Uploaded July 2024 | Updated September 2026, 1 hour ago
Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now).
0:00 Tesla Stock is ripping
1:15 Tesla as a Pokemon (my analogy)
2:28 Tesla Cybercab 8/8 Event
2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution
4:50 Shoutout Cybervessel
5:00 Why Tesla might be cheap at $800B
10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society
13:23 Tesla’s Growing Intrinsic Earnings Power
16:02 Tesla Energy (Megapack) potential
17:33 Tesla is the Americana Futura vibe we need
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.
Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now).
0:00 Tesla Stock is ripping
1:15 Tesla as a Pokemon (my analogy)
2:28 Tesla Cybercab 8/8 Event
2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution
4:50 Shoutout Cybervessel
5:00 Why Tesla might be cheap at $800B
10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society
13:23 Tesla’s Growing Intrinsic Earnings Power
16:02 Tesla Energy (Megapack) potential
17:33 Tesla is the Americana Futura vibe we need
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.
