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Elon has been a disastrous CEO for both SpaceX and Tesla. He knows nothing about how Wall Street operates—“trust me bro” doesn’t sit well with them. They need solid numbers and evidence you can get there. With Elon’s history of promising Tesla Robotaxi for almost 10 years and broken... show more

Jimmy

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38,047 次观看 • 26 天前 •via X (Twitter)

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ELON: THE SALE OF PAYPAL GAVE ME THE CAPITAL TO BUILD SPACEX AND TESLA Elon threw it back with Jon Stewart years ago on how selling PayPal made it possible to start both SpaceX and Tesla. He said those ventures required massive investment and nearly bankrupted him in the early days, calling it a close call for survival: “The advent of the internet and particularly the sale of PayPal gave me the capital to start a rocket company and a car company, because these are high-capital endeavors. But I actually almost ran out of money. It was a close call, and both SpaceX and Tesla almost died.” Source: KanekoaTheGreat Elon Musk

ELON: THE SALE OF PAYPAL GAVE ME THE CAPITAL TO BUILD SPACEX AND TESLA Elon threw it back with Jon Stewart years ago on how selling PayPal made it possible to start both SpaceX and Tesla. He said those ventures required massive investment and nearly bankrupted him in the early days, calling it a close call for survival: “The advent of the internet and particularly the sale of PayPal gave me the capital to start a rocket company and a car company, because these are high-capital endeavors. But I actually almost ran out of money. It was a close call, and both SpaceX and Tesla almost died.” Source: KanekoaTheGreat Elon Musk

Mario Nawfal

480,173 次观看 • 9 个月前

After SpaceX closed its first trading day at a $2.1 trillion valuation, Elon Musk dropped more than 20 business posts that may have given investors a sneak peek at what's next! He talked about FSD safety, Robotaxi progress, Starlink expansion, AI infrastructure, Grok, and why he thinks SpaceX can become much bigger over time. Taken one by one, they're just posts! Put them together, and they start to look like a roadmap for how Elon sees Tesla, SpaceX, AI, and autonomy evolving over the next few years. Sometimes the most important earnings call isn't an earnings call. It's Elon posting on X. $TSLA $SPCX

After SpaceX closed its first trading day at a $2.1 trillion valuation, Elon Musk dropped more than 20 business posts that may have given investors a sneak peek at what's next! He talked about FSD safety, Robotaxi progress, Starlink expansion, AI infrastructure, Grok, and why he thinks SpaceX can become much bigger over time. Taken one by one, they're just posts! Put them together, and they start to look like a roadmap for how Elon sees Tesla, SpaceX, AI, and autonomy evolving over the next few years. Sometimes the most important earnings call isn't an earnings call. It's Elon posting on X. $TSLA $SPCX

Herbert Ong

48,991 次观看 • 2 个月前

Antonio Gracias on Elon Musk: “What's formed the relationship over the years is the amount of time and energy we spent together, working on hard problems, to try and help these companies succeed and succeed and execute on the mission of both SpaceX and Tesla. So it's, you know, it's been a 20 year relationship. It's been formational for me. “I’ve learned an enormous amount from working with Elon and all the great engineers here, at SpaceX and at Tesla, and I'm very grateful for it.”

Antonio Gracias on Elon Musk: “What's formed the relationship over the years is the amount of time and energy we spent together, working on hard problems, to try and help these companies succeed and succeed and execute on the mission of both SpaceX and Tesla. So it's, you know, it's been a 20 year relationship. It's been formational for me. “I’ve learned an enormous amount from working with Elon and all the great engineers here, at SpaceX and at Tesla, and I'm very grateful for it.”

