TSLA重上200無限打氣區

260 - 150 橫行區

唔怕！左側交易

升就追，趺就溝

止蝕係多餘，出糧就入貨

其實技術上已經大部分ready
法規問題都不大啦 waymo 都過到

TSLA vs BTC 你地點weight ?

V到

Elon問Tesla用5B投資XAI好吾好

https://x.com/elonmusk/status/1815907844434112999?s=46&t=-Gxg_UvwfR13_G6ZkUYXIA

而家坐住227 228
真係好難估佢2130開市咩境況

觀望下先
現金ready

吸乾tesla嘅錢去搞自己公司嘢

佢幾時搞starlink ipo
最值錢檔野自己收埋

琴晚ER call
Elon對如果Trump當選可能取消IRA credit對Tesla既影響點睇
I guess that there would be some impact, it would be devastating for our competitors
The value of Tesla overwhelmingly is autonomy

睇返FSD既進度
FSD v12.5之後既release note包括
• Earlier and more natural lane change decisions.
• Vision-only driver monitoring with sunglasses.
• End-to-End on highway.
• FSD on Cybertruck.

今日market既反應

佢無直插已經要還神

https://x.com/jimcramer/status/1816044695165825405

燈神既祝福

Starlink IPO, Elon 2020年答覆好清𥇦，’Thinking about that zero’ 之後冇再答過
但Space X IPO就吾同，佢答當cash flow穩定左就會準備IPO，至於咩叫做cash flow穩定呢，由Elon定義

Tesla手持31B free cash同冇負債，用5B去投資XAI，基本上係no-brainer decision
以目前既收入，2-3Q就賺返5B，完全係穩建既投資，將來T車上用Grok, 真係屈機

我唔太選擇到YES OR NO
但想知roic層面有咩好處
將5b放落tesla自己到同放落x又有咩分別
淨係知放xai可以integrate llm落架車到

今晚要繼續跌

其實用XAI既資源，融入Tesla既會係Voice AI
仲有interpret real world scene, complex signage

呢5B, 單係同買AI chips條數都吾止

我腦袋細
諗唔到呢d功能有咩value added落car/fsd/energy business
可能Optimus會有
但係十畫未有一撇

睇個勢2130真係隨時180
又要delete app一排

唔會咁撚癲掛

燈神答Of course

錢唔係問題
係要幾耐時間先會商業化所有野