Gonçalo Oliveira 🇵🇹🔮

From 🇵🇹 to 🏴󠁧󠁢󠁥󠁮󠁧󠁿 at 23, built my own business now at £160k/year.
$TSLA & $PLTR investor since '21.
Question Everything!

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

🔮 My 2025 $TSLA Predictions 🚀

🤖 Optimus "ChatGPT" Moment - 70% likelihood
2025 is the year everyone finally grasps Optimus' potential. Viral videos will showcase it mastering complex tasks, from factories to homes, making household chores a breeze. Combined with Grok integration, Optimus will surpass human capabilities in repetitive or intricate tasks, erasing any doubts about its utility. #Optimus #AIRevolution #Jarvis

🚕 Robotaxi Network - 80% likelihood
Robotaxi rollout will likely start with a driver for safety and regulatory compliance but will rapidly shift to driverless operations as technology proves its reliability. This innovation will disrupt urban mobility and turn every Tesla into a potential revenue-generating asset. #Robotaxi #AutonomousDriving

🚘 FSD Licensing - 70% likelihood
Tesla will announce that it will license #FSD to at least one other automaker, opening a new revenue stream and cementing its AI leadership in the auto industry. #Partnerships

🔋 Energy Storage Explosion - 75% likelihood
I expect another year of explosive growth, potentially doubling in GWh deployed, driven by the insatiable demand for sustainable energy. With products like the Megapack and Powerwall, Tesla is at the forefront of the energy transition, making renewable energy more accessible and reliable. #EnergyStorage #Megapack #PowerWall

🛻 Cybertruck Scaling - 75% likelihood for production, 30% for european version
Production ramps up to over 100k units, making the #Cybertruck a common sight on US roads. As for Europe, I'm less optimistic about a road-legal version in 2025, but we can hope.

💰 Model Q or Cybercab version? - 20% likelihood for ModelQ, 50% for Cybercab version
I'm on the fence here. Will the $25k-$30k car finally be announced? If this happens, I expect a direct launch on the website late in 2025 with to avoid cannibalizing other model sales.
However, I think it's more likely they release a Cybercab with removable wheels and pedals, tailored for regions with stringent regulations like Europe. #ModelQ

🚀 xAI Investment - 75% likelihood
Tesla will likely allocate some of its cash into xAI, further integrating advanced AI capabilities like Grok into its ecosystem. This move is strategic to further enhance Tesla's position as the leader in AI.

🧠 Grok Integration in Tesla Vehicles - 95% likelihood
A no-brainer! #Grok3 will enhance Tesla's in-car software, making it another stepping stone above "competitors". Voice commands will control all car functions, in addition to Grok's LLM capabilities. This integration will redefine the in-car experience, providing a level of interaction and assistance that sets Tesla vehicles further apart in the market. #Grok #TeslaSoftware

🚕 Cybercab Production - 15% likelihood for 2025, 65% likelihood for 2026
While there's a slim chance that the production of the #Cybercab could kick off in late 2025, factors like Elon’s ambitious timelines, regulatory hurdles, and manufacturing complexity make me believe this is more likely to happen in 2026.

🏭 New Factory or Big Expansion - 80% likelihood
Tesla will announce at least one new Gigafactory or a major expansion, possibly multiple. Tesla's expansion is almost a necessity given its growth plans and the global demand for its products.
#FactoryExpansion

I'm calling it now: 2025 will be one of Tesla's best years ever. With the convergence of Optimus and driverless FSD, we're on the cusp of something monumental. This might not immediately be reflected in the share price, but I'm betting (with most of my money) it will!

🔮 What do you think? 
Share your thoughts in the comments below! Which one do you think is the most ambitious? Did I miss something?  #TeslaCommunity

[stevenmarkryan @stevenmarkryan]

..wait a second.

😂

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@squawksquare Crashing hard = -3% 🤣
Professional farmer

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@TeslaBoomerMama Sad that us retail Tesla shareholders won't have any allocations.

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@ShineDoggyDog @TheLongInvest Robots???

