NVDA
NVIDIA
-- 137.490 TSLA
Tesla
-- 417.410 BA
Boeing
-- 176.550 RGTI
Rigetti Computing
-- 17.0000 MSTR
MicroStrategy
-- 302.960 
a comprehensive sum-up from tesla
I have been doing some feedback gathering after the event. below are the summary
1) The investor was disappointed with robotaxi as it got delayed again.
2) and they see the car are not yet close to finished product
3) robovan was cool, but it is not something new, which many companies have showcased a similar concept b4.
4) The humanoid optimus is too human to be a robot, many say it is human talking over the remote . Elon did not respond to any of these claims.
5) Elon's presentation is too rushed, does not prepare, and makes the investor lose confidence .
below are MHO;
1) no matter if the launch was good or not, investors just want to cash out, period! so don't blame the launch. if can just catch the price while still low
2) maybe other manufacturers like waymo, baidu already have robo taxi running. but I believe only Tesla can scale it up! go check the fact how these companies are paying the losses behind their innovation technology. Tesla may be late, but he is building a sustainable business model. not just for show.
3) I see great potential in robovan, and I'm will hope Tesla to launch robovan before robotaxi. Fact is, robovan don't need to make million of production on the road, and it can rent it by demand only, second. it can easily adopt by corporate or company as a commercial van, it can make more profit that taxi I would say. and I believe the cost of the robovan maybe just slightly bit costly than the robotaxi, but the profit could be better than a taxi.
so going back to the overall event, Elon Musk gave us a glimpse into the future how we could have. and I was impressed they could pull that up with all the cars and robots running around the place.
I would say the event is a successful sum-up from tesla. without saying.
yes, I do agree Tesla may not benefit from these visions in coming years. but isn't investing about a 3 to 5 year plan? if you have a million to fund a company. which may give you return in 3 years time. would you put on Tesla or some unicorn.
so I believe Tesla is not a short term stock. if you buy, you better make sure this will take time.
for me. 50% of my fund is inside Tesla.
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pootpoot : wow 50% that's so yolo. bless u
Gardenia Roti OP : hahaha, the amount maybe less than your 10%.
pootpoot Gardenia Roti OP : to me it's never about the amount. its always about the % be it portfolio, gains or losses
Leon 8888 : 50% is good, I'm 66.9%. When I play games, I just want to get to the point where I can
InfiltradeR : Can see you already have roti as backup if things goes south. Good luck!
Gardenia Roti OP InfiltradeR : exactly. roti is the best companion for trader.
Gardenia Roti OP pootpoot : I was attracted to share because if Tesla. when I started I only buy Tesla. 100%. hahahah
105275796 : Good luck to you!!! I'm not sure how long is it going to be for this "long term" investment but based on the current trend, it's not easy to make a reversal within short term....So gotta wait, might as well invest the money to other stock or short it?
Gardenia Roti OP 105275796 : what other stock can recommend? I really lack information of what is good stock.
RandomTrader_ : Good points. I also just bought some Tesla after it dipped. It’s now 20% of my portfolio with the rest being Nvidia, Amazon etc.
but I have to say that putting in 50% into one stock is seriously mad crazy
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