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🚨 Tesla’s robot factory vs Big Tech spending Cern Basher highlights Tesla is turning its Model S/X line into a robot factory (~1M units) and planning a 10M-unit factory in Texas. He also says Tesla gets about $6–$9 in revenue for every $1 invested, while Big Tech keeps spending...

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Herbert Ong

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31,355 görüntüleme • 3 ay önce •via X (Twitter)

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Is $TSLA stock a smart buy? Elon Musk says if you don’t think Tesla will solve full self-driving, you shouldn’t own the stock! We look at key questions: Will FSD be safer than humans? Are robotaxis really launching in Austin by June? Cern Basher breaks down Tesla’s progress, big tech upgrades, and what it all means for investors. 🚀
4:37

Is $TSLA stock a smart buy? Elon Musk says if you don’t think Tesla will solve full self-driving, you shouldn’t own the stock! We look at key questions: Will FSD be safer than humans? Are robotaxis really launching in Austin by June? Cern Basher breaks down Tesla’s progress, big tech upgrades, and what it all means for investors. 🚀

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Fundstrat’s Mark Newton CMT looks at Tesla’s road to 2026 and asks the big question: can $TSLA break past $500? He explains why Tesla is being seen more like an AI company, how it’s stayed strong while other tech stocks struggled, and why a breakout in early 2026 is possible, though volatility is likely. (00:00) Is Tesla an AI Company? (01:40) Future Predictions for Tesla Stock (03:32) Technical Analysis and Market Cycles (06:43) Long-Term Outlook for Tesla
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Fundstrat’s Mark Newton CMT looks at Tesla’s road to 2026 and asks the big question: can $TSLA break past $500? He explains why Tesla is being seen more like an AI company, how it’s stayed strong while other tech stocks struggled, and why a breakout in early 2026 is possible, though volatility is likely. (00:00) Is Tesla an AI Company? (01:40) Future Predictions for Tesla Stock (03:32) Technical Analysis and Market Cycles (06:43) Long-Term Outlook for Tesla

Herbert Ong

34,821 görüntüleme • 6 ay önce

🚨 AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with Cern Basher, we break down why Tesla’s humanoid robots + robotaxis could drive double-digit GDP growth… and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: 1M → 10M robots/year - One robot factory could generate output comparable to the GDP of an entire country - Robotaxis scaling could happen MUCH faster than Wall Street expects - AI agents will flood cyberspace… and Bitcoin may become the security gate - “AI consumes compute. Bitcoin prices compute.” - Strategy’s flywheel $MSTR + $STRC could be setting up the next massive phase This episode connects the dots between AI deflation, government printing, and why $BTC may become the backbone of the AI economy. 00:00 Introduction Cern Basher 02:11 AI Agents Pick Bitcoin (It’s Already Happening) 03:01 Elon’s Master Plan: xAI + SpaceX + Tesla Merger? 06:34 Why Bitcoin Might Be the BEST AI Investment 10:43 “AI Consumes Compute… Bitcoin Prices Compute” 13:46 MSTR / Strategy: Why Bitcoin Treasury Companies Win 19:16 Strategy’s New Flywheel: STRC + ATM Explained 25:04 Elon Predicts Double-Digit GDP Growth (Is He Right?) 34:55 Tesla Optimus Timeline: 1M → 10M Robots Per Year 40:16 Tesla Robotaxis Are Scaling FAST (Doubling Every Month?) 43:11 Why Robotaxi Delays Don’t Matter (Tesla Still Wins) 46:46 When Will Tesla Start Buying Bitcoin Again? 50:05 Nvidia + Bitcoin? Big Tech May Flip Soon 53:18 Why Most People STILL Don’t Understand Bitcoin 56:00 US Military Studying Bitcoin for Cybersecurity? 59:27 Final Warning: Every Country Must Build Robot Factories
1:05:32

