Gali
@Gfilche • 194,404 subscribers
Host of HyperChange⚡️Live-streaming my Tesla drive itself
Shorts
Videos
🎙️Podcast with stevenmarkryan! Deep Dive on why he's buying SpaceX stock 🚀 He made me EVEN MORE bullish!? Didn't know that was possible 😂 Our first ever publicly recorded conversation. This was a blast!! ⚡️ 1:22 Do you own $SPCX?? 4:13 How do you justify a $2T Valuation for SpaceX? AI Datacenters 9:23 Starlink’s Insane Potential 15:23 Cursor Acquisition & Grok Build 22:37 Competition from Anthropic & OpenAI 25:22 SpaceX Is AI Compute Maxxing On Earth 27:49 Agents Will Change How We Build Code 29:48 Orbital Compute & Starship 46:54 Bidding War for SpaceX Compute 51:21 Grok can help SpaceX with AI 53:36 SpaceX Bearcase 55:42 Fall of the Mainstream media 1:04:57 Terafab not getting enough coverage 1:09:14 Asteroid Mining, Raw Materials from the Moon 1:10:04 The Tesla + SpaceX Merger
Gali172,602 Aufrufe • vor 3 Monaten
Tesla is deliberately hiding Optimus V3 from the world 🤫 Elon confirmed it on the earnings call, they don't want to unveil it because competitors will do a frame-by-frame analysis and copy everything But INSANE progress is happening ... 🦾 V3 prototypes already working 🏭 Fremont production line: 1M robots/year. July/August 🤠 Giga Texas production: 10M robots/year. Summer 2027 🌍 Available outside Tesla in late 2027 (selling to customers potentially) 💵 $25B in CAPEX this year (record for Tesla) with a huge chunk for Optimus The biggest product in human history is being built in secret new video 👇 $TSLA ⚡️
Gali76,272 Aufrufe • vor 4 Monaten
this is the most bittersweet video i've ever posted 😢 today i sold 10% of my Tesla stock, while ironically, my belief in the company's long term potential is stronger than ever. long story short i need cash to pay some bills and rent for the next 6 months/year, and decided to take what i need off the table now, instead of waiting 90% of my personal assets are still invested in Elon Musk companies $TSLA + SpaceX so to say I'm still bullish would be an understatement lol but i cannot denounce my investing intuition. i think there is a strong probability of a continued pullback in Tesla shares as Department of Government Efficiency makes dramatic (but very necessary) changes to our government these effects will be felt across the world, and are resulting in ridiculous amounts of Elon Musk hate, which totally sucks. but my gut says it may impact sales, revenue and earnings in the short term at a $1T valuation with $100B in revenue and $10B in earnings we do not have a value/cashflow cushion to backstop the valuation from falling if wall street perceives weak sales momentum yes i get Cybercab and Optimus are coming. yes they will change the world. yes they will make Tesla the world's largest company by far. but it will take time for those earnings to materialize, and in the meantime, i'm worried the stock may be extremely volatile so to save my own stress and peace of mind i took what i needed to live for the next year off the table. these are the tough decisions you have to make when 100% of your assets are in ridiculously speculative things like Bitcoin, Tesla, SpaceX, etc and you never hold fiat cash part of me was very hesitant to post this because I strongly support Elon Musk , Tesla, and all the bulls who i've become close friends with in the community ( Farzad James Stephenson Tesla Owners Silicon Valley & so many more i can't remember right now). i truly love y'all and want to reiterate my support for the company has never wavered and i am still a proud Tesla shareholder spreading the truth about the company online, and in person. anyway. here's to ending my sappy post and keeping it real with y'all 💯% of the time. nothing in this post is financial advice, and i'm as bullish on $TSLA as ever longterm. so it sucks that i had to sell now. oh well. i hope my Tesla fam understands where I'm coming from. i'm up 20X on my position, and want to reiterate i'm still holding 90% of my shares and intend to for decades to come. hope ya'll can respect the transparency 🫶
Gali254,833 Aufrufe • vor 1 Jahr
can't stop thinking about Larry Goldberg's idea for a massive $TSLA stock swap for equity in all of Elon Musk's companies the new Tesla becomes a proxy Musk holding co & easily raises $100Bs to fund CAPEX needs for AI almost like it better than a SpaceX IPO ...🤔
Gali77,961 Aufrufe • vor 9 Monaten
the Tesla Tesla Robotaxi story is starting to get really real. Cybercab just entered production. Dallas & Houston just went live (unsupervised). 7 cities by end of June. In Q1, Tesla did ~1M paid Robotaxi miles, double Q4. That curve is just getting started. Yes, Elon's conference call comments had investors nervous about the pace of expansion. I get it. But zoom out. Brick by brick, Tesla is laying the foundation for one of the largest businesses ever built. More cities → more vehicles → more miles → more data → better FSD → repeat 🌱 The flywheel is just starting to spin. We might look back at this moment as the quiet before the exponential. What are your Robotaxi growth expectations now that the Cybercab has launched?? $TSLA ⚡️
Gali39,308 Aufrufe • vor 5 Monaten
Terafab & the Inevitable SpaceX + Tesla merger ⚡️ I sat down with & TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️ 0:45 SpaceX to $100T 2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA 5:20 The Terafab is Coming! Impact & Timing 22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs 41:40 The SpaceX IPO Process 48:08 The Biggest Merger/Company of All-time? 54:17 Grok Is Helping With All of This 🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!
Gali44,881 Aufrufe • vor 6 Monaten
How to value SpaceX ahead of the IPO 🚀 with Larry Goldberg 🎙️⚡️ $1.5T Valuation proposed ~$20B in 2025 revenue (launch+starlink) Starlink V3 enables $100Bs rev potential Datacenters in Space not material til 2030ish Huge CAPEX requirements Everything enabled by Starship success Do you think $1.5T is over or under priced for the SpaceX IP? 0:00 SpaceX IPO at $1.5T Valuation 2:49 Starship Enables New Businesses 4:08 Starlink’s Military Potential & Strategic Value 5:54 New Satellites From Starlink Are Gamechangers 7:25 AI Datacenters In Space 11:48 Elon Musk’s Focus on Tesla’s AI Chips 13:09 When Does SpaceX Profit From Datacenters in Space 14:17 Will Datacenters In Space Work? 16:33 Everything Relies On Starship’s Success 18:48 SpaceX IPO: Under or Overpriced?
Gali56,894 Aufrufe • vor 9 Monaten
Can Lemonade stock 10X? 🍋🍋🍋 $LMND my interview with Paper Bag Investor 📈🎙️
Gali62,740 Aufrufe • vor 1 Jahr