Rebellionaire
Why You Can’t Sell Tesla
updated
- Tesla Robotaxi Expansion
- Ford’s Model T Moment
- Figure Folding Robot
- CPI
- And more!
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of August 12th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
From in-force premium growth and falling loss ratios to a leaner, AI-powered operating model, Lemonade ($LMND) is finally proving what we’ve been saying all along: the thesis is working.
In this clip, Matt and Bradford walk through the Q2 results, the relaunch of car insurance, the automation engine that is Loco, and why this is not just another flash-in-the-pan AI stock. They also cover how Lemonade is setting up for massive operating leverage and long-term growth across insurance lines and geographies.
And yeah—we might be just under 1% owners of the company. So you know we’ve been watching this closely.
📈 Still early. Still long.
Timestamps:
00:00 – LMND earnings reaction: growth + acceleration
00:27 – In-force premium + loss ratio trends
01:12 – Operating expense efficiency + AI leverage
02:25 – Premium per customer: bundling & aging up
03:39 – Car insurance relaunch: Colorado + Indiana
05:16 – Loco, automation, and European expansion
06:50 – Instant claims + app store delight
08:02 – Profitability timeline: “The Fun Zone”
09:18 – New product potential: telematics, phone, trip insurance
09:56 – $10T TAM + why insurance is ripe for AI disruption
11:04 – Cross-selling in new states
12:02 – They beat the guide big time
13:04 – Marketing timing vs product readiness
14:03 – Could LMND become the next Progressive?
15:51 – AI moat vs legacy agent models
17:06 – Europe triples, shorts tremble
18:32 – When bears flip bullish
19:58 – The KPIs are real, not projections
20:35 – Profitable customer acquisition math
21:42 – Why we’d be suspicious—if we hadn’t been following so closely
22:47 – We're long. Our clients are long.
23:14 – This was a real fundamental beat
24:42 – Reinsurance shift and capital planning
25:32 – Risk management and long-term optimism
Check out rebellionaire.com for more information
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of August 6th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
- $LMND earnings
- Tesla Robotaxi Expansion
- Elon’s latest pay package
- Tesla Roadster coming soon?
- Grok in Tesla
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of August 5th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
In this video, Matt Smith breaks down actual past performance data—compliance-approved—for Rebellionaire clients heavily concentrated in Tesla. You’ll see how our strategy of covered calls, trimming, and reallocating compares to Tesla’s own returns year-to-date, over the past 12 months, and since inception.
This isn’t hypothetical. These are net-of-fee results for real clients who’ve followed our advice. And no—we don’t manage a fund. We manage actual accounts, for actual people, navigating real risks.
📊 Here’s what we cover:
Timestamps
00:00 – Why we’re talking about performance (thanks, Twitter drama)
00:37 – Compliance-approved data: how we share returns legally
01:11 – Why Tesla-concentrated client results are most meaningful
01:41 – 12-month performance: Rebellionaire vs. Tesla
02:23 – Context: why that 53% return isn’t necessarily repeatable
02:55 – 2025 year-to-date: Tesla down, Rebellionaire still ahead
03:15 – Inception-to-date returns: 8.42% vs. 3.4%
03:44 – Why we’re not a fund (and why that matters)
04:11 – The truth about our Tesla strategy: realistic, not reactionary
04:41 – Our core tactics: covered calls, trimming, and adding
05:03 – Why this performance matters—and what it says about our approach
📍 Learn more at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 24th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
00:00 – Why this Q2 earnings estimate matters
00:21 – How Matt modeled the old vs. new Model Y
01:17 – ASPs and the Model Y launch pricing logic
02:34 – How FSD pricing was separated out
03:06 – Referral credits and deferred revenue explained
04:04 – Cost of goods sold assumptions
05:14 – $5k decrease in Model Y COGS—why that matters
06:38 – Defining “core manufacturing margin”
07:06 – Surprising jump in margins and why it checks out
08:07 – A 24% margin on U.S.-made Model Y?
09:01 – FSD take rates and global delivery math
09:56 – Final gross margin and automotive analysis
10:45 – ZEV credits and transparency in earnings
11:11 – Why modeling transparency matters (shoutout to James Stevenson)
12:05 – Other assumptions: energy margins, R&D, Bitcoin bump
13:32 – Final numbers: 32¢ GAAP, 46¢ non-GAAP EPS
Watch to the end to understand why this quarter might surprise analysts—and what it reveals about Tesla’s true profitability engine.
📍 Learn more at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 23rd, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
- Tesla Earnings Preview
- xAI GPU News
- X Takeover
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 22nd, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
But Elon? He’s not biting.
In this clip, Matt and Bradford break down why a Tesla–xAI merger seems like a no-brainer—but isn’t happening. They walk through the legal baggage, the timing misfires, the insane growth of xAI’s valuation, and why a merger still might make sense if Optimus is going to scale.
But here’s the kicker—XAI might need Tesla more than Tesla needs XAI. That’s where the real value war is brewing.
Jump around:
00:00 – Why isn’t Tesla investing in xAI?