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@TheLongInvest What's your average

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@TheLongInvest That's a +800% for me

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@RogerTSLAquant @SawyerMerritt Pretty sure groq got bought by NVDA

[Tesla Japan @teslajapan]

新しいModel Y L、登場

- プレミアム3列シート、6人乗り
- 0-100km/h 5.0秒
- 最高時速 201km
- 一充電走行距離 788km(WLTC値)
- 2,500Lを超えるトランクスペース
- 安全性を追求したデザイン

[Whole Mars Catalog @wholemars]

The argument that “Elon is killing the Tesla brand” turned out to be wishful thinking. A lot of people hoped that the brand would die because they were mad at him, but that doesn’t match up with the data.

Look at Rivian. Their sales declined by twice as much as Tesla in 2025, from a much smaller base. Look at BYD. Tesla sold more BEVs than they did in the first quarter, making them the best selling EV brand in the world.

I don’t doubt that some people who would have bought Tesla bought something else. But a lot of people probably bought Teslas because of him as well.

Overall Elon’s politics was vastly overplayed as a story while few people discussed factors like falling oil prices (until recently), high interest rates, taxes, and reduced incentives. Economic factors seem to have played a much more powerful role than politics, or else you would have seen the rest of the industry overtaking Tesla. Instead Tesla remains #1 despite years of stories about supposed “Tesla killers”

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@TheLongInvest Do you teach/explain TA to your patron subscribers?

[Sawyer Merritt @SawyerMerritt]

NEWS: Tesla owners have now collectively driven over 9 billion miles on FSD (Supervised).

• 64% of the miles are highway miles
• 36% are city miles

The fleet is currently on track to cross 10 billion FSD miles mid-late next month.

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@themotleyfool Source?

[The Long Investor @TheLongInvest]

$TSLA the $TSLA chart that has not changed in 2 YEARS!

Forming a very nice bullish ascending triangle now while testing the 50 WMA

This is where it needs to hold tho, or $TSLA will also move down to its 200 WMA at $270

$TSLA as a long term hold is an easy one, they do not stop innovating.

[The Long Investor @TheLongInvest]

Buy companies with:

- Strong moats
- Strong management
- Strong FCF

That are technically undervalued

And then hold

This does not need to be difficult

[Teslaconomics @Teslaconomics]

Honest question… how does any car company compete when Tesla officially sells you this $30,000 car that can safely drive you to your destination while you sleep, relax, or do other things?

[Aakash Gupta @aakashgupta]

This is a 7-year, $218M bet finally paying off.

Tesla bought Maxwell Technologies in 2019 for one reason: dry electrode IP. Then spent 5 years in what Musk himself called “incredibly difficult” production hell trying to make it work at scale. The L&F supply contract collapsed 99.99%. Industry analysts wrote the 4680 obituary.

Now they’re filing their third patent in four months. January 29: the material recipe. November 2025: the binder chemistry. March 5: the actual machine design.

Each patent locks down a different layer of the manufacturing stack. The recipe patent caps binder content below 2% by weight. The chemistry patent solves the cathode degradation that made pure PTFE electrodes lose 5x more capacity than wet-process equivalents. And this one patents the exact roller speed differentials that turn fragile powder into continuous film.

The math tells the story. Old process: 10 calendering passes to form a cohesive film. New process: 3 passes. That alone triples throughput. Then add the 90% reduction in equipment capex and energy consumption from eliminating solvent recovery systems and drying ovens.

Tesla is targeting 54% more range and 56% lower cell costs from the full dry electrode stack. A 69% reduction in capital investment per unit of output.

And the patent layering strategy is ruthless. Competitors can’t replicate the material formulation without hitting the January patent. Can’t use the binder system without hitting the November patent. Can’t build the machine without hitting this one. Three overlapping moats around a single manufacturing process.

Every other battery manufacturer is still running wet-slurry lines with toxic NMP solvents and factory-sized drying tunnels. Tesla just patented the physics that makes all of that obsolete.

[Elon Musk @elonmusk]

Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@sashayanshin The comparison doesn’t hold. Your kitchen isn’t shared infrastructure. Fleet vehicles are designed around statistical demand and cost efficiency, not edge-case maximisation. You don’t design a system around the 10% if it massively increases cost and inefficiency for the 90%.

[Gonçalo Oliveira 🇵🇹🔮 @gooliveira95]

@grok @SawyerMerritt @grok so is this piece of news accurate: https://t.co/l4jj2FSdkS