Katie Miller

64,069 次观看 • 2 个月前

TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides, Tesla is doubling down on full control. Why rent out the future when you can own it? Source: TESLARATI

TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides, Tesla is doubling down on full control. Why rent out the future when you can own it? Source: TESLARATI

Mario Nawfal

515,816 次观看 • 1 年前

Peter Thiel on Elon Musk: My number one rule is to never compete with Elon on anything, so I would never bet against Elon “I was a close partner of his at PayPal in the late 90s early 2000s and after PayPal, Elon set out to start these two both rocket and car companies, SpaceX and Tesla I think the conventional wisdom on Elon was that these were both completely harebrained projects and if one of them had succeeded that you have to sort of question it and when both of them succeeded, it suggests that he knows something other people don’t”

Peter Thiel on Elon Musk: My number one rule is to never compete with Elon on anything, so I would never bet against Elon “I was a close partner of his at PayPal in the late 90s early 2000s and after PayPal, Elon set out to start these two both rocket and car companies, SpaceX and Tesla I think the conventional wisdom on Elon was that these were both completely harebrained projects and if one of them had succeeded that you have to sort of question it and when both of them succeeded, it suggests that he knows something other people don’t”

SMX 🇺🇸

359,165 次观看 • 2 个月前

Peter Thiel on Elon Musk: I would never bet against Elon “My number one rule is to never compete with Elon on anything, so I would never bet against Elon. I was a close partner of his at PayPal in the late 90s early 2000s and after PayPal, Elon set out to start these two both rocket and car companies, SpaceX and Tesla. I think the conventional wisdom on Elon was that these were both completely harebrained projects and if one of them had succeeded that you have to sort of question it and when both of them succeeded, it suggests that he knows something other people don’t”

Peter Thiel on Elon Musk: I would never bet against Elon “My number one rule is to never compete with Elon on anything, so I would never bet against Elon. I was a close partner of his at PayPal in the late 90s early 2000s and after PayPal, Elon set out to start these two both rocket and car companies, SpaceX and Tesla. I think the conventional wisdom on Elon was that these were both completely harebrained projects and if one of them had succeeded that you have to sort of question it and when both of them succeeded, it suggests that he knows something other people don’t”

SMX 🇺🇸

380,794 次观看 • 6 个月前

“If you talk about risk, let me tell you about why there’s really no risk at all.” Peter Thiel explains how Elon Musk convinced him to bet Founders Fund on SpaceX: “The internal version in Silicon Valley of both Tesla and SpaceX were that they could never succeed.” “I had a conversation with Elon about this in the summer of 2008.” “I asked him when the last successful new car company had been created in the US?” “The answer was Jeep in 1941.” “You could say, ‘There’s been no new car company in 67 years, therefore it must be very hard and you should not do it.’” “The alternate version that Elon gave was, ‘It’s been 67 years. So it’s about time for a new car company.’” “One of the tremendous advantages that Tesla and SpaceX had was that they were competing with really sclerotic businesses.” “It turned out that the fact that nobody thought it was doable, and nobody had done it in a long time, paradoxically created a big opening.”

“If you talk about risk, let me tell you about why there’s really no risk at all.” Peter Thiel explains how Elon Musk convinced him to bet Founders Fund on SpaceX: “The internal version in Silicon Valley of both Tesla and SpaceX were that they could never succeed.” “I had a conversation with Elon about this in the summer of 2008.” “I asked him when the last successful new car company had been created in the US?” “The answer was Jeep in 1941.” “You could say, ‘There’s been no new car company in 67 years, therefore it must be very hard and you should not do it.’” “The alternate version that Elon gave was, ‘It’s been 67 years. So it’s about time for a new car company.’” “One of the tremendous advantages that Tesla and SpaceX had was that they were competing with really sclerotic businesses.” “It turned out that the fact that nobody thought it was doable, and nobody had done it in a long time, paradoxically created a big opening.”