🚨 AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with Cern Basher, we break down why Tesla’s humanoid robots + robotaxis could drive double-digit GDP growth… and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: 1M → 10M robots/year - One robot factory could generate output comparable to the GDP of an entire country - Robotaxis scaling could happen MUCH faster than Wall Street expects - AI agents will flood cyberspace… and Bitcoin may become the security gate - “AI consumes compute. Bitcoin prices compute.” - Strategy’s flywheel $MSTR + $STRC could be setting up the next massive phase This episode connects the dots between AI deflation, government printing, and why $BTC may become the backbone of the AI economy. 00:00 Introduction Cern Basher 02:11 AI Agents Pick Bitcoin (It’s Already Happening) 03:01 Elon’s Master Plan: xAI + SpaceX + Tesla Merger? 06:34 Why Bitcoin Might Be the BEST AI Investment 10:43 “AI Consumes Compute… Bitcoin Prices Compute” 13:46 MSTR / Strategy: Why Bitcoin Treasury Companies Win 19:16 Strategy’s New Flywheel: STRC + ATM Explained 25:04 Elon Predicts Double-Digit GDP Growth (Is He Right?) 34:55 Tesla Optimus Timeline: 1M → 10M Robots Per Year 40:16 Tesla Robotaxis Are Scaling FAST (Doubling Every Month?) 43:11 Why Robotaxi Delays Don’t Matter (Tesla Still Wins) 46:46 When Will Tesla Start Buying Bitcoin Again? 50:05 Nvidia + Bitcoin? Big Tech May Flip Soon 53:18 Why Most People STILL Don’t Understand Bitcoin 56:00 US Military Studying Bitcoin for Cybersecurity? 59:27 Final Warning: Every Country Must Build Robot Factories

One Chair

17,947 görüntüleme • 5 ay önce

If you think Tesla’s biggest rivals are car companies, you’re missing the real battle! Elon isn’t really fighting BYD or Waymo. He’s up against Alphabet! Google is building a full AI stack: its own chips, models, data centers, software, and robots, with $180B+ in spending this year. Elon Musk is doing the same across Tesla, xAI, and SpaceX. This isn’t about robotaxis. It’s about who controls the AI stack of the future! 🔥 $TSLA $GOOG Cern Basher
30:13

If you think Tesla’s biggest rivals are car companies, you’re missing the real battle! Elon isn’t really fighting BYD or Waymo. He’s up against Alphabet! Google is building a full AI stack: its own chips, models, data centers, software, and robots, with $180B+ in spending this year. Elon Musk is doing the same across Tesla, xAI, and SpaceX. This isn’t about robotaxis. It’s about who controls the AI stack of the future! 🔥 $TSLA $GOOG Cern Basher

Herbert Ong

43,097 görüntüleme • 5 ay önce

BREAKING: Elon Musk says the Market for Humanoid robots like the Tesla Optimus Robot will be 1 Billion units per year, and Tesla can make $1 Trillion a year selling them. He predicts that they will ultimately sell for around $20,000 at a cost of $10,000, and Tesla will take at least a 10% market share of the humanoid robot market. Pretty impressive and the world is about to change. Musk believes that there will be at least 1 robot per human and perhaps much more than that.
1:43

BREAKING: Elon Musk says the Market for Humanoid robots like the Tesla Optimus Robot will be 1 Billion units per year, and Tesla can make $1 Trillion a year selling them. He predicts that they will ultimately sell for around $20,000 at a cost of $10,000, and Tesla will take at least a 10% market share of the humanoid robot market. Pretty impressive and the world is about to change. Musk believes that there will be at least 1 robot per human and perhaps much more than that.

Brian Krassenstein

2,692,710 görüntüleme • 2 yıl önce

🚨 "I remain a buyer of $TSLA despite Musk-Trump feud, " says Deepwater's Gene Munster Munster says the Tesla stock sell-off is an overreaction 👀 Despite regulation fears, he’s still bullish on Tesla’s future in AI, autonomy & robotics. Big tech may face pressure, but Tesla’s long-term path looks strong!
4:27

🚨 "I remain a buyer of $TSLA despite Musk-Trump feud, " says Deepwater's Gene Munster Munster says the Tesla stock sell-off is an overreaction 👀 Despite regulation fears, he’s still bullish on Tesla’s future in AI, autonomy & robotics. Big tech may face pressure, but Tesla’s long-term path looks strong!

Herbert Ong

39,971 görüntüleme • 1 yıl önce

TESLA: HOW IT STARTED VS. HOW IT'S GOING The Tesla Roadster disrupted the auto industry, proving EVs could be fast and desirable. Elon then scaled the company with the Model S, 3, X, and Y, dominating EV sales. Innovations like Autopilot and battery tech pushed boundaries. Now, in 2025, Tesla’s Cybertruck and Semi are rolling out, while robotaxis, powered by advanced AI, promise a driverless future. From startup to global leader, Tesla’s journey redefines mobility.
0:31

TESLA: HOW IT STARTED VS. HOW IT'S GOING The Tesla Roadster disrupted the auto industry, proving EVs could be fast and desirable. Elon then scaled the company with the Model S, 3, X, and Y, dominating EV sales. Innovations like Autopilot and battery tech pushed boundaries. Now, in 2025, Tesla’s Cybertruck and Semi are rolling out, while robotaxis, powered by advanced AI, promise a driverless future. From startup to global leader, Tesla’s journey redefines mobility.

