Luke Carmichael

@herbertong So... absolutely nothing we don't already know 🫠

🚨 Elon Musk just laid out his vision for the future at Israel’s Samson Smart Mobility Summit He says: • Tesla Robotaxis are already operating fully driverless in 3 Texas cities • Optimus could lead to a world with far more robots than humans • Starship is key to making humanity multi-planetary • Neuralink may eventually restore communication, mobility, and even vision Elon also confirmed he’s heavily focused on the upcoming SpaceX IPO. 🚀 $TSLA $SPCX ------- 00:00 Welcome and Setup 00:34 Scaling Full Self-Driving 02:14 Robots and Universal High Income 03:01 Starship and Neuralink Breakthroughs 05:41 Mobility Endgame and Robot Future 07:48 Meaning Peace and the Best Future 09:54 Message to Israeli Innovators

@2147mill But ever 🤷🏽‍♂️ 50/60/70 years old ect

@LukeInvest7 I’d sleep much better at night living in a rented house and having a fat stock market portfolio paying me monthly

Rent will always be the highest amount you pay for living. A mortgage will always be the minimum you pay for living. Houses break.

@SawyerMerritt Every new interview is like watching the last 10 previous ones.... it's the same answers every time, word for word! We need some new info!! 🦾 Cybercab rollout 🤷🏽‍♂️

Elon Musk in new interview: "10 years from now, probably 90% of all distance driven will be driven by the AI in a self-driving car. It will be quite a niche thing in 10 years to actually be driving your own car." AI already drives for 90%+ of the miles I travel.

@nishkidoonoo No unsupervised 🤦🏼‍♂️🤦🏼‍♂️🤦🏼‍♂️

678 robotaxis in the total fleet $TSLA

@DrJStrategy And Tesla stock? 🤷🏽‍♂️

Ignore the noise. S&P 500 hits 10,000 in 2027. Nice to know Wall St is finally catching up. My chart is from a 2020 presentation.

@nextbigfuture @SpaceX @elonmusk What will happen to Tesla stock on the 12th June??

If @Spacex @elonmusk increase the size of the IPO to $78 billion then it would be larger than the three previously largest IPOs combined. More than the Saudi Aramco, Alibaba and Softbank combined.

@Jason Makes so sense to buy it.... telsa will destroy it!! @elonmusk 🦾

Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss

@GAndersonTrades When?? This year?? 🔮

$TSLA will double to $800+ faster than you think it can Nfa

@nishkidoonoo What's going on with unsupervised 🤦🏼‍♂️

670 robotaxis in the total fleet $TSLA

@JOBhakdi 420 or below?

Waiting for the right side of the V. Probably very soon. $TSLA riding the lightning ⚡️

@Gfilche @SpaceX Then Tesla investors get screwed? 🤷🏽‍♂️

If @SpaceX IPOs and automatically gets into the S&P 500 and other major indices that forces a huge amount of buying along with insane retail demand I could see it hitting a $4T valuation after listing …. Then trickling down to $2.5T after the hype settles

@Gfilche @Tesla @SpaceX Will there be a premium? 🤷🏽‍♂️ As a TSLA investor I want one obviously! But will Space X investors?

If @Tesla & @SpaceX merge, there will be a very intense shareholder vote to get this approved Here's my 2 cents & how I'm voting. Yes. Whatever Elon & management say is fair, is a yes from me. Why? Tesla & SpaceX are valued at roughly $1.5T & $1.75T respectively. If SpaceX buys Tesla (makes sense because of Elon's dual voting class shares), maybe they do it a ~20% premium to $1.5T and make it a 50/50 merger of equals. Tesla shareholders will complain about not getting compensated for @robotaxi success, @Tesla_Optimus, etc ... But the truth is, both companies are very similar in size with parrelel upside trajectories. Additionally, they are joined at the hip with Elon leading them both and the Terafab project. Tesla is a ~$100B revenue run-rate, barely growing, valued at nearly 20X sales in this merger... extremely high for a low gross margin company. Giving $TSLA arguably ~$1T of value based on future product lines that aren't material yet SpaceX is a $25B revenue run-rate company with @Starlink already 0 to 1 poised to hit a $30-40B revenue run-rate in the next 18 months. With MUCH HIGHER profitability than Tesla's current business. That means even thought Tesla has 4X the revenue of SpaceX, it's profitability is actually equal in size. When I look at the intrinsic earnings power ($15B of operating cashflow/yr) of Tesla & SpaceX they are actually very similar. With each of them spending all their operating cash flow and more on CAPEX for future projects (including @Xai in SpaceX). Each getting a very aggressive valuation based on future growth prospects. It's almost impossible to predict how the earnings/cashflow will evolve. Especially because a lot of it depends on accounting and how the Terafab/Optimi in Space is structured. Long story short, it's very complicated, and millions of hot take articles will be written about it ... but all in all, a merger of equals, or roughly that, looks fair to me. Another kicker to consider and why I'm voting yes. I trust Elon to do right by shareholders. $TSLA is up 34,687% since it's 2010 IPO, not bad. Tesla has a management team with a track record of making crazy ambitious goals and executing. They're vision for an intergalactic future gets even grander as a combined entity with SpaceX. Let them cook. Full disclaimer I'm a $TSLA & SpaceX investor.

