Every call, on record
Tom Nash on TSLA
“Tesla for robotics, you've got Microsoft and Google for cloud, CEG for nuclear energy, Bloom Energy for onsite, and CrowdStrike for cybersecurity. You cannot go wrong with any of these.”
“So, they have the money, they have the capital, they have the incentive of Elon Musk, they will win the robotics race, okay?”
“And I think one company is positioned to dominate robotics by 2035.”
“That's because they're actually pivoting into this robotics, right? And that's a huge misunderstanding that's going to create a lot of wealth.”
“But in five years, we probably don't even talk about the cars that Tesla used to sell because this is going to be bigger than anything Tesla's done so far.”
“Number one, I have Palantir and Tesla. They're my top tier stocks, and that's why they are 60% of my portfolio. The other 40% is the S&P 500, right? They have the most upside of any stock in the stock market right now, but they also have a lot of risk because both of them have their own issues, which I've discussed plenty.”
“Three elements where Tesla's going to dominate and monopolize. In self-driving, in energy storage, and in robotics.”
“Obviously, you've got Tesla with robotics, which is going to be massive. FSD, which is going to be massive, okay?”
“Tesla, the leader in robotics and AI, is down 21%.”
“I have compiled a list of 20 companies which I think is going to absolutely dominate dominate the next decade and here they are.”
“On 2035 at minimum, barecase 3,750, which is a 760% increase, 7900, $7,900 per share by 2035, which is 1,700% upside for Tesla, assuming the bullcase pans out.”
“For the next five years, Tesla is barecase $1,800, bullcase $4,800.”
“And 2035 bull case is $7,900 which is 1,700% of upside on the share price.”
“middle case 2035 $5600 which is $1,200%.”
“2035 bare case 3750 which means 760% upside”
“And bull case, $4,800, which means a,000% from here by 2030.”
“Medium case 2030, $3,300. That's a 650% increase in share price.”
“These are my models. 5-year, $1,800, bare case, that's a 308% increase in share price.”
“if certain stocks that I invest in drop below a certain threshold, I'm going to double down the pace of my DCA.”
“My top three holdings have and will be Palanteer, Tesla, and the S&P 500. I'm going to ride and die with these stocks.”
“Number three, it has to be Tesla.”