Sept was Tesla's BEST China month of the year. 95,000+ wholesale cars. Up 5%. Fine print: exports did all the work. China domestic sales FELL 9%. Meanwhile Elon wants a $100B chip plant in Texas with SpaceX. 100 million sq ft. Not cars, CHIPS. Goldman just said Tesla's stock now moves on AI & robotics, not earnings. So pick your Tesla: car company, or AI company. You can't have it both ways. I'm a believer. Chips, robots, robotaxis. Staying long $TSLA. The whole AI trade runs on $NVDA too. Same bet, different ticker. Believer or skeptic? 👀
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2 Comments
Ryan @rwtrojan84 · 5h
Long live Elon the legend and Thomas Edison of our generation 👍
David Monroe
@d0p3y71 · 6h
I’m totally not a fan of Muskrat but I’m very excited and interested in his devotion to NVDA. It’s funny 😆 how devoted to NVDA he is but I’m in love 🥰 with the idea
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