Tesla Faces Share Price Pressure as SpaceX IPO Approaches

“And if you look at Tesla from an earnings point of view, it's a classically mispriced stock. And look at the volatility of this stock.”

“if you look at it from operating cash flow, it still looks pretty overpriced.”

“i believe buying $tsla now and following the space x ipo will be better entry into $x than buying space x”

“bc retail will sell tsla for space x”

“But in general should be a good long term buy opportunity again this year”

“Tesla obviously has already a very large energy business. So they understand and Elon understands how to create energy.”

“Meta is a fun one actually because they just launched their newest model yesterday after being radio silent for what felt like about a year since the last time they launched a new model. Um the new model is Muse.”

“It is. So this is the first shift in their strategy too. So previously with Llama they had been working on an openweight model concept. Muse now is a proprietary model.”

“we've kind of thought about Amazon and and Microsoft in a similar bucket super strong in infrastructure um the two strongest probably you know right next to Google in terms of their cloud offering”

“I think SpaceX, you know, we could argue about Google, but but SpaceX, I think to the extreme with XAI is trying to figure out how they can do that sort of extreme vertical integration and it's a little bit more complex than, you know, hardware and software integrated like we see with Apple.”