Alfred Spijkerman

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Alfred Spijkerman

Alfred Spijkerman

@AlfredSpijk

founder GreenPower Boats, $TSLA booster, aiming for outperformance vs 100% TSLA with mitigated risk . holding shares, selling puts on dips.

Ridderkerk, Nederland Inscrit le Ekim 2018
413 Abonnements315 Abonnés
Korinek_Trades
Korinek_Trades@korinek_trades·
I got into the markets to make more money, just like everyone else But trading gave me so much more than that It forced me to become patient It demanded discipline It exposed my weaknesses, my ego, and my emotional blind spots and gave me no choice but to confront them One moment of going on tilt can undo all your progress, so I had to develop self-control The funny part is, the money came after the personal growth, not before it And I know that right now, if I lost everything tomorrow, I’d make it back 10x faster because of who I’ve become So if you’re not yet making the money you want, don’t think the journey isn’t working Something way bigger than just money is growing beneath the surface And when it all clicks, everything will change
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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
No matter how you view the Iran situation. $TSLA is quite cheap right now. FSD UNSUPERVISED, FSD Europe around the corner. First signs of unsupervised RoboTaxi expansion, cybercab production on schedule and ramping up. In 1-2 years, these levels are called ridiculously cheap.
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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
Just bought 5 leaps $TSLA 400 dec27. This is my first accumulation of leaps. Maybe we have not seen the bottom, but Trump backing off Hormuz is hopeful. Imo Trump seriously wants to end this war but seeks how to do it. I can be wrong, no financial advice
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Alfred Spijkerman retweeté
Cern Basher
Cern Basher@CernBasher·
What is the Present Value of TERAFAB? TSMC and Samsung make about $2 billion in revenue per GW of AI chips they produce. Nvidia makes about $10 billion and AMD makes about $6 billion per GW of AI chips/systems they sell. Let's assume that Tesla's TERAFAB economics are similar to TSMC and Samsung - so $2 billion per GW of AI chips. Scale this up to 1TW and we're looking at about $2 trillion of revenue. Now let's assume that Tesla is able to do this in 2035 - nine years from now - and that this $2 trillion per year doesn't grow. Let's assume a 50% profit margin. Let's also assume a 50% chance of failure - so there's a 50% chance of zero revenue & profits. If we use a 15% discount rate, what's the present value of this? Roughly about $1 trillion.
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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
@BastianBraun121 Still only 8 unsupervised vehicles, that’s the only number I am watching. Supervised hardly relevant and not a profit driver.
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Teslasti Basti
Teslasti Basti@BastianBraun121·
🚨 BREAKING: $TSLA Robotaxi fleet hits 469 vehicles! Trackers confirm 469 – momentum building fast. Tesla gearing up for something huge. 🔥 Next big leap incoming?
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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
Watched your entire video. Very informative, very personal, very exciting. I truly hope Iran gets freedom back, gets democracy back. They have been on a good track for 7000 years, with the horrible exception of the past 47 years. Funding terrorism worlwide, heavily oppressing their own people in freedom, what they allowed to think and belief. It is hard to know upfront what could happen starting from here. Will the horrible regime simply continue with his son (I hope not) or some other asshole OR will there be a true change in their minds and also in regime. I truly hope that your scenario works out. I am just not informed enough to make a prediction. Peace and thanks again
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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
@tslaming Yes, the number of unsupervised cabs is the only real important indicator. If that number starts to scale seriously, then there is reason for optimism. I am checking regularly!
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Ming
Ming@tslaming·
$TSLA 🇺🇸 There are only 8 unsupervised robotaxis in Austin right now... but that number is going to skyrocket into the millions once unsupervised FSD officially rolls out 🔥 And only Tesla can do that 🔥
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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
@Teslaconomics This is an awesome color combo! Probably none or 5 of them if I would have enough other investments
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Teslaconomics
Teslaconomics@Teslaconomics·
Just wondering… if Tesla offered you the Cybercab for $30,000, how many would you actually buy for your own Robotaxi fleet?
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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
@MarioNawfal Seems to me that Trump has a very big influence here. If he doesn’t like the follow up leader, what would be the point to start a war
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇮🇷 Iran's Supreme Leader Succession Race is On Raz Zimmt Laid Out 3 Key Scenarios: 1. Mojtaba Khamenei (son of the late leader): mid-level cleric with deep IRGC ties and real influence in the Leader's Office. Guards would love it. 2. Senior conservative cleric like Ali-Reza Arafi (67): youngish, strong religious cred, but zero state management experience (Qom colleges, Friday prayers, etc.). 3. Elderly temp pick (e.g., 92-year-old Abdollah Jowadi-Amoli): bridge to stabilize until a real consensus forms, Soviet-style. Iran's power vacuum is real. Mojtaba has the inside track, but the IRGC and clerics are jockeying hard. Whoever wins, this is the regime's most fragile moment in decades. Source: Raz Zimmt
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Mario Nawfal@MarioNawfal

🚨🇮🇷 A senior Iranian Kurdish official to Israeli Channel 12: "This is a historic moment; we will start moving against Iran as soon as possible." The ground war is coming.

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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
@TheSonOfWalkley Yes soon. That is the million dollar question. My guess: starting between may/august. That’s a wide region but can’t do any better. It will be worth the wait for sure.
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Alfred Spijkerman
Alfred Spijkerman@AlfredSpijk·
Just sold 4 $TSLA puts expiring this Friday at strike 375. Should create some money, if not then I bought 400 $TSLA for $372.50. This war will be settled soon imho.
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