01:02 – The lawsuit that still haunts Tesla’s board
02:00 – Elon’s timing misfire: When xAI was still “cheap”
03:15 – What Optimus needs (and why it’s compute-heavy)
04:30 – Real-world data: The real edge in AI
05:55 – Power supply, Megapacks, and the Colossus data center
07:00 – Who needs who more—Tesla or xAI?
08:05 – Grok vs. OpenAI: Who’s winning?
09:45 – Benchmarks are broken—show us the breakthroughs
10:30 – Could this flywheel reshape the future of labor?
📍 Learn more at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 11th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
- Robotaxi expansion
- Grok things
- Nvidia and China
- And more!
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 15th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
In this video, Bradford Ferguson breaks down why $TSLL might be one of the most misunderstood and dangerous plays in the Tesla investing world. Marketed as a 2x daily return on Tesla stock, $TSLL may look exciting on paper—but the long-term math tells a very different story.
From decay to underperformance and massive drawdowns, we expose the mechanics behind this leveraged ETF and show why it's NOT a long-term Tesla investment. Bradford walks through historical data and real outcomes to show how TSLL investors often lose even when Tesla wins.
So what’s the smarter play?
We also show how our strategy at Rebellionaire has outperformed TSLA itself—by over 6.5% year-to-date and 5% annually since 2022—by helping people grow their share count, not gamble it away.
⏱️ TIMESTAMPS:
0:00 Red Alert on $TSLL
0:34 Why Leveraged ETFs Decay
1:49 TSLL vs TSLA: Calendar Year Returns
2:52 The Peak-to-Valley Trap
5:24 Why Timing Must Be Perfect
6:00 A Better Way to Play Tesla
6:47 How Rebellionaire Helps Grow Shares
💥 If you believe in Tesla, don’t just hope for gains—get smart about how you hold it.
📍 Learn more at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 11th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
Timestamps:
00:00 – Intro: “Can we call it the Tesla Q?”
00:26 – Landon’s spicy take: It’s already in production
00:35 – $7,500 tax credit ending Sept 30
01:10 – Why Tesla might wait until October 1st
01:45 – EPA delays and tax credit timing
02:33 – Why releasing now could hurt Model Y sales
03:30 – Osborne effect explained
04:43 – Steve Jobs, iPod vs iPhone
05:22 – Tesla’s Model 3 phaseout rumors
05:40 – Key difference: Tesla Q must be ready to ship
06:15 – Nvidia example: Osborne mistake
06:35 – Why secrecy around Tesla Q matters
06:51 – Landon: “The car business is hard”
07:23 – Giga Texas drone footage + trailer activity
07:45 – New factory doors spotted
07:52 – Black curtain mystery
08:20 – Paint theory vs hiding new production line
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 10th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
- The latest Musk controversies
- The GDP and outpacing the debt
- And more!
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 8th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Matt Smith and Bradford Ferguson unpack the Senate’s latest attempt to slash tax credits for solar and wind, right as AI demand and data center buildouts are surging. If this bill becomes law, it could cancel nearly half of all planned renewable projects—and sabotage our shot at leading the AI arms race.
In this episode, we cover:
- Why developers feel betrayed by sudden policy shifts
- How this bill helps coal, gas, and dirty hydrogen
- What it means for electricity prices, industrial growth, and U.S. competitiveness
- And whether the real loser here is the American grid
This isn’t left vs. right. This is energy vs. reality. Watch and decide for yourself.
📉 Timestamps:
00:00 – The “Big Beautiful Bill” targets renewable tax credits
01:00 – Why AI + energy = a national security issue
02:00 – What wind and solar developers are losing overnight
03:30 – COD deadlines and why many projects won’t make it
04:40 – Developers: “This is a rug pull”
05:30 – Nuclear, hydrogen, and coal: who wins, who loses
07:00 – Natural gas gets the red carpet
08:00 – Charts show ~40% of renewables at risk
09:00 – Demand from AI/data centers vs. shrinking power supply
10:00 – Electricity prices, competitiveness, and the coming power crunch
11:00 – “This isn’t shooting ourselves in the foot—it’s shooting ourselves in the chest”
🔋 The U.S. energy transition was already behind schedule. Now it’s being derailed.
Subscribe for more unfiltered takes on energy, tech, and the future of American power.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 3rd, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
- Robotaxi disengagement
- Trump/Musk Feud 2.0
- LMND Update
- Self delivering Tesla
- Tesla 2024 Impact Report
- Ford’s bet against Autonomy
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 1st, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 24th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
What happens when you mix Tesla Full Self-Driving with an AI that thinks it’s a local historian, food critic, and ghost hunter? You get a Robotaxi ride like this—part travel guide, part fever dream, all Austin.
Bradford cruises through South Austin while Grok dishes on everything from dive bars and murals to haunted convents and awkward open mic nights. It's chaotic, quirky, and exactly what you'd expect from letting a chatbot narrate your city tour.
If you've ever asked:
- Can a Tesla give tours now?
- Where's the best BBQ on SoCo?
- Is Grok secretly funny?
Then you're in the right ride.
Powered by FSD.
Narrated by Grok.
Filmed by Rebellionaire.
