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Drop your Q's in Comments below, I will read them all tonite and prepare an outline for this panel....

Before I go any further, I want to make it clear—I understand the frustration w Elon Antics. I’ve been through some incredibly dark times in my life and more than a few brutal market downturns. I still remember SOL dropping to eight dollars—that was rough.

But I want to share a few thoughts on why I continue to hold strong conviction in Tesla. For context, Tesla currently makes up 27% of my portfolio—so I’m not “all in” like some, but I have been planning to increase that position if things unfold the way I believe they will.

After more than 35 years of analyzing companies, I can say this with absolute conviction: there is only ONE Tesla. I have never seen anything remotely like it.

Forget the “distracted CEO” narrative. If Elon Musk is distracted, then I have one question for every other CEO out there: what exactly is distracting you? Because none of you have accomplished even a fraction of what Musk and Tesla have.

Just look at what Tesla has achieved recently:

  • Refreshed the entire S3XY lineup—new Model 3, Model Y, Model S, and Model X—while retooling factory lines and preparing to launch lower-cost vehicles this year to maximize utilization.

  • Brought the Shanghai Megafactory online, doubling MegaPack output—Tesla’s highest-margin product. The third Megafactory in Texas is already starting production.

  • Cortex AI cluster is now live, with 50,000 NVIDIA GPUs and 20,000 Dojos training Tesla’s FSD and Optimus platforms.

  • Officially launched RoboTaxi in Austin—along with the app, payment system, remote monitoring, and support infrastructure.

  • Had a Tesla vehicle deliver itself from the factory—no human driver.

  • Leading the charge in bringing battery manufacturing back to the U.S., with dry-electrode 4680 cells becoming the lowest-cost battery on the market. Tesla’s lithium refinery and new LFP battery plant are ramping toward mass production.

  • Actively functioning as a Virtual Power Plant and distributed utility—stabilizing the grid in Texas, Australia, and across the U.S. with Tesla solar + battery storage.

  • Developing its next wave of exponential growth—with Optimus and CyberCab on track for mass production in 2026, and pilot lines already running.

And that’s just a glimpse.

In my entire career, no other company has come close—not in vision, not in execution, not in ambition. Tesla isn’t just disrupting industries—it’s building entirely new ones. And as a shareholder, I’ve never been prouder to stand behind a company like this.

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Lemon

I added this q to your robotaxi modeling post, but same applies here, would love to hear thoughts from the group. ----- With thousands upon thousands of taxi, rideshare, and professional drivers put out of work, there would be huge implications for unemployment and government support to those individuals. Along with Tesla likely becoming a monopoly. As a result, what is the likelihood that government legislation and regulation will limit the end to end robotaxi business model? Perhaps they might limit the number of robotaxi licences per region, or only allow Tesla to operate the platform (ala uber) but require private ownership of the robotaxis (i.e. ex drivers become owner operators). If any of these factors come into play it would severely limit the profit and valuation potential. ----- Same question across all facets of the Tesla business, Robotaxi appears the most imminent but Optimus seems the other most likely to be affected.

Heidi Baker

Love your content and did my first ever pair trade between MSTR & Tesla this week! Thanks so much for helping us grow our alpha! 🤍

Lorenzo_il_Magnifico

Tesla’s multi-decade bet on robotics, transportation, and energy storage is ambitious. Why is it more of a retail investor’s bet than one for hedge funds or institutional investors? Do regulatory hurdles, safety concerns, and competition from companies like Waymo and BYD limit its potential for success?

Shane Falco

with Tesla just over 300 dollars and BTC hovering at an ATH, if you wanted to deploy fresh capital into these two assets, what ration would you pick Tesla:BTC?

Kynection

What is this new product Elon is hinting about? Any new information you can share? It would make sense to manufacture a last mile delivery van. Could this be the new product? Far from world changing.

Kennythegreat

Hi James I’m a long time listener and long time patreon member , I currently am 90% btc , do you think its a good time to rotate a bit into Tesla or wait a few months to see what happens next and rotate some into Tesla November / December ish when btc cycle normally would be at its end ? Not financial advice but would appreciate your thoughts 🙏🏻 thank you always

roy smith

Hi very new to Patreon just wondered do you still hold Sol Stratergy and is it still a good buy pending the upcoming Sol EtF's or has that boat already sailed obv not financial Advice just interested in your view

Bhavesh Patel

Latest Tesla Stock Valuation and price predictions please. With or Without Cern. Also, I think you promised on a livestream you will publish the non-sandbagged pricd predictions on Patreon (using the complex model you built) but havent seen it come through. Please could we take a peak

Adil Rehman

Please share why even after robotaxi launch tesla is using ledar sensor mounted on tesla car at 6 feet height to map the city Isn’t fsd supposed to work without ledar? If robotaxi goes this slow how its ever gonna beat waymo which is already doing so much more rides This worries me as tesla investor

Sterling Archer

What are the commercial, legal and operational implications of Tesla having a factory in china? I ask this because China have a condition of operating there that they have to open their IP’s and books to the Chinese government. How would this potentially implicate Tesla in the future