orders for them, as well as a hint in the user manual that we would be able to pick them up in the future.

This has not been done before for Tesla and it's kind of weird. Some might say they're either trying to be like Apple and they're trying to turn a little secretive here. Some people are calling it a little sussy.

we need to explain what the heck is going on here with the Tesla Cyber Cab event. Here's the scoop. It's embargoed. There will apparently not be a live stream. Apparently, no Elon Musk on stage.

That's as far as we'll be able to see until maybe maybe there'll be a stage until apparently the event is open. Except the event's apparently not taking place at Giga Texas. In other words, in Austin, Texas at the factory.

It's taking place at some miscellaneous secret address and the people who are going to the event had to sign an NDA beforehand which authorizes Tesla staff to limit that you can't bring a backpack.

You could only bring the things you could carry like a wallet. You know, you're supposed to demonstrate a wallet and maybe a phone. But even if you bring a wallet and a phone, they could still direct you not to take videos or photos of certain parts of this cyber cap launch event.

Apparently, uh you're allowed to bring a pre-approved plus one, but that plus one is not allowed to be an influencer or a content creator of really any kind.

We previously mentioned buy recommendations for Palointer and Tesla shares, but there is a logic behind that, which reflects some of this caution, even though they also have a valid point about the hardware sector.

and certainly a catalyst such as Tesla, could see a notable recovery.

I'm seeing a lot of Tesla and SpaceX calls here. Both of those stocks are trading higher right off the opening print. good move Tesla.

Tesla is just continuing to rip.

Tesla with some upper shadows. Uh we could get the price to come back in, maybe trade under VWAP. So, just uh keep that in mind here as this these wicks start appearing. Still want to see what happens with the next candle, though.

Looking like looks it's looking like sellers are starting to step in here.

In other words, it is a blow to Tesla, which is entering this market with a camera-only approach. So, let's take a look at the details of this Waymo-Tesla dispute, and what it ultimately means for Alphabet and Tesla stock investors.

The timing was interesting, especially with Tesla preparing to hold a CyberCube event on September 3 to introduce its two-seater vehicle to its small and growing fleet of autonomous taxis.

stock has been a disaster 7 has been a disaster besides Apple's been pretty good you Apple um went as high as what yesterday went as high as 22 328ish. But, um, even like something like Tesla, they want to get you out of rhythm.

Tesla had a a really big day. If you would have went longer, like added thinking there's momentum, you know, all of a sudden they tried to throw you out of rhythm by having two inside days.

For example, Tesla is different from SpaceX, Solana is different from Ethereum, and both are different from Bitcoin. Everything is customized.

Now, this is Tesla. This is a mystery. Tesla will do something historic tomorrow. They will launch the Cyber vehicles around 2 p.m. Pacific Time or 1:45, and this will be the first time ever that a dedicated vehicle in the fleet has been launched live.

They had been testing it for many months. They have built more than two thousand five hundred of them. It has been deployed throughout the country. I'm not sure how big this is.

Cyber Cab is launching in two or three days. It's 2 days from now. September 3rd is 2 days from now in Thailand, but maybe it's 3 days from you where you are. Um, they are already running robo taxis from 6:00 a.m. to 10:00 p.m. 7 days a week in six cities. This is a pretty substantial improvement.

Not only a potential 25 or 26,000 dollar Model 3, but not where you think. The Cybercab event coming on Thursday. We've got to talk about that and some weird things going on around the event.

We'll talk about how that could actually play out for Tesla and where the margins are for company, Number one, the Model uh 3 in China expected to sell now for 26,000 dollars. The Model 3 expected now to come out for 205 Hong Kong dollars.

Uh which if you translate that, that works out to about 26,100 dollars.

First up with Tesla up 5 and 1/2%. This was on the back of news that they are expanding their cyber taxi delivery and in expanding in further cities too. This is all been long anticipated.

It's been a slow rollout with these cyber taxis and the full self-driving capabilities are getting enhanced, which is why investors rewarded the stock today putting in a daily close above this high range.

We'll start off with Tesla. Tesla having a great day. Actually a stock with good volume comparatively, right? but Tesla on pace to finish with at or around average volume compared to the last 30 days

on Tesla we're coming into a key or excuse me a key level of resistance though that I anticipate let's say we push up there I anticipate a pullback and it is this nice gap fill from earnings

looking at some of these EV companies this morning. BYD, Tesla, Xpong, and NEO.

It was sort of initially sold, I guess, the marketplace is sort of the Chinese counterpart to Tesla because it was a little bit nicer vehicle at the time.

Well, then speaking of, you know, maybe a company that isn't as exposed to China as maybe people thought they might be, you know, 10 years ago, Tesla, it's kind of the the the scale winner here in the US.

It's also a robotics and automation type of leader as well. It's one of the only that's kind of blended all of those. Where does Tesla fit into this discussion?

Space Exploration Technology Company or SpaceX, ticker SPCX, and Tesla, ticker TSLA. Their CEO Elon Musk thinks that the US advances in artificial intelligence and robotics would help the country widen the wealth gap with Europe.

Massive investments in AI and robotics were further illustrated by Musk's Starbase in Louisiana, which could result in the Optimus becoming the first ever van machine. He also said that the company was targeting 1 gawatt of solar power deployments.

I think in in order for in order to bring enough power online, I think SpaceX and and Tesla will probably have to make the turbine blades the blades and blades internally. This is the limiting factor key to Tesla and SpaceX's future dominance when it comes to AI compute and their models.

Today I will be talking about an update to the Retire on but with a twist and that is what happens if you have Tesla and if it converts to SpaceX, what are the ratios? How does it impact your retirement bag?

My question is, is our retire on Tesla bags? I finally filled my bag with about 320 shares, about 58% of my portfolio. And you said, look at our Tesla shares as an option on SpaceX.

Yes, a call option on SpaceX, which I get, but how do we look at this as far as retire on by 2032 with 300 shares and your and other analyst projections of price now that everybody believes SpaceX will buy Tesla?

Does the number of shares change because of the price post merger and several years out?

To me Tesla is real world AI. It's different and Tesla real world AI has no competition. I think there's a lot of people who think that the large language models are going to like be successful in real world AI.

And I think people don't really grasp how hard real world AI is.

Think about this. When you ask any of your AI is a question, it usually takes at least a second to respond. And if you, you know, Tesla's car is responding in milliseconds. It's getting a huge volume of data coming in, seven cameras, maybe some other sensors, and it's making decisions like constantly making decisions in 15, 20, 30 milliseconds. And none of the LLMs can do that.

Some juicy new info, apparently, on Tesla's Optimus humanoid robot. He's making sick progress, and he's not showing it publicly, but I saw it.

Optimus will be the best-selling, I think, product of all time. Yeah, the fidelity of the Optimus is and its ability to do novel things, you kind of nailed it. I don't want to say any more.

How about Tesla? Well, now a different story with Tesla, right? It fell off a cliff after the sell signal in July. And then July 14th was the sell signal. Boom. Rocket ships down.

And basically uh you know, watching a blow up on the uh on the launchpad like the uh what was it? Blue Origin rocket did, right? Absolutely crushed.