$MU 6.8x. Holy Jesus Christ. San Pedro de Dios.
Priced like it's going out of business next year. Reality is record profits bigger than any Mag6.
The gap is absurd.
@FeroceResearch Samsung is already beating $NVDA on profit earned in a quarter.
The next thing is PE ratio. Let’s wait for MU to get rerated and Hit NVidia’s forward PE levels.
@nerdalert Would always be grateful for that video. I only got the video because it mentioned Tesla.
I was a 100% TSLA holder. Just moved 15% of my portfolio to MU and it’s now 50% of my portfolio (TSLA still at same level) .
Waiting for TSLA to move out of the woods and move up north
GOOD NEWS 🇺🇸 @Tesla is teaming up with Sunrun and Renew Home to supply utilities and tech companies with over 16 gigawatts of flexible energy, which is enough to power roughly 12 million average homes 🔋
🤝 This alliance forms the largest distributed power plant in the U.S., with Tesla supplying a massive fleet of home batteries and electric vehicles to help power the booming AI industry.
⚡ This innovative network requires absolutely no new land, water, or transmission lines. Instead, Tesla seamlessly combines its home storage systems with Sunrun’s solar setups and Renew Home’s smart thermostats to create a turnkey energy solution for the grid.
🚀 Colby Hastings, Tesla's Senior Director of Residential Energy, emphasized that traditional grid upgrades simply cannot keep up with current tech and electrification demands. Tesla's strategy bypasses these delays by tapping into the unused energy potential already sitting inside millions of American homes.
⏱️ Because it relies on existing home devices, this power can be deployed in months instead of years. In Virginia’s critical Data Center Alley, Tesla and its partners already have 300 megawatts available for immediate use, with plans to expand to 500 megawatts by 2030.
💡 This efficient grid management could slash overall U.S. electricity bills by up to $170 billion over the next decade. To maximize this impact, Tesla is developing new AI-driven tools to further drive down the costs of residential solar-plus-storage setups.
💰 Everyday consumers directly benefit from this model. By allowing their Tesla batteries to discharge or shift loads during peak hours, households earn financial rewards, lower their utility bills, and maintain reliable backup power during outages.
This blatantly irresponsible reporting does more harm to people than they realize.
Using Tesla self-driving is far safer than manual driving, and this was measured over 10B miles.
Planting such FUD in the minds of general public, who might not know the all the facts, might prevent them from using this technology that makes them safer.
Construction of the @Tesla Optimus Factory at Giga Texas (planned for ~10M/yr production once fully ramped up) continues, with more of the steel structure assembly evident. The structure appears to have (at least in this section) 4 floors, but that could vary across the entire factory as assembly continues.
More footings have been completed, GeoPier work on the N end while grade work on the S end. Land reclamation work also on the far S end to extend the ground slab of the building further.
Lots of work ahead, but I think they are currently on track for a late 2027 substantive completion of the structure. However, I would not be surprised to see initial setup & test production underway before the building itself is fully completed, just like we saw with the original main factory.