@UnotheInvestor Ask @GordonJohnson19 🤷🏽‍♂️

CAN SOMEONE TELL ME WHY $TSLA IS HEADING TOWARDS $500 AND NOT $70???

@TeslaXplored Story of my life 😂😂

“So you’re telling me you could’ve bought $SNDK a year ago and made 40X but instead you’ve been holding $TSLA since 2021!!”

@CernBasher I've been buying for the last 5 years in the 100s & 200s 🦾

There's a narrative I often see and it goes something like this: "Investors have made no money over the last five years investing in Tesla stock." While it's true that the stock reached $409.97 on November 4, 2021 and it closed at $428.35 on May 8, 2026 -- effectively for no gain. The reality for most people is that they didn't purchase TSLA at the peak on November 4, 2021. They've been purchasing the stock over the last five and a half years at various prices. So, if we look at a distribution of stock prices over that time period, we can see the following: - the stock has traded above last Friday's closing price of $428.35 for just 88 days over the last 1134 trading days - that's only 7.8% of the time. - the stock has traded between $400 and last Friday's closing price of $428.35 for just 61 days over the last 1134 trading days - that's only 5.4% of the time. - the stock has traded between $350 and $400 for just 115 days over the last 1134 trading days - that's only 10.1% of the time. So, the stock has traded between $350 and $489 just 23.3% of the time -- we can call this period of time: "Made no (little) money investing in Tesla." In other words, the stock traded below $350 for 76.7% of the time -- we can call this period of time: "Made money investing in Tesla." Sure, you didn't beat Nvidia or many other stocks over this time period, but it's not correct to say that people didn't make any money investing in Tesla stock." This is a nuanced point that many will miss. By the way, since Nov 1, 2021 the S&P 500 Index is up 68.8%. So, if you purchased TSLA stock below $253, you've outperformed the S&P 500 Index. You had a pretty good chance, as TSLA stock traded below $253/share 44.3% of the time over this period. There's also this uncomfortable truth for many - they might have purchased Tesla stock at a high price during this period and sold it at a low price along the way. No one said that investing was easy. Charts that go up to the right over a long period of time make investing look easy, but they hide all the "crises" (some real, some imagined) along the way.

@SERobinsonJr @JoeTegtmeyer Goodbye Model S 👋🏼 Hello @Tesla_Optimus

TESLA: The last Tesla Model S just rolled off the production line.

@CuriousPejjy As an all in TSLA investor is this good or bad? Or is it relevant come 2030 because we're off to the moon anyway? 🚀 Or does this delay Tesla's short term move? Or does this actually rally Tesla in the short term 🤷🏽‍♂️

Chamath dropping this and Elon Musk reposting the podcast makes it a little obvious that $TSLA & SpaceX will merge sooner than we all think... THESE HINTS ARE NOT SMALL.

39 $TSLA

@SawyerMerritt Bro that's @wholemars 😅

Tesla highlighted a new case study for its Tesla for Business program, featuring Compnow, Australia’s largest privately owned IT company. Compnow operates just under 30 Model 3 vehicles as part of its corporate fleet: "The shift to Tesla improved fleet efficiency, reduced manual administration, and aligned with the company’s broader technology and sustainability goals."