RFox

결국 장기 투자에서는 긴 시간에 대한 ‘믿음’이 있어야 한다. 믿음 없이 장기 투자 여정을 완성하지 못한다. 결국 펀더멘털로만 투자를 바라보기엔 힘들다. 내가 한 주도 팔지 않고 버틸 수 있는 이유 내가 2년 이상 한 달도 쉬지 않고 매수한 이유는 반드시 믿고 있는 미래 덕분이다. $TSLA

🚨 CATHIE WOOD PREDICTS TESLA STOCK WILL HIT $2,600 Cathie Wood: “We think that robo taxis will account for 90% of the value of the company in 5 years. And we're on record saying we believe in five years the stock will hit $2600... and that's not even including humanoid robots which are now moving into the Tesla ecosystem much faster than we even expected.”

테슬라에 큰 비중을 두고 투자하시면서 지금 많이 힘들어하시는 분들께 드리고 싶은 말씀입니다. 테슬라는 2021년 11월 4일경 약 407~410달러로 사상 최고점을 찍은 후, 일론 머스크의 대규모 주식 매도 발표를 계기로 하락이 시작됐고, 인플레이션과 급격한 금리 인상이 겹치면서 2022년 12월 말에는 110~123달러 수준까지 떨어졌습니다. 그때 정말 많은 분들이 절망하고 포기했지만, 끝까지 버티신 분들은 결국 2024~2025년에 다시 400달러 이상을 회복하는 모습을 보셨습니다. 지금 상황을 그때와 비교하면, 오히려 상당히 평온한 구간이라고 볼 수 있습니다. 물론 이란 관련 지정학적 리스크, 트럼프 행정부의 관세 전쟁 가능성, 그리고 최근 테슬라 EPS 실적 둔화로 인해 주가가 5년 가까이 횡보·조정 국면을 겪고 있지만… 저는 여전히 확신합니다. 2026년 하반기부터는 로보택시 상용화와 FSD 진척, AI·옵티머스 등 본격적인 성장 동력이 터지면서 주가가 다시 한 단계 레벨업할 것이라고 믿습니다. 지금처럼 흔들릴 때일수록 과거를 떠올리며 조금만 더 버텨보시는 건 어떨까요? 함께 힘내요.🫠

🚨 IRAN'S LEADER MOJTABA KHAMENEI SAYS CLOSURE OF STRAIT OF HORMUZ SHOULD BE CONTINUED AS A TOOL TO PRESSURE ENEMY

🚨 BREAKING: 🚨 President Trump is "strongly considering" APPOINTING Alex Karp as Special Czar for Artificial Intelligence Systems to lead the charge in modernizing and securing U.S. intelligence operations against emerging threats. Elon Musk, a close ally and tech visionary, is reportedly pushing this move behind the scenes to integrate cutting-edge AI tools into national security. Karp, the innovative CEO of Palantir Technologies, has long championed AI-driven data analysis to expose corruption and crush enemy forces. This bold step would harness Palantir's proven tech to dismantle oppressive regimes like Iran and North Korea, while cementing America’s intel edge over China in an AI-dominated world. Massive win for transparency and innovation.

NEWS: Digital Optimus will start rolling out to AI4 (HW4) Tesla vehicles in ~6 months, and be deployed at select Superchargers.

Cursor is raising at a $50 billion valuation. Elon just pulled two of its product leaders into a $1.25 trillion company and told them to build xAI’s coding product. Both report directly to him. Milich and Ginsberg ran engineering and product at the company that went from $0 to $2 billion ARR faster than any SaaS product in history. They shipped the web app, the CLI, the background agents, Cursor 2.0. AI coding is now a $5 billion+ market. Cursor at $2B ARR. Claude Code at $2.5B run-rate, doubling since January 1. GitHub Copilot past $1B with 4.7 million paying subscribers. Every frontier lab has a coding product printing money. xAI is the only one that doesn’t. That changes fast when you hand two people who already built a $2B coding business the keys to Grok’s model stack and tell them to ship. xAI has 100,000 H100s in the Memphis Colossus cluster. It has Grok 3 and whatever comes after it. What it lacked was product leadership that has actually scaled a coding tool through the $0 to $1B to $2B arc. Now it has both. Milich interned at SpaceX ten years ago working on Dragon 2 crew displays, back when the company was still figuring out barge landings. He left, co-founded Skiff, sold it to Notion, joined Cursor before it was Cursor, and helped build the product that now has more annualized revenue than GitHub did when Microsoft bought it for $7.5 billion. The return to SpaceX with a decade of shipping product and the entire AI coding playbook is the kind of hire that compounds for years. SpaceX generated $15B in revenue and roughly $8B in profit last year. The AI side is burning cash. A coding product that captures even 5% of a $5B+ market in year one changes the unit economics of the entire xAI division. Every major AI lab figured out that developers are the highest-willingness-to-pay users on the planet. Elon just hired the two people who proved it.

UNDEFEATED.

Oh and it works in all AI4-equipped cars, so your car can do office work for you when not driving. We’re also deploying millions of dedicated Digital Optimus units in the field at Superchargers where we have ~7 gigawatts of available power.

BREAKING 🚨 🇮🇷 Iranian Air Force Brigadier General Mohsen Darrebaghi has been killed. 🇺🇸 🇮🇱 He was linked to multiple deadly operations against US and Israeli forces. Confirmed ❗️

Oh and it works in all AI4-equipped cars, so your car can do office work for you when not driving. We’re also deploying millions of dedicated Digital Optimus units in the field at Superchargers where we have ~7 gigawatts of available power.