Jawwwn

129,091 次观看 • 2 个月前

In 2014, Elon Musk was asked whether he would stay on as the CEO of Tesla, given that he had his plate full with two companies. (Ten years ago, running 2 major companies was seen as a lot for Elon) He said that he would stay for 4 or 5 years, through 2018 - 2019, to see the ramp of the Model 3 through to completion. After Elon and his team successfully ramped the Model 3 to profitability (which by the way everyone also said was impossible), Elon was supposed to leave and choose a new CEO to run Tesla. Instead, we got the revolutionary 2018 compensation plan that retained Elon as CEO for the future by offering him stock options if he could take Tesla to heights that were considered "laughably impossible" by the media at the time. Against all odds, Elon achieved every single goal in the plan, and Tesla hit a $650 billion market cap. And it didn't stop there, as we all know. Elon stayed as CEO long past when his tour of duty was supposed to be over, and made Tesla a global success story. Then courts struck his comp plan down. Most CEOs would probably leave at this point. You offered me stock options so I would stay on as CEO, the plan got invalidated... why am I still dealing with the daily headaches and insane drama of running this company? But Elon is not most CEOs. He cared about his shareholders, and he stayed and made sure their investment was protected. And shareholders have done very well. Tomorrow, at Tesla's 2025 shareholder meeting, we have a chance to retain Elon for the future, make sure he has control of the company — not Wall Street — and right the wrongs of the 2018 plan. Elon kept his end of the deal for us, let's keep up our end of the deal to him. If we don't, we will realize as we face the impossible task of replacing him just what someone like him is worth. That's why I'm voting yes today with every $TSLA share I own. Who else is with me?

In 2014, Elon Musk was asked whether he would stay on as the CEO of Tesla, given that he had his plate full with two companies. (Ten years ago, running 2 major companies was seen as a lot for Elon) He said that he would stay for 4 or 5 years, through 2018 - 2019, to see the ramp of the Model 3 through to completion. After Elon and his team successfully ramped the Model 3 to profitability (which by the way everyone also said was impossible), Elon was supposed to leave and choose a new CEO to run Tesla. Instead, we got the revolutionary 2018 compensation plan that retained Elon as CEO for the future by offering him stock options if he could take Tesla to heights that were considered "laughably impossible" by the media at the time. Against all odds, Elon achieved every single goal in the plan, and Tesla hit a $650 billion market cap. And it didn't stop there, as we all know. Elon stayed as CEO long past when his tour of duty was supposed to be over, and made Tesla a global success story. Then courts struck his comp plan down. Most CEOs would probably leave at this point. You offered me stock options so I would stay on as CEO, the plan got invalidated... why am I still dealing with the daily headaches and insane drama of running this company? But Elon is not most CEOs. He cared about his shareholders, and he stayed and made sure their investment was protected. And shareholders have done very well. Tomorrow, at Tesla's 2025 shareholder meeting, we have a chance to retain Elon for the future, make sure he has control of the company — not Wall Street — and right the wrongs of the 2018 plan. Elon kept his end of the deal for us, let's keep up our end of the deal to him. If we don't, we will realize as we face the impossible task of replacing him just what someone like him is worth. That's why I'm voting yes today with every $TSLA share I own. Who else is with me?

Whole Mars Catalog

118,422 次观看 • 9 个月前

WSJ GETS IT RIGHT WITH TESLA: SELF-DRIVING ISN’T JUST THE FUTURE, IT’S FREEDOM A writer for The Wall Street Journal just did what most mainstream outlets won’t, she got Tesla right. The WSJ writer took it back to how she used to dread driving, every commute a grind, until she bought a Tesla Model 3 and let Autopilot take control. The first time she trusted the system, something changed. The car handled the traffic while her stress disappeared. It wasn’t fear. It was trust. Her piece captures what Elon has been saying for years: true innovation isn’t about gadgets or hype, it’s about giving people time back. Tesla’s self-driving tech doesn’t just change how we move, it changes how we feel behind the wheel. Credit to the The Wall Street Journal for understanding and connecting with the experience. Tesla’s autonomy isn’t the end of driving, it’s the beginning of freedom. Source: WSJ

WSJ GETS IT RIGHT WITH TESLA: SELF-DRIVING ISN’T JUST THE FUTURE, IT’S FREEDOM A writer for The Wall Street Journal just did what most mainstream outlets won’t, she got Tesla right. The WSJ writer took it back to how she used to dread driving, every commute a grind, until she bought a Tesla Model 3 and let Autopilot take control. The first time she trusted the system, something changed. The car handled the traffic while her stress disappeared. It wasn’t fear. It was trust. Her piece captures what Elon has been saying for years: true innovation isn’t about gadgets or hype, it’s about giving people time back. Tesla’s self-driving tech doesn’t just change how we move, it changes how we feel behind the wheel. Credit to the The Wall Street Journal for understanding and connecting with the experience. Tesla’s autonomy isn’t the end of driving, it’s the beginning of freedom. Source: WSJ

