TSLA 全部观点

Tesla up 6.02% I heard a little bird told me that the Tesla Semi was going to go into scale production in September, and that same little bird told me the humanoid Optimus robot from Tesla is going to go into scale production in September.

They told me this in July. And so far, they are right on the Tesla Semi. They're talking about that scale production. They're very quiet about the Optimus story, but the same source is already one for two, and the question is, is Optimus going to scale production?

I think it is in Fremont, California, and it looks like JP Morgan saw it last week, and they were very impressed with this one. They six season, they can't say anything. Like anybody else who's seen it, they're keeping it very much under very tight wraps, but this thing is bonkers, the Tesla Semi.

It's going to sell like a hotcake because truckers love to drive it, and it saves trucking companies a lot of money. That's all the trucking companies care about is the cost per mile, and this basically is a 50% saving over a diesel engine.

Tesla has announced the Cyber Cab launch event will be September 3rd.

My prediction is that Tesla stock will fall after September 3rd. might run up to September 3rd. But my experience with events like this for Tesla is when they have this big kind of event, the stock usually falls the next day, people's hopes and expectations get up too high and then the event actually happens and it's not that big of a deal.

Maybe this will be different. Maybe there'll be some positive macro news or something that'll boost the stock and maybe I'm just wrong. So with 69% confidence, 69.420% 420% confidence.

I think the stock is likely to fall on September 4th.

Moving on to Tesla, started the week at 338 and holy cow, shares were up 7 and 1/4% this week at 362. Holy cow. This comes as in I was going to say Nvidia, Nevada. No, Nevada approved Tesla, Uber, Waymo for robo taxi rides around Las Vegas including Amazon Zoox as well.

Now, here was the interesting thing. I believe Waymo asked for a thousand robo taxis, Uber asked for another thousand. Tesla got approved to operate 5,000 robo taxis. Now, a couple of things about Tesla, they obviously or already operate what is called the hyperloop in Vegas.

You can catch it down by the convention center and I think it takes you underneath the ground in self-driving Teslas but obviously these are the robo taxis that are going to drive on, you know, Flamingo and Paradise or, you know, Las Vegas Boulevard and those types of things.

Interesting that they got 5,000 robotaxis. It's also a state where they have a presence from a manufacturing perspective. The company is also planning a cybercab robotaxi event.

Now, keep in mind, you say cybercab over at Tesla, these are the gold vehicles that have no steering wheel. These are specifically meant for ride-sharing. Then you have robotaxis, which can be the cybercabs or could be a Model Y.

The company appears to be going all-in on the cybercabs as more and more are being spotted. In fact, last time I was in Palo Alto, I saw one. It is believed that the company is going with the strategy instead of pushing Model Y's off the factory line out into the cybercab fleet.

It's believed they're doubling down on these as they cost less per unit and maybe in some cases given where gasoline prices are, guarantee the Model Y is selling.

Can you guess what the two in one is? Uh Tesla and SpaceX. I I was just reading an article in the Wall Street Journal about how >> um it seems pretty likely that uh they're going to merge or you know technically um SpaceX would be the one to acquire Tesla.

Um, and you know, for one, the reason to do it, it would be uh it would unlock a pretty massive pay package for uh for Elon Musk. Um, and it would also give him more control over the combined entity and he is the majority shareholder in in both companies.

Um, with hum a humongous amount of uh voting power over over both of them.