Paddle Scheme #2 Tesla is my Favorite Pokemon

Published: July 10, 2024, 3:56 p.m.

Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now).\n\n0:00 Tesla Stock is ripping\n1:15 Tesla as a Pokemon (my analogy)\n2:28 Tesla Cybercab 8/8 Event\n2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution\n4:50 Shoutout Cybervessel \n5:00 Why Tesla might be cheap at $800B\n10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society \n13:23 Tesla\u2019s Growing Intrinsic Earnings Power\n16:02 Tesla Energy (Megapack) potential \n17:33 Tesla is the Americana Futura vibe we need\n\nMy X: \xa0\xa0/\xa0gfilche\xa0\xa0\nHyperChange Patreon :) \xa0\xa0/\xa0hyperchange\xa0\xa0 \n\nDisclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.