Mario Nawfal

63,614 次观看 • 9 个月前

I have officially sold 90% of my $TSLA position. I initially bought $400K at $245, and sold a few days ago at $410. My original thesis for the investment was based on the humanoid robot narrative going mainstream, and even though we’re not there yet, The asymmetric upside of holding $TSLA at $410 is too small compared to when it was at $245, mainly for the following reasons: 1. Currently the only way to bet on Elon is by buying $TSLA, and that puts a massive premium on the stock since people will buy at any price to get exposure to Elon, but in as short as a month SpaceX will IPO, so people will have 2 options, and that will inevitably dilute capital allocation 2. $TSLA trades at a 380x trailing P/E, because the market is pricing in Elon being able to release his humanoid robot with minimal competition. However it’s not pricing the competition that could come from China, considering how good they’re getting at copying and producing at scale. Once Elon drops Optimus, China will just buy it and figure out a way to make their own version faster, cheaper and better 3. SpaceX actually has advantages that Tesla doesn’t. It has a better moat since it’s harder for companies to compete in the space industry. They’re making a lot of money from Starlink and the adoption rate is just going up, while Tesla’s revenues are declining and it’s hoping to make a lot of money from the Optimus release Now this doesn’t mean that $TSLA can’t go any higher, but considering how the narrative is playing out, I prefer having cash ready to allocate either to Tesla at a fair valuation, or potentially to SpaceX if it gives a good entry.

I have officially sold 90% of my $TSLA position. I initially bought $400K at $245, and sold a few days ago at $410. My original thesis for the investment was based on the humanoid robot narrative going mainstream, and even though we’re not there yet, The asymmetric upside of holding $TSLA at $410 is too small compared to when it was at $245, mainly for the following reasons: 1. Currently the only way to bet on Elon is by buying $TSLA, and that puts a massive premium on the stock since people will buy at any price to get exposure to Elon, but in as short as a month SpaceX will IPO, so people will have 2 options, and that will inevitably dilute capital allocation 2. $TSLA trades at a 380x trailing P/E, because the market is pricing in Elon being able to release his humanoid robot with minimal competition. However it’s not pricing the competition that could come from China, considering how good they’re getting at copying and producing at scale. Once Elon drops Optimus, China will just buy it and figure out a way to make their own version faster, cheaper and better 3. SpaceX actually has advantages that Tesla doesn’t. It has a better moat since it’s harder for companies to compete in the space industry. They’re making a lot of money from Starlink and the adoption rate is just going up, while Tesla’s revenues are declining and it’s hoping to make a lot of money from the Optimus release Now this doesn’t mean that $TSLA can’t go any higher, but considering how the narrative is playing out, I prefer having cash ready to allocate either to Tesla at a fair valuation, or potentially to SpaceX if it gives a good entry.

Crypto Dan

26,450 次观看 • 6 个月前

Trump just answered a lot of questions tonight about Elon, as well as his companies. Here were his responses to each question: Trump tonight on Elon Musk: “I hope he does well with Tesla. I just wish him well.” Trump on if he will cancel Elon’s companies government contracts: “Well, we’ll take a look at everything. He gets a lot of subsidy—only if it’s fair for him and for the country, but it has to be fair.” Trump on if he will reopen investigations into Elon’s companies: “I didn’t know that they had any. I would just let them speak for themselves. I have no idea whether or not they have investigations.” Trump when asked if he had any concerns about potential drug use by Elon: “I don’t want to comment on that. I read an article in the NYT and, frankly, it sounded very unfair to him.” Trump on if he wants to take back the key he gave Elon Musk in the Oval Office: “No, I don’t take things back. I gave him a key because he tried very hard.” Trump on Elon’s DOGE work: “Oh, I think it helped us a lot. It’s not finished at all. We’ve basically taken it over, and many people remain with us. We saved hundreds of billions of dollars.” Trump when asked if he will sell the White House Tesla: “I haven’t thought about it. I hope he does well with Tesla.”

