Alexander Kristensen 的 X Spaces 播客合集
3 期 Spaces · 免费试听 / 下载 / AI 转写与摘要
Only $TSLA & $SPCX 🤖🔋🚀🛰 | #90
Podcast hosts discuss Nicki Minaj's surprise appearance at a Tesla/SpaceX event at Giga factory, her fan base impact, and whether Elon Musk will finally show up. - Nicki Minaj is confirmed for the event, doing a chat and meet-and-greet; her presence is seen as a major crossover moment for the Tesla/SpaceX community. - Hosts note she owns a Cybertruck and Model X, and compare her booking to Apple events bringing in high-end entertainers. - The conversation highlights that Nicki Minaj is intelligent and brings a massive new fan base ("barbs") that broadens the community. - Last year, her song "Starships" was already featured in Tesla's light show, so this isn't completely new territory. - The biggest speculation: Elon Musk may actually appear, especially since his mother is a speaker and the event is at his secure home base, Giga factory. - A ban on unauthorized drones is interpreted as a strong clue that Musk will attend. - Security and logistics are debated—whether Musk could safely appear on stage or via screen, but hosts think the venue can handle it. Conclusion: Get ready for a bigger-than-expected event—and don't be surprised if Elon himself shows up.
Only $TSLA & $SPCX 🤖🔋🚀🛰 | #91
Teslas soltak misslyckades på grund av höga kostnader, komplex installation och 100 % tull på kinesiska solceller – produkten har lagts ner. - Soltaket lanserades 2016 i samband med Teslas köp av Solar City, främst för att skapa entusiasm kring solenergi. - Systemet kostade flera gånger mer än vanliga solpaneler, och krävde ofta ett helt nytt tak – vilket gjorde det ekonomiskt orimligt för de flesta. - Installationen var svår att standardisera eftersom varje tak har olika form och lutning, och krävde specialutbildade installatörer. - De kinesiska solcellerna belades med 100 % tull, vilket blev den sista spiken i kistan för soltakets ekonomi. - Tesla fortsätter sälja vanliga solpaneler, nu med egen tillverkning i Buffalo, USA, men soltaket har slutat erbjudas. - Även bland Tesla-entusiaster var soltaket en flopp – ingen i rummet hade köpt ett, trots att det såg snyggt ut. Slutsats: Det är sunt att låta produkter dö när de inte fungerar – fokusera på det som faktiskt kan skalas och blir lönsamt.
$TSLA is Undervalued
Landon and co-host discuss Tesla's Cybercab event sweepstakes entry rules, Tesla's undervaluation, a potential SpaceX merger, and buying the stock on dips. - Tesla is holding a Cybercab event; employees start using Cybercab this month, and robotaxi rides through the 23rd give entries to attend; non-locals can mail 3x5 index cards with each entry in a unique stamped envelope. - The host used Grok to analyze the sweepstakes rules, confirming they're straightforward and don't require handwritten cards. - Spencer and David Moss are competing for the most robotaxi rides to get invites, but one host doubts David Moss would get an invite anyway. - The host believes Tesla is undervalued now, should be a $500 stock, and has a 2030 price target of $3,000 as robotaxi and humanoid robot tech scales. - Wall Street prices Tesla on future potential, not current earnings, which is why the stock can look expensive based on today's numbers. - The host has been buying Tesla recently at lower prices and sold some around $435–440, planning to keep accumulating if the stock dips. - They discuss a possible Tesla–SpaceX merger, disagreeing with the idea that SpaceX would buy Tesla at the current price, and note maybe 25–30% of people
关于 Alexander Kristensen 的 Spaces 合集
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