Volscente

Let's explain it easily... Tesla can be overvalued or fairly valued because for some it is 💩=just another car company & for others fertiliser=software+FSD etc. For the aforementioned explanation, it is not worth wasting time trying to change others opinion. Time will tell $TSLA

POPULAR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up now: • $TSLA ~4.9x • $GOOGL ~3.2x • $PLTR ~2.5x • $AAPL ~2.5x • $INTC ~2.3x • $ALAB ~2.0x • $AMZN ~1.6x • $META ~1.6x • $ASML ~1.5x • $HOOD ~1.5x • $TSM ~1.4x • $MSFT ~1.2x • $SOFI ~0.9x • $NVDA ~0.9x • $AMD ~0.8x • $NOW ~0.7x • $AVGO ~0.7x • $HIMS ~0.6x • $SNDK ~0.5x • $ORCL ~0.5x • $MU ~0.3x

@RupertLowe10 @Keir_Starmer What he said 👆

@Keir_Starmer Speaking on behalf of the British people, we all think you’re doing a crap job.

Together, we will build a stronger Britain.

@JonahLupton I'm talking about the price to build the robotaxi itself (sorry I wasn't clear).

@Volscente79 All the prices are fake right now from robotaxis… these companies are likely subsidizing

Let's talk about $UBER because it's been on my mind alot recently... I'm assuming others are also debating these questions in their spare time 😏 Last weekend I took a Waymo and it was a wonderful experience so it's fair to say I'm a big believer in robotaxis as the future of ridesharing. Right now it feels like Waymo is the leader in robotaxis but they only have ~3,000 cars (ie AVs) on the road doing ~500,000 rides per week. Tesla might be next but they have less than 150 cars (ie cybercabs) on the road doing less than 1,500 rides per week. $UBER currently has 1.5M human drivers (just in the US) but nothing in terms of robotaxis other than partnerships with Waymo and AVride (owned by $NBIS) however both options are very limited... Austin & Atlanta for Waymo... and Dallas for AVride. I do think it's possible that Waymo dumps $UBER in the future and just uses their own app in every market... however I could be wrong and maybe it goes the other way because $UBER does have 200M global customers which is massive distribution for any AV ridesharing service that wants scale. fwiw, $UBER currently does 200-250M rides per week which is 400-500x more than Waymo... however Waymo just raised capital at $126B valuation while $UBER currently trades at $153B valuation. I know some people think Waymo will be the winner but kind of crazy it's already worth 80% of $UBER with just 3,000 cars on the road vs $UBER with 1.5M US drivers and another 4M+ drivers outside the US. Over the past ~12 months $UBER has announced 15+ partnerships with different brands and OEMs including Lucid, Rivian, Nissan, Pony, Zoox, Nuro, Oro, WeRide, Baidu, Wayve, Volkswagon, May Mobility, Momenta, Mercedes and probably a few more that I'm forgetting about. I don't think we need to debate that $UBER already has massive distribution but my question is around these 15+ partnerships. Sure it's lots of constant PR which might sound good but we have very limited details... which of these AV companies has technology that is good enough to compete and scale? Putting tens or hundreds of thousands of AVs on the road in the coming years will be extremely expensive and capital intensive. I'm sure Baidu and Mercedes could handle the upfront capex but I don't know about these other brands. So who is covering the capex? the brand? uber? or do they split it? With the capex in mind, what does the rev share look like for these partnerships? Will it be the same across the board or does every partnership have different economics? For instance, let's say Pony.ai can't afford the upfront capex themselves, do they split it with $UBER? or does $UBER cover 2/3 of the capex but then they own 80% of the rev share? Let's say Baidu and Mercedes can afford the capex themselves and they want to go that route... does that mean $UBER just handles distribution & logistics but only gets to keep 1/3 of the rev share? Obviously I'm just making up numbers and scenarios because we don't have much else to go on. Would you prefer $UBER stay asset light and just collect a 1/3 toll like they do now? or do you want $UBER to leverage up the balance sheet to become asset heavy in order to get a bigger rev share % ? and here comes the monkey wrench in all of this... what if $UBER enables anyone with an AV (similar to what $TSLA might do)... to put their car onto the $UBER network in order to generate some extra income while they're working, sleeping or just not using the car? This would allow $UBER to stay asset light and maybe collect a higher % of the rev share since the car owner might be very happy just collecting 40% of the revenues since it's extra income for them not including the accelerated depreciation. I'd love to know how others are thinking about this... especially $UBER shareholders... what do you think is the right business/economics model going forward? and do you want them in the capex business in order to get a bigger rev share? I am very curious to see how this all plays out in the coming years. NFA. DYOR. **We have a tiny $UBER position at @FirstWaveFund because I think the valuation is attractive when you consider 200M customers with the potential to be the robotaxi leader... but I still have lots of concerns about what their strategy looks like going forward and what % of the ridesharing market they lose to Waymo and Tesla and if the TAM can grow big enough for all three companies to be winners? Best case for $UBER is the TAM keeps growing and even as they lose market share the economics for robotaxis are meaningfullly better than a human focused ridesharing network.

