All in Tesla
07-28

Tesla has gone nowhere for almost 5yrs. It is a emotional ride with the ups and downs. investors often lose money due to greed and fear. If you're able to overcome your emotions you will do very well in the long term. Give yourself time for robotaxi, AI, robotics and energy storage to play out. Tesla isn't just a automotive company. They're building something which could revolutionise many things which we can't see in the future. I stay invested and should price goes insanely silly again I will scoop up some shares again. 😉

Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst
Tesla +2.83%, Intel +1.84% last Friday on a joint announcement: Tesla and SpaceX will put $16.8 billion into Terafab, an AI chip campus in Texas running logic, memory, advanced packaging and test under one roof — built to feed Optimus, Cybercab and SpaceX's orbital data centers. Intel is the named manufacturing partner, its second foundry win in a week. Down the chain the split already showed: Amkor +2.05%, Vertiv −1.01%. Vertical integration is the whole point — does any of it reach the suppliers?
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