$Tesla Motors(TSLA)$ Circular pumping is as important as circular financing: - Jensen Huang called Tesla's Optimus robot 'right around the corner' and predicted humanoid robotics will become the next multi-trillion-dollar industry. - SpaceX is expected to IPO at $1.75 trillion while Tesla sits at $1.47 trillion, but Optimus could rapidly close that gap. - Unlike space exploration, humanoid robots offer immediate applications in manufacturing, logistics, and homes, giving Tesla a near-term revenue catalyst SpaceX lacks.
$NIO Inc.(NIO)$ While Li Auto and XPEV missed on Q1 and gave weak Q2 guidance, NIO actually doubled its earnings and deliveries for Q1. They're also forecasting over 62% higher deliveries for Q2 compared to Q2 2025. Looks like NIO is set to take share from Tesla, XPEV, Li Auto, and others in China for the rest of 2026.
$Tesla Motors(TSLA)$ If Tesla had charging stations at every location like Chipotle and McDonald's... what would one share be worth then? $5000 or $10.000 by 2050?