There is a lot of noise, lies and misleading information. There are many vested interests from woke left to oil economy proponents to Tesla haters who promote these stories.
Tesla did not have room for the chips and instead of paying for inventory to sit idle, xAI took ownership and housed them and paid for them.
Lot of long term holders have recently completely sold their positions. Many sovereign/ pension funds are opposing the pay package. Everyone knows, Musk is Tesla. The pay package is slowly morphing into a binary event.
You changed topic from Nvidia chips to Elonâs comp.
Elonâs comp is based on what was the agreed upon deal in 2018 with the shareholders (73% approved). He worked without any comp for for 6 years and achieved all the herculean milestones set.
The Delaware judge ruled against it based on some shareholder who said they did not have all the information before voting. Now the revised comp plan is again up for voting.
It is all about Elonâs commitment to Tesla, and the conflict of interest. I think the risks are well articulated and documented. The bulls see past the risk. Good luck.
<< Isnât there something contradictory in this assertion. >> I donât know how anyone can misread what I posted. Elonâs commitment to Tesla is questionable and his actions show a serious of conflict of interest. This is not the first instance.
I have no skin in the game so it is all academic to me. You bet with your money. But donât let commitment bias blind you. It is one thing to understand the risk and discount it, but arguing that is not a riskâŚ
If you call Trump election victory as âbusiness progressâ⌠AKA crony capitalism, yeah sure⌠69% share price moving up is a significant progress.
Yeap people have no idea⌠All we heard from $TSLA is it 2026 âEpicâ, 27 & 28 âridiculously goodâ, and of course we are going to be worth more than the 5 most valuable companies together!!!
No need to provide numbers, how he is going to scale the sales, how much cap-ex is going to be required for the building,âŚ
It is hard to distinguish Musk genius from pure hype.
Waymo already has autonomous ride. They have a deal with uber. I havenât seen any $T market cap for that.
Maybe Waymo is like Uber? They can operate an AV taxi service using vehicles made by ⌠Tesla. After all, why buy custom vehicles for $100k+ when you could instead buy them âoff the shelfâ for $35k or so?
Or maybe Tesla will operate a service instead? Or maybe even Uber and Lyft? Could be anyone once the vehicles are mass produced and generally available.