不可能，两个上市公司合并会有很严重的监管问题，而且会稀释Elon在SpaceX的股权以及破坏$TSLA的国际经营。

$META 目标达到9万亿美元的市值。 如果他们有 $TSLA 的PE的一半，那就已经实现目标了。

马斯克的SpaceX计划最早于本周提交IPO申请。 盘后 $TSLA 大涨，殊不知投资梦想的资本总额可能是有限的， $TSLA 和SpaceX合并无望，股东也没有特别派发计划。可能沦为被抽取流动性的糟糠之妻。

伯恩斯坦预计马斯克的TeraFab的投资总额需要5-13万亿美元。 同时有人预计，哪怕以现在最快的速度购买 $ASML 的可以制造2nm 的极紫外光光刻机，也需要到2028年才能装配完毕。 然后流片测试和首批次生产至少要到2030年。 而马斯克计划2030年每个月生产100万片晶圆，超过目前甚至2030年所有已知所有芯片厂扩产计划的产能总和。 这饼太大，恐怕一般人吃不下去啊😧 马斯克在2020年特斯拉电池日放话到2030年实现3TWh的电池产能，而如今约为0.08 TWh

Musk宣布 SpaceX和Tesla的联合项目TERAFAB项目，目标是一年发电1太瓦用于制造芯片，而目前美国一年的总发电量是0.5太瓦。 并且其声称大部分的发电量将来自太空中的太阳能。

Musk宣布 SpaceX和Tesla的联合项目TERAFAB项目，目标是一年发电1太瓦，而目前美国一年的总发电量是0.5太瓦。 并且其声称大部分的发电量将来自太空中的太阳能。

霍尔木兹海峡的封锁需要立刻结束。其实哪怕现在立刻结束，市场都需要几个月的时间来完全恢复石油的供给。防止加息周期预期被坐实。 降息周期和加息周期是完全不一样的东西。一旦真的进入加息周期，市场的下跌将非常恐怖，例如上次加息周期， $TSLA 从400跌到了80。

目前 $TSLA 已经下跌到372，低于上一次马斯克的买入价格。 在这个时候马斯克会出来pump吗🥹

$TSLA 将向中国采购29亿美元的太阳能板在美国发展太阳能，Elon顶着这么高的关税都要从中国进口太阳能板，可见中国太阳能领域的恐怖价格优势。

$TSLA 还有燃料吗？情况可能比各位想的还要差。 $TSLA 目前的资金面有点像是被榨得一滴不剩。 空头在特斯拉上的仓位以及兴趣是近两年来最低。call/put ratio也是接近于1，除了对冲仓位，更多的人还是布局了一些call，并且以深度实值为主。IV和HV也创下52周新低，IV几乎和 $NVDA 差不多。也就是说，他的期权和 $NVDA 一样便宜。连卖CC都赚不到钱。 现在的情况是， $TSLA 似乎像是被打入冷宫的妃子，无论是空头还是多头都对其提不起兴趣，只有持续不断，小刀割肉的卖盘。 由于连空头都没多少， $TSLA 不会有空头平仓以后疯狂上涨的盛况，哪怕再好的消息面。

整个美股市场上最魔幻的两个股票 $NVDA $TSLA

迪士尼的机器人一直很强，他们的机器人经常拿来做特效表演和迪士尼乐园的装置。 去过奥兰多的迪士尼，他们的阿凡达机器人就做得很逼真。可能美国做机器人最好的并不是 $TSLA 而是 $DIS

特斯拉的芯片制造计划将在7天后启动。

我以为油价上升会对 $TSLA 有利，为什么特斯拉一直在跌，有具体的原因吗？

RT @QualityInvest5: $UBER is more profitable than $TSLA That's the tweet. https://t.co/L13708Fcd7

Humans should ditch oil if we aim to colonize the solar system—or even the galaxy. No oil in space, but stars provide endless energy everywhere! #IranIsraelWar #TSLA

但是比亚迪海外的销量同比大增50%，主要是国内这个二月份汽车销售太差了，特斯拉比比亚迪下跌的还猛，销售额大跌45%。在美国则是连续10个月销售下滑。 不过好在特斯拉现在是机器人公司了，产能利用率归零的厂正在改装为机器人生产工厂。

现在的市场 就像在往满水的杯子里放硬币 巨大的不确定性遏制了主力的买盘， 但是在不确定性下不跌恰恰说明潜在的方向是向上的， 所以我们关注一下今天不跌的股票 $GOOG $AMZN $TSLA $UBER 是没毛的。 一旦关键的事情，要么是Trump的信号，要么是什么特别的事情发生了，买盘立马就会涌入。 https://t.co/TmfbhZ5ob0

Just posted my latest stock review and new position in my sub. $IONQ - $RGTI - $LAES - $BTQ - $OKLO - $JOBY - $ASTS - $NVDA - $NBIS - $IREN - $AMZN - $GLXY- $ALT - $TSLA - $SLS - $META - $PLTR - $AVGO- $CRWV- $MSTR- $COIN It's up over 3% today alone while the rest of the market is down. Subscribe for full portfolio, live trade alerts and DM access. Can you guess which stock?

