Taking Q's for Cyberbulls on my channel tomorrow (Patreon)
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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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