MU bearish call

Hedges and caveats (from the video)

• Cybercab production does not necessarily imply deployment; the host explicitly says he does not know whether the projected manufactured vehicles will be deployed.
• The host acknowledges that last year's robotaxi launch and subsequent scaling were disappointing and that some earlier forecasts were too bullish.
• A market crash could push Tesla back to $240, and the expected advance toward $500 could include repeated reversals and a market correction.
• California robotaxi approval could take until the middle of next year because of regulatory complications.
• A commenter argues that international robotaxi app availability could merely serve visitors to the United States; the host maintains his expansion expectation.
• Memory shortages create bottlenecks for Tesla despite benefiting Micron.
• Micron is highly volatile and could fall to $700; the possible December buyback remains unverified by the host.
• The host prefers overweighting Tesla before the large late-October SpaceX share unlock and acknowledges uncertainty about a merger's timing.
• Shorter-dated, out-of-the-money options and tactical directional trades can lose substantial money if the host is wrong.
• SpaceX is omitted from ticker fields under the explicit blocked-private-company rule, despite the transcript describing it as publicly traded.