I’m Flipping on Tesla | My Thoughts after the Cyber Rodeo.

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here all right so yesterday was at the

Cyber Rodeo today I am at the Tesla con

event over here the Texas owners called

absolutely amazing people here's the

thing we got to talk about what I think

about Tesla I'm about 50 in on Tesla in

terms of my stock portfolio not

considering my real estate portfolio and

let me just say not just because there

was an event yesterday but over the last

two to three months I've been thinking

this I gotta get these thoughts out so

I'm gonna get some thoughts out some

excitement out up front and then I'm

going to talk to you about what Elon

said yesterday and how that relates to

some of the excitement as well as other

things that have been researching

studying and coming to understand so

let's get started so we're going to talk

about

past present and future

first of all I quite frankly think that

Tesla is probably going to break 10

trillion dollars of market cap within 10

years that's a 10x within 10 years which

is absolutely remarkable I know it

sounds crazy but I'm going to tell you

why I believe that Giga Austin and Giga

Berlin were actually the opportunity for

Elon to say you know what let's see how

quickly we can build the perfect Factory

and so they did Berlin and a giga Texas

why because they've got the 4680 cell

line for the structural battery packs

they make their Motors in-house they're

not shipping Parts in they're shipping

raw materials and and they're putting

the rest together in the factory it's

really incredible I saw these assembly

lines in person yesterday it's

absolutely phenomenal not only this

Tesla is a robotics manufacturer they

bought a robotics company in 2016 in

Germany and that's still where they make

a lot of their robots now I know they

also Outsource some of their robots but

I'll tell you the tech technology Tesla

has in robotics makes them probably the

number one robotics play in stocks

but it's not so much that we care about

investing in the machines within the

gigafactories even though Elon Musk says

the factories are the product Elon Musk

saying that the factories of the product

reminded me about what's really next for

Tesla it's not so much new exciting

product announcement announcements like

Ford coming out with a different car you

know every six months and they yay or

whatever right or oh it's the new 2022

model or whatever and I don't mean to

back and forth actually I kind of do but

anyway

here's what is so exciting me is now

that we went through Giga Berlin and we

went through Giga Austin I think the

next phase of Tesla is announcing not

one or two more gigafactories like I had

been pricing into my valuation I

actually think it's time Tesla goes and

I won't be surprised if this happens

Tesla says you know what now we're

announcing five to ten new gigafactories

within the next two years and then

building them out in the following two

years thereafter that to me

is a game changer because every single

fundamental analysis we have says maybe

tesl just focus on scaling these

factories and maybe we'll get another

Factory announcement in two years or so

the essay is written and what I mean by

that is you can now take your work and

copy and paste it everywhere and I think

that's what's happening is that Tesla

has perfected its essay their writing

project or whatever for their English

class is perfected it's the Factory The

Factory is perfected and so I was just

on Yahoo finance for an interview and I

wore this shirt Lauren got me which is

going to make Lauren hopefully very

happy this is a Beer by the way

but anyway uh I believe now we go into

copy and paste mode for the factories

and when Tesla announces that they're in

copy and paste mode

everybody's fundamental analyzes will

change almost overnight because the

amount of vehicles that Tesla can

produce will explode and this is

regardless of whether or not we have a

blip of a recession in the next year or

two who cares we're talking 10 years out

here in in the grand scheme of things

for Tesla getting to this market cap

right and that's what we're excited

about of course I'm still going to talk

about what Elon Musk says but look

copy and pasting the factories is what

we need right now why think about it

when you've got hurts who can't even buy

any more Teslas and they're having to go

to pole stars because Tesla don't have

enough Teslas and there's so much demand

for Tesla it's just like there's so much

freaking wind out here today hopefully

y'all don't hear this

Tesla needs to build more factories so

this is fundamentally changing my thesis

for Tesla substantially for the better

now I know it might seem a little weird

to come out of two Tesla events and feel

this way I would say that

my consideration for this Factory

Direction has been growing over the last

three months especially over the last

few weeks I thought this is probably the

next direction for Tesla we're not so

worried yet about a robo taxi though

that will come and I'll touch on that as

well I think it's copy and pasting the

factories and when Elon told us

yesterday that now they're ready for

moving into the next big phase which is

massive scale it just reiterated my

beliefs and so I'm very excited I don't

know how many factories I don't know

anything that that's like you know

secret info or whatever this is just my

pure speculation and I'm very excited

about that but we've got to understand

supply chains and then talk about what

Elon talked about especially that

Optimus robot so one of the beautiful

things that I've also been studying

about Tesla is their clout in the supply

chain markets see when companies work

with Tesla they can get paid early they

know they're going to get paid Tesla's

not going to go Bank up like potentially

another company but not only that not

only is Tesla going to fulfill their

contracts and pay but Tesla also

provides two things to other companies

who are supplying things to Tesla one

hey we work with Tesla that's good but

also when Tesla wants a special product

like how amazing the heat pump is at

Tesla when Tesla wants an amazing

product

the supply chains have to provide that

amazing product they get the skills and

education to make that product and now

they can tell all their other customers

hey not only do we work with Tesla but

we also learn from Tesla so in terms of

Supply chains and we know we got some

limiting factors potentially with raw

materials right that's always going to

be an issue and I think locations for

the next gigafactories will come into

play for exactly sourcing those raw

materials but uh in terms of as many

Supply chains as we can get control of

if I had to make a bet on a company that

could do it best it would be Tesla Tesla

has the supply chain clout and I'm not

certain that other companies do uh Apple

does Apple is another company that has

the supply chain clout that doesn't mean

it's not a problem they still have

