What top creators are saying about Tesla, Inc.(TSLA)— Page 27

Used as an example of a company whose stock was driven by a powerful growth story and a visionary CEO, drawing a parallel to Palantir and Alex Karp.

The company is developing its own proprietary AI6 chip for its vehicles, robots, and Dojo supercomputer, showing a deep commitment to its own AI hardware.

Mentioned as an example of a mainstream company that already holds BTC, suggesting a potential long-term trend if more companies follow suit.

A lawsuit and the slow rollout of its robotaxi service, which still requires human safety operators, are significant risk factors. The timeline for a scalable and profitable autonomous network may be much longer than anticipated, warranting caution about the company's valuation.

Reportedly winding down its Dojo chip efforts to shift compute needs to external suppliers, which is seen as a positive move to accelerate FSD/Optimus development.

The robotaxi program is described as 'really underwhelming' and lagging significantly behind the hype, representing a 'major risk factor' for the company's valuation.

Seen as a key competitor and potential partner for Uber in the $1 trillion autonomous vehicle market, indicating a significant long-term growth opportunity.

Used as a cautionary example about the dangers of having too much net worth in a single stock, noting that one could 'very easily see Elon Musk's net worth get cut in half' due to this concentration, emphasizing the importance of diversification.

Positioned as a strong long-term investment due to Elon Musk's strategic influence and business acumen, reinforced by a recent $29 billion stock award grant to Musk.

Mentioned as trying to create an 'AI veneer' to justify its high valuation, implying skepticism about its current price. It does have a potential cost advantage in producing autonomous vehicles.

A new compensation plan for Elon Musk is seen as a long-term positive. The stock is expected to be 'range bound' for the next two years, representing a potential accumulation phase for long-term investors.

The approval of a $30B restricted stock award for CEO Elon Musk could be seen as a positive for investor confidence in his long-term commitment to the company.

Despite a 'crappy quarter' from an earnings perspective, the speaker remains bullish on the long-term story, which is driven by the potential of Full Self-Driving (FSD) and the Robotaxi network.

Growing consumer curiosity and fatigue with traditional driving may indicate increasing future demand for its Full Self-Driving (FSD) technology, which could be a significant catalyst for the stock.

Considered a core holding for a high-growth, long-term portfolio, requiring patience. A conservative model projects a price of $1,627 by 2030, with potential legal risks from xAI dismissed as not impacting the business.

The current lower stock price is viewed as a buying opportunity based on the long-term bullish thesis of its Robotaxi network, which could create a trillion-dollar total addressable market.

Mentioned as an exception to the otherwise strong earnings season for the 'Magnificent Seven' companies.

Tesla's Energy division is a key enabler for AI data center build-outs, providing Megapack battery storage to solve critical power stability issues for companies like XAI, highlighting a growing business line beyond automotive.

Down 1% in pre-market trading, indicating a challenging start to the month for key tech stocks.

Acknowledged as a historical success story with incredible growth that created significant wealth for early investors. The advice to a younger self was 'I would have invested in Tesla'.

Mentioned as the only member of the 'Magnificent 7' that did not deliver an 'outstanding' or 'phenomenal' earnings report.

Mentioned as an example of a real-world asset, like a stock, that could eventually be traded on the Solana blockchain as part of its 'Internet Capital Markets' vision.

The mention was a simple price check in the context of the market's reaction to the Fed meeting, with no specific investment analysis.

Signed a $16.5B+ deal with Samsung to produce its next-gen AI6 chip in the US, a major strategic move to secure its supply chain, deepen vertical integration, and lead in AI.

A long-term hold based on future catalysts (Robotaxi, Optimus) that are currently undervalued by the market. A new AI chip deal with Samsung is a key overlooked development.

Positioned as the original innovator that created the 'magic and excitement' in the EV space, successfully proving that electric cars could be desirable, in contrast to struggling legacy automakers.

