TSLA 全部观点

Tesla remains Tesla nothing to add on that one but we'll discuss that too.

Let's start immediately with the largest market capitalization car stock of them all, which is of course Tesla. Now, I have been a bear on Tesla for ages now, but the stock just keeps going up. Nothing can stop Elon Musk.

Tesla, it's been pretty horrible, too. You know, hanging on by a thread. If you bought Tesla, you know, last September, a year ago, you could have bought Tesla a year ago when it looked great. You know, you're you're still down.

I'm just saying like there's time and place. If you bought Tesla three years ago, you're up a lot of money. If you bought it last year on this breakout and you didn't sell it, you know, you're still almost in the same spot. This was uh September 11th.

Nvidia down 9%, Micron Memory down 11%, it goes up fast, falls down fast, too. Broadcoms down 7%, Amazon down 3%, Tesla up only a fraction, Google up 2%, Microsoft 1%, Apple 4%.

And remember, there's three things that matter in a humanoid robot. The brain, the hands, and the manufacturing at scale. And we know who'll probably win in those regards. In fact, I did share back in June that I heard rumors that uh Optimus is going into scale production in September 2026, just like the Tesla semi-truck is.

Both have apparently become very true rumors as well, so my source is good.

Yeah, good good point. You know, with all this collaboration on so many levels, you can imagine what what action one one might take uh when there's so much close collaboration in so many areas.

But in this video, we're just going to check out a quick highlight specifically relating to Terraab and the potential of a Tesla and SpaceX merger. we're just going to focus on the Tesla and or SpaceX investor focused highlights.

the Tesla trader, the, you know, when Tesla's in in play like Redler Tesla.

Today we have the folks at Arc Invest talking about Tesla Cybercap after their epic launch event. And what do you know? The image of the Roadster was clearly flipped upside down.

This is where I originally thought the cold gas thrusters would be in the original videos we saw, they looked like there was a drop down panel there. Hasn't been moved, and I'm really smart.

I'm 44. basically starting from scratch with only around 15 to 20 Tesla shares worth of total starting capital. I put 75% into Tesla SpaceX and want to build the remaining 25% around the I13 with only small amounts to add each week.

I DCA into Tesla around 380 to 400. Would you sell those shares at a loss and move the money into SpaceX for a tax loss harvest? I already have more than enough Tesla shares in another account to cover the recommended retirement number.

Is the bullcase for Tesla screwed if the chain problem doesn't get solved? What about the Roadster launch? How about what Arc Invest just said?

so they say, Kevin, you know, if the bull case for Tesla is getting to $775 per share and beyond as soon as possible, then we've got to scale cyber caps. But how do we scale cyber caps if we can't even get through the chain problem?

And then the last one, plenty, is Tesla. Now, for Tesla, it's a little bit different. We're at a very nice and steady uptrend, right? Really nice and steady uptrend. So, what does that mean?

Right, where but do you do we go long? The other ones were long. Well, in this case, I'm looking potentially, right? Potentially at a short position.

And I do believe because of those innovations in AI, we're going to get, um, it It's going to even accelerate the adoption and some of the use cases of these autonomous solutions.

So, the first company I'm going to pick is going to be one that's typically very um you you get both sides of the story on this one, right? It's very conflicting to some, and that's going to be Tesla.

Some amazing news today from Tesla. 1st of October, the new Tesla Roadster will launch in more ways than one. The official Tesla account today posting the caption "and go for launch", the teaser image, and the official date.

If you head to tesla.com/roadster, you can see a countdown, 18 days, 20 hours, 11 minutes, and 33 seconds as I'm recording this.

Final stock, Tesla. Tesla buy signal came through on August 24th. Pushing up, pushing up, pushing up. Now, it looks like it may have gone down on the fear and greed on Friday, but look at how fearful it was over here.

And you can see that change in direction as the price was starting to move up. Buy signal came through and now starting to change direction.

When I first started making content about Tesla on YouTube in late 2019, what was Tesla's market cap at the time? Tesla was worth around $60 billion.

Today, we've learned the Boring Company is valued at more than a third of what Tesla was back in late 2019 when I started pounding the table going, "Ah, guys, I don't think everyone's quite understanding what Tesla's going to do."

SPY are up a little bit. Meta's up a little bit. So anyway, um yesterday, if you guys, you know, did the day trades, some of the day trades, remember I'm like, "Guys, Tesla's down three or four points after a nice day.

You could buy it." And it went from down three points to up six points in four minutes right there. That's how I used to make, you know, a lot of my money is finding something that was strong opening down at the futures you could buy because yesterday, the future's down 30 and it did it and then it kind of fizzled out.

So Tesla still is trying to prove it's more than, you know, just uh just a range trade, you know. So it turned into a little bit of a red dog reversal, but you could have bought it down three, traded through 370, went to uh 375 and kind of got rejected or or failed if you want to say failed.

Um so now some people like, "Hey Red Dog, is this a lower high? Is this it?" You know, from 297 to 384 rejected into the 200 day. I'm like, "I don't know. Today's gonna be an interesting day because um it's down a little bit, right?

Tesla's down a little bit. Down a $160 now. I would say it's got to kind of pack and fill. If you're still in it, you could raise your stop to um 355. So, if this is going to be any good, okay, go like this.

This is 355. If it's going to continue to, you know, frustrate and build, frustrate and build and continue to go, I would say this three, this has to hold, you know, and just like a meta, there was definitely some ways to make tactical money, but this is a choppy mess.

If you bought Tesla, you know, a year ago, I was actually sitting next to a Navy Seal yesterday. I was sitting next to a Navy Seal. He has three stocks and he's down on all of them.

And he's like, I just don't I can only understand the stock market. I was I was in the Marines for 10 years. I was in Afghanistan. I was in Iraq and I could understand technology and I was and survival.

Why am I still down on Tesla? I'm like, well, if you want, I could coach you a little bit, you know?

Here are the boys on the Moonshots podcast talking in more detail about Tesla's Cyber Cab. Remember, Tesla was originally teasing that it was going to launch a Model 2, which was going to be their highly coveted $25,000 car. That never happened.

Now, to be clear, Tesla themselves never used the name Model 2. This was a bunch of Tesla fanboys coming up with the idea, and this was surely on the cards initially.

Let's break down how Tesla could potentially achieve five times the speed of manufacturing cars with their unboxed Cyber Cap product, which I've been really impressed by with its launch in Austin.

And so, what we've done is we've made a pros and cons sheet for Tesla stock via the Cyber Cap launch. but there's an interview that we did about 3 years two and a half years ago with Arc Invest's Brett and we talked about the future of the Tesla robo taxi service and what it would likely look like.

It's got a pretty impressive pedigree in terms of its technical aspects. Whether it's the no rare earth metals that are in the 219 horsepower motor or the 48 kWh battery that can apparently deliver over 400 miles of range, which is incredibly efficient uh range level for that small of a battery.

And you know, there's no uh brake traditional brake system. It doesn't have any brake lines or hydraulic fluid. It's all being done through uh electric motors and switches right at each wheel.

Tesla. This is a picture perfect. Now, I know people are frustrated with Tesla and they expect it to be on the moon, but if you go back in history, it's such a volatile beast. It's a great one to play with and stack and they're on the cusp of greatness.

Everybody around the world is now talking about cyber cabs and everyone in the world wants cyber capabs, especially places that don't have adequate transportation at a good price.

This is the whole part of the whole abundance thing. You'll be able to shuttle people around for 20 cents a mile, which is like a fraction of what it would cost an Uber or Whimo or a lift or a traditional taxi.