X @Herbert Ong

RT Amy (@_SFTahoe)A TALE OF TWO COMPANIES:Tesla + SpaceXSUPPLY CONSTRAINT♦️QUESTION: Where exactly do you think the chips are coming from to support Tesla’s growth - that in turn leads to the projected many-fold valuation increase for RoboTaxis and Optimus?TESLA NEEDS SPACEX - & VICE VERSA♦️Elon Musk said chip suppliers told Tesla they “aren’t comfortable” supplying the volumes Tesla requires. Terafab solves this constraint. Companies without their own fabs may be capped at ~20% YOY growth. Tesla’s Terafab ...