The U.S. is no longer in the lead in robotics - China just broadcast the next generation of robots to a billion people tonight. I worry about U.S. robotics stocks like: Richtech Robotics ( $RR ), Serve Robotics ( $SERV ), Ouster ( $OUST ), Procept BioRobotics ( $PRCT), EVEN TESLA $TSLA - all facing heavy competition or volatility. A year ago, these Chinese robots could barely wave; now they’re doing backflips and kung fu with nunchucks. Physical intelligence is the future. Meanwhile, look at some of the biggest Chinese robotics players: RoboSense Technology, Ecovacs Robotics, UBtech Robotics, Hesai Technology, Inovance Technology, and fast-emerging names like AgiBot and Unitree Robotics - China is sprinting ahead in physical AI and robotics. THE US NEEDS TO UP ITS GAME!

$TSLA 正在韩国挖芯片工程师。

Where is the $TSLA flying car that Elon @elonmusk promised on Rogan to be unveiled by the end of 2025? $JOBY $ACHR

Retail Is Concentrated - And It’s Mostly Risk‑On. They are not positioned for what's coming! Some of the top Retail concentrations: - $ASTS - $NVDA - $NBIS - $IREN - $AMZN - $GLXY - $ALT - $TSLA - $SLS - $META - $PLTR - $AVGO - $CRWV - $MSTR - $COIN What stands out Strong risk‑on tilt: - Crypto/BTC proxies (IREN, GLXY, COIN, MSTR, IBIT + miners) and AI/infra momentum (NVDA, AVGO, CRWV, PLTR). Only a small defensive/cash anchor allocation: SGOV/VTI/VOO/VUG are in the list but much further down. Takeaway: Retail looks growth‑heavy, crypto‑tilted, momentum‑driven. They are not prepared for what's coming!

$TSLA 已经不是一家电车公司了。

I think you can short tsla after a short covering rally.

Where is $TSLA ?

Your favorite stock doesn't know you exist - and it sure as hell won't thank you for defending it on X. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $PLTR $PATH $TSLA I've been there: rooting for a name like it's on my team, tying my identity to it, scrolling on X for confirmation bias every dip. It clouds everything in your mind. Suddenly you're not investing - you're in a relationship. Common sense investing means staying brutally objective. See the company for what it actually is today based on fundamentals, not what you wish it still was. No tribalism, no team loyalty, no ego in the portfolio. The market doesn't care. The moment the risk/reward flips against you or your thesis changes I'm out- no matter how much I've praised it, how long I've held it, or how many times I've called it a high conviction pick. Always be prepared to change course. I've sold forever holdings when my thesis changed. New direction, management, failed tech development, missed earnings etc. That's not disloyalty, that's been disciplined as an investor. Detach your identity from any single ticker. Your job is to make money, not to marry a stock. What's one position you know you should probably cut but haven't yet? Be honest in the replies!

$TSLA 将发布混动卡车头，价格为29万美元。

预计本次CPI会低于预期。 这会对 $IWM 和动能股 $TSLA $PLTR 等有利。

Just spent my Saturday morning watching one of my all-time favorite Warren Buffett talks: His 2003 lecture at the University of Nebraska. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $PLTR $PATH $TSLA Pure gold more common sense investing & life wisdom than 90% of books out there. Key gems: - Accounting is the language of business, - integrity > intelligence + energy, - the 'Newspaper Test' for decisions, - reputation takes years to build/minutes to lose, and - why character trumps everything when picking partners/leaders. Just over 60 minutes long, but worth every second. It's the perfect weekend for it! Bookmark, Listen and re-listen!

$TSLA is abandoned!

要做空的人应该做身处于舆论漩涡，并且在大盘大涨的情况下还能继续跌的，例如 $MSFT $ORCL $NFLX … $TSLA 就不要了，万一真合并了，可能就拉爆了。

币圈愁云惨淡的哭喊啥？弄得好像跌了多少的样子 去看看我跑掉的INTC和卖飞的AAOI，再看看接下去几周的存储、金银。这都哪跟哪儿啊？ 其实华尔街不怕你跌，怕你不“性感”了。TSLA年初跌起来那么猛，没见那么多人去Fud呀

他们怎么merge？为什么不让TSLA merge

$TSLA 打算把汽车的产能转向机器人。Elon要玩真的吗？

$AAPL and $MSFT are expected to crush earnings and guidance, while the $TSLA report will likely just be more of Elon’s bullshits.