Trump just answered a lot of questions tonight about Elon, as well as his companies. Here were his responses to each question: Trump tonight on Elon Musk: “I hope he does well with Tesla. I just wish him well.” Trump on if he will cancel Elon’s companies government contracts: “Well, we’ll take a look at everything. He gets a lot of subsidy—only if it’s fair for him and for the country, but it has to be fair.” Trump on if he will reopen investigations into Elon’s companies: “I didn’t know that they had any. I would just let them speak for themselves. I have no idea whether or not they have investigations.” Trump when asked if he had any concerns about potential drug use by Elon: “I don’t want to comment on that. I read an article in the NYT and, frankly, it sounded very unfair to him.” Trump on if he wants to take back the key he gave Elon Musk in the Oval Office: “No, I don’t take things back. I gave him a key because he tried very hard.” Trump on Elon’s DOGE work: “Oh, I think it helped us a lot. It’s not finished at all. We’ve basically taken it over, and many people remain with us. We saved hundreds of billions of dollars.” Trump when asked if he will sell the White House Tesla: “I haven’t thought about it. I hope he does well with Tesla.”

Sawyer Merritt

5,919,105 次观看 • 1 年前

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)

Teslaconomics

58,488 次观看 • 7 个月前

Gavin Baker: "I owned 15% of Nvidia and 10% of Tesla when they were sub-$2 billion, but SpaceX - there's a chance it's the most important company of all time" this is him explaining what Elon sees that Wall Street doesn't - and why SpaceX could become "the British East India Company" his words: "you look at Elon and Anthropic relationship four months ago - and then as the opportunity unfolded, it made sense for them to partner. everyone has a price" "a company like this comes once in your career - thank God I took it, because plenty of people didn't" "over 10,000 SpaceX employees bought on the IPO - if you wanted to sell, you could have sold every six months for the last 10 years - the supply-demand dynamics are going to be very interesting" bookmark & watch today ↓

Gavin Baker: "I owned 15% of Nvidia and 10% of Tesla when they were sub-$2 billion, but SpaceX - there's a chance it's the most important company of all time" this is him explaining what Elon sees that Wall Street doesn't - and why SpaceX could become "the British East India Company" his words: "you look at Elon and Anthropic relationship four months ago - and then as the opportunity unfolded, it made sense for them to partner. everyone has a price" "a company like this comes once in your career - thank God I took it, because plenty of people didn't" "over 10,000 SpaceX employees bought on the IPO - if you wanted to sell, you could have sold every six months for the last 10 years - the supply-demand dynamics are going to be very interesting" bookmark & watch today ↓

bodila

295,612 次观看 • 1 个月前

Potential $TSLA & SpaceX merger is heating up and AleXandra Merz 🇺🇲 had some really interesting breadcrumbs on how this will be happening sooner than we think! Alexandra outlines the realistic probabilities based on the latest findings and news of SpaceX filing for IPO. However, a smooth merger would only take place if there is no legal disruption which leads to the biggest threat for Tesla: State Street. We discussed how important it is for investors to take action on this matter as well as an update on the Delaware case with judge McCorrupt. We also discuss and address the current frustration with Tesla investors regarding the stock & Elon. This is was an awesome podcast and is available for YouTube Members and X Subscribers only until Saturday morning! GET YOUR POPCORN(S) READY!

Potential $TSLA & SpaceX merger is heating up and AleXandra Merz 🇺🇲 had some really interesting breadcrumbs on how this will be happening sooner than we think! Alexandra outlines the realistic probabilities based on the latest findings and news of SpaceX filing for IPO. However, a smooth merger would only take place if there is no legal disruption which leads to the biggest threat for Tesla: State Street. We discussed how important it is for investors to take action on this matter as well as an update on the Delaware case with judge McCorrupt. We also discuss and address the current frustration with Tesla investors regarding the stock & Elon. This is was an awesome podcast and is available for YouTube Members and X Subscribers only until Saturday morning! GET YOUR POPCORN(S) READY!

