Michael Chen（美股观察局Market Whisper）

7+ years at Citi | Investment Banking & Trading
Independent Investor focused on Tech & Growth
Equities · AI · Technology · Real Estate

[Tesla @Tesla]

.@Grok in your Tesla can now do meaningful work for you

With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free

[Michael Chen（美股观察局Market Whisper） @MichaelChen54]

@haochihaochiaaa @ixixi0115 好吃可以回一下私信吗

[Sawyer Merritt @SawyerMerritt]

Tesla FSD (Supervised) has officially been approved in Czechia!

Countries in Europe that have approved FSD (Supervised) so far:
• Belgium
• Netherlands
• Denmark
• Lithuania
• Estonia
• Slovenia
• Czechia

[WangNextDoor @WangNextDoor2]

马斯克转发 Tesla Semi 官方推文：“这是唯一有 18 个轮子的特斯拉。” 🚛⚡️

他再次提及比尔·盖茨当年坚称长续航电动重卡“工程上不可能”，如今 Semi 已实现量产，百事可乐早已开上路，Einride 拟采购 500 辆，加州单充电站周边预订超 330 辆，欧洲市场也准备接轨。

硬核数据说话：
• 满载续航约 500 英里
• 能耗仅约 1.7 kWh/英里
• 重量达 Model Y 的 20 倍，能耗却只有其 7 倍
• 同级柴油车能耗更是它的 3 倍

毫无疑问，电动 Semi 的大规模落地将彻底颠覆并重塑整个美国的卡车运输与物流格局！事实胜于雄辩，盖茨这次真的是被打脸打麻了。重卡电动化的时代这不就来了吗

[Nic Cruz Patane @niccruzpatane]

Once you ride in a @Tesla Cybercab, you’ll never want to go back to a car with a steering wheel and pedals again.

[Michael Chen（美股观察局Market Whisper） @MichaelChen54]

@lvjiuch 可以交个朋友互相探讨

[Michael Chen（美股观察局Market Whisper） @MichaelChen54]

最近感冒没有及时发送美股个股预测很抱歉，如有需要可以私聊问我，我看到会及时回答，十月份会组建自己的discord群聊可免费查看每日个股预测！！！#美股 #tsla #mu #intc #sndk #meta #amd #soxl

[Michael Chen（美股观察局Market Whisper） @MichaelChen54]

@JasmineVancity @haochihaochiaaa 必须拿

[Michael Chen（美股观察局Market Whisper） @MichaelChen54]

@BrianMc0412 @youngstockuser 买了放着等下个月月初1150抛

[Michael Chen（美股观察局Market Whisper） @MichaelChen54]

@IvyYun919 @MrBoKong 财报后可以适当的减仓半导体

[谢嘉琪 Jiaqi @XieJackie]

怎么好像网上不怎么聊特斯拉Robotaxi这个指数级增长的速度呢？过去90天，德州Robotaxi注册数量增长了549%，过去30天增长了141%。

这股价明显在临近爆发的节点，大家现在不买还在想啥呢？巴恩老头都把话说成那样了。木头姐也加仓了一个多亿。

[谢嘉琪 Jiaqi @XieJackie]

很多人担心会发生经融危机，怕股价整体大崩盘。但如果马斯克预测的准确，10年内AI机器人将让全球经济至少翻一倍。那么经融危机就绝不会到来。

所以我现在敢ALL IN特斯拉——在我看来，是未来10年最好的AI投资标的。

[Tesla Semi @tesla_semi]

Semi is quick

[Sawyer Merritt @SawyerMerritt]

Top Gear has released a new video of the production version @Tesla Semi. We get our first look at the full production line.

New info:
• The Tesla Semi isn't painted, it's powder coated, like Megapacks are. There is no paint shop.
• Production version is 3% more efficient than prototype
• More aerodynamic than a Bugatti Chiron
• Standard Range has a 548 kWh battery
• Tesla Semi is only 7x less efficient than a Model Y
• Fitted a new air vent in the front bumper for better efficiency
• Production Semi has a three piece front bumper for easier repairing
• Seats are heated and cooled, despite being cloth seats
• The squarer battery holds heat better, meaning better cold weather efficiency
• A 6 foot 6 adult can stand up straight in the cabin without hitting their head
• The biggest sun visor I've ever seen

I definitely recommend watching the full video here: https://t.co/KTUivzsc30

[Futurist @futuristbench]

Elon Musk: "In the next 6 to 12 months, we’ll be doing our first implants for vision, where even if somebody is completely blind, we can write directly to the visual cortex."

"Long term, you would have very high resolution and be able to see multispectral wavelengths... you could see in infrared, ultraviolet, radar. It's like a superpower situation."

[谢嘉琪 Jiaqi @XieJackie]

马斯克好友、亿万投资人Ron Baron公开建议买入特斯拉股票的时机。

你要每次跟着他买，基本都是赚。Ron Baron个人持仓特斯拉约15亿美元。赚了35-40倍。

听我一句劝，现在就是听他话的最好时机。

[Michael Chen（美股观察局Market Whisper） @MichaelChen54]

@oyjouyangjia @haochihaochiaaa 我也还在排队

[Heisenberg @Mr_Derivatives]

Tom Lee’s updated $SPX forecast:

1) Big rally for rest of September. To as high as 7,900-8,000.

2) A potential 7% or so drawdown in October maybe into early November.

3) Buy that dip, because SPX will end the year as high as 8,200.

4) 2027 we will see the biggest SPX rally of our lifetime.

[谢嘉琪 Jiaqi @XieJackie]

Cybercab不会是特斯拉最后一款量产新车。 它更像下一代Unboxed平台的第一辆。以后会有非常多基于这一平台的新车型出现

🚨马斯克年初说，比面包车酷得多的东西要来了。 很多人觉得是再出一台带方向盘的家用车。

可如果马斯克认为的终局是车自己开，现在还围着方向盘做新车，反而不合第一性原理。