A potential integration between Neuralink's BCI and Tesla's Optimus robot represents a significant, long-term bullish catalyst, which could expand the robot's market from industrial labor to personal and medical assistance.

The direct political conflict between CEO Elon Musk and President Trump creates significant short-term risk and volatility for the stock, which could impact government contracts and investor sentiment.

Recently sold off after reporting earnings, which is viewed as a potential warning sign for other large tech stocks.

A 'bullish' $16.5 billion deal where Samsung will manufacture Tesla's next-generation AI6 chips is seen as a key part of its pivot into an AI and robotics company.

The recent Samsung chip deal is seen as a significant bullish catalyst, diversifying its vendor base for future ventures like Optimus and Robotaxi, which could lead to positive earnings inflection and drive the stock higher.

Described as 'floundering' and potentially the 'most inflated bubble in the world' due to a disconnect between its high P/E ratio (180x) and declining performance (auto sales down 16% YoY, awful earnings).

Announced a $16.5 billion deal with Samsung for its next-gen AI-5 chip, a significant long-term strategic move to secure its supply chain, reduce geopolitical risk, and advance its self-driving technology.

Mentioned trading at $321.69, up over 1% in the overnight session. The speaker also praised the productivity benefits of its Full Self-Driving (FSD) feature.

Considered to be on the verge of a massive growth wave driven by four technological S-curves (AI, robotics, autonomy, energy) that are not yet fully priced into the stock.

Faces significant short-term headwinds with falling sales, shrinking margins, and increased competition, making its high valuation risky. The investment case is a long-term bet on AI, robo-taxis, and robotics, leading to a neutral 'wait-and-see' recommendation.

Described as no longer competitive, having an 'unsustainable market cap,' and having definitively 'lost' the EV race to its Chinese competitor, BYD.

The post-earnings dip is viewed as a buying opportunity, with the core long-term thesis being the successful execution of the Robotaxi network, which could dramatically re-value the company.

Referenced as an example of a stock with extremely high liquidity from both retail and institutional traders, which creates a 'buy the dip' mentality that provides a floor for the stock price.

A battleground stock where fundamentals are viewed as weak, but its ability to hold the $315 level despite negative news is seen as a very bullish sign of strong underlying investor demand for the long-term story (FSD, AI).

Considered the 'AGI AI leader on the planet' by the host. The investment thesis is shifting from cars to its leadership in AI and robotics, with the Robotaxi network as a key future catalyst.

The investment case is based on viewing Tesla as an AI company with potential in self-driving, robotics, and data, not just a car company. CEO Elon Musk suggested it could become a $20 trillion company based on these broader ambitions.

Showing strong upward momentum fueled by speculation about Robotaxi expansion, with investors focusing on long-term AI and autonomous driving potential over acknowledged negative earnings growth.

Upward momentum is driven by rumors of its RoboTaxi service expanding to San Francisco. The stock shows strong buying support around the $300 level, with institutional investors like ARK Invest stepping in on weakness.

Mentioned for having less impressive results compared to Alphabet, serving as a reminder that performance within the tech sector can be very mixed.

The investment thesis is strongly asserted to be based on its potential as a leader in artificial intelligence and robotics, not as a car company, with a potential $20 trillion valuation highlighted.

Disappointing earnings with declining revenue and sales. The stock is seen as having an unsustainably high valuation, and the shift to an 'AI company' narrative is viewed as a distraction from fundamental problems.

Highly bearish sentiment due to deteriorating fundamentals, including declining revenue, profits, and free cash flow, while the stock trades at an extremely high P/E ratio of 136 that is seen as disconnected from financial performance.

Experienced a significant dip of nearly 8%, which was noted as a potential 'buy the dip' opportunity. The $300 price level is seen as a critical psychological and technical support.

The user is accumulating shares, buying on dips and aiming for further purchases if it drops to the $280s. While anticipating a challenging year for earnings growth, there is an expectation for significant S-curve growth from Robotaxi, Energy, and Optimus in late 2026.