Mario Nawfal

59,806 görüntüleme • 1 yıl önce

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher
12:30

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher

Herbert Ong

24,495 görüntüleme • 1 ay önce

WeRobot: The BIGGEST $TSLA Event Since Model 3! 🚀 Insights from Cern Basher! • Tesla announces a big event on 10/10 called “WeRobot,” which Elon Musk says will be historic. • The event might show off different types of robots and robot taxis, not just Optimus. • Elon Musk hints that the event could mark a major tech shift, like the launch of the iPhone. • People are guessing that different robot designs, including bigger and smaller vehicles, could be showcased. • Tesla is focusing more on utility and safety for its Robotaxi vehicles instead of exterior design. • Tesla’s unbox method lets them build vehicle sides separately and assemble them, allowing for different designs without needing separate front and back parts. • The Robotaxi event might include live demos, participant rides, and a full app demo showing everything from ordering to completing a ride. • There’s speculation that the Robotaxi Network could start with supervised rides under a name like “Drive” before moving to fully autonomous rides. Tesla Elon Musk
45:18

WeRobot: The BIGGEST $TSLA Event Since Model 3! 🚀 Insights from Cern Basher! • Tesla announces a big event on 10/10 called “WeRobot,” which Elon Musk says will be historic. • The event might show off different types of robots and robot taxis, not just Optimus. • Elon Musk hints that the event could mark a major tech shift, like the launch of the iPhone. • People are guessing that different robot designs, including bigger and smaller vehicles, could be showcased. • Tesla is focusing more on utility and safety for its Robotaxi vehicles instead of exterior design. • Tesla’s unbox method lets them build vehicle sides separately and assemble them, allowing for different designs without needing separate front and back parts. • The Robotaxi event might include live demos, participant rides, and a full app demo showing everything from ordering to completing a ride. • There’s speculation that the Robotaxi Network could start with supervised rides under a name like “Drive” before moving to fully autonomous rides. Tesla Elon Musk

Herbert Ong

33,985 görüntüleme • 1 yıl önce

My Tesla standard Model Y has Swing Mode where the front air vents oscillate side to side so airflow distributes evenly throughout the car. The thing that many people do not know about Tesla is that they don’t wait for a “new model year” to add new features. They don’t sit around planning for a 2025 version or a 2026 version. When a feature is ready, the team just builds it into the cars right then and there. You get whatever the latest tech is the moment your Tesla rolls out of the factory. This is one of the key differences between Tesla and legacy auto.
0:31

My Tesla standard Model Y has Swing Mode where the front air vents oscillate side to side so airflow distributes evenly throughout the car. The thing that many people do not know about Tesla is that they don’t wait for a “new model year” to add new features. They don’t sit around planning for a 2025 version or a 2026 version. When a feature is ready, the team just builds it into the cars right then and there. You get whatever the latest tech is the moment your Tesla rolls out of the factory. This is one of the key differences between Tesla and legacy auto.

Teslaconomics

158,920 görüntüleme • 8 ay önce

I’m extremely bullish on the long-term potential of Tesla’s Optimus humanoid robot. • Over-the-air updates for Tesla Optimus will be game-changing, enabling the robot to learn countless new physical skills and abilities with each update. • Unlike non-physical AI, a humanoid robot can translate knowledge into practical, real-world actions, filling a huge gap in AI's usefulness. • The challenge lies in making the robot useful enough to justify its cost, but with the rapid advancements in AI, this seems increasingly achievable. • As the robot's capabilities skyrocket while its price remains stable, demand could grow exponentially.
6:07

I’m extremely bullish on the long-term potential of Tesla’s Optimus humanoid robot. • Over-the-air updates for Tesla Optimus will be game-changing, enabling the robot to learn countless new physical skills and abilities with each update. • Unlike non-physical AI, a humanoid robot can translate knowledge into practical, real-world actions, filling a huge gap in AI's usefulness. • The challenge lies in making the robot useful enough to justify its cost, but with the rapid advancements in AI, this seems increasingly achievable. • As the robot's capabilities skyrocket while its price remains stable, demand could grow exponentially.

