Yang Yu

@garyblack00 agree with your thoughts

I have argued for weeks that “equities would hit new highs once the war ends, oil retreats, and slowing jobs data boosts Fed rate cut odds.” Today that prediction played out as both S&P500 and NDX hit record highs as the two-week ceasefire held and plans for new peace talks were being scheduled for this weekend. Driving the S&P 500 higher: Rising 2026 EPS estimates now at $325 +17% YoY, implying a 21.6x P/E, which translates to a 4.6% earnings yield vs 4.3% 10yrTY, a premium in line with historical norms. Stocks remain compelling relative to risk-free bonds, and absent the war, could move even higher if the impending earnings season produces further gains in EPS estimates.

@CyberCatX @peng_hellen 这个话题很大，其实说实话，只是招某些人喜欢，同时也招很多人讨厌。Leader就是这样的，不可能总招人喜欢，而且leader也从来不把招人喜欢当作目标。

@peng_hellen 👏

以前看Elon， Jared ，Peter Beck 这类名人，第一反应就是琢磨能从他身上学到什么，现在看他们，第一反应变成了怎么能把孩子培养成这样，主体从我变成了孩子，改变竟是如此的自然流畅🤣。 暂时总结出三点：1，尊重天性，不强加干涉与修剪，让他们长成该有的形状，未来发展会更顺幸福感会更高。 2，极致匠心，入一行精一行，踏实是最好的捷径。 3，人格魅力，招人喜欢永远是最强竞争力，各行各业通用，并且这个“能力”只能在早期塑造。

@CyberCatX 去年底我线上参加的股东大会，看到你问的问题非常不错。我始终觉得是不是当时特斯拉已经跟Lemonade在谈合作了，只是当时不方便披露这个信息，所以老马打断了你的问题？

去年参加特斯拉股东大会后。同行的投资者说除了你的问题有点价值，这整个大会怎么搞的像粉丝见面会一样。事实上我当时问的保险问题并不受欢迎，被老马打断了，也被特斯拉极端粉攻击。但是不影响最后老马很喜欢拿 $lmnd 的合作佐证FSD的安全性。这就是理性投资人能给出的价值。 作为投资者，我们要做的就是问难的问题，对自己的钱负责。在原计划持续未能实现的时候Push自己和管理层给出思考和下一步计划。因为只有正视问题才能解决问题，投资人也应当帮助头脑风暴。 比如去年FSD 订阅率持续不达预期的时候，不是一句老马的“我很吃惊很多人都不知道FSD”能带过的。投资人应该问为什么大家不知道FSD，我公司应该从哪些方面入手提高订阅。 真正能帮助公司的不是那堆“高喊星宿老仙，法力无边的”粉丝。而是那些敢于直言不讳指出皇帝的新衣的小孩。

@Tsla99T 万事皆有新鲜感，SpaceX上市是一个全新的东西，估计2T带有大量散户炒作的预期了。

SpaceX都2T了，TSLA还好意思回到200+吗？

@XieJackie 其实中国区的销量非常好，我觉得是高于预期的，但欧美确实比较差，有点奇怪。

🚨特斯拉Q1交付的销量低于所有分析师的预估。马斯克用转贴回复了为什么销量低。🤣 “如果你认为特斯拉交付很差，你应该看看其他公司在Q1纯电交付量： 特斯拉：358,023 同比+6.3%📈 世界最大竞争对手比亚迪：310,389 同比-25.46%📉 美国其他最大车企：福特：6,860 -70%📉 GM：25900 -9.7%📉”

@Maggie191919 @Tesla 5年么？

🔥🚀Cathie Wood预测特斯拉($TSLA @Tesla)股价将达到4000美元。

@thexapien @adcock_brett Well, the robot industry will be big enough so they are not competing

@adcock_brett You might actually be Elon Musk’s true rival.

First humanoid robot at the White House

@farzyness Very interesting...

You guys I can't believe it's the year 2026. It feels like we're kind of living in the future. Just me?

@garyblack00 @farzyness Interesting, I think you both agree and disagree some points, but most importantly, you respect each other's opinions and open to those debate

Great video by @farzyness on why $TSLA Cybercab could disrupt the automotive business as we know it. I don’t agree with all of Farzad’s points, but the video is definitely thought-provoking and well worth a watch.

@Tsla99T SpaceX合并XAI之后给他们现金让他们走人？

XAI的cofounders纷纷离职，在我看来就是因为 Cofounder 太多

@GordonJohnson19 @elonmusk It's interesting that 2/3 of your posts on X are about Tesla or Elon Musk, which hasn't attract much attention yet. You have been consistently wrong by far regarding your target price.

Thoughts @elonmusk?

@CyberCatX @raines1220 That's a fantastic outcome!

