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Why I am avoiding $TSLA: $TSLA bull thesis was based on two assumptions: $TSLA would be exclusive provider of robo-taxi and autonomous robots for at least several years. We see that this is not going to happen. The structure in both industries are evolving similar to computers: A dominant...

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Oguz Erkan

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310,333 Aufrufe • vor 1 Jahr •via X (Twitter)

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Profilbild von Bill Ackman
Bill Ackmanvor 1 Jahr

All of these arguments are supportive of @Uber. You should buy some.

Profilbild von Dan Ryder - primedefi.com
Dan Ryder - primedefi.comvor 1 Jahr

DeFi’s momentum is just getting started. BTC staking is poised to become a $12B industry by 2025. Ethereum L2s are proving their profitability with skyrocketing gains. AI-powered tools are redefining the way trades are executed. The future belongs to those who stay ahead of the curve. What’s your top pick for the next big leap in DeFi?

Profilbild von Cole Grinde
Cole Grindevor 1 Jahr

What other company can literally flip a switch and turn their existing car into a robotaxi? $TSLA and no one else.

Profilbild von Jeff Lutz 🔋
Jeff Lutz 🔋vor 1 Jahr

Dont be silly. no one making a decent model thought they would have 100% market share.

Profilbild von Hunter H. Hedge
Hunter H. Hedgevor 1 Jahr

you don’t need to be a bull. That’s fine. But citing GM getting into autonomy using NVDA is not really that big a deal. You thought nobody else would compete, ever? Cmon. For all the whining about FSD taking longer than expected, wait till GM gives it a go. They still have issues making a normal EV.

Profilbild von lawson crusade
lawson crusadevor 1 Jahr

incredibly questionable decision based upon the fact that boston dynamics creates the same “dumb” robot for the last 30 years, and you think GM(🤣) will partner with nvda to solve that problem in no time? laughable🤣 tesla is several years ahead of all, based on 1st principles 🤣

Profilbild von Josh
Joshvor 1 Jahr

It’s gonna happen. 12.6.4 FSD is amazing, you can see autonomy coming. GM can pair with NVDA all it wants but it doesn’t mean anything with the data and miles and GM doesn’t have it. They can even make money in the electric side and won’t for a long time, hence the pull back in production. Tesla will be THE game in autonomy. You need autonomy that can adapt to the environment, Tesla is it.

Profilbild von Josman11
Josman11vor 1 Jahr

It was never part of $TSLA 's plan to be the exclusive provider of robotaxi and humanoid robots. There is a huge TAM and only with a small part of it $TSLA could grow to Trillions

Profilbild von Gainzgar ⚡️
Gainzgar ⚡️vor 1 Jahr

This was a weak take. You should learn more about Tesla. Vertical integration allows them to do this at scale and with massive profits.

Profilbild von MiaMarket26💎
MiaMarket26💎vor 1 Jahr

My man you are completely lost on Tesla

Profilbild von jason safriet
jason safrietvor 1 Jahr

Yeah... not a thoughtful reason. ill stick with Elon and his 7mm cars already on the road. The fsd that has 10's bb's of miles of data... the Robots which are already being produced..

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