Timestamps – Grok as Tour Guide (South Austin)
00:00 – Entering South Austin via Woodward St: street art, boutiques, Zilker Park
00:55 – Turning onto Congress: SoCo murals, food trucks, and quirky shops
02:01 – "The Wheel" bar: bike decor, tall boys, and chill vibes
02:51 – Hotel Colton and mystery BBQ joint across from H-E-B
04:18 – Fredo ATX: pop-up art, gallery shows, and happy hour sleuthing
05:08 – Oltorf Street top 5: tacos, beer gardens, and a LaQuinta cameo
06:53 – Historical highlight: the birth of SXSW in 1987
07:57 – Ghost story time: haunted nun at St. Edward’s
09:09 – Live music roundup: Continental Club, C-Boy’s, ACL Live
09:58 – Rock and roll moment: Lyle Lovett’s secret late-night set
10:27 – Comedy gone wrong: open mic meltdown at The Creek and The Cave
11:21 – Comedy Mothership: hecklers, red faces, and Rogan’s comeback club
13:14 – Final stop: MACC (Mexican American Cultural Center) and its vibrant energy
—
Subscribe to Rebellionaire for more wild rides and hard truths about autonomy.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 27th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
Join us as we document his first real-world Tesla Robotaxi rides through the heart of Austin, Texas. From the minute he lands at the airport (and grabs his ritual Taco Deli breakfast taco) to hopping into a Tesla with no driver, this is autonomy in action.
You’ll see:
• The hidden cost of Ubering from the airport
• How to hail a Tesla Robotaxi from the app
• A full look at the ride experience, from pickup to drop-off
• Insights from inside the car—lane changes, traffic maneuvers, safety drivers, and even a chat about future use cases like Grok-led taco tours
Spoiler alert: it's smooth, it's boring… and that’s exactly what you want.
[00:00] Landing in Austin
[01:00] Ubering to the Robotaxi service area
[02:15] Booking the first Tesla Robotaxi
[03:35] Ride #2 to Barley Bean Coffee
[05:04] Real-time observations from inside the Robotaxi
[06:00] Imagining Grok-powered city tours
[07:20] Chatting with a Tesla safety driver
[08:13] Final impressions from the ride
This is what happens when Teslanaire meets autonomy IRL.
Welcome to the era of boring, beautiful rides.
—
Subscribe to Rebellionaire for more wild rides and hard truths about autonomy.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 26th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
This ride was not your average autonomous cruise. Lightning? Check. Flooding? Yep. A parking lot sprint that would make a Navy SEAL second-guess his life choices? Absolutely.
Watch as we:
- Got soaked trying to board the car Waymo almost brought to the curb
- Wonder out loud whether LIDAR does anything in a storm
- Ride through flash floods while EDM blasts a track called Tsunami
- Experience phantom braking, hazard-light hesitation, and a questionable drop-off location
- And give Waymo some reluctant credit… because somehow, we still made it
This is real-world testing. No polish. No corporate B-roll. Just two soaked guys, a robot driver, and Austin’s version of a carwash from the sky.
Timestamps:
00:00 – Getting into Waymo during a downpour
01:00 – First stop: flooded parking lot chaos
02:30 – Comparing Tesla’s shutdown with Waymo’s risk
03:45 – LIDAR talk: did it help at all?
05:00 – Waymo keeps pulling over as the rain intensifies
06:15 – Flash flooding, standing water, and cautious progress
07:20 – Another stop, another splash
08:00 – Best driving maneuver of the ride
09:00 – EDM kicks in: Waymo’s playlist meets the moment
10:00 – Water dodging and shaky lane switching
11:45 – The hazards-that-weren’t and double-Waymo showdown
13:00 – Final thoughts: credit where it’s due
14:30 – Drop-off drama in a thunderstorm
15:15 – Post-ride river crossing and soaking wet wrap-up
Would you get in a Waymo in this kind of weather? Let us know what you'd do differently.
—
Subscribe to Rebellionaire for more wild rides and hard truths about autonomy.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 24th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
- Bradford’s experience in a Robotaxi
Follow JC Christopher on X @JohnChr08117285
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 24th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
Matt and Bradford go deep on the FSD vs. Waymo debate—and it’s not just about safety stats. They break down Bloomberg’s crash data, reveal Tesla’s hidden rollout strategy in Austin, and explain why Tesla’s real advantage might be its business model, not just its tech. If you think Waymo’s got this in the bag, you haven’t seen the numbers.
Timestamps:
00:00 – Waymo vs. Tesla: Who’s got the lead?
00:36 – First-mover fallacy and Waymo’s scaling limits
01:30 – Bloomberg crash rate data: Tesla safer than Waymo?
02:35 – Why Waymo still crashes despite driving like a grandma
03:00 – Tesla’s Austin rollout quietly expanding
04:00 – Why Tesla’s fleet area is much larger
05:00 – Finger math: Tesla’s growth potential
05:44 – The hardest step is zero to one
06:10 – Tesla’s fleet can scale fast—here’s why
06:40 – Tesla’s hidden demand lever
07:05 – Waymo’s costly, unsustainable model
07:45 – Tesla’s business advantage: free data, free feedback
08:15 – Why this 2019 bull case still matters
Rebellionaire is a brand of Halter Ferguson Financial.
hffinancial.com/disclaimer
As of June 19th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
- FSD gets the cold shoulder in Sweden
- Tesla’s “brand damage”
- BYD “unique” accounting
- Robotaxi rollout in 9 days?
