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Tesla
Long

7/24/25 - $tsla - Duh

202
7/24/25 :: VROCKSTAR :: TSLA
Duh

- ppl focused on ST FCF (all over X!) is 100% of the reason why when you put the pieces together, you realize that while ST this might not behave like anyone expects... LT, TSLA is v likely going to in, elon's own words, be the largest cap in the history of capital markets

- two leading robots with leadership position in IRL AI
- profitable, is all that matters
- have not yet hit the S-curve

was super lucky to trim some of this last week
now i'm back to sizing into a full position, not yet there like on that silly political dump, but i'm nearly 10% (20% is my max size).

V

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