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Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much...

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Herbert Ong

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14,396 views • 27 days ago •via X (Twitter)

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Tesla’s setup is starting to get pretty interesting again! Jo Bhakdi got cautious around earnings, but he’s turning bullish again as the market rebounds and $TSLA still looks like it has some catching up to do. Meanwhile, Robotaxi hiring continues, Cybercab production could reportedly reach ~2,000/month in September, and a commercial launch may be getting close. Jo’s looking for $370–$380 over the next three weeks. If the Cybercab catalysts start landing, things could move quickly.
3:13

Tesla’s setup is starting to get pretty interesting again! Jo Bhakdi got cautious around earnings, but he’s turning bullish again as the market rebounds and $TSLA still looks like it has some catching up to do. Meanwhile, Robotaxi hiring continues, Cybercab production could reportedly reach ~2,000/month in September, and a commercial launch may be getting close. Jo’s looking for $370–$380 over the next three weeks. If the Cybercab catalysts start landing, things could move quickly.

Herbert Ong

13,955 views • 15 days ago

🚨 Is Tesla in a “Goldilocks Moment”? Jo Bhakdi thinks $TSLA has a pretty interesting setup heading into September! The stock is still well off its previous highs, sentiment seems to be improving, and Cybercab joining Robotaxi on Sept. 3 could give investors something new to focus on. Jo is playing the setup with options, mostly short puts, but he’s also keeping an eye on a possible “sell the news” reaction if the stock runs too much beforehand. His bigger point: the next 12 months could look very different for Tesla. But for now, Sept. 3 is the date to watch. 🚀
14:11

🚨 Is Tesla in a “Goldilocks Moment”? Jo Bhakdi thinks $TSLA has a pretty interesting setup heading into September! The stock is still well off its previous highs, sentiment seems to be improving, and Cybercab joining Robotaxi on Sept. 3 could give investors something new to focus on. Jo is playing the setup with options, mostly short puts, but he’s also keeping an eye on a possible “sell the news” reaction if the stock runs too much beforehand. His bigger point: the next 12 months could look very different for Tesla. But for now, Sept. 3 is the date to watch. 🚀

Herbert Ong

24,276 views • 8 days ago

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX
1:14

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

Herbert Ong

79,637 views • 2 months ago

Tesla’s 2030 story could end up being way bigger than cars! ARK’s Tasha Keeney sees robotaxis as a $30T+ opportunity, and Tesla already has two big advantages: manufacturing scale and billions of miles of real-world driving data. Then you add Optimus and potentially AI compute in space through the Tesla–SpaceX Terafab plans. Robotaxis. Humanoid robots. Orbital AI. Three huge bets, all potentially starting to come together before the end of the decade. $TSLA $SPCX
3:40

Tesla’s 2030 story could end up being way bigger than cars! ARK’s Tasha Keeney sees robotaxis as a $30T+ opportunity, and Tesla already has two big advantages: manufacturing scale and billions of miles of real-world driving data. Then you add Optimus and potentially AI compute in space through the Tesla–SpaceX Terafab plans. Robotaxis. Humanoid robots. Orbital AI. Three huge bets, all potentially starting to come together before the end of the decade. $TSLA $SPCX

Herbert Ong

53,297 views • 21 days ago

Elon Musk's recent posts may look unrelated! But when you connect them, they tell a much bigger story. Jeff Lutz 🔋 discussed how FSD licensing, AI-powered factories, orbital data centers, cybersecurity, and Optimus all fit into the same long-term vision. The goal isn't just better cars. It's building the technology that could power transportation, AI, manufacturing, and even the economy of the future. Whether you agree with the timeline or not, it's becoming easier to see how Elon thinks all the pieces fit together. $TSLA $SPCX
1:06