Pejjy

32,050 次观看 • 4 个月前

Elon Musk closed Tesla’s earnings call with a most exciting message: “We’re super excited about our autonomy and robotics roadmap. There is so much awesome stuff coming that it is difficult to squeeze everything into an earnings call We will have a lot of product announcements This is going to be a great year for Tesla....one of our best years ever and I think next year will be even better. I want to thank the Tesla team for their excellent execution and all of our supporters for joining us on this journey” Tesla is entering one of the most ambitious chapters in its history Robotaxi, Optimus, AI compute, new chips and major product announcements are all moving forward at the same time

Elon Musk closed Tesla’s earnings call with a most exciting message: “We’re super excited about our autonomy and robotics roadmap. There is so much awesome stuff coming that it is difficult to squeeze everything into an earnings call We will have a lot of product announcements This is going to be a great year for Tesla....one of our best years ever and I think next year will be even better. I want to thank the Tesla team for their excellent execution and all of our supporters for joining us on this journey” Tesla is entering one of the most ambitious chapters in its history Robotaxi, Optimus, AI compute, new chips and major product announcements are all moving forward at the same time

X Freeze

86,286 次观看 • 1 个月前

Warren Buffett to Jamie Dimon and CNBC on the rule he's followed for 84 years: "when you should buy stocks is when you're getting a lot for your money - not when business is good, and not when you think it'll be good next year" this is him and CEO JP Morgan on when to buy, and on the numbers you should never trust how he judges management: "pretend this is the only business you and your family have for 50 years, and you can't sell it" "I bought my first stock on March 11th of 1942 - seven Republican presidents and seven Democratic presidents - I've bought under every one of them" "don't buy stocks based on what you think the next six months or year is going to bring" then Buffett admits how easy the numbers are to fake: "you can report any number you want in an insurance company for a while - and the auditors will sign it" Dimon on how it's done at a bank: "you can change trade exposure with a phone call, do some swaps and add $100 million of revenue - cut marketing - that's the easiest thing to cut" "when they can't make the numbers, sometimes they make up the numbers" bookmark & watch the full conversation ↓

Warren Buffett to Jamie Dimon and CNBC on the rule he's followed for 84 years: "when you should buy stocks is when you're getting a lot for your money - not when business is good, and not when you think it'll be good next year" this is him and CEO JP Morgan on when to buy, and on the numbers you should never trust how he judges management: "pretend this is the only business you and your family have for 50 years, and you can't sell it" "I bought my first stock on March 11th of 1942 - seven Republican presidents and seven Democratic presidents - I've bought under every one of them" "don't buy stocks based on what you think the next six months or year is going to bring" then Buffett admits how easy the numbers are to fake: "you can report any number you want in an insurance company for a while - and the auditors will sign it" Dimon on how it's done at a bank: "you can change trade exposure with a phone call, do some swaps and add $100 million of revenue - cut marketing - that's the easiest thing to cut" "when they can't make the numbers, sometimes they make up the numbers" bookmark & watch the full conversation ↓

bodila

458,322 次观看 • 23 天前

ELON MUSK: "I have immense respect for TSMC and Samsung. We have worked with both at Tesla and at SpaceX. They are great companies and we want them to make our chip as quickly as they can and scale upto as high as possible volume. But it doesn't appear to be fast enough and when I asked how long will it take to start to finish to get a new chip fab built? They tell me five years. I am like five years to me is an eternity."

ELON MUSK: "I have immense respect for TSMC and Samsung. We have worked with both at Tesla and at SpaceX. They are great companies and we want them to make our chip as quickly as they can and scale upto as high as possible volume. But it doesn't appear to be fast enough and when I asked how long will it take to start to finish to get a new chip fab built? They tell me five years. I am like five years to me is an eternity."