- Made in America is S3XY
- The “One Big Beautiful Bill”
- 2026 Nissan Leaf
- Cheaper Tesla model in the next 13 days?
- Elon is DRUG FREE
- 1.99% APR extended on Model Y through 6/30
- FSD Accident per mile rate
- What’s going on at Giga Texas?
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 17th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
Matt and Bradford break down why this isn’t just a cool sighting—it’s a death knell for every car company still pretending they’ll “figure out autonomy later.” From Robotaxi scaling plans to the coming FSD licensing wave, this is about how Tesla wins before anyone else even gets on the field.
Forget wishful thinking. It’s time to talk insurance, liability, and why Ford might be first to tap out.
00:00 Tesla won’t offer unsupervised FSD for free
00:20 Legacy auto’s flawed ‘wait and copy’ strategy
01:00 Will Tesla license FSD? (Spoiler: yes)
02:10 The real economic case for GM, Ford, and others
04:00 Why Wall Street will be blindsided
05:15 Unsupervised autonomy changes everything
06:45 Tesla Insurance as the unlock for FSD
08:00 Robotaxis in Austin—scaling challenges and economics
10:10 Centralized vs. distributed fleet models
12:00 How many Robotaxis are “too many”?
13:30 Underrated TAM: beating Uber at their own game
15:00 $1/mile pricing = 20x demand
16:30 College towns, commuters, and the societal shift ahead
17:20 Rebellionaire’s strategy and final thoughts
Rebellionaire is a brand of Halter Ferguson Financial.
hffinancial.com/disclaimer
As of June 12th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
- Robotaxi spotted in Austin
- and more!
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 10th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
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Matt and Bradford break down why solar just got sucker punched, how energy infrastructure could choke AI’s rise, and what it would really take for Tesla Robotaxis to match Uber. There’s even a Starship-to-Tesla production comparison, and a real talk about whether Tesla will ever hit 20 million units a year—or if it even matters anymore.
Timestamps:
[00:00:00] Bradford reacts to the Congressional spending bill: “a disgusting abomination”
[00:00:33] Solar incentives slashed—what this means for clean energy
[00:01:55] Oil & gas subsidies vs. EV credits: the hidden imbalance
[00:02:34] Matt's "deus ex machina" theory: Can AI rescue the economy?
[00:03:23] Energy bottlenecks and AI: what’s stopping the next industrial revolution
[00:04:49] Why electricity is the new oil—and we’re treating it like a joke
[00:05:34] Tesla Lathrop’s 40 GWh: big number, small dent?
[00:06:32] Peak demand vs. energy storage: what we’re missing
[00:07:23] Federal red tape & Robotaxi rollout limits: will Tesla get the green light?
[00:08:44] Elon’s Mars speech hides a nugget about Tesla’s real growth trajectory
[00:09:41] From 20M to maybe 4M cars/year—should we be worried?
[00:10:43] Why Tesla’s refusal to advertise might be hurting growth
[00:11:40] Robotaxi economics: how 1M cars could out-earn 12M
[00:12:50] “Volumes don’t matter, bro”—Matt embraces his inner AI bull
[00:13:13] Could 411,000 Teslas really replace Uber?
[00:14:36] Is a national FSD framework coming? What has to go right
[00:14:55] Elon’s moral case for going full-send on Robotaxis
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 6th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
- Waymo coming to ATL
- Congressional spending bill
- Tesla Sales up in Australia
- Elon’s Tesla volume comments
- And more
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 3rd, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
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Matt and Bradford unpack what this means for investors, how AI could break traditional financial models like CAPM, and why high-beta stocks like Tesla might be misunderstood.
This is the economic reset nobody's ready for.
📈 Chapters:
00:00 Elon goes full Atlas mode to grow the economy
00:27 RoboTaxi and Optimus could drive GDP growth
01:09 Elon’s political influence hits a wall
01:38 Doge’s $175B savings won’t get codified
02:45 The Capital Asset Pricing Model may be broken
04:29 Are we at an economic tipping point?
05:02 Warren Buffett’s model might be outdated
06:14 CAPM punishes Tesla for volatility
07:29 High beta ≠ high risk (if you pick right)
08:32 What if the equity risk premium is higher in the AI age?
09:13 Should we rebuild our valuation playbook?
Full conversation can be found here: youtube.com/live/Zf11qVJxJd8?feature=share
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 2nd, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
From utility regulations to transformer shortages, from abandoned auto plants to co-located generation sites—this one goes deep into the electric guts of America’s AI future.
Curious why Elon picked Texas for Starbase and Stargate? Why wind power in the Panhandle is basically wasted? Or how a new Ohio tariff could be a blueprint for the next wave of data infrastructure? Matt walks through it all.
