TSLA is a long-term bull case; we are 'very early' due to massive TAM ($120T), construction moat, and institutional accumulation vs retail selling.

Shout out to Sha D and Cipher Sniper and K8 and TD Tesla. The whole gang is here.

So, for example, Tesla post IPO was flat for a long time. Then it went vertical and it's been flat for a long time again and it's going to go vertical again. So, we're getting a second bite at the Apple.

And in fact, there's allegedly a team of Tesla folks right now on the ground in China doing the final approvals for the supply chain for the Optimus human robot.

Then early. This is another one which is kind of interesting because I would argue we're early again and I have been investing in Tesla for over a decade. But if you look at a couple of things as well, the Tesla TAM they're going after is monstrous.

Okay, humanoid robots, robot taxi, cyber cabs, software services, SAS revenue, electric vehicles, AI compute, energy storage, all these things are massive. They're the biggest TAMs on the planet.

You add up all the TAMs for Tesla today, it's $120 trillion, which is basically the size of global GDP. I know it doesn't make any sense, but that's what an S-curve is. That's exponentiality.

And what they have is the moat. They've got the vertical integration and they're in all the top S curves.

Tesla gigafactories, lithium factories, etc.

Another great mode illustration is this. This is from a presentation I gave a few months ago. It was all the building that Tesla is doing. This picture tells a million words, not a thousand.

Again, it's impossible to compete away all of this construction that's happening all over the world all at the same time. From Shanghai to Berlin to all over Texas to New York, you name it, to you know, lithium refineries to mega factories, three of them.

A terafab is coming. Uh it is insane. Nobody will be able to catch this level of building or construction. Nobody. Nobody. And that's why we're early, very early, which is also scary.

This is classic Tesla, classic SpaceX, classic Palunteer, classic mosthated assets. But get familiar with the future growth and the profitability of the future lines of business.

FSD revenue, for example, pure margin, pure profit. And now 55% of cars that they sell is [clears throat] sold alongside FSD.

For example, all the retail investors sold Tesla this year and the big money came in. That shows you who's right. The big money is right.