IA Weekly Nuggets (April 27-May 2, 2025) (Patreon)

Thanks, Josh, for collecting.

Trading and Investing:

• TESLA:

DCAS is the way. We had 6 dips to $220 and IA made it perfectly clear that he felt this was the bottom of the range during this epoch on the Tesla Pivot to AI and Autonomy.

Bitcoin:

• Cyberbulls:

The cyberbulls team do not own BTC. Cern is the only individual who currently owns some MSTR. IA orange pilled him last year on Saylor and MSTR :D

• Lift Off:

IA firmly believes the lift off in BTC is due to liquidity, not due to a Wyckoff pattern. ⁠

• Global M2:

IA posts a slide from March 2025, in which he predicted BTC’s May 1st lift off in which he asserted a 80% probability. ⁠However, lift off began a little earlier.

• Rotation of Pair Trade of the Decade

MSTR/TSLA: IA does not plan to rotate TSLA back into MSTR until the bottom of the bear if we get one. And it also depends on what TSLA does. Net net - if TSLA does what IA thinks it will it will provide enough margin to buy all the MSTR he wants if there is a bear market. This is what he calls his yet another infinite money glitch

Tesla:

• MSM:

The mainstream media hates Elon, and continually publish BS on TSLA and Elon. ⁠I wonder how Ms13 is going to help us all get to an abundant future. Should be a lesson in here somewhere.

• Chris Camillo:

Humanoid investor Chris Camillo is waiting for Optimus to be in scale production and ensure the product is perfect before he goes all in . He is 15% right now. For IA Buying at $200 and it goes to $2k is a 10x. Buying it at $800 and it goes to $2k is only a 2.5x. IA is more fond of the 10x action. ⁠Or more. Get in Early, GET IN HARD as he says.

• Price Target:

IA believes TSLA could hit $400 to $650 by year end. Possible we hit $1200 by 2027. ⁠Maybe a lot more.

• Bots:

The bots are easier and safer than FSD. Some argue the bot will be nailed before FSD; however. IA believes FSD is 98-99% the way there. He no longer drives.

• Tariffs:

Tesla is the only auto manufacturer with tariff exemptions. Cars need to have at least 85% domestic contents, in which the Model 3 and Model Y qualify. ⁠

• Opportunity Cost:

IA received a quote for a solar panels and powerwall 3 on a property and it was $33k. This was just for the panels, for the full roof it is 100k+. With electricity at $250 a month for IA, it would be an 11 year payback period and that does not include the opportunity cost of TSLA stock. IA will wait for $650 TSLA, sell some, and buy solar panels and a Powerwall3. ⁠ In his mind then it only costs him a third of the price!

• BTC/TSLA:

IA’s dream is for BTC to moon to 120k, and TSLA to crash to $220, but the latter is unlikely with what is coming. ⁠

• Reliability:

IA met a 75 year old lady at a supercharger with a 14 year old Model S. She had zero issues, only new tires twice - 140K miles exactly 10K a year. ⁠She also has unlimited supercharging. Her friend said she was nuts 14 years ago to buy such a car. She said she is now having the last laugh and she drives between San Francisco and Sacramento all the time. The only thing she does miss is Sentry Mode and FSD.