Uploaded July 2026 | Updated September 2026, 3 weeks ago
Most investors focused on Tesla's earnings numbers. But if you listen closely to what Elon Musk and AI chief Ashok Elluswamy actually said, a very different story begins to emerge
Cern Basher is a chartered financial analyst running his own investment advisory firm called BrilliantAdvice providing wealth management services.
Follow Cern on X:
https://x.com/CernBasher
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
0:00 Earnings Call Deep Dives
02:30 Ashok Safety Record
12:03 V15 Memory Reasoning
14:44 Cybercab Production Sync
22:37 Delays Context Expectations
29:23 Politics Regulation Risk
33:30 Starlink Fleet Reliability
37:48 Waymo Comparison Limits
41:08 Waymo Safety Data
44:41 Nonlinear Rollout And V15
47:29 FSD As Demand Engine
50:53 Deployment Threshold Anxiety
52:33 Optimus Building For Scale
56:37 Terafab And Chip Strategy
01:01:09 Megapod And Energy For AI
01:03:40 Solar Semi And SpaceX Links
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
Most investors focused on Tesla's earnings numbers. But if you listen closely to what Elon Musk and AI chief Ashok Elluswamy actually said, a very different story begins to emerge
Cern Basher is a chartered financial analyst running his own investment advisory firm called BrilliantAdvice providing wealth management services.
Follow Cern on X:
https://x.com/CernBasher
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
0:00 Earnings Call Deep Dives
02:30 Ashok Safety Record
12:03 V15 Memory Reasoning
14:44 Cybercab Production Sync
22:37 Delays Context Expectations
29:23 Politics Regulation Risk
33:30 Starlink Fleet Reliability
37:48 Waymo Comparison Limits
41:08 Waymo Safety Data
44:41 Nonlinear Rollout And V15
47:29 FSD As Demand Engine
50:53 Deployment Threshold Anxiety
52:33 Optimus Building For Scale
56:37 Terafab And Chip Strategy
01:01:09 Megapod And Energy For AI
01:03:40 Solar Semi And SpaceX Links
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