@raines1220 Elon couldn’t tolerate my relentless nonsense… so he partnered up with $LMND just to shut me up😌

Believe it or not, @CyberCatX made this happen. Tesla and Lemonade are working together because of him. During shareholder meeting, he talked nonstop for five minutes to convince Elon to consider this possibility, and now it has become a reality. This story should be written down in our history books.

@WealthCode99978 怎么没有Tesla？

2025年即将结束之际，MAG 7 相对于标普500指数$SPY的表现： 表现优异$SPY #1： $GOOGL +63% #2： $AVGO +47% #3： $NVDA +32% 表现不佳$SPY #4： $MSFT +15% #5： $AAPL +11% #6： $META +10% #7： $AMZN +4%

@GordonJohnson19 @GLJ_Research No matter what you say and post, the reality is you have been consistently wrong on your price target for tsla.

“$TSLA’s Optimus robots are the equivalent of 1980s Chuckie Cheese animatronics-level tech; they will not sell one of these things in 2026E” - @GLJ_Research

Please stand with Elon Musk. Vote yes on Tesla's compensation plan. Wealth is but a flourish for him, control a distant second. His heart is set on safeguarding humanity amid AI's swift rise—preserving our survival and advancing our civilization. @elonmusk

Top 10 Takeaways from Tesla's Q3 2025 Earnings Call 1. **Leadership in Real-World AI**: Tesla positions itself as the leader in real-world AI, with the highest "intelligence density" in vehicles, enabling rapid scaling of FSD and robotaxis, described as a "shock wave" transformation in transportation. 2. **Production Expansion Acceleration**: With newfound confidence in achieving unsupervised FSD, Tesla plans to expand vehicle production as quickly as possible, targeting an annualized rate of 3 million units within 24 months or less, prioritizing volume while maintaining margins. 3. **Record Financial Performance**: Q3 delivered new records in deliveries (up 25-33% across regions), total revenues, energy gross profit/margins, and free cash flow (~$4B), with automotive revenues up 29% sequentially and cash/investments exceeding $41B. 4. **Energy Storage Boom**: Megapack and Powerwall deployments hit records, with strong demand into 2026 driven by AI/data centers and U.S. solar policy changes; innovations like Megapack 3/4 and Mega Block enhance grid efficiency, potentially doubling U.S. energy output without new plants. 5. **Robotaxi Progress and Expansion**: Operating in Austin (no safety drivers before year end) and Bay Area; fleet has covered >1.25M miles, with plans for 8-10 markets by year-end (e.g., Nevada, Florida, Arizona); customer FSD miles reached 6B, emphasizing safety-first deployment. Currently 12% take rate. 6. **Optimus as Game-Changer**: Humanoid robot poised to be Tesla's biggest product ever, enabling "sustainable abundance" by eliminating poverty through 24/7 productivity (5x human levels); V3 unveiling in Q1 2026, with production ramp targeting 1M units/year by end-2026 despite supply chain challenges. 7. **FSD Software Advancements**: Version 14 rollout amazed users (available via app update); upcoming features include reasoning for smarter decisions (e.g., parking), with AI5 chip offering 10-40x improvements; HW3 vehicles to receive V14 light version in Q2 2026. 8. **AI Chip Innovation**: Tesla's A5 chip (designed in-house) deletes unnecessary components for radical efficiency (best performance/watt (2/3x) and $/performance (10x)); dual-sourcing from TSMC (Arizona) and Samsung (Texas) to ensure oversupply, starting with A5 focus. 9. **Cybercab and Semi Updates**: Cybercab (no steering wheel/pedals, optimized for autonomy) production starts Q2 2026; Semi factory on track for volume in H2 2026, with FSD tech extending from passenger vehicles; autonomy could disrupt last-mile trucking vs. trains. 10. **Shareholder Vote Urgency**: November 6, 2025, annual meeting critical for approving Elon's compensation (for voting influence amid "robot army" risks) and re-electing key directors; criticized ISS/Glass Lewis as "corporate terrorists" for misguiding passive funds.

@peng_hellen 这才是投资的真谛！很多基金经理其实是在做交易，而不是在做投资。

$RKLB和$TSLA大涨之后常有网友问我还有什么其他股票值得投？ 对于我个人来说，这两支目前足够。 像特斯拉，英伟达，比特币这些都属于“大猩猩资产”，Rocket Lab虽然不到这个级别但也已经是十几倍的收益，这种资产，一个人一辈子能抓住一到两个就已经是很幸运的事了。 当然前提是本金不能太少，然后让本金x时间x复利的力量发挥作用，结果都不会差。 如果你本身是管理基金的，diversity确实很重要，这毕竟是你的工作，但现实是很多基金连S&P500都跑不过。 攒好本金，选好目标，然后Buy& Hold是适合大部分普通人，且让工作，生活，投资平衡的最佳方法，少些折腾，坐享其成。

Just lucky

当精英与财富出逃，留下的就只有愚昧和贫穷。