$TSLA 好像和人民群众不在一条船上😺

MY 25 FAVORITE INVESTING QUOTES FROM PETER LYNCH: $IONQ, $RGTI, $OKLO, $JOBY, $IREN , $LAES , $BTC , $BTQ , $JOBY , $OPEN , $META , $NVDA , $GOOG , $TLT, $GME , $PLTR , $SRPT , $PYPL , $PATH , $TSLA What's your top Peter Lynch quote that hits home for you? Drop it in the replies – number 5 is mine! - 1/25 "Go for a business that any idiot can run – because sooner or later, any idiot probably is going to run it." - 2/25 "The stock market is filled with individuals who know the price of everything, but the value of nothing." - 3/25 "In this business, if you're good, you're right six times out of ten. You're never going to be right nine times out of ten." - 4/25 "The key to making money in stocks is not to get scared out of them." - 5/25 "Behind every stock is a company. Find out what it’s doing." (This one's my absolute favorite – timeless wisdom on KNOWING WHAT YOU OWN!) - 6/25 "In the short run, the market is a voting machine, but in the long run, it is a weighing machine." - 7/25 "You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets." - 8/25 "Know what you own, and know why you own it." - 9/25 "Although it's easy to forget sometimes, a share is not a lottery ticket... it's part ownership of a business." - 10/25 "The best investment you can make is in yourself." - 11/25 "The person that turns over the most rocks wins the game." - 12/25 "The more you learn about the stock market, the better investor you will become." - 13/25 "There's always something to worry about. Avoid weekend thinking and ignore the latest dire predictions of the newscasters. Sell a stock because the company's fundamentals deteriorate, not because the sky is falling." - 14/25 "In the long run, a portfolio of well-chosen stocks and/or equity mutual funds will always outperform a portfolio of bonds or a money-market account." - 15/25 "The extravagance of any corporate office is directly proportional to management’s reluctance to reward the shareholders." - 16/25 "The stock market is a device for transferring money from the impatient to the patient." - 17/25 "If you don't study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards." - 18/25 "Time is on your side when you own shares of superior companies." - 19/25 "Stocks are not lottery tickets. There's a company attached to every share." - 20/25 "The worst thing you can do is invest in companies you know nothing about. Unfortunately, buying stocks on ignorance is still a popular American pastime." - 21/25 "People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game." - 22/25 "The great long-term winners are companies that take the same path as your grandfather: What they make goes up in value over the years." - 23/25 "If you can follow only one bit of data, follow the earnings – assuming the company in question has earnings. Eventually, earnings will set the stock price." - 24/25 "The four most dangerous words in investing are: 'This time it's different.'" - 25/25 "I've always said if you spend 13 minutes a year on economics, you've wasted 10 minutes."

Expect shorts to cover quickly next week before Big Tech ER($TSLA, $MSFT, $AAPL, $AMZN, $META). With $TSLA options premiums at multi-period lows, the setup is ripe for a massive surge in leveraged trade volume.

I believe a SpaceX IPO presents a material risk to Tesla’s valuation due to capital cannibalization. The liquidity pool for 'Musk-ecosystem' assets is finite. We already observe this rotational dynamic with $NVDA: when money flows into the 'hot' AI trade, it often drains from $TSLA. A SpaceX IPO provides a direct alternative for this growth capital, potentially stripping Tesla of its 'Musk Premium' and compressing its forward P/E as investors rotate into the newer, faster-growing asset.

I’m struggling to see the logic here. If I have to sit in the driver's seat staring at the road like a hawk, I might as well just... drive? Instead, I’m paying $99 a month for the privilege of babysitting a robot. It feels like I’m paying a subscription just to watch a Twitch stream of someone else playing a driving simulator. Call me when I can legally ignore the road and get back to my full-time job deleting bots on X. Until then, is 'Full Self-Driving' coming next year, or is it on the same timeline as the Roadster? @elonmusk

虽然 $TSLA 临近财报，IV却超级低。拿他的期权到财报前卖出，可能可以蹭到很多IV上升带来的好处。 https://t.co/Llgc5pLy5c

Ryanair vs Elon Musk! Ryanair $RYAAY CEO Michael O’Leary fired back after Elon Musk $TSLA publicly insulted him over Starlink aviation Wi-Fi, calling him an "Idiot" and "Reta***d tw*t" But here’s what he also said: Based on Ryanair own analysis: Only ~10% of their passengers are willing to pay extra for in-flight Wi-Fi - even if it’s powered by Starlink. Context: Ryanair is the largest airline in the world by passengers, carrying 180M+ people per year. That means: 162M passengers don’t care enough to pay! Only 18M see Wi-Fi as worth an add-on fee. Starlink aviation Wi-Fi may be cool tech, but consumer willingness to pay is far lower than the hype suggests especially for low cost airlines like Ryanair. Worth thinking about for: $SPACEX

如果 $TSLA 离开了Elon不能成功，这恰恰说明， $TSLA 不是一家成功的公司。

Wikipedia再怎样他都是非营利的，Grokpedia再怎样都是盈利的。 我是说无论Elon很多事情说得多么冠冕堂皇，多么有益人类这个种群，他表现得都比大多数类似的企业家贪婪。 就像Zuck几十年如一日为Meta免费工作，Elon为自己的公司工作却一定要有一万亿美元的薪酬方案；他指责OpenAI不公开模型，但是xAI却是一家纯粹私立公司。 我是说Elon说的话做的事情，多是为自己的利益服务的。这确实是其商业成功的一部分，我不是说能者多劳是错误的，但是Elon这么说，但又是那么做，显得很虚伪。 个人观点。

$TSLA 将永久取消8000美元的FSD买断，只可以以支付99美元的每个月的方式订阅。请问大家喜欢哪一种方式。我个人喜欢买断，毕竟卖的时候买断也是要加钱的。