basil pfp
basil
@itsbasil
honestly, if you held tesla post-x, post-cybertruck that’s on you dawg
4 replies
0 recast
16 reactions

Dan Romero pfp
Dan Romero
@dwr.eth
if the self driving + optimus stuff hits, will be massive gain from here no idea if it works (not a tsla shareholder myself), but still a lot of asymmetric upside
4 replies
0 recast
7 reactions

kripcat.eth pfp
kripcat.eth
@kripcat.eth
$TSLA P/E ratio is 110. Optimus and self driving might hit, but even after a 50% drawdown I don’t think you can call it asymmetric upside. Upside potential? Sure, but there is still plenty of room to fall from here also.
1 reply
0 recast
1 reaction

Dan Romero pfp
Dan Romero
@dwr.eth
The bet is they have access to frontier AI / training cluster (through xAI) + top real-world AI dataset and talent + ability to manufacture profitability. There's no other company in the US that's close with that skillset.
0 reply
0 recast
2 reactions