To The Moon

$Tesla Motors(TSLA)$ Added a few more shares of TSLA today. The sentiment is unbelievably negative right now, which usually gets my attention. I'm not trying to call a bottom, but I also don't see a reason to dump shares after a rough stretch. Sometimes the best trades come when nobody wants to touch a stock.

Most investors are chasing the AI memory trend. My own positioning is focused on the entire AI infrastructure buildout. The next decade of AI development could unfold in phases: Post-2030: Building the future Robotics: $Tesla Motors(TSLA)$  $Serve Robotics Inc.(SERV)$  $Symbotic Inc.(SYM)$  Autonomy / Aerial Mobility: $Archer Aviation Inc.(ACHR)$  $Joby Aviation, Inc.(JOBY)$  The market narrative appears to be gradually shifting from the AI chip cycle toward a "post-2030 real-world AI adoption phase," where robotics and autonomy might become the next long

$Tesla Motors(TSLA)$ Shorting Tesla is pretty risky. It gets treated like an automaker but operates as a vertically integrated tech company—batteries, software, chips, and charging—which makes its cost structure and growth much harder to model. Strong brand loyalty and rapid, recurring product and software updates keep demand and margins unpredictable. The high short interest has repeatedly triggered painful short squeezes. So betting against Tesla is basically assuming its innovation and momentum will just suddenly stop. So, to anyone betting against it... good luck, I guess.

$Tesla Motors(TSLA)$  I think BYD is better than Tesla across all physical AI and is a better car company overall. Its market cap is only $13 billion.

$Tesla Motors(TSLA)$ Robots are beating humans in running, draining 3 pointers, and playing tennis. OPTIMUS is on the way.

$Tesla Motors(TSLA)$  Tesla's market value has added another $2 trillion. The share price could reach $1200.

$Tesla Motors(TSLA)$ Optimus will be the biggest product ever made. A general-purpose humanoid robot that can perform useful work at scale will alter the economics of labour and manufacturing. The aim is to bring Optimus to high-volume production as rapidly as possible. Elon described Optimus V3 as sublime, similar to the Raptor engine. So much is unfolding simultaneously. The shorts simply cannot grasp it.

$Tesla Motors(TSLA)$  With all that crying, I thought for sure we would go below $400! But the shorts came up short again!

$LI AUTO-W(02015)$  While $HSBC Holdings PLC(HSBC)$  downgraded the stock, their analysis might have overlooked the new model's potential. Similar to previous market surprises created by earlier iterations, new energy vehicle adoption rates are approaching a crucial threshold and expected to maintain growth momentum in coming phases.

$Tesla Motors(TSLA)$  Short positions taken by prominent investors often end up attracting fresh buyers to fuel the momentum