Tesla(US:TSLA) 大鱼聊电动·2025-09-16 04:08Investment & Confidence - Elon Musk purchased $1 billion of Tesla stock, signaling strong confidence in the company's future [1] - The purchase was a non-scheduled, discretionary buy, indicating Musk's belief that the stock is undervalued [1] - This investment is seen as a move to secure shareholder approval for Musk's compensation plan, which includes potential rewards of $1 trillion if Tesla's market capitalization reaches $8500 billion [1] Robotaxi & Future Business - Analysts believe Musk's stock purchase is a strong signal of confidence in Tesla's Robotaxi business, which is considered crucial for future growth [1] - The success of Robotaxi is seen as the key to unlocking the $1 trillion reward for Musk and the board, rather than relying solely on Model Y sales [1] - The company is betting on Robotaxi to drive future stock value and achieve ambitious financial goals [1] AI Chip & Memory Strategy - Tesla is evaluating memory solutions (HBM vs GDDR) for its AI hardware, considering factors beyond peak performance, such as cost and power efficiency [2] - Tesla is prioritizing a system-level approach to AI hardware design, optimizing for real-world performance and cost-effectiveness rather than just focusing on specifications [2] - The company is focusing on the efficiency of active parameters within its AI models, questioning the need for expensive, high-bandwidth memory (HBM) for the entire AI brain [2] Supply Chain & Manufacturing - Tesla is potentially partnering with Samsung for AI chip (AI6) production to diversify its supply chain and gain negotiating leverage against TSMC [2] - By supporting Samsung's manufacturing capabilities in the US, Tesla aims to create a second source for advanced AI chips and mitigate geopolitical risks [2] - The company's decision to work with Samsung is a strategic move to secure long-term supply chain control and potentially benefit from US government subsidies [2]