HyperChange on TSLA

“Like I think there's going to be a lot of 10 trillion plus companies. SpaceX and Tesla will each be one or maybe they'll combine.”

“So obviously I'm bullish on Tesla.”

“And it's as excited and bullish as I am on Tesla, I'm like 10 times more excited than I ever been because of the Cyber Cab.”

“And I think that is the biggest needle mover of why this is going to become such a dominant service.”

“I left almost like more bullish than ever in a lot of ways with a bunch of different takes on the earnings call.”

“20 cities on Supervised by the end of the year? I kind of think you're right.”

“I think we have one more quarter, maybe like a millionish miles, which it will be acceleration, and then it takes off. That's my new prediction. Q4 is when the cyber cab moment happens.”

“And the Tesla, SpaceX, I would say if you let Tesla and SpaceX combine and run full speed for 3 years, they're more powerful than any nation in the world.”

“I believe Tesla and SpaceX will merge, but for this video, I wanted to kind of make the case for SpaceX by itself.”

“Even if Tesla's growing, I don't think they're going to be doing 41 billion a quarter by Q4 2027.”

“You know, no matter what happens, merger or not, I do think Tesla shareholders are going to be rewarded.”

“I'm going to put the chance of the Tesla merger at exactly 60%.”

“Then, the next thing that Tesla is going to do with these robots is launch them with their Cybercab, I think, to deliver packages at night.”

“the the second the online orders open for the TeslaBot, there is going to be like a 5-year waitlist.”

“Tesla is going to go cash flow negative or, you know, cash flow break even”

“Tesla is going to bring to market something useful.”

“Now, it'll probably go super slow, start with just a handful, couple thousand, you know, maybe only a few thousand units will be built this year”

“First of all, they're still planning to unveil the V3 Optimus. It will just happen in later this year, mid-2026 when production starts when they get closer production in July or August 2026.”

“it's going to take a few years before this actually really shows up in Tesla's financials in a meaningful way.”

“They're clearly testing it, and we are just days, weeks away from people, you, actually being able to hail a real Tesla Cybertruck in Austin for just a couple bucks, literally ride around in this in the future.”

“I mean, this they could quickly hit two, 2.5 million, 3 million customers on their FSD subscriptions maybe even by the end of the year. I don't know. That seems crazy, but they could they could even get to 2 million by the end of this year.”

“So, I expect this to accelerate dramatically in the coming quarters.”

“I'm holding all my Tesla shares because I think this is one of the greatest businesses of all time”

“there's massive upside on the stock and it could be undervalued”

“I think they both benefit massively from AI. They're on the right side.”

“I'll be voting yes, too.”

“If Tesla can make 100 billion in earnings, then I think you should be buying the stock today cuz it'll probably look cheap even though it's 15 times that.”

“I want to call it almost perfectly fairly valued in my opinion and my opinion doesn't matter. All that matters is the market but I think it's very fairly valued.”