Another... 40! Cyebrcab is pre-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Another... 40!

Cyebrcab is preparing the global takeover :D

Once we hit 40 per day, Tesla produces 1200/month.

When we hit 100 per day, it will be 3,000.

4 months of 3,000 is 12,000.

That's why I maintain my prediction of over 10,000 Robotaxis by end of the year. If that happens, fair value is $600, and the odds of the stock significantly overshooting are very high.

Cybercab timeline always has been my #1 source of confidence for quantitative Robotaxi predictions, because it is a capital expenditure forcing function that Tesla was always unlikely to get wrong.

Will You Choose Tesla to Indirectly Own SpaceX?

SpaceX S-1 analysis went viral. SpaceX's IPO pricing will serve as the valuation anchor for Musk's entire ecosystem, and TSLA holders effectively carry indirect SpaceX exposure — an embedded asset that will be explicitly priced by the market for the first time at IPO. Counter-risk: if SpaceX's independent listing draws dedicated capital allocation, TSLA's scarcity premium as a 'SpaceX proxy' will simultaneously evaporate. Chamath's math points to $2 trillion — on IPO pricing day, are you adding TSLA or waiting for SpaceX to open directly?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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teresatqe
05-15
teresatqe
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SpaceX's IPO pricing will serve as the valuation anchor for Musk's entire ecosystem, and TSLA holders effectively carry indirect SpaceX exposure — an embedded asset that will be explicitly priced by the market for the first time at IPO. Counter-risk: if SpaceX's independent listing draws dedicated capital allocation, TSLA's scarcity premium as a 'SpaceX proxy' will simultaneously evaporate. Chamath's math points to $2 trillion — on IPO pricing day, are you adding TSLA or waiting for SpaceX to open directly?","image":"https://community-static.tradeup.com/news/c692ab0bcf763c64f88290f7f285b9ac"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Another... 40!</p>\n<p>Cyebrcab is preparing the global takeover :D</p>\n<p>Once we hit 40 per day, Tesla produces 1200/month.</p>\n<p>When we hit 100 per day, it will be 3,000.</p>\n<p>4 months of 3,000 is 12,000.</p>\n<p>That's why I maintain my prediction of over 10,000 Robotaxis by end of the year. If that happens, fair value is $600, and the odds of the stock significantly overshooting are very high.</p>\n<p>Cybercab timeline always has been my #1 source of confidence for quantitative Robotaxi predictions, because it is a capital expenditure forcing function that Tesla was always unlikely to get wrong.</p></body></html>","htmlText":"<html><head></head><body><p>Another... 40!</p>\n<p>Cyebrcab is preparing the global takeover :D</p>\n<p>Once we hit 40 per day, Tesla produces 1200/month.</p>\n<p>When we hit 100 per day, it will be 3,000.</p>\n<p>4 months of 3,000 is 12,000.</p>\n<p>That's why I maintain my prediction of over 10,000 Robotaxis by end of the year. If that happens, fair value is $600, and the odds of the stock significantly overshooting are very high.</p>\n<p>Cybercab timeline always has been my #1 source of confidence for quantitative Robotaxi predictions, because it is a capital expenditure forcing function that Tesla was always unlikely to get wrong.</p></body></html>","text":"Another... 40! Cyebrcab is preparing the global takeover :D Once we hit 40 per day, Tesla produces 1200/month. When we hit 100 per day, it will be 3,000. 4 months of 3,000 is 12,000. That's why I maintain my prediction of over 10,000 Robotaxis by end of the year. If that happens, fair value is $600, and the odds of the stock significantly overshooting are very high. Cybercab timeline always has been my #1 source of confidence for quantitative Robotaxi predictions, because it is a capital expenditure forcing function that Tesla was always unlikely to get wrong.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/562338388668688","repostId":0,"isVote":1,"tweetType":1,"viewCount":689,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YMAG","MAGY","BULZ"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":470,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":564208064582608,"commentId":"564208064582608","gmtCreate":1778779219598,"gmtModify":1778779225372,"authorId":4098339705401880,"author":{"id":4098339705401880,"idStr":"4098339705401880","authorId":4098339705401880,"name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","vip":1,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":562338388668688,"objectIdStr":"562338388668688","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"ok","text":"ok","html":"ok","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/562338388668688"}