@JonahLupton I suggest you take a ride on an autonomous Tesla and later compare the cost of a Waymo to a robotaxi, Waymo will get cheaper but can't compete on cost. Remember that it takes no time to download another app and forget about UBER also Musk will be using X to advertise the robotaxi

@JonahLupton Hi Jonah, IMO you are starting from the wrong assumption that all these partners have a self driving technology that works. At the moment only Tesla and Waymo have something working. I see difficulties for Chinese competitors as too because of possible privacy and safety concerns

$TMDX ended April averaging ~30 flights/day. A new record. OPTN data points to greater than 30% growth in heart cases and strong growth in liver cases. $TMDX market share should be up slightly QoQ for liver and up considerably QoQ for heart. 178m-182m range with upside, IMO

are you ready to see #chiquita back on stage? the tour starts next month! 🔥

Tesla stock performance each year: • 2026: -17% (YTD) • 2025: +11.36% • 2024: +62.52% • 2023: +101.72% • 2022: -65.03% • 2021: +49.76% • 2020: +743% • 2019: +25.70% • 2018: +6.89% • 2017: +45.70% • 2016: -10.97% • 2015: +7.91% • 2014: +47.85% • 2013: +344% • 2012: +18.59% • 2011: +7.25% • 2010: +11.47% $TSLA

I wonder how he injured his finger

@elonmusk I smell new son with her 😂

I'm starting to think the best technical indicator to trade the bottoms on growth stocks are the Fibonacci retracement levels. Over the past few weeks I've been using Fibs more often because there's just so many instances where certain stocks have bounced perfectly off their 50%, 61.8% and 78.6% retracement levels. Has anyone else noticed this? Here are 4 of them but there are dozens more... $RDDT $SOFI $TMDX $CRDO I will admit that Fibs are similar to VWAPs... finding the right spot/candle to anchor to is part art and part science... sometimes it's easy to be biased whereby you keep looking for new anchor spots until everything lines up perfectly in your favor :)

@ivanalefebvreh I totally understand you. It is a very bad feeling to have to constantly watch your back and even be afraid to use your phone while walking.

I had been living in London for 7 years of my life. I loved it. The architecture, the incredible people, the food. Everything was so beautiful. I’ve had to make a tough decision, though. I can’t live there anymore. It’s not the city I moved to years ago. The beautiful vibes have been replaced with an air of criminality and danger in so many parts. Sure, there are nice neighborhoods… but you need six or seven roommates to afford them. As much as I hate to say it, it’s not safe for a girl like me to live there any longer. I’m saying goodbye to the city I once called home. On to a new chapter.

@TheSonOfWalkley 200

What price will $TSLA be at by 2030 ?

The Eyes in Prohodna Cave, Bulgaria.

🤣

Anthony Noto CEO of $SOFI told Jim Cramer they’ll likely benefit in a major way on Trump accounts and will be able to do it more profitably than many others.

@Greensheet6 @kayworthy1 @akafaceUS Do what he said 👆

@kayworthy1 @akafaceUS keep that granite and do this

Who would trade granite for butcher block? It’s paying to downgrade to a less durable countertop material.

@KevinMelnuk FRAcking Tesla investors up the you know what as many others say.

Elon wants $TSLA value to go as low as possible so he and SpaceX acquire it and he gets his control. 4D chess as many say.

My favorite pastime recently has been updating this graph Over a week ago I suggested that $TSLA unsupervised Robotaxi is doubling every 3 weeks So far, they have been hugging pretty close to that growth curve At this rate, they'll exceed Waymo's entire fleet by...