Leo

Animal lover, investor, accountant.

[Leo @Leo_Co1]

@teslayoda Tesla shareholders arent approving a merger lol

Not for at least 3+ years

[Leo @Leo_Co1]

@DillonLoomis True.

And its why im not getting excited until V15. Elon and Ashok already confirmed robotaxi wont be scaling until v15 is out

[Leo @Leo_Co1]

@garyblack00 I see the potential so wouldnt begrudge people buying the IPO

But what I cant defend is the Tesla fanboys demanding a merger at the same time. Absolute stupidity

Selling Tesla now would be pointless when Robotaxis and Optimus are not even off the ground yet

[Leo @Leo_Co1]

@KobeissiLetter Wow back to this nonsense again?

All bark no bite

[Leo @Leo_Co1]

@MrBeast 5,805,000

[Leo @Leo_Co1]

@wholemars Elon and Ashok said they wont scale until FSD v 15 is out

It was crystal clear on the earnings call

[Leo @Leo_Co1]

@raines1220 @tesla2moon Robotaxi isnt going to scale until v15 is out. Ashok and Elon said this on a recent earnings call

[Leo @Leo_Co1]

@LimitingThe Id be interested in investing in SpaceX but not at this valuation. Far too much work for them to do before they begin to even grow into this value

Tesla has the easier path to a 5x return and in a much quicker time frame. The TAM is probs comparable to SpaceX too with Optimus

[Leo @Leo_Co1]

@AparicioCadiz I can name several companies doing the same thing off the top of my head

It definitely isnt an 'indestructible moat"

[Leo @Leo_Co1]

@wholemars Combine it with modular housing, complete with tesla solar panels and batteries. Throw a starlink dish in too.

Make huge margins + solve the housing shortage worldwide

[Leo @Leo_Co1]

@Tesla_AI @aelluswamy Pls record it! 🤓

[Leo @Leo_Co1]

@Quality_stocksA Took out huge loans to buy shares at the top

Cash is tied up far too long in working capital

[Shane Janisch 🇺🇦🐬🐳🐘 @janischshane]

@MayorKnack change must come,and visitors to Lucy are the enablers of her demise.For 48 years,this solitary elephant has suffered alone in concrete. We pay to see her misery and keep the system alive.Stop supporting zoos that imprison intelligent beings. Move Lucy to a sanctuary.

[Leo @Leo_Co1]

@JoshCF_ Increased my package by nearly 50%. Didnt even bother negotiating with them as it was so unbelievable

They desperately tried ringing me for several days after the switch to my new provider started

Had to then beg them to refund me the final overpayment I made

Never use Sky

[Leo @Leo_Co1]

@SaberGames @AggzGaming @stillaliveGames Really enjoying the game

Would be great to keep stats - e.g mile travelled, passengers delivered, bus stops stopped at etc

[Leo @Leo_Co1]

@wholemars Hopefully some going into the Robotaxi fleet 👀

[Leo @Leo_Co1]

@DavidMoss Great to see more and more autonomous providers out testing. Means regulations are going to become more streamlined across all states, ultimately, making it easier for Tesla to scale 🙏

[Leo @Leo_Co1]

@wholemars Bingo

[Leo @Leo_Co1]

@nextbigfuture Good analysis

I think there's a ceiling though until V15 comes out like Elon said.

Growth will be capped until v15 is deployed and battle tested first

[Leo @Leo_Co1]

@SawyerMerritt These are 10x better! 😍