Watch the full original interview on Farzad Media here: youtube.com/watch?v=DLH2vy1aejI
Timestamps:
00:00 – Time-to-power pressure and why interconnect delays are a big problem
00:29 – Can old car factories be repurposed into data centers? (Spoiler: not that simple)
01:43 – Ohio's data center strategy and a new electricity tariff
03:00 – Comparing Ohio’s regulated energy market to deregulated Texas
04:31 – Microsoft/Amazon guarantee model explained
06:13 – Co-located generation: what it means and how it helps
07:58 – Grid integration logistics and interim setups
08:55 – Why each state’s regulatory environment matters
09:25 – Is there a case for a national framework on energy policy?
10:54 – Why the current system still drags despite federal rulings
12:19 – Why Texas is dominating the data center race (sun, wind, and light red tape)
13:11 – First-hand story comparing wind project regulations in Ohio vs. Texas
Subscribe to Rebellionaire for more sharp insights at the intersection of tech, energy, and the AI revolution.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 30th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
- EV Price drops industry wide
- FSD approval process in Norway
- Ads and the biggest roadblocks to EV ownership
- FSD 13.2.9 improvements
- Consumer Confidence in the economy
- DOGE savings
- Starship IFT Flight Tonight
- And more!
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 27th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
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Forget quarterly delivery drama. In this clip, Matt and Bradford dig into why the core Tesla bull case still comes down to autonomy—and how Elon’s latest updates out of Austin could mark a major turning point.
They break down:
- What Elon really said in the new interview
- Why Tesla is starting unsupervised rides in geofenced areas—and why that’s not backtracking
- What it means to model short-term profits and long-term vision
- The role of U.S. regulators and how policy could accelerate full-scale Robotaxi deployment
Timestamps:
00:00 – This isn’t about Q2 numbers—it’s about autonomy
00:36 – Elon says no safety drivers in Austin rollout
01:11 – Scaling up unsupervised rides—dozens, then hundreds?
02:20 – Geofencing: smart rollout or strategic retreat?
03:38 – Why short-term frustration doesn’t derail the long-term thesis
04:10 – Real talk on Robotaxi profits and our video breakdown
04:58 – Short-term vs. long-term profit modeling
06:00 – Getting flak from both bulls and bears
06:48 – Investing in future profits vs. past performance
07:35 – Robotaxi speculation and long-term upside
07:51 – U.S. regulators warming up to autonomy
09:05 – The case for a national regulatory framework
09:47 – How fast things could scale once the pieces align
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 22nd, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
- NVIDIA Updates
- Tesla Advertising
- Robotaxi in Austin
- Elon Interviews (David Faber and Qatar Economic Forum)
- Sean Duffy at Giga Austin
- And more!
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 20th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
Timestamps
00:00 – Why $2 per mile is realistic (Uber already charges more)
00:55 – All-in cost: 50¢ per mile for wear, tear & insurance
01:40 – $90,885 yearly profit per Model Y (calculator time)
02:32 – One million Robotaxis = $91 billion profit (Apple who?)
03:10 – Tesla-owned fleet vs. owner cars—who gets the gravy?
04:49 – Platform fee math: Tesla pockets 60¢ per customer mile
05:22 – $29k profit per owner car, even after covering insurance
06:35 – Undercutting Uber on price and wait times
07:11 – Why Austin’s college-tech mashup is the perfect pilot city
08:02 – Built-in demand: owners, enthusiasts, and shareholders
09:15 – Texas, California, Arizona—half the biggest US cities
10:04 – Charging lots double as parking, cleaning, service hubs
11:30 – Service centers give Tesla a repair speed edge over rivals
📺 Watch the full conversation on Randy Kirk’s channel: youtu.be/oeLK4vpOnS0?si=4OsD3HyEwrM1MYrl
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 19th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
From grid bottlenecks and diesel generators to microwave space beams and the cost of being bold—this one goes deep.
Timestamps:
00:00 – Elon's terawatt power generation idea: Thought experiment or master plan?
00:30 – Could Starships power the entire U.S.? Let’s break that down
01:44 – The fuel math: Why it's not remotely practical
02:24 – The real challenge: Converting thrust into electricity
03:04 – Is Elon serious? And what role does AI play in the plan?
04:25 – Scaling up compute: 100K GPUs, 200K... now aiming for a million
05:00 – Where’s the power coming from? Diesel gen sets, TVA, and a ticking clock
06:00 – The inefficiencies of going fast with dirty power
07:20 – TVA fallback agreements and the price of 99.99% uptime
08:14 – Demand response: Can data centers afford to be flexible?
08:41 – Should we plug into Saudi solar?
09:12 – Solar’s promise vs. base load realities
10:10 – The $100/MWh problem: No matter the source
11:33 – Why “cheap” solar isn’t really cheap when you factor in delivery
11:40 – Are we heating the planet with data center power?
12:56 – Waste heat, CO2, and hot water discharge
13:07 – Eric Schmidt’s wild idea: Data centers in space
14:00 – Space-based solar and microwave energy transmission
14:52 – Bold ideas, SMRs, and why we need long-term bets on energy
—
Watch 'til the end if you’ve ever wondered whether the future of AI will be powered by rockets, rivers, or the sun—and which ones make financial sense now versus 20 years from now.
Subscribe to stay up to date on AI, energy, and tech investing at the bleeding edge.
