PNW Based 🌲- Investing To Earn My Time Back- Options, Stocks, Dividends, Value, News- Financial Nerd- Fundamentals - Brick by Brick 🧱 - $TSLA investor. ⚡️
Seattle, WA
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The AI buildout is accelerating
Memory revenue is expected to jump to ~$1.5T in 2027 before barely growing to ~$1.6T in 2028 even as Micron says supply gets tighter through 2028.
If cleanroom shortages keep supply constrained then those 2028 estimates look too low across $MU and $SKHY on HBM and DRAM and $SNDK on enterprise SSDs as AI storage demand keeps climbing.
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Every paycheck you get is evidence that someone else figured out how to monetize your skills better than you did.
Get better skills and become your own boss.
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You will either become who you were meant to be or be explaining for the rest of your life why you weren’t.
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There’s now a pretty good chance over 50% that the Republican Party wins mid terms.
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If your biggest holding got cut in half overnight, are you buying more or you staying the course? 👀
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Would you rather have no debt and no investments, or $100,000 in debt and $500,000 invested? 👀
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Iran is cooked.
China isn’t buying their oil and no Iranian oil is going through the strait of Hormuz.
No money is coming in.
The IRGC can’t find their worldwide proxies.
Iranians are fighting the IRGC.
The US is seeing 20 millions of barrels of oil transiting the strait which is the same levels that were seen prior to the war.
I would wager that we see even more oil transiting through the strait than ever before.
This is why the U.S. is winning. 🇺🇸
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Once the $TSLA Robotaxi network has proven to be the safest, they’ll rollout to every single city in the nation.
We are being extremely careful with autonomous safety, just as we are with making Teslas the safest cars in the world for human driving
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If a billionaire is choosing $TSLA vehicles with FSD when he can choose any vehicle to drive in the world, that says something about the technology!
Jason Oppenheim, founder of Oppenheim Group ($5B+ in real estate sales), just sold his Bentley for a @Tesla Model Y and is so blown away by FSD that he’s buying Teslas for 10 employees:
"This is the most important video I've ever posted. Tesla's self-driving is life-changing. It's so safe. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I'm buying 10 of my employees a Tesla with FSD. It's 8x safer than the average driver. There's nothing more important than the safety of you and your loved ones. Let's make our communities safer. I hope you'll at least consider going and getting a test drive."
I've been saying for a couple months now that FSD has become a material driver of Tesla sales in North America. Some people said it's just been anecdotal evidence, but more and more videos and stories like this are popping up. It's not anecdotal anymore. Word is spreading fast. FSD is going mainstream.
Jason's full video linked in thread below.
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People forget the fact that $TSLA has been spending years perfecting their manufacturing process and engineering plus technology stack.
WE ARE NOW FINALLY STARTING TO REAP THE BENEFITS OF THAT.
Billions of dollars will be made over the next couple years because Tesla spent over a decade figuring out their production capabilities, building global supply chains and building everything that could in house.
Staying invested now and holding for the next decade could be one of the smartest investment decisions you could make in my own opinion.
Robotaxi, robotics and autonomy will take this stock to the next level.
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THERE HAS NOT BEEN A SINGLE MAJOR CRASH OR INCIDENT INVOLVING A $TSLA CYBERCAB SINCE THE LAUNCH OF THIS PRODUCT.
THE VEHICLE DOESNT HAVE A STEERING WHEEL OR PEDALS AND ALSO DOES NOT USE LIDAR.
I THINK WE ARE POISED FOR MASSIVE GROWTH IN THE NEAR TERM FOR TESLA ROBOTAXI.
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If Trump said, “I’ll give every single American a discount forever on their tax bill by eliminating a portion of the federal income tax and make it law if the Republicans win mid terms” I could get behind that.
Saying you’re essentially going to pay people $5,000 straight up is the most ludicrous thing a president could say when it comes to elections.
Do better.
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The market cap of $ASST will only climb with these acquisitions and even more so with bitcoin climbing higher.
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If Trump actually gives every single American $5,000 for winning mid term, that would be the most RETARDED thing a president could do.
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