stpp

People wondering why $TSLA can’t catch a bid for its life Well - 320 P/E still - compare that to $NVDA $META $MSFT $AMZN which are all under 30 - Elon mainly focused on SpaceX / X right now -xAI failing massively compared to other AI companies (going to draw more of elons attention) -SpaceX IPO will likely create selling pressure on $TSLA as investors dump TSLA to get into Elon’s new shiny object - Even Energy was down QoQ and YoY (Wildly unexpected, why?) - Tesla car sales down, Rivian releasing a Model Y competitor - FSD becoming a commodity in the next 1-2 years based on what we’ve seen from $NVDA and other companies - Cybertruck showing to be a big flop - Optimus is the Hail Mary but even at Optimus there are 1000 other AI companies working on producing a humanoid robot as well If you are buying Tesla right now, you are betting huge on Optimus or SpaceX Merger bailout Again, I love the company, but you can love the company and not love the stock at the current time. At some point in the future I’d love to be heavy $TSLA again but there aren’t really any signs to go heavy right now.

今天，这中推上，怎么就没人出来，查一下公布一下？伊朗革命卫队用自家一颗导弹，炸的是伊朗的小学？还是幼儿园？当初个个义愤填膺，为伊朗伸张正义，责骂美国涂炭生灵，今天，你们都哑巴了？你们的同情心呢？善良呢？正义呢？ 你们都是一帮坏人，一肚子坏水，一脑子坏SHI…

So many phonies, so few who are the real deal

Nice work, Giga Texas team!

I don’t know how I would handle it as a human. 😱

曾经我也觉得老马是神。无所不能，但我的确错的离谱。 这些年看了太多雷声大雨点小的事 Cyberyruck Doge X的everything app Tesla Insurance 4680电池 etc 我越发意识到老马虽然牛逼，但他终究是人，盘子大了也会分心管不过来，犯错看错也不少。作为CEO有着非常明显的优势和弊端，优势是整体的Vision和执行力，弊端是经常给投资人mixed information/过高的短期预期，以及越摊越大的大饼。 投资不能搞个人崇拜和情绪化，一切需要基于事实和理性分析，投资特斯拉这种公司更是如此。当然单纯做粉丝和KOL另当别论，可以🦐jb吹，不基于事实鼓动散户情绪吸引流量。 我仍然投资特斯拉/支持马斯克，但不妨碍我认为他有太多需要向特斯拉股东deliver和证明的东西了。

✍️ New article: Battery costs have declined by 99% in the last three decades, making electrified transport a reality— Over 20 million electric cars were sold globally in 2025 — some for as little as $10,000. Even just two decades ago, that would have been impossible. The reason it's possible now? Batteries have gotten *much* cheaper. In 1991, lithium-ion battery cells cost around $9,200 per kilowatt-hour. By 2024, that had fallen to just $78 — a decline of more than 99%. You can see this in the chart. To put that in perspective: the battery cells in a standard electric car today cost around $5,000. In 1991, those same cells would have cost nearly $600,000. There was no single breakthrough behind this. Batteries follow a “learning curve”: as cumulative production grows, thousands of small improvements in chemistry, manufacturing, and supply chains drive prices down. Since 1998, every time global cumulative battery production doubled, the price dropped by roughly 19%. Early progress was driven by consumer electronics — phones and laptops — before the technology became viable for cars, buses, and larger energy storage. Energy density has also more than tripled since the 1990s, meaning batteries can now store far more energy for their volume. The half-a-million-dollar battery was never going to transform transport. The $5,000 battery is.