Tune in every Tuesday at 4PM EDT for our livestream.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 16th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Matt and Bradford break down what that toe flex means (no, seriously), why this isn’t your typical Boston Dynamics demo, and how simulated training is quietly rewriting the economics of labor. If you've ever doubted Tesla’s AI + robotics strategy—this might be the moment that changes your mind.
Timestamps:
00:00 – Robotaxi in Saudi Arabia? Elon’s reply, unpacked
00:32 – The Optimus pitch: “productivity multiplier” for the ultra-wealthy
01:07 – Tesla stock spike: coincidence or institutional FOMO?
01:30 – Optimus dancing: real or fake?
02:04 – From stiff-bot to smooth operator: why this evolution matters
02:25 – Body control, simulation, and transferable skillsets
02:48 – Tesla vs. Boston Dynamics: different paths, different goals
03:16 – Zooming in on the toe flex: balance, grace, and implications
04:08 – Flat foot upgrade and the new “spring toe”
04:34 – The power of zero-shot learning in robotics
05:16 – Productivity test: toddler with a fork vs. Optimus
06:23 – Can Tesla bots match—or beat—human efficiency?
06:56 – Using both hands: the next leap in dexterity
07:32 – I Love Lucy meets robotics: conveyor belt challenge
07:46 – Robot Olympics, anyone?
Tune in every Tuesday at 4PM EDT for our livestream.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 15th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
- Robotaxi rollout: Saudi Arabia green-lights autonomous Teslas
- Optimus bots clock in for duty across Riyadh
- TSLA pops back above $300—investors buckle up
- Boring Co. making progress drilling autonomously
- U.S. CPI drops to 2.3%—inflation finally cooling
- and more!
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 13th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
What if your Uber showed up with no driver inside—would you still get in?
Bradford shares real-world reactions from passengers experiencing Tesla’s Full Self-Driving firsthand—and the hesitation is real. Despite the smooth ride, many still say “nope” when asked if they’d ride alone in the car. Why? Safety concerns? Habit? Something deeper?
Matt and Bradford dig into the psychology behind this hesitation, what it means for adoption curves, and how price (and even safety for women) could change everything. They also break down the economics of robotaxis and why cost-per-mile will be a make-or-break metric in the race to autonomy.
Whether you're a believer in the robo-revolution or still skeptical, this one will get you thinking.
👇 Let us know in the comments:
Would you trust a driverless Uber?
🔥 Tune in to our livestreams every Tuesday at 4PM EDT
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 7th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 6th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
Matt lays out the simple math behind Tesla’s RoboTaxi future, showing how even 1 million cars could start flipping Tesla’s financials in a major way. He also talks about why the stock might stay stuck for the next 12 months—unless autonomy and Optimus start meaningfully hitting the P&L.
Expect straight talk: the real story behind RoboTaxis, the vision-only shift, and what could actually light a fire under Tesla’s stock again.
📈 Full Tesla Earnings Call Livestream: youtube.com/live/DEFHOeKBYCk?si=bxnqrjQJEzFaO2vM
🛞 Subscribe to Rebellionaire for more real-talk breakdowns and sharp insights.
Timestamps:
0:00 – Analysts missing the point on vision-only
0:18 – RoboTaxi revenue math
1:48 – Tariffs, consumer confidence, and Tesla’s valuation lens
3:02 – How the Austin RoboTaxi launch could shift the narrative
4:29 – Recession risks, interest rates, and Tesla’s next 12 months
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of May 1st, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
(1) Model Why
(2) Robotaxi Valuation
(3) Tesla Semi
(4) Lemonade
(5) Tesla UPOs
(6) Tesla Trolley Trials
Drone footage from: youtube.com/watch?v=OqkVJw3CIdE
Tesla Level 6 Article from: https://x.com/roskaytom2004/status/1916878920676200694
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 29th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 23rd, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 streamyard.com/pal/d/6696988734914560
In this clip from our latest Tuesday livestream, we’re not sugarcoating Tesla’s Q1. But forget the EPS—here’s what actually matters:
– Will Tesla finally spill details on the Robotaxi launch in Austin?
– What’s happening with those LFP batteries and CATL gear?
– Are rare earth export bans a real threat to Tesla’s supply chain?
– Is 4680 battery scaling still stuck in Elon Time?
– Which Optimus version are we getting this year—and how many?
– And is that new “affordable” Cybertruck actually changing the game?
It’s the earnings call Tesla should deliver. Whether they will? That’s another story.
📍 Live every Tuesday at 4PM ET.
⏱️ Timestamps:
0:00 - EPS expectations for Q1: too optimistic?
1:20 - Robotaxi launch details: timing and city rollout
3:15 - Tesla’s lithium & LFP battery production silence
4:25 - Rare earths and China export risks
5:40 - 4680 batteries: finally scaling or still hype?
7:10 - Optimus V2 vs V3?
8:00 - Affordable Cybertruck & new model confusion
9:40 - Will Tesla truly expand its market in 2025?
#TeslaQ1 #Robotaxi #4680Battery #Cybertruck #Rebellionaire #TeslaEarnings #TeslaStock
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 21st, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
That’s not sci-fi. Elon says it’s happening this year—and in this clip from our Tuesday Livestream, Matt and Bradford dive deep into the implications of Tesla’s latest autonomy push.
