IA Weekly Nuggets (July 7-14, 2025) (Patreon)

Thanks, Josh, for collecting and congratulations on your big day - enjoy the honeymoon!

• Tesla:

  • $200:

  IA would love $200 TSLA, but he doubts it. His mission now is to stack as much as he can. He dropped his biggest buy ever since Covid on an asset when it was at $220 . IA is playing the long game, not the next 4 weeks game. ⁠

  • Car Companies:

  ICE Car companies are on the way out. It will be a luxury of the super rich to buy high end cars and most of us will ride in autonomous vehicles. ⁠ Those that live in Rural areas will need them. Those in cities will use autonomous transport

  • MSTR/TSLA:

  IA is waiting for the final pop for BTC, or at least a new ATH or close to 120k. The 1.37 swap is glorious. ⁠1.45 even better. He believes we will get there and higher. He hopes Tesla can remain low $300s until OCT... his dream.

  • Tax Credits:

  Removal of the tax credit only makes TSLA stronger. It destroys the competition especially hybrids which are a joke. ⁠

  • TSLA vs NVDA:

  NVDA just hit a $4T market cap, which is 4x TSLA and TSLA is the #1 real world AI play. Picks and shovels work when there is no gold, but there is gold in the hills. ⁠

  • TSLA Allocation:

  IA is now 28% TSLA, and it will go a lot higher. IA felt awfully underweight TSLA a month ago. ⁠With all the drama ... he is fine and this is the Crypto moment to shine.

  • Grok 4:

  Grok will be integrated into TSLA vehicles by next week at the latest. ⁠ Grok already empowers Optimus. SpaceX investing $2BN into xAI. IA needs some xAI.

• BTC vs TSLA:

IA is excited about BTC, but 10 hey times more excited about TSLA. ⁠tesla⁠

• Certainty:

IA has been investing professionally for over 35 years. He has never been more certain about an asset in his life. Far more certain than he was about BTC. ⁠tesla⁠

• Future Valuation:

IA has bought TSLA three times in the low 300s the last 12 days. He has a future bull price target of $1000 in 2026. TSLA could be 12x to 64x from here by 2032 as long as they continue to execute. ⁠tesla⁠ ⁠tesla⁠

• Robotaxi vs Waymo:

Waymo plans to deploy 2000 autonomous vehicles in the next year. TSLA is projected to hit 35,000 vehicles by 2026 per Bloomberg Intelligence. ⁠tesla⁠

• 8 ways to 8k:

It is funny people thought IA was nuts when he came out with 8 ways to 8k nearly 3 years ago. Now 11k is apparently the number. @JOBhakdi claimed a $11k price target by 2030 based on their discounted cash flow valuation model, emphasizing long-term catalysts like robotaxis and AI. ⁠tesla⁠ .

• Bitcoin:

  • TABI:

  TABI is still yellow, so some room to go. That being said it is a function of 21 on chain indicators and they can flip fast such as funding rates, retail movers, miner moves, whale moves, etc. ⁠

  • MSTR:

  IA still owns 81.5% of his MSTR bag. Sats per share accretion is the magic, and now MSTR is breaking into the bond market, which does not dilute. ⁠

• Trading and Investing:

  • $1M portfolio:

  If someone gave IA $1M, he would buy 50% TSLA, 20% SOL, 15% MSTR, then rest on high risk alts like HYPE and JUP. There is nothing like TSLA on earth. Nothing remotely like it. IA wouldn’t buy BTC here as he wants things that can double or triple this stage of the game. He does not see BTC going to $220k in a year. However if US SBR happens we are going to 250K plus.

  • Accredited Investor:

  IA is an accredited investor. However; IA feels more comfortable with options and playing positions fast with access to real time liquidity. IA can make a x0,000% on a trade in 2 years - he does not need to buy a stock early to get meager gains. ⁠

• Bitcoin and Crypto:

  • Crypto Compendium:

  8 months ago, only two names were making new all time highs at the same time: SOL and BTC. Now the names are HYPE and BTC. Shout out to the loser tokens ICP, ALGO, and DOT are the furthest from ATHs. ⁠

  • SOL vs ETH:

  Remember, the SOL move will all happen in 3 weeks or less. SOL is only about 25% ETH market cap and the adoption numbers are nuts.