DogeDesigner

53,522 次观看 • 9 个月前

Meta just filed SEC documents tying executive pay to a $9 trillion valuation by 2031. $9 TRILLION. The company is worth $1.5 trillion today. That means they need a 500% increase in 5 years. And they're not the only ones playing this game. Tesla shareholders approved a $1 trillion pay package for Elon Musk in November tied to an $8.5 trillion valuation target. Let me be clear about what's happening here: These companies aren't building businesses anymore. They're building stock prices. Look at the actual numbers. Tesla posted its first annual revenue decline in history in 2025. Revenue fell 3%. Net income collapsed 47% year over year to $3.8 billion. Automotive revenue dropped 10%. The stock trades at 327 times trailing earnings. That's not a valuation. More like a hallucination. Musk's compensation requires 20 million vehicles a year, 1 million robotaxis, and 1 million humanoid robots. Tesla delivered roughly 1.8 million cars last year. Meanwhile Meta has incinerated nearly $80 billion in cumulative losses on Reality Labs since late 2020. The metaverse division's revenue doesn't even cover 16% of its operating costs. In 2025 alone, Reality Labs lost $19.2 billion. And stock-based compensation at Meta consumed 96% of the company's free cash flow last year. $42 billion. GONE. Not to shareholders or R&D with measurable returns, but to insiders betting on their own stock price. So here's what both companies are REALLY doing: Step 1: Make outrageous promises about AI, robotaxis, metaverse, humanoid robots. Step 2: Tie executive compensation to market cap targets, not earnings, not revenue, not cash flow. Step 3: Spend billions on unproven bets that may never generate returns. Step 4: Use the promise of future transformation to justify present valuations that have zero relationship to current fundamentals. This is the financialization of hype. In 45 years on Wall Street, I've watched this playbook run over and over. The technology changes. The pitch changes. But the ending doesn't. Stock prices follow earnings. Always have. Always will. And when the gap between the story and the numbers gets this wide, you already know how it ends.

Meta just filed SEC documents tying executive pay to a $9 trillion valuation by 2031. $9 TRILLION. The company is worth $1.5 trillion today. That means they need a 500% increase in 5 years. And they're not the only ones playing this game. Tesla shareholders approved a $1 trillion pay package for Elon Musk in November tied to an $8.5 trillion valuation target. Let me be clear about what's happening here: These companies aren't building businesses anymore. They're building stock prices. Look at the actual numbers. Tesla posted its first annual revenue decline in history in 2025. Revenue fell 3%. Net income collapsed 47% year over year to $3.8 billion. Automotive revenue dropped 10%. The stock trades at 327 times trailing earnings. That's not a valuation. More like a hallucination. Musk's compensation requires 20 million vehicles a year, 1 million robotaxis, and 1 million humanoid robots. Tesla delivered roughly 1.8 million cars last year. Meanwhile Meta has incinerated nearly $80 billion in cumulative losses on Reality Labs since late 2020. The metaverse division's revenue doesn't even cover 16% of its operating costs. In 2025 alone, Reality Labs lost $19.2 billion. And stock-based compensation at Meta consumed 96% of the company's free cash flow last year. $42 billion. GONE. Not to shareholders or R&D with measurable returns, but to insiders betting on their own stock price. So here's what both companies are REALLY doing: Step 1: Make outrageous promises about AI, robotaxis, metaverse, humanoid robots. Step 2: Tie executive compensation to market cap targets, not earnings, not revenue, not cash flow. Step 3: Spend billions on unproven bets that may never generate returns. Step 4: Use the promise of future transformation to justify present valuations that have zero relationship to current fundamentals. This is the financialization of hype. In 45 years on Wall Street, I've watched this playbook run over and over. The technology changes. The pitch changes. But the ending doesn't. Stock prices follow earnings. Always have. Always will. And when the gap between the story and the numbers gets this wide, you already know how it ends.

