Tesla (TSLA)

Tesla (TSLA)

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Jensen Just Solved Elon’s $119 Billion Problem [1:00:00]
Jensen Just Solved Elon’s $119 Billion Problem [1:00:00]

This video features a discussion between Herbert Ong and chartered financial analyst Cern Basher regarding how Elon Musk and companies like SpaceX might fund the massive capital requirements for building advanced AI data centers and the Terafab semiconductor facility. The discussion centers on the idea that AI compute is becoming a new, highly predictable investable asset class (0:26 - 0:51), comparable to how commercial aviation infrastructure is financed.

Key takeaways from the discussion: Financial Innovation: Jensen Huang of Nvidia is working with major financial institutions (like BlackRock and Apollo) to create structures that treat AI compute like infrastructure (e.g., airports), allowing institutional capital to fund the buildout of these massive facilities (0:11 - 0:21, 0:34 - 0:41).

·m.youtube.com·
Jensen Just Solved Elon’s $119 Billion Problem [1:00:00]
What Elon Musk and Ashok Elluswamy Actually Said [1:12:56] youtube
What Elon Musk and Ashok Elluswamy Actually Said [1:12:56] youtube
Most investors focused on Tesla's earnings numbers. But if you listen closely to what Elon Musk and AI chief Ashok Elluswamy actually said, a very different story begins to emerge Cern Basher is a chartered financial analyst running his own investment advisory firm called BrilliantAdvice providing wealth management services. Follow Cern on X: https://x.com/CernBasher I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge). Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9 Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ 0:00 Earnings Call Deep Dives 02:30 Ashok Safety Record 12:03 V15 Memory Reasoning 14:44 Cybercab Production Sync 22:37 Delays Context Expectations 29:23 Politics Regulation Risk 33:30 Starlink Fleet Reliability 37:48 Waymo Comparison Limits 41:08 Waymo Safety Data 44:41 Nonlinear Rollout And V15 47:29 FSD As Demand Engine 50:53 Deployment Threshold Anxiety 52:33 Optimus Building For Scale 56:37 Terafab And Chip Strategy 01:01:09 Megapod And Energy For AI 01:03:40 Solar Semi And SpaceX Links Become a Patreon: https://www.patreon.com/brighterwithherbert Become a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join Your support means alot! ❤️ My website: https://www.HerbertOng.com 15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables Let's get brighter! Website: www.herbertong.com X: @herbertong Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date. #Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock Merch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz $TSLA White Hat: https://tinyurl.com/bdd9v96m
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What Elon Musk and Ashok Elluswamy Actually Said [1:12:56] youtube
Elon Musk Reveals Tesla’s New Engine That Was Never Supposed to Be This Powerful! [28:42]
Elon Musk Reveals Tesla’s New Engine That Was Never Supposed to Be This Powerful! [28:42]
The Carbon Fiber Innovation: The core of Tesla's motor features a carbon-fiber-wrapped rotor. This design allows the motor to spin at extreme speeds—exceeding 20,000 RPM—without structural failure, a feat once thought to be limited to aerospace or high-end racing machines (7:31 - 8:05). Hard for anyone else to copy. (Gemini ASK ✧)
·youtube.com·
Elon Musk Reveals Tesla’s New Engine That Was Never Supposed to Be This Powerful! [28:42]
Tech Corner: TSLA A.I. Ambitions Drive Growth Story [8:04]
Tech Corner: TSLA A.I. Ambitions Drive Growth Story [8:04]
Tesla (TSLA) is evolving beyond electric vehicles, with artificial intelligence, autonomous driving, and energy storage becoming central to its long-term growth strategy. George Tsilis breaks down Tesla’s Robotaxi rollout in Austin, advances in Full Self-Driving and A.I. hardware, and why investors are increasingly viewing the company as an A.I. infrastructure and robotics play rather than just an automaker. George also examines the key risks facing Tesla, including its lofty valuation, regulatory hurdles surrounding autonomous driving, slowing vehicle sales growth, and the stock’s recent technical weakness
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Tech Corner: TSLA A.I. Ambitions Drive Growth Story [8:04]
Something Big Just Changed For Tesla - YouTube
Something Big Just Changed For Tesla - YouTube
Something BIG just changed for Tesla!Buying a Tesla? Use this referral link and get $500 to $1K off.My daughter: https://ts.la/amanda443323Cyberbulls E1812Th...
·youtube.com·
Something Big Just Changed For Tesla - YouTube