Elon Musk's recent posts may look unrelated! But when you connect them, they tell a much bigger story. Jeff Lutz 🔋 discussed how FSD licensing, AI-powered factories, orbital data centers, cybersecurity, and Optimus all fit into the same long-term vision. The goal isn't just better cars. It's building the technology that could power transportation, AI, manufacturing, and even the economy of the future. Whether you agree with the timeline or not, it's becoming easier to see how Elon thinks all the pieces fit together. $TSLA $SPCX

Herbert Ong

20,186 views • 1 month ago

🚨 $SPCX IPO has put a real market value on Elon Musk's ability to execute! Now investors are asking: could Tesla be next? Tesla has already checked off several major 2026 milestones, including expanding unsupervised Robotaxi service, ramping Cybercab production, and growing FSD miles to new highs! Still ahead are some of Tesla's biggest catalysts: more Robotaxi cities, Optimus updates, international FSD approvals, and possibly even a Tesla-SpaceX merger. The most interesting part? Many of these goals no longer feel like distant promises. They're starting to look like a roadmap that's actively being completed. The second half of 2026 could be very interesting for $TSLA investors. 👀
21:03

🚨 $SPCX IPO has put a real market value on Elon Musk's ability to execute! Now investors are asking: could Tesla be next? Tesla has already checked off several major 2026 milestones, including expanding unsupervised Robotaxi service, ramping Cybercab production, and growing FSD miles to new highs! Still ahead are some of Tesla's biggest catalysts: more Robotaxi cities, Optimus updates, international FSD approvals, and possibly even a Tesla-SpaceX merger. The most interesting part? Many of these goals no longer feel like distant promises. They're starting to look like a roadmap that's actively being completed. The second half of 2026 could be very interesting for $TSLA investors. 👀

Herbert Ong

17,602 views • 2 months ago

CATHIE WOOD SAYS TESLA AND SPACEX WILL EVENTUALLY COMBINE She thinks the market is underestimating just how much sits inside that combination: - Tesla $TSLA ultimately combines with SpaceX $SPCX, making it the most powerful entity, with robotaxi and orbital data center opportunities together - Many are underestimating Optimus as an AI play - What used to be xAI, now SpaceX AI, is the frontier model, and she calls these multi-trillion dollar opportunities
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CATHIE WOOD SAYS TESLA AND SPACEX WILL EVENTUALLY COMBINE She thinks the market is underestimating just how much sits inside that combination: - Tesla $TSLA ultimately combines with SpaceX $SPCX, making it the most powerful entity, with robotaxi and orbital data center opportunities together - Many are underestimating Optimus as an AI play - What used to be xAI, now SpaceX AI, is the frontier model, and she calls these multi-trillion dollar opportunities

Ark Invest Tracker

66,484 views • 1 month ago

🚨 Tesla's next few months could be one of its busiest yet! Q2 deliveries are expected in early July, with Wall Street looking for around 400,000 vehicles and Goldman Sachs forecasting 420,000. But the bigger story goes beyond deliveries. Energy continues to become a bigger profit driver. Tesla FSD is expanding into more countries. Robotaxi is growing across Texas. And Optimus is moving closer to production, with a V3 reveal expected later this summer. People often focus on just one part of Tesla. The reality is there are five major businesses all moving forward at the same time. That's why the next few months could be so important for $TSLA.
19:20

🚨 Tesla's next few months could be one of its busiest yet! Q2 deliveries are expected in early July, with Wall Street looking for around 400,000 vehicles and Goldman Sachs forecasting 420,000. But the bigger story goes beyond deliveries. Energy continues to become a bigger profit driver. Tesla FSD is expanding into more countries. Robotaxi is growing across Texas. And Optimus is moving closer to production, with a V3 reveal expected later this summer. People often focus on just one part of Tesla. The reality is there are five major businesses all moving forward at the same time. That's why the next few months could be so important for $TSLA.