Dave Lee

180,488 görüntüleme • 2 yıl önce

Why is it so hard to catch Tesla and SpaceX? Because they're not relying on just one big advantage! They have reusable rockets, Starlink, millions of connected cars collecting AI data, a global Supercharger network, a fast-growing energy business, Robotaxis, Optimus, and AI infrastructure. Each one makes the others stronger. That doesn't mean they're unbeatable. Waymo is ahead in commercial robotaxis, Starship still has big milestones to hit, and Tesla still faces strong competition in energy storage and AI. But that's what makes this story so interesting. It's not about whether Tesla and SpaceX have risks, they do. It's about whether their combined advantages grow faster than those risks. $TSLA $SPCX
21:54

Why is it so hard to catch Tesla and SpaceX? Because they're not relying on just one big advantage! They have reusable rockets, Starlink, millions of connected cars collecting AI data, a global Supercharger network, a fast-growing energy business, Robotaxis, Optimus, and AI infrastructure. Each one makes the others stronger. That doesn't mean they're unbeatable. Waymo is ahead in commercial robotaxis, Starship still has big milestones to hit, and Tesla still faces strong competition in energy storage and AI. But that's what makes this story so interesting. It's not about whether Tesla and SpaceX have risks, they do. It's about whether their combined advantages grow faster than those risks. $TSLA $SPCX

Herbert Ong

22,265 görüntüleme • 1 ay önce

🇺🇸 TESLA’S OPTIMUS ROBOT JUST STOLE THE SHOW IN MIAMI It didn’t give a speech, but it didn’t need to. Just by waving and handing out water, Optimus got the kind of attention you'd expect a real, functioning humanoid robot to get. At Tesla’s “Future of Autonomy” event, Optimus wasn’t just for show. It moved on its own, interacted with people, and looked one step closer to something out of a sci-fi movie. Tesla says Optimus is trained using the same tech behind Autopilot, feeding on millions of real-world videos to learn how to operate in messy human environments. Source: Tesla, Erick Brito
0:41

🇺🇸 TESLA’S OPTIMUS ROBOT JUST STOLE THE SHOW IN MIAMI It didn’t give a speech, but it didn’t need to. Just by waving and handing out water, Optimus got the kind of attention you'd expect a real, functioning humanoid robot to get. At Tesla’s “Future of Autonomy” event, Optimus wasn’t just for show. It moved on its own, interacted with people, and looked one step closer to something out of a sci-fi movie. Tesla says Optimus is trained using the same tech behind Autopilot, feeding on millions of real-world videos to learn how to operate in messy human environments. Source: Tesla, Erick Brito

Mario Nawfal

145,215 görüntüleme • 7 ay önce

🚨 Elon Musk Just Dropped BOMBSHELLS on Tesla Q2 Earnings Call 00:00 Q2 Highlights: Big Wins for $TSLA 00:37 Expanding Autonomous Ride-Hailing 04:44 Tesla Diner and Autopilot Updates 07:06 Optimus Robot Development 19:25 Q&A: Robotaxis and FSD 24:58 Shareholder Proposals and Voting 27:04 Dojo and AI Advancements 29:41 Analyst Questions Begin 29:56 Robotaxi Business KPIs 40:18 FSD Subscription Trends and Pricing Strategy 44:48 Lower-Cost Model and Affordability
47:56

🚨 Elon Musk Just Dropped BOMBSHELLS on Tesla Q2 Earnings Call 00:00 Q2 Highlights: Big Wins for $TSLA 00:37 Expanding Autonomous Ride-Hailing 04:44 Tesla Diner and Autopilot Updates 07:06 Optimus Robot Development 19:25 Q&A: Robotaxis and FSD 24:58 Shareholder Proposals and Voting 27:04 Dojo and AI Advancements 29:41 Analyst Questions Begin 29:56 Robotaxi Business KPIs 40:18 FSD Subscription Trends and Pricing Strategy 44:48 Lower-Cost Model and Affordability

Herbert Ong

35,770 görüntüleme • 1 yıl önce

I’m posting this every single day until November 6. I don’t care if it annoys anyone. Bc this is the MOST important moment in Tesla’s history. Every. Vote. Matters. Go out there and VOTE. Get Elon Musk paid and fully motivated to take Tesla into the next chapter. He’s the one only that can deliver this imo. This is what’s next if everything works out: • $TSLA market cap from $1T → $8.5T • 20M vehicles delivered • 10M active FSD subscriptions • 1M Optimus bots in the world • 1M Robotaxis on the road • All while reaching up to $400B in adjusted EBITDA Go vote. Let Elon cook. Go Tesla.
0:22

I’m posting this every single day until November 6. I don’t care if it annoys anyone. Bc this is the MOST important moment in Tesla’s history. Every. Vote. Matters. Go out there and VOTE. Get Elon Musk paid and fully motivated to take Tesla into the next chapter. He’s the one only that can deliver this imo. This is what’s next if everything works out: • $TSLA market cap from $1T → $8.5T • 20M vehicles delivered • 10M active FSD subscriptions • 1M Optimus bots in the world • 1M Robotaxis on the road • All while reaching up to $400B in adjusted EBITDA Go vote. Let Elon cook. Go Tesla.