We’re talking version 13 of FSD, the potential rebrand to “Tesla Self-Driving,” viral potential of Robotaxis, and why most people—even Tesla owners—still have no idea how good this tech has gotten.
🕒 Timestamps
00:00 Tesla will drive itself to your house?
00:25 Why autonomy is the play
00:55 Elon + Joe Rogan in a self-driving Tesla?
01:09 Rebrand to Tesla Self-Driving spotted
02:20 Why don’t people know how good this is?
03:01 Matt’s dream: working while commuting
04:32 What if we don’t get the compact this year?
05:06 FSD is actually… fun
05:22 FSD vs human driving—who wins?
06:23 Safer than seatbelts? The bigger vision
07:11 FSD makes better decisions now
07:54 It even dodges squirrels
08:15 Final thoughts from Rebellionaire
This is the moment before the moment—when autonomy shifts from niche tech to mainstream magic. Don't blink.
🔥 Tune in to our livestreams every Tuesday at 4PM EDT
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 16th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 15th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Wall Street sees losses.
We see predictable gross margins, cash flow, and a path to scale that most analysts are completely missing.
👇 Timestamps to jump around:
[00:00] LMND is down—what’s going on?
[00:15] The gross margin story and fixed cost leverage
[01:10] Lemonade’s high beta and volatility potential
[01:48] Is LMND insulated from macro shocks like tariffs?
[02:20] Two years to GAAP profitability? Here’s why that’s fine
[02:39] Losses ≠ failure: understanding the marketing spend
[03:02] Response to legacy insurance critiques
[04:07] Tesla vs. Lemonade: the CapEx accounting analogy
[05:12] Modeling customer cohorts and long-term value
[05:47] “Boring” business, unsexy alpha
[06:25] We trimmed near the peak—now we’re hungry at $25
[06:56] Slight model tweak, same fundamental thesis
[07:10] The case for being long LMND
📺 This is a segment from our Tuesday Livestream — catch us live every Tuesday at 4PM EDT to hear our takes in real time.
🔔 Subscribe to Rebellionaire for more deep dives on misunderstood stocks and high-conviction investing.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 14th, 2025, clients and employees of our firm Halter Ferguson Financial own Lemonade, Inc. stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
We recorded this video on Tuesday during our Livestream—right as fear was peaking and FinTwit was melting down. Stocks were tanking, influencers were screaming “sell,” and even Bill Ackman flipped his stance.
So what did we do?
We swung into equities.
The very next day, markets bounced hard.
In this clip, Matt and Bradford break down exactly what we saw, why we made the move, and how 20 years of experience helps you stay cool when everyone else is panicking.
📉 What went down
📈 Why we stepped in
🧠 How real portfolio management works
This is what active management looks like. Not magic. Not luck. Just conviction, process, and timing that might’ve been perfect.
📺 Watch now and decide for yourself.
#Rebellionaire #StockMarket #Investing #Tesla #Fintwit #BottomCall #FinancialPlanning #PortfolioManagement #MarketTiming #CrashOrOpportunity
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 10th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
As of April 8th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Markets are selling off hard—and the headlines aren’t helping. But for Bradford, this isn’t his first rodeo. With 25 years of capital markets experience, he walks through the emotional traps investors fall into during crises and why now is the time to stay level-headed.
From dot-com to the Great Financial Crisis to COVID and now trade tensions—he’s seen it all. This video isn’t just a market pulse check. It’s a reality check.
🎯 Don’t let fear or the media dictate your moves. Let’s talk about what’s really going on—and where we think things are headed next.
📈 If you're a Rebellionaire, you already know: these are the moments that build future fortunes.
👇 Timestamps & Topics:
00:00 - Intro: Market panic & 25 years of perspective
00:28 - Dot-com crash & early career insights
00:54 - A quick run through past crises (2009, 2011, 2017, 2020)
01:58 - Clients selling at the worst times
02:49 - The emotional vs. analytical investor trap
03:38 - April 4 market drop and what comes next
04:36 - Why a Monday selloff may be coming
04:57 - The Trump tariff situation explained
05:48 - Not just about tariffs: targeting unfair trade
06:37 - America’s own protectionism
07:25 - Jobs, outsourcing, and Trump's reshoring push
07:46 - Recession risks and investor hesitation
08:06 - Overreacting to charts and headlines
08:27 - Our bullish view: investing in automation, hiring, and the future
08:50 - Why this crisis will pass—and why Tesla thrives in them
09:35 - Final thoughts: don’t let fear rule your portfolio
🔔 Subscribe for more deep dives into Tesla, tech, and the evolving U.S. economy.
#Tesla #Tariffs #Trump #AutoIndustry #EVs #Rebellionaire #TradeWar #USManufacturing #Economics #TeslaNews
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 4th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
In this episode, Bradford sits down with Jarred, a former Tesla employee and automation expert, to talk shop about Tesla’s humanoid robot, Optimus, and how it could revolutionize manufacturing. From battery pack assembly at Giga Nevada to automation’s evolving role in the workforce, this conversation dives deep into the real-world applications of AI, robotics, and why the boring stuff might just be the most important.
