TSLA 全部观点

We need to talk about the Tesla Semi truck because Top Gear has given a great analysis of it, and we'll review some of the information in it to see what that might mean for Tesla's stock.

Just to remind you, the Tesla Semi truck was unveiled in late 2017. That was around the same time I got my black Model X. I loved it. My father still drives that black car of mine; it's fantastic.

But the truck was supposed to be released within a year and a half, sometime in 2019. What we really saw was one delay after another, due to supply chains, the efficiency of these vehicles, and the Covid pandemic.

So, a trial fleet was not actually delivered until 2022. That was in December 2022. That is, we are talking about 4 years ago when we got our first trial fleets. Those fleets were mostly destined for PepsiCo in Florida.

They just opened the high-density production line for these trucks on April 29, 2026. So, from concept stage to mass production line, it took 9 years.

Elsewhere, Tesla, ticker TSLA, is gearing up for the debut of the Roadster highperformance vehicle that comes on October 1st, which Musk has said would have guaranteed excitement.

Look out. Tesla also began taking reservations for the Roadster again ahead of the launch, charging prospective buyers 50 grand to make their reservation.

We'll talk about what happens to SpaceX and Tesla when the merger happens and look at the odds of that.

in the event of a Tesla SpaceX merger, what happens to my Tesla SL positions, my leaps?

so you can continue trading Tesla but if there is a stock deal your LEAP or synthetic longs get adjusted just like they would so if the ratio is say 2:1 you get a certain ratio onto your LEAP so your LEAP doesn't change but the actual intrinsic value of the new company X does change so you don't you lose value

Tesla doesn't really know what they're doing. Oh, they're going to do this better than Elon. there's this thing where these uh people rise to some fame by talking about Tesla or maybe talking about SpaceX, but usually it's about Tesla.

the one humanoid robot robotics company they don't invest in is Tesla. So they're investing in these other humanoid robotics companies. Maybe it's golly with a terra. Golly never really went too far in my opinion away from Tesla.

But um they'll get a sponsorship from somebody that's competing with Tesla. They'll get, you know, something happens and then they start crapping on Elon and you have it here.

And I think this is one of the things that Rivian and Tesla have done extremely well. Tesla started at the high end of the market, as the most luxurious and fabulous thing you could buy, and it was expensive.

Charles, it seems to me that Tesla's growth has stalled a bit in the US and Europe. And all over the world.

When will unsupervised FSD and robotaxis become truly large fleets ? What is a realistic timeframe for this? My strong prediction is that Tesla Cybercab will be widely available in most major cities in the United States within 2 to 3 years from now.

That does n't mean it ca n't happen sooner, but I would be surprised if it took longer. Again, two to three years from now, Tesla Cybercabs will be available in all major cities in the United States, at least in most of the top 100 cities by population, enough to provide a viable service in every city.

Turning to Tesla, the week began at 361, and Tesla shares rose by about 1% this week to reach 364. This comes as the National Highway Traffic Safety Administration (NHTSA), the government agency that oversees traffic safety, conducts an audit.

They want Tesla to provide answers about the "Cyber Cab". Given that a company like Amazon has obtained permits to launch Zoox taxis that have no brakes or accelerator pedal, I think Tesla may have been a little lax when it came to unveiling the Cyber Cab.

However, I suppose Tesla can somehow overcome this obstacle. They have until September 30, about two weeks or so, to respond to the National Highway Traffic Safety Administration regarding the design of the "Cyber Cab".

My guess is that they will probably point out the fact that these vehicles are already in operation and , fortunately, no serious accidents have occurred so far .

Perhaps your best long-term opportunity at this stage remains "Tesla". It is the only stock among the Big Seven that will achieve negative earnings growth for 2026, but analysts' long-term forecasts still set the growth rate at around 45%.

I didn't touch Tesla. It just says overnight.

So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.

This explains Tesla’s position and everything it does, and why they have such a strong focus on self-driving taxis and panoramic vision.

We were on the verge of bankruptcy because we did not get the cash flow we expected from the " Model 3". But we almost destroyed the company. Today we review some of the highlights, or perhaps the disappointing ones, from John McNeil's talk about the company, the series of decisions that almost destroyed it, how they made their way out of the production hell, and the lessons learned.

For example, Tesla's stock remained flat for a long time after its IPO. Then it moved vertically. It has remained flat for a long time again, and will head vertically again . So, we get a second chance.

In fact, it is claimed that a Tesla team is currently on the ground in China to obtain final approvals for the "Optimus" humanoid robot supply chain.

Shout out to Sha D and Cipher Sniper and K8 and TD Tesla. The whole gang is here.

So, for example, Tesla post IPO was flat for a long time. Then it went vertical and it's been flat for a long time again and it's going to go vertical again. So, we're getting a second bite at the Apple.

So, you've got the latest sentiment data on Tesla. Oh , for investors who bought this stock a year ago, and for those who bought it at the beginning of this year, they are feeling uneasy.

What does the latest sentiment data look like ? They feel paranoid, yes. But what about those who bought it about 6 weeks ago ? Oh, you know, that was a rather controversial stock.

I mean, it stirs up a division of opinions. People love him or hate him just as they love or hate Musk.

Elon Musk once again hinted at a possible deepening of collaboration between his two companies Tesla and SpaceX. And that increasing speculation regarding the possible acquisition of Tesla by SpaceX, I think is inevitable.

I think it makes all the sense in the world. So, let's talk about what it could mean for SpaceX and Tesla stock investors. speaking at the AI summit last night, Musk said it was a great question whether the two companies would remain separate despite several avenues for collaboration.

With all this collaboration on so many levels, who can imagine what action one might take when there's so much close collaboration in so many areas, said Elon Musk.

New video with legendary billionaire investor Ron Baron talking Tesla.

And and $5 billion in Tesla. So, that's more than $30 billion um in assets under management in those two stocks. the Baron Capital funds all under Ron Baron's company umbrella, collectively, they're number one and two largest position, SpaceX and Tesla.

Right now it is slightly down but remember the QQQ is driven by Nvidia Tesla Micron all those names and that's what you need to look at to understand where this thing is going.

Tesla still in this beautiful buy signal down here when we fell to low 300s in an upward channel, facing a little bit of discomfort here, but still heading up. Remember, Q4 is killer for Tesla.

Always nothing but tailwinds. Optimus allegedly went into production. Semi going into production next week. We have Cyber Cab running around and building tons of those and cars are sold out all over the place.

Lots of tailwinds. The Roadsters coming. It's going to be pretty nutty. So, I'm very optimistic for this and also more hints about the Tesla SpaceX merger. So, if you're buying Tesla, you're technically buying SpaceX at a discount because this will be acquired at a premium.