George Noble

279,736 次观看 • 5 个月前

🚨 ELON MADE $SPCX HOLDERS HIDDEN MILLIONAIRES While everyone watches the unlock dump, the actual move is happening in the background March 2026 - Tesla received FTC clearance to convert its $2B xAI investment into a direct SpaceX stake February 2026 - SpaceX already absorbed xAI at a $1.25T combined valuation TSLA holders now carry indirect SpaceX exposure without buying a single SPCX share That's step one Dan Ives at Wedbush puts 80-90% odds on a full Tesla x SpaceX merger by early 2027 Sounds like hype until you check what happened the last time Elon did this: 2016 - Tesla acquires SolarCity, Wall Street calls it a bailout, stock drops on the news Over the next decade, $10K in SolarCity became $500K+ The crowd that sold the merger news spent ten years in FOMO from the sidelines Same structure. 10x the scale. xAI inside SpaceX. SpaceX folding into Tesla. One entity across AI, space, energy and autonomous transport The unlock dump is not the risk. It's the entry. My zone: $85-$100 on $SPCX - wrong if the merger thesis collapses or Wedbush walks back the 80% call SolarCity holders waited a decade for their payoff. This one won't take that long Follow + notifs on, I will keep you updated

🚨 ELON MADE $SPCX HOLDERS HIDDEN MILLIONAIRES While everyone watches the unlock dump, the actual move is happening in the background March 2026 - Tesla received FTC clearance to convert its $2B xAI investment into a direct SpaceX stake February 2026 - SpaceX already absorbed xAI at a $1.25T combined valuation TSLA holders now carry indirect SpaceX exposure without buying a single SPCX share That's step one Dan Ives at Wedbush puts 80-90% odds on a full Tesla x SpaceX merger by early 2027 Sounds like hype until you check what happened the last time Elon did this: 2016 - Tesla acquires SolarCity, Wall Street calls it a bailout, stock drops on the news Over the next decade, $10K in SolarCity became $500K+ The crowd that sold the merger news spent ten years in FOMO from the sidelines Same structure. 10x the scale. xAI inside SpaceX. SpaceX folding into Tesla. One entity across AI, space, energy and autonomous transport The unlock dump is not the risk. It's the entry. My zone: $85-$100 on $SPCX - wrong if the merger thesis collapses or Wedbush walks back the 80% call SolarCity holders waited a decade for their payoff. This one won't take that long Follow + notifs on, I will keep you updated

Pepesso

52,824 次观看 • 1 个月前

The man who called the 2008 housing collapse just made a prediction about Elon Musk that is hard to ignore (Save this). Steve Eisman, the Big Short investor says he fully expects Musk to use the SpaceX IPO stock price to buy Tesla and merge both companies into one giant entity called X. Tesla's earnings have declined for four consecutive years. The EV business, Eisman argues, is not structurally attractive but rather is capital intensive, it is highly competitive, and China is producing electric vehicles at costs Tesla simply cannot match. The issue with using SpaceX stock to buy Tesla is precisely what it sounds like. SpaceX is about to list as what would be the largest IPO in history, targeting a valuation around $1.77 trillion, with a thesis built on orbital compute, Starlink and the future of AI infrastructure. Tesla is a car company with four years of declining earnings, competing on price against manufacturers who have a structural cost advantage. Combining those two businesses would force SpaceX shareholders to absorb Tesla's problems, its margin pressure, its China exposure, its capital requirements at the exact moment SpaceX is trying to tell the cleanest possible growth story to public markets.

The man who called the 2008 housing collapse just made a prediction about Elon Musk that is hard to ignore (Save this). Steve Eisman, the Big Short investor says he fully expects Musk to use the SpaceX IPO stock price to buy Tesla and merge both companies into one giant entity called X. Tesla's earnings have declined for four consecutive years. The EV business, Eisman argues, is not structurally attractive but rather is capital intensive, it is highly competitive, and China is producing electric vehicles at costs Tesla simply cannot match. The issue with using SpaceX stock to buy Tesla is precisely what it sounds like. SpaceX is about to list as what would be the largest IPO in history, targeting a valuation around $1.77 trillion, with a thesis built on orbital compute, Starlink and the future of AI infrastructure. Tesla is a car company with four years of declining earnings, competing on price against manufacturers who have a structural cost advantage. Combining those two businesses would force SpaceX shareholders to absorb Tesla's problems, its margin pressure, its China exposure, its capital requirements at the exact moment SpaceX is trying to tell the cleanest possible growth story to public markets.

StockMarket.News

696,998 次观看 • 2 个月前