Herbert Ong

57,814 views • 2 months ago

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX
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🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

Herbert Ong

23,227 views • 2 months ago

🚨 Tesla may be telling us exactly what's coming next through its hiring! Cern Basher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations. The interesting part? These aren't the hiring plans of a company running experiments. They're the hiring plans of a company preparing to scale. From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses. The question is: are investors paying enough attention to these signals? $TSLA
4:23

🚨 Tesla may be telling us exactly what's coming next through its hiring! Cern Basher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations. The interesting part? These aren't the hiring plans of a company running experiments. They're the hiring plans of a company preparing to scale. From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses. The question is: are investors paying enough attention to these signals? $TSLA

Herbert Ong

42,919 views • 2 months ago

🚨 NVIDIA Had CUDA. Is Tesla Building Its Own Inflection Point? NVIDIA spent years investing in CUDA before AI turned it into a massive advantage. Tesla has now traded sideways for about five years while spending heavily on FSD, Robotaxi, AI, energy, and Optimus. The comparison isn’t perfect, but it raises an interesting question: are investors judging Tesla before the payoff, or simply pricing in the risks? $TSLA $NVDA
16:29

🚨 NVIDIA Had CUDA. Is Tesla Building Its Own Inflection Point? NVIDIA spent years investing in CUDA before AI turned it into a massive advantage. Tesla has now traded sideways for about five years while spending heavily on FSD, Robotaxi, AI, energy, and Optimus. The comparison isn’t perfect, but it raises an interesting question: are investors judging Tesla before the payoff, or simply pricing in the risks? $TSLA $NVDA

Herbert Ong

20,320 views • 1 month ago

🚨 Tesla just trademarked "Megapod" The filing describes it as modular hardware for AI computing, which has sparked a lot of speculation about what Tesla could be building next. Jeff Lutz 🔋 pointed out that this comes just months after Elon Musk talked about deploying millions of dedicated "Digital Optimus" units at Supercharger locations. If that's the direction Tesla is heading, Superchargers could eventually become more than charging stations. They could also serve as distributed AI hubs powered by Tesla batteries, compute hardware, and potentially even Starlink connectivity. Nothing is confirmed yet, but it's an interesting idea! Most people see a charging network. Tesla may see a future AI infrastructure network. 👀 $TSLA
8:53

🚨 Tesla just trademarked "Megapod" The filing describes it as modular hardware for AI computing, which has sparked a lot of speculation about what Tesla could be building next. Jeff Lutz 🔋 pointed out that this comes just months after Elon Musk talked about deploying millions of dedicated "Digital Optimus" units at Supercharger locations. If that's the direction Tesla is heading, Superchargers could eventually become more than charging stations. They could also serve as distributed AI hubs powered by Tesla batteries, compute hardware, and potentially even Starlink connectivity. Nothing is confirmed yet, but it's an interesting idea! Most people see a charging network. Tesla may see a future AI infrastructure network. 👀 $TSLA

Herbert Ong

22,462 views • 2 months ago

Cybercab is starting to get a lot more interesting! Jo Bhakdi points to new footage from Giga Texas showing Cybercabs rolling off the line, with some apparently without steering wheels. We’ve also now seen Starlink built directly into Cybercab, opening the door to 4K streaming and high-speed connectivity on the road. At this point, the bigger question may not be whether Cybercab can drive itself, it’s how fast Tesla can build and deploy these things at scale. $TSLA
6:44

Cybercab is starting to get a lot more interesting! Jo Bhakdi points to new footage from Giga Texas showing Cybercabs rolling off the line, with some apparently without steering wheels. We’ve also now seen Starlink built directly into Cybercab, opening the door to 4K streaming and high-speed connectivity on the road. At this point, the bigger question may not be whether Cybercab can drive itself, it’s how fast Tesla can build and deploy these things at scale. $TSLA

