#Tesla #Optimus #Robotaxi #Modeling #MasterPlan4 #StockPrice #WenATH #Energy
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0:00 Introduction
1:36 Chinese Showing the Way
2:29 Rise of AI Requires Turbocharging the Grid
3:04 MS on DC Power Need: 150 EV’s Worth!!!
4:19 Mega AI Data Center Supercooling
4:46 7,000 Data Centers
5:03 These 7000 Data Centers Use Italian Electricity
5:37 By 2034 DCs will Use All Power of India
5:58 Ireland Has Most Renewable Data Centers
7:20 Explains why Texas is a Global Energy Power
6:29 $TSLA ENERGY SHOCK Changes Everything!!
8:59 Remember S Curves
9:36 Megapack Deployments in 90 Days Beats 3 Yrs
10:06 MS Blown Away
10:54 $11.50 EPS from Megapacks by 2028 $453 Stock
12:27 Earlier This Yr I had $1T Valuation
12:37 I had $519 Stock Price for Megapack only in 2029
13:31 New Model 2 and Cybercab Incoming
14:10 Tesla Energy is Sleeping Giant
14:30 Dear TeslaQ
15:00 Breaking: People Have No Idea How Big!
15:47 Breaking: 2 Bots Already Doing Productive Work!
16:06 Optimus Coming to China
16:42 Breaking: EV Growth Continues
17:50 China Sales up 30% YoY
18:07 Breaking: China Passenger NEV and Tesla Well Placed to Avoid All Tariffs
19:37 Elon on Ark PTs
19:55 New Ark 2029 PTs
20:02 Tesla ROI in 2029 Given Current Price
20:32 FSD Safety
21:13 Autonomous Miles… 110x the Competition
21:36 Competition: Amazon Zoox Geofence
21:47 58% Chance Robotaxi Commercialization in 2025
22:31 Ark Monte Carlo Model 2029
22:42 ARK Model Is all EVs and Robotaxis
23:06 Summing it all up
23:54 Tesla Seasonality 65% of Gainers in 2nd Half
24:12 Election Year Afterburner
24:26 72% Change of Rate Cut in Sept
24:41 1000 Days from ATH and 132% Away
24:55 1010 Days from ATH and 65% Away
25:19 Peter Brandt: $TSLA Diamond Pattern like $COST
25:53 Tesla to $1,000 in 3 Yrs or Less
26:19 Asymmetric Equity Bet of our Lives
26:53 USA
28:15 Tesla has Leg up on EVERY Competitor
28:41 Breaking: Tesla Breakout
28:58 The Memes are on Fire