Tesla is now requiring its suppliers to exclude China-made components in the manufacturing of its cars in the U.S., the Wall Street Journal reported on Friday. ...

Core Viewpoint - The U.S. tariffs on Chinese imports have prompted the electric vehicle (EV) maker to expedite its strategy of eliminating China-made components from its U.S. production [1] Group 1 - The implementation of tariffs has significantly influenced the company's supply chain strategy [1] - The company is focusing on reducing reliance on Chinese components to align with U.S. trade policies [1]

这是人类历史上的最高薪酬激励计划。 就在刚刚结束的特斯拉股东表决大会上，特斯拉股东以压倒性的优势，超过75%的票数通过了一项最高价值达1万亿美元的薪酬计划，终结了围绕马斯克薪 酬长达数年的纠葛。 就在投票结果公布后，现场也爆发出热烈的欢呼，许多特斯拉股东高呼马斯克的名字。 这一刻，对马斯克和特斯拉股东来说，他们都创造了历史。 这份薪酬计划为特斯拉CEO马斯克铺设了一条从世界首富到首个"万亿美元"的道路，同时马斯克对特斯拉的持股也将在未来10年里逐步提升至25%的或更 高。 不管我们是否相信，特斯拉的这个激进的薪酬计划都将再次让马斯克这个人，重新站在聚光灯下，而这次的灯光和挑战，可能也是马斯克自己从未遇到的。 这个挑战到底有多大呢？ 根据披露的薪酬计划来看，马斯克如果要拿满所有奖励的话，那么最终的目标是要让特斯拉公司市值超过8.5万亿美元，而目前全球最高市值是英伟达但也 只有5万亿美元。 当然，8.5万亿美元的市值还只是其中一个目标。另外就是调整后利润率还要达到4000亿美元，同时还有四大关键产品目标： 再然后就是4000亿利润，以苹果为例，这家科技公司此前曾一直霸榜美股第一，但苹果一年的利润也不过千亿美元。另 ...

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RT Amy (@_SFTahoe)ROBOTAXI -There is no competition because SCALE matters.♦️Network effects - reduce wait times & lower prices.♦️Normal production car, that rolls out of the factory by the thousands every day, doing a rideshare pickup & dropoff…. No premapping, no ugly appendages added to the car required.♦️Tesla’s self driving just works & is already in multiple countries, not a handful of cities! ...

FSD 14 is a life hackIt drives me in the horrendous Bay area traffic for over an hour perfectly https://t.co/kDLHFYdX7Y ...

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Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest in AI technologies now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization [8] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Future Trends - The article discusses the broader trends of onshoring driven by tariffs, a surge in U.S. LNG exports, and the importance of nuclear energy in the future energy landscape [14][7] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the potential for growth in AI investments [12] Conclusion - The narrative emphasizes the importance of acting quickly to capitalize on the potential for significant returns in the AI and energy sectors, suggesting that this company represents a unique and undervalued investment opportunity [15][10]