TMIO Tesla

Combining business and engineering experience to provide research, insights, and analysis mainly on Tesla and some other stocks. Disclaimer: See website

[TMIO Tesla @tmiotesla]

@elonmusk @Austen Still uses electricity to generate the fuel

[TMIO Tesla @tmiotesla]

@elonmusk @wholemars @AdamLowisz @SawyerMerritt @Tesla Ignore Moody's and just turn Tesla into a $5T company with Robotaxi alone. Tesla won't need credit. And Moody's will have none.

[TMIO Tesla @tmiotesla]

This is what I've been waiting for. Will be a gamechanger.

[Elon Musk @elonmusk]

@KHdimples @wholemars @Tesla_AI This functionality will be there in about 3 months or so

[TMIO Tesla @tmiotesla]

@elonmusk Redo game of thrones season 8

[Polymarket @Polymarket]

JUST IN: Tesla Robotaxi has recorded zero at-fault incidents since February, according to newly released NHTSA data.

[TMIO Tesla @tmiotesla]

@tobi Stop this from coming to canada

[TMIO Tesla @tmiotesla]

@elonmusk @kunal_twts Wen electric plane? Or is it no longer needed due to Robotaxi and starship point to point?

[TMIO Tesla @tmiotesla]

@SpaceX @elonmusk Can we get a countdown tomorrow morning?

[TMIO Tesla @tmiotesla]

@ZacksJerryRig @PTrubey The sun is in a vacuum

[TMIO Tesla @tmiotesla]

@Timcast And then how does the data get there...

[TMIO Tesla @tmiotesla]

@SawyerMerritt @elonmusk @SpaceX Where is Teslas GW solar factory?

[TMIO Tesla @tmiotesla]

@Loshyy Be cause that's why

[TMIO Tesla @tmiotesla]

@Deandawiz The horn on the rivian is hilarious. You can barely hear it.

[TMIO Tesla @tmiotesla]

@challinor_dave @FollowIncentiv True, they'll probably do well too

[TMIO Tesla @tmiotesla]

@stats_feed Javascript?

[TMIO Tesla @tmiotesla]

@DigitalRoamad Can you tell me Yahoo 's PE ratio at the height of the dot com bubble, and Nvidia PE ratio today.

[TMIO Tesla @tmiotesla]

No. I think it just seems slow because they're purposely holding back information on the product. They don't normally do they, but they cited copying so I'll give them the benefit of the doubt.
The hand was insane in the tennis ball video. I don't think there's big problems, I think we're waiting for the factory, and which will still take some time. But I think it's easier to mass manufacture robot parts than car parts, since it's smaller.
So far what I see is that Optimus will make Figure look like a Little Tikes toy.

[TMIO Tesla @tmiotesla]

Well I think the weak hands are simply impatient, and Tesla stock is known for testing people's patience.
For robots, the Optimus competitors seem a bit gimmicky, and Tesla purposely is holding back showing the new capabilities. Producing a million of the wrong design can hurt your brand and business.
But I'm currently focused a bit more on robotaxi. I think it's still in a sort of testing phase, even with the Austin unsupervised. Waymo makes hundreds of millions with a fleet of under 3000 cars. With tesla's cheaper car, better infra and better software, they can undercut waymo and make waymore money. It starts off slow, but they actually have the production and fleet to ramp extremely fast. Going from 0 robotaxis to 1000 is hard. but if that proves it works, then 1000 to 100,000 to 10,000,000 is easier. Software works, just add more cars.

[TMIO Tesla @tmiotesla]

@jimcramer Hopefully it opens at 4 billion so I can buy some