Teslaconomics

226,820 görüntüleme • 9 ay önce

New views of the rapidly growing Tesla Optimus factory here at Giga Texas. This is the one 10m/year factory that is in addition to the Optimus factory coming online later this year at the Fremont factory. That one is the 1M/yr pilot line, in case you were wondering. This structure has grown to 13 column grid spaces N-S, meaning it is now nearing 600’ long (~190 m) so far & will continue to grow much longer as earth reclamation work continues on the far S of the site. A lot more steel has been delivered to the site and the 7 cranes at work are assembling this steel onto the structure almost as fast as it arrives. Last week on my Wednesday flight, it was just starting the 9th column grid length, so this should give you an idea how fast it is growing!
1:30

New views of the rapidly growing Tesla Optimus factory here at Giga Texas. This is the one 10m/year factory that is in addition to the Optimus factory coming online later this year at the Fremont factory. That one is the 1M/yr pilot line, in case you were wondering. This structure has grown to 13 column grid spaces N-S, meaning it is now nearing 600’ long (~190 m) so far & will continue to grow much longer as earth reclamation work continues on the far S of the site. A lot more steel has been delivered to the site and the 7 cranes at work are assembling this steel onto the structure almost as fast as it arrives. Last week on my Wednesday flight, it was just starting the 9th column grid length, so this should give you an idea how fast it is growing!

Joe Tegtmeyer 🚀 🤠🛸😎

81,283 görüntüleme • 6 gün önce

Thrilled to share my exclusive interview with Lars, Tesla’s VP of Vehicle Engineering, at X Takeover 2025 in San Mateo, CA! Hosted by Tesla Owners Silicon Valley, this polished, well-edited video dives into the future of Tesla’s engineering marvels. From the game-changing Tesla Semi and Cybercab to the SpaceX-infused Roadster and Optimus robot, Lars reveals insider details on Tesla’s cutting-edge innovations, including the revolutionary unboxed manufacturing process and sneaky Model Y upgrades. This 55-minute conversation is a must-watch for EV enthusiasts and tech visionaries!
53:14

Thrilled to share my exclusive interview with Lars, Tesla’s VP of Vehicle Engineering, at X Takeover 2025 in San Mateo, CA! Hosted by Tesla Owners Silicon Valley, this polished, well-edited video dives into the future of Tesla’s engineering marvels. From the game-changing Tesla Semi and Cybercab to the SpaceX-infused Roadster and Optimus robot, Lars reveals insider details on Tesla’s cutting-edge innovations, including the revolutionary unboxed manufacturing process and sneaky Model Y upgrades. This 55-minute conversation is a must-watch for EV enthusiasts and tech visionaries!

Tesla Owners Silicon Valley

101,877 görüntüleme • 1 yıl önce

Tesla Is Now An AI And Robotics Company ... What Does That Mean For The Model S and X - Episode #21 of The Gigacast ---------------------------------------------------------- Intro Tesla refreshes the Model S and X for the first time in almost half a decade What is the future of the Model S and X in an Autonomous World | Can/Will it ever be material for Tesla Is the Model Y and 3 just too good of a deal compared to the S and X | What does the luxury car market Look Like Tesla FSD safety Bloomberg report Omar, Waymo, and Tesla in New York City Waymo and the Jaguar I-Pace Over the air updates | Tesla's getting better over time Keeping up the pace if Innovation: Tesla vs. Apple Questions from the Comments This is the last episode before the launch of FSD in Austin, Texas (Hopefully) | What we're watching ----------------------------------------------------------
57:59

Tesla Is Now An AI And Robotics Company ... What Does That Mean For The Model S and X - Episode #21 of The Gigacast ---------------------------------------------------------- Intro Tesla refreshes the Model S and X for the first time in almost half a decade What is the future of the Model S and X in an Autonomous World | Can/Will it ever be material for Tesla Is the Model Y and 3 just too good of a deal compared to the S and X | What does the luxury car market Look Like Tesla FSD safety Bloomberg report Omar, Waymo, and Tesla in New York City Waymo and the Jaguar I-Pace Over the air updates | Tesla's getting better over time Keeping up the pace if Innovation: Tesla vs. Apple Questions from the Comments This is the last episode before the launch of FSD in Austin, Texas (Hopefully) | What we're watching ----------------------------------------------------------

The Gigacast

41,266 görüntüleme • 1 yıl önce