Gali
@Gfilche • 188,749 subscribers
host of HyperChange⚡podcast about tech/investing. writing a book about hodling $TSLA since 2012 📕 also this is my artisanal tea brand @galileotea
Videos
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 ⚡️
Gali76,038 Aufrufe • vor 19 Tagen
Wow charge rate on my Tesla hit 1,122 miles/ hour 🔌🔌🔌 anyone beat this ??
Gali24,584 Aufrufe • vor 23 Tagen
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 1 Monat
The biggest number from $TSLA's Q1 report? 1.28M FSD subscribers, +51% YoY A $1.5B/year AI business hiding in plain sight And it's about to go parabolic. Europe just opened. China is next. 🌎 Plus, FSD is only GETTING BETTER. This will accelerate revenue & profit growth📈
Gali26,861 Aufrufe • vor 1 Monat
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 (TeslaPodcast 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 🫶
Gali254,703 Aufrufe • vor 1 Jahr
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!
Gali44,746 Aufrufe • vor 2 Monaten
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 5 Monaten
📊🆕 Tesla just guided for $25B in CAPEX this year That will be the highest ever & cause the company to begin burning cash This is a massive change in $TSLA's capital allocation strategy to invest in AI & robotics 👀👀👀 Will they eventually need to raise capital? 💵
Gali24,328 Aufrufe • vor 1 Monat
I spent 4 days testing Tesla Robotaxi in Austin 🤠 $TSLA -fleet has grown 2X since the beginning of the year -"high service demand" 30-50% of the time -if a car was available, ~15 min average wait also a funny story with a safety monitor and passing night time rollerbladers 🤣
Gali41,700 Aufrufe • vor 3 Monaten
America owns its debt. It doesn't own its success. A Sovereign Wealth Fund could change that 🇺🇸💸 Countries like Norway & Singapore have proven it works at scale. Is it possible for the US? It won't be easy, but could be worth it. Do you think we could pull this off??
Gali12,573 Aufrufe • vor 1 Monat
How Tesla Investors Will Benefit From The SpaceX IPO 🛰️ -Rising tide of Elon companies succeeding lifts all boats -Tesla supplies Tesla_Optimus to Mars/space -Tesla sells SpaceX AI chips for datacenters in space .. (this could be HUGEEE!) -Tesla does satellite solar panels/space manufacturing BULLISH ⚡️⚡️⚡️⚡️ $TSLA
Gali49,881 Aufrufe • vor 5 Monaten