issues getting iPads right there's still

out of stock on certain things but

let's just say they're the best in a

situation that sucks

right it's like it's like the worst

because everyone sucks with Supply

chains right now okay good so bullish

phase well part of this video one done

part two that Optimus robot and then

part three what Elon said so the Optimus

robot

look I wrote down some things for this

first I'm going to start with things

that seem a little wild uh but I want

this to relate to you about how big this

Optimus robot could be even just for

simple things in your home imagine you

spend I don't know what it's gonna cost

five grand on a robot 10 grand on a

robot whatever you spend on that once

and it just lasts you it gets over the

air software updates or whatever and it

just lasts you for years without

maintenance right plugs itself in right

here are some things that in theory an

Optimus robot could do for you at home

and this is just my pure speculation

security which again Terminator is scary

uh but even dumb things like dishes

folding laundry emptying the dishwasher

vacuuming preparing baby food like

bottles cleaning toilets stocking

groceries raking watering plants all

this stupid kind of stuff right now I'm

just saying that to try to relate to our

households but the bigger purpose here

is going to be what's it going to be

like in the factories well think about

it semi trucks come to deliver products

to factory somebody's got a forklift

unload these one Optimus robot could do

this somebody's got to open the boxes

robot can do this somebody's got to

collapse the boxes robot can do this

they stop it all day freaking long

unboxing y'all know you order from

Amazon unboxing box it takes forever and

then when you gotta collapse them and

you got to bring them to the trash and

all this all this stuff costs a lot of

money for companies because you're

paying employees to do it uh and then of

course you're paying payroll taxes on

top of that and so on and so forth right

problem uh sorting inventory I mean you

could even have Optimus robots running

around a grocery store stocking shelves

and doing stuff and I know there's

always this concern of like oh my gosh

we're going to be replacing people

people will find ways to provide value

we always do we provide creativity we

provide value with with our skill our

communication uh it it so in the

near-term future I'm not worried about

Humanity like losing out on jobs like we

need help and more efficiency at

companies this is a good thing and it's

good for us to be able to hopefully

bring the costs down to these robots

great profit potentials for Tesla

obviously but to make them accessible to

people so that way they're not doing

mundane stuff and instead they can learn

to get you know become a real estate

agent become a CPA you know provide

value to the the world and actually make

more money because look if you're

stocking shelves at a grocery store uh

you know it's fine maybe if you're 18

for a little bit but you better be

thinking to yourself crap what am I

going to do I'm not going to do this

forever you got to get to that next

level it doesn't even matter how old you

are I mean you could be 50 you can

become a real estate agent in three

months you know hop to it so anyways

okay now

let's touch a little bit uh so oh yeah

so Optimus this is another huge game

changer I wouldn't actually be surprised

if we had Optimus gigafactories in the

future kind of wild but makes sense

you've got car factories I don't think

there's gonna be like an Optimus line

yeah no no you're going to have

gigafactories made for the freaking

robot awesome very exciting now let's

talk about what Elon said yesterday so

uh Elon yesterday told us a few things

that are very very exciting uh so he's

obviously he talks a lot about how

advanced their factories are how the

4680 line is starting this is good I saw

the 4680 they're streamlining the

manufacturingness of this even more than

what we saw during battery day

absolutely incredible they're using I

saw this uh another Tesla researcher

posted on Twitter about how the top and

bottom of the canister that holds the

4680 is now using the same cap with only

three laser etches and this is just a

other way of saying Elon Musk and the

team at Tesla are so brilliant to always

think about how can we make it better

how can we do this with less waste I

love that so very very excited about

that but when we look at the future

about what Elon gave us he didn't give

us product announcements here's what he

told us massive scale is next that's all

he said they didn't say we're going to

make a bunch of new gigafactories but

let's just translate it it makes sense

and it's a game changer that nobody's

pricing it next we know full

self-driving is coming it's so

underappreciated right now you've got

maybe 60 000 beta testers I'm still

complaining I still don't have my Beta

thing at this point I don't even care

anymore it's probably because I don't

drive enough that's what I've concluded

and it's true I probably wouldn't be the

best beta tester because honestly I

don't drive enough but anyway uh a

dedicated Robo taxi coming this was

pretty remarkable so there have actually

been rumors that Tesla's manufacturing a

vehicle without a steering wheel without

a yoke and this will probably I mean it

has to be uh the driverless version uh

the robo taxi vehicle I'm not too super

excited about that I still think that's

a 20 25 2026 thing I know Elon wants to

get FSD done this year 2022. I don't

think we're getting full self-driving

without humans and Yokes for at least

another three four five years something

like that I'm actually more excited

about just get more Vehicles printing

get those gigafactories up in this next

decade let's get that Optimus robot

gigafactory going that has me much more

excited than FSD FSD is like icing on

the cake and and I'm not even going to

begin to try to speculate in terms of

how to value that because it's so

underappreciated it's actually

invaluable it's so it's it's so valuable

it's invaluable somebody says I don't

know who cares anyway I think you get

the point so uh then of course uh we

know the Cyber truck begins development

next year at Giga Texas uh we do expect

the semi truck to start production as

well and uh and Elon kind of sense that

the audience wasn't super happy that

there weren't too many new product

announcements so he's like don't worry

we're going to focus on scaling this

year and next year we'll focus on new

products that's you know semi-cyber and

then of course the robot so I think the

the road map is already laid for new

products we don't really need new

products right now we need to fulfill

the pipeline and I think that's exactly

what Tesla's going to do uh and uh I

bought a bunch more Tesla stock this

morning that's all I have to say okay

there you go so uh anyway if you want to

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