"Humanoid robots will be the biggest industry or the biggest product ever. Bigger than cell phones or anything else. Because everyone's going to want one."Elon Musk https://t.co/0AU6RqmWuZ ...

electric cars were a luxury; tesla scaled them to everyonedistribution was a luxury (newspapers, establishments etc); social media scaled it to everyoneinvesting was a luxury, NYSE scaled it to the USAprivate money is still a luxury; zcash will scale it to everyone ...

Who is paying these Tesla protestors ? https://t.co/MGvRAr1Asq ...

Group 1 - The "Magnificent Seven" includes Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla, representing 35% of the S&P 500 value [1] - Tesla's core business growth is slowing, contrasting with the strong revenue growth of other companies in the group [4][5] - Tesla's electric vehicle deliveries declined in the first half of 2025, with automotive revenue growing only 6% year over year and operating margin dropping to 5.8% [6] Group 2 - Other companies in the "Magnificent Seven" have strong revenue streams, such as Apple's iPhone and services, Amazon Web Services, and Nvidia's compute and networking segment [5] - Tesla's Robotaxi business is beginning to roll out, but its autonomous Cybercab is not yet in production, highlighting a key difference from its peers [7] - Tesla's valuation is considered astronomically high compared to other companies in the group [7]

Core Insights - The "Magnificent Seven" companies, including Tesla, have provided significant long-term gains, but Tesla may be overextended compared to its peers [1][2] - Tesla's core business growth is slowing, contrasting with the strong revenue growth of other companies in the group [3][4] Company Performance - Tesla's electric vehicle deliveries declined in the first half of 2025, although it remains the market leader; automotive revenue grew by only 6% year over year, with a 7% increase in deliveries [5] - The operating margin for Tesla fell to 5.8%, down from 10.8% a year earlier, indicating potential profitability issues [5] - Tesla is investing heavily in artificial intelligence and robotics, but these investments have not yet yielded significant returns [6][9] Market Position - Tesla's Robotaxi service is currently operational in select markets, but profitability at scale remains uncertain, and the service is still reliant on human monitors in many areas [7][9] - Tesla's stock is trading at 178 times expected 2026 earnings, suggesting a valuation that may not align with its core electric vehicle business [9] Comparative Analysis - Other companies in the Magnificent Seven, such as Apple, Amazon, Alphabet, Microsoft, Meta Platforms, and Nvidia, continue to show strong revenue growth and profitability across various segments [4] - Tesla's current valuation appears increasingly disconnected from its core business, leading to a recommendation for investors to consider other compelling opportunities in big tech [9]

ExactlyAshok Elluswamy (@aelluswamy):Not to mention, these chips are heavily co-designed with the @Tesla_AI software teams to achieve incredible performance, while also beating by a large margin on perf per Watt and perf per dollar.For instance, AI4 can process and understand a million pixels of streaming video ...

Not to mention, these chips are heavily co-designed with the @Tesla_AI software teams to achieve incredible performance, while also beating by a large margin on perf per Watt and perf per dollar.For instance, AI4 can process and understand a million pixels of streaming video within ~1 ms. This is only achievable because the software AND the hardware are designed together to achieve this performance point.Elon Musk (@elonmusk):Most people don’t know that Tesla has had an advanced AI chip and board engineerin ...

Here is more infohttps://t.co/65xNm5b7h2 ...

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