koolgal
08-10 18:28

🌟🌟🌟 $Tesla Motors(TSLA)$ EV romance is  currently in a mid life crisis with declining sales & cut throat competition.  Enter the humanoid robot Optimus.  But is this just another beautifully painted pie in the sky or are we looking at the engine of the next industrial revolution?

I believe this could be the start of the next revolution.   However it is still in its early innings.  Until Tesla achieves massive economies of scale, building robots will require heavy Capex for the next 3 to 5 years.

So is Tesla a Buy?

If you are pricing Tesla as a car company trying to fight off cheaper Chinese EV competitors, then it is wildly overvalued.

But if you are buying Tesla as an ecosystem play on the future of physical AI, robotics & energy infrastructure, the current dip below its 52 week high is a rare gift.

@Tiger_comments @TigerStars @Tiger_SG @TBlive

# The boss asked me to issue coins

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  • EmilyMark
    Β·08-10 20:13
    I buy the AI stack, not the car multiple. Optimus is the bet here β€” you really think the market keeps pricing Tesla like just another EV maker?
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