🔧 Will Optimus replace humans on the factory floor?
🧠 Can AI actually program industrial automation?
🤖 And what does this all mean for the future of work?
Let’s get into it.
Timestamps
00:00 - Intro & welcome to Jarred, former Tesla engineer
00:06 - First thoughts on Optimus doing battery tasks at Giga Nevada
00:33 - Where Optimus fits in automation: vision vs. traditional robots
01:57 - The limits of legacy vision systems and why Optimus could be a game-changer
03:10 - Robot mistakes: why screwing up in a factory is safer than on the road
04:11 - The line between human and robotic tasks—and how Optimus shifts it
05:20 - Boring but important: what Optimus might actually be doing soon
06:17 - Why flexibility is the real superpower in manufacturing
07:13 - That meme about failing to automate… and why Optimus might change the math
08:00 - What's next for Jarred and the automation industry
08:53 - AI and programming: not about job loss, but superpowers
09:38 - AI as the next-gen automation tool
10:11 - Can AI like ChatGPT write industrial automation code?
10:54 - Real-world risks: why industrial code is different from screen code
11:57 - Childhood programming fail: mapping the US… kinda
12:47 - Wrapping up: AI, automation, and doing more meaningful work
🔔 Subscribe for more Tesla insights and strategy.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 2nd, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
- China numbers,
- TSLA Q1
- Atlanta Fed
- Trump's Tariffs
- And more!
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of April 1st, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Is $2,000/share by 2030 just hype, or could it actually happen?
Timestamps
00:00 – Kathy Wood’s $8T Tesla valuation: too wild or just early?
00:32 – Why Matt thinks it’s “actually pretty reasonable”
01:07 – Modeling Tesla from first principles: the numbers get…nutty
02:28 – Just Optimus alone = $3,400/share?
03:23 – Revisiting ARK’s past predictions (some surprisingly accurate)
04:13 – Matt and Brad’s 2023 valuation model breakdown
05:07 – Why Tesla’s behind where many thought it’d be
05:10 – Compact car delay and Cybertruck doubts
06:08 – The real issue? 4680 battery production struggles
07:04 – Will Cybertruck ever really move the needle?
07:59 – Is modeling Optimus like modeling 20M vehicle sales?
08:51 – Entering the AI age: everything changes
10:05 – Why Matt only recently added Robotaxi to his model
11:00 – Dreamer bull or disciplined valuation? You decide
🔔 Subscribe for more Tesla insights and strategy.
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of March 31st, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Jarred shares the highs, the tough decisions, and the thought process behind going all in on Tesla. If you're a Tesla employee, investor, or just curious how someone used firsthand experience to build real wealth, this one's for you.
📍 Timestamps
00:00 – Why Jarred avoided traditional funds
00:11 – Meet Jarred: Tesla alum & Rebellionaire client
01:01 – Jarred’s background in automation and engineering
02:01 – From Rockwell to Tesla: the transition
03:17 – Discovering Tesla and becoming an investor
04:28 – Choosing options over RSUs: the bold bet
05:33 – Jarred’s role at Giga Nevada
06:44 – Old tech vs. new tech at Tesla
08:26 – Did he sleep at the factory?
08:53 – Stock options explained: ISO vs. non-qualified
10:03 – Learning stock option strategy on the job
11:19 – Why Jarred reached out to Rebellionaire
13:00 – Wanting to stay concentrated in Tesla
14:11 – Why he believed in Tesla’s long-term vision
15:19 – First strategy: minimizing AMT and using margin
17:08 – Using margin smartly, not excessively
18:24 – Understanding every financial move
18:45 – The 90-day post-employment option exercise window
20:02 – Realizing he could rebuild his share count
21:15 – Why they sold in early 2025, not 2024
22:49 – Still all-in, just better positioned
23:42 – Keeping margin conservative
24:37 – What Jarred wanted in a financial advisor
25:18 – Why he stayed in tech and avoided the S&P 500
26:03 – Final thoughts and takeaways
💡 Not all strategies are suitable for everyone. Talk to a qualified advisor before making decisions related to stock options, margin, or concentrated positions.
📩 Ready to make your Tesla stock work smarter for you? Reach out at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of March 27th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Timestamps to jump around:
00:00 – Off-road test in Shenzhen: Can FSD handle an unmarked dirt path and a cliffside slope? The answer… almost.
04:16 - 09:33 – Urban driving in Guangzhou: No dialogue, just some smooth and surprisingly nimble navigation through dense traffic. Worth watching if you want to see the system in flow.
09:38 – Steep incline challenge: Cedric tests the edge of what FSD can handle on a road so steep, the car can’t even “see” it anymore.
Let us know in the comments—how would you grade this performance? Better than you expected? Or still not quite Robotaxi-ready?
— Subscribe for more on Tesla, autonomy, and the rebellion against traditional investing. We go where the data leads. And sometimes… off-road.
#TeslaFSD #ChinaFSD #AutonomousDriving #Rebellionaire #Guangzhou #Shenzhen #FullSelfDriving
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of March 26th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.


