To The Moon

$Tesla Motors(TSLA)$  government connection is great but it can be negative too. Ultimately Tesla sells to end consumers. There may be risk of consumer quiet boycott if it is not managed properly. 

$Tesla Motors(TSLA)$   Nvidia is providing tools and platform for all car manufacturers to have FSD which is the prerequisite for launching robo taxi.

$Tesla Motors(TSLA)$  good time, can enjoy extreme PE; when situation changes, it is fastest to change fortunes. Furthermore, it is not backed by solid earnings. 

$Tesla Motors(TSLA)$  FSD faces regulatory hurdles, EV competition in China intensifies, lost of market share in China. Slow or stagnant growth in North America and Europe. Thousands of Humanoid robots are to be deployed this year in own factories for boring tasks - if boring any robots can do right?. Despite all these challenges, Tesla shares jumped on the optimism that Tesla will be the largest company in the world, bigger than the next 5 companies put together. Love the story telling session. 

$Tesla Motors(TSLA)$  revenue almost stagnant, margin dropped, throat cutting competition in China EV market, FSD will soon give no advantage as it will be widely available, powered by Nvidia and by the way regulators in Europe will prolly time approval once their champions are ready. And affordable models will see margin further drop and the product will be "lost" amongst all the cheaper Chinese ev products of the same price range. 

$Tesla Motors(TSLA)$  realistically, Europe and China will not approve FSD until their own champions are equipped with the same capability. So approval in first half of 2025 is very unlikely in China or Europe. 

$NVIDIA(NVDA)$  All the hyperscalers are going back to the draw board and ask do they need so many GPUs and so urgently. I believe Nvidia volume output will not change but margin will definitely be squeezed. It will no longer command the same margin. 

$NVIDIA(NVDA)$ https://www.fool.com/investing/2024/04/11/is-nvidia-also-the-best-stock-to-bet-on-quantum-co/

$NVIDIA Corp(NVDA)$  Another buying the dip opportunity.! 

$NVIDIA Corp(NVDA)$  love this market volatility.! Buy buy buy. Nothing has changed that has altered Nvidia market leadership position, the value that AI brings and the technology prowess it holds. And the sweet spot, valuation is cheap on forward PE!