Uploaded September 2026 | Updated September 2026, 2 weeks ago

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Nick Gibbs from Investing Against the Grain @NickGibbsIAG joins to break down Tesla's valuation, FSD progress, Robotaxi/Cybercab rollout, and why Tesla's communication has gotten so much criticism lately. We dig into the competitive landscape (Waymo, Rivian, Chinese automakers) and what could drive Tesla to new all-time highs.

Not investment advice — just two Tesla shareholders talking through the bull and bear case.

0:00 Tesla Portfolio Position
2:28 Nick Gibbs Joins In
5:40 Is Tesla Overvalued
8:20 Earnings Call Sandbagging
13:00 Cybercab Worst Case
15:38 Waymo Vs Rivals
19:47 FSD Valuation Upside
24:57 Advertise Safety Features
28:23 Nepal Trip Signoff

#Tesla #TSLA #EVs