JC retweetledi
JC
434 posts
@mikepat711 Dunno, I would rather they keep things under wraps until ready to drop jaws. If it's not there yet then don't bother. Just imagine Tesla showing off the bot amazing skills and then also saying they already built an army of them.
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@amitisinvesting The upside is not worth the risk upon IPO for me. I might buy later at a better entry price.
Funds selling $NVDA and others to make room for SpaceX. Sounds like I get a better deal by buying the selloff stocks.
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SPACEX UPDATES:
- Ticker will be $SPCX
- IPO coming likely June 12th
- Company is focused on expanding retail coverage to international brokerages, not just US based ones
- Looking to raise $80B at around a $2T valuation
Are you a buyer?
I think many other names will be proxies and we are already seeing this with momentum in names like $RKLB.
It’s going to be a historic IPO, question will be where the liquidity comes for it…
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@TopDividendETFs QQQI for income or sideways volatility
QQQM for uncapped growth
I'm thinking of pairing these together for the NASDAQ 100 exposure in my portfolio.
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$1,000,000 into $QQQI
or
$1,000,000 into $JEPQ
Your choice? 💸👇
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@wholemars @CuriousPejjy Bears can just move goal posts.
$TSLA $420 and dropping.
$TSLA $480 and dropping
$TSLA $650 and dropping.
And so on...The trajectory is inevitable. Tesla is the physical AI play. An eventual merger with SpaceX will create a juggernaut that one must include in your portfolio.
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When the Tesla bears start sounding pissed off, that’s when the fun really starts…
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Highly considering some diversification within my current portfolio
Current portfolio - 100% $SMH
Here’s what I’ve brainstormed
By doing this I am simply just adding Mag7 exposure as well as some more memory exposure
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@BP1TAZ @niccruzpatane @TeslaBoomerMama No, it's for safety. A major incident would set Tesla back and could force negative regulations. Tesla likely has internal numbers they want to hit before rolling out strong. It's a smart move. People are being too impatient. It will scale quickly when you least expect it.
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@niccruzpatane @TeslaBoomerMama Do you think Robotaxi expansion is intentionally being slow-rolled until after the merger?
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This is the automotive world’s BlackBerry to iPhone moment.
Ryan Petersen@typesfast
Robotaxi sighting in SF. No mirrors.
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@EvasTeslaSPlaid @Tesla Elon posted something about bitches and money. Watch out for those bullish signals.
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@PTrubey @wholemars So you think if Tesla leapfrogs Waymo's unsupervised robotaxi fleet count, $TSLA will stay at $450? Yeah right.
As of right now everybody thinks Waymo is the leader in autonomous vehicles and even China will beat Tesla. They will all be proven wrong.
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Stop it! A $1.7T market cap company with a P/E of 417??
The market has got to have priced in Optimus, and Robotaxi, and the advanced chip fab, and Tesla Semi, and more FSD uptake, otherwise the P/E would be around 50 tops and the share price at $50.
I just don’t understand people complaining about $TSLA not being higher. It’s pretty high already. As these future profit drivers turn into current profit drivers, the stock price will rise, but you’ve got to realize there is execution risk baked in there somewhere.
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Yes, the Robotaxi opportunity is not even priced in yet. The market is still treating Optimus like it’s not a real product.
*Walter Bloomberg@DeItaone
$TSLA - TESLA INVESTORS GET OPTIMUS FOR FREE Piper Sandler says Tesla stock already reflects the value of its core business, meaning investors are effectively getting Optimus for free. Analyst Alexander Potter values Tesla at about $400 per share without Optimus and kept a $500 price target, saying Tesla’s AI and robot businesses could become its most valuable assets.
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@QuietSunsthl We are at a point where $TSLA may skyrocket if they catch up and surpass the Waymo fleet numbers. If that happens, this is going to take off. Minimum $1000 for me to even think about trimming profits. Optimus V3 hasn't even been shown either and we are at almost ATH already.
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@thejefflutz @TeslaBoomerMama Bad idea to sell $TSLA now when robotaxi is about to scale. When Tesla surpasses Wayno unsupervised 3k fleet, Tesla stock will go bananas. As of now it could begin scaling quickly and you'll be locked out of lower Tesla stock pricing after analysts are forced to re-rate.
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@JOBhakdi There are two sides of thinking on this. One side thinks it will be total job destruction. The other side thinks new types of job supply will cover the lost. I think AI disruption will create a tough transition period. Stay flexible, adapt, and learn skills that are in demand.
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The level of job implosion we will see over the next 12 months is unfathomable to most.
Kangmin Lee | 이강민@kangminlee
This just killed 90% of female jobs
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@wholemars Ughh just a bit lower around $320, I planned to buy another large lot of $TSLA. I should have just bought more under $350.
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Congratulations to everyone who panic sold at $337
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@B_doong2daddy This would be a terrible time to sell $TSLA unless you have some other high conviction opportunity. The coil is tightening and it could launch right after you sell.
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I didn’t sell a single stock today.
Did you?
Did you really sell your Tesla share at $400?
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@thejefflutz @robotaxi Just recently got to check out FSD 14.3.2. I've never seen FSD handle stop signs so smoothly and human-like. Very impressive improvement. This is just my brief experience, but it's got me more bullish on robotaxi scaling.
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For the first time, a MAJORITY of the Tesla @robotaxi (s) on the road in Austin are UNSUPERVISED … 👀
MilMileBattery@MilMileBattery
Continued expansion $TSLA Now **38** unsupervised Robotaxis in Texas, up from 36 Both vehicles added in AUSTIN 🤠
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JC retweetledi
For the eventual SpaceX merger with $TSLA, you either believe Elon or not. I trust he will not harm long-term Tesla shareholders.
Elon Musk@elonmusk
I’ve mentioned something like this before, but, if any of my companies goes public, we will prioritize other longtime shareholders of my other companies, including Tesla. Loyalty deserves loyalty.
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JC retweetledi
🇺🇸 Tesla just landed its biggest Semi order ever.
WattEV is buying 370 Tesla Semis for roughly $100 million, the largest single electric truck order in California history.
More than 300 of them will support freight operations at the Port of Oakland. First 50 deliveries start this year, full fleet operational by end of 2027.
New megawatt charging hubs going up in Oakland, Fresno, Stockton, and Sacramento will charge 300 miles of range in about 30 minutes.
Diesel is not having a great week.
Source: Teslarati
Elon Musk@elonmusk
Tesla Semi
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JC retweetledi
SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → x.ai/news/anthropic…
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