Herbert Ong

19,456 views • 22 days ago

🚨 ELON MUSK ON OPTIMUS: “For robots to be truly useful, they must be intelligent. You should be able to ask them to do things naturally, and they must be affordable to build at massive scale. That combination is rare. Tesla is the only company with all the required ingredients: real-world AI, vision, autonomy, manufacturing, and cost efficiency. That’s what makes Optimus such a big deal. My prediction is that Optimus will be the biggest product of all time, by far. Nothing will even be close. I think it will be 10 times bigger than the next biggest product ever made.”
0:54

🚨 ELON MUSK ON OPTIMUS: “For robots to be truly useful, they must be intelligent. You should be able to ask them to do things naturally, and they must be affordable to build at massive scale. That combination is rare. Tesla is the only company with all the required ingredients: real-world AI, vision, autonomy, manufacturing, and cost efficiency. That’s what makes Optimus such a big deal. My prediction is that Optimus will be the biggest product of all time, by far. Nothing will even be close. I think it will be 10 times bigger than the next biggest product ever made.”

As Found

11,522 views • 7 days ago

🚨 It feels like a bunch of Elon’s “coming soon” projects are suddenly becoming real at the same time! Tesla’s Robotaxi fleet is now estimated at 900+ cars, Cybercab has its big Sept. 3 event, and the Semi rollout follows on Sept. 24. Meanwhile, Tesla is building out Optimus production, expanding autonomy into more cities, and SpaceX is planning a massive $100B Starbase Louisiana project. Any one of these would be a big story on its own. Having them all ramp around the same time is what makes this interesting. The promises are turning into actual factories, vehicles and launch dates. Now comes the hard part: scaling them. $TSLA $SPCX
21:40

🚨 It feels like a bunch of Elon’s “coming soon” projects are suddenly becoming real at the same time! Tesla’s Robotaxi fleet is now estimated at 900+ cars, Cybercab has its big Sept. 3 event, and the Semi rollout follows on Sept. 24. Meanwhile, Tesla is building out Optimus production, expanding autonomy into more cities, and SpaceX is planning a massive $100B Starbase Louisiana project. Any one of these would be a big story on its own. Having them all ramp around the same time is what makes this interesting. The promises are turning into actual factories, vehicles and launch dates. Now comes the hard part: scaling them. $TSLA $SPCX

Herbert Ong

155,627 views • 5 days ago

🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine
8:09

🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine

Tsla Archive

63,631 views • 7 months ago

A lot of people still see SpaceX as a long-term bet on Starship, Mars, and the future. But Jeff Lutz 🔋 thinks the bigger surprise may be what's happening right now. SpaceX keeps adding AI compute customers, including a new Reflection AI deal reportedly worth up to $6.3 billion, on top of agreements with Anthropic and Google. Add in over $100 billion in cash, investment-grade credit ratings, and growing AI infrastructure, and the story starts to look very different. What if the biggest revenue driver over the next few years isn't rockets at all? What if it's AI compute? $SPCX
1:22

A lot of people still see SpaceX as a long-term bet on Starship, Mars, and the future. But Jeff Lutz 🔋 thinks the bigger surprise may be what's happening right now. SpaceX keeps adding AI compute customers, including a new Reflection AI deal reportedly worth up to $6.3 billion, on top of agreements with Anthropic and Google. Add in over $100 billion in cash, investment-grade credit ratings, and growing AI infrastructure, and the story starts to look very different. What if the biggest revenue driver over the next few years isn't rockets at all? What if it's AI compute? $SPCX

Herbert Ong

26,087 views • 2 months ago

Investors are getting exhausted with AI growth expectations. After the Marvell hype, the market started asking a different question: Not, “how big can this get?” But, “where is the proof?” At some point, the story has to turn into revenue, earnings, and execution. #TechStocks
0:30

Investors are getting exhausted with AI growth expectations. After the Marvell hype, the market started asking a different question: Not, “how big can this get?” But, “where is the proof?” At some point, the story has to turn into revenue, earnings, and execution. #TechStocks

Mark Tepper

13,012 views • 1 month ago