Jordi Visser

He's a workaholic.

I think when he does things, he's doing them because he sees how fast things are moving.

And when they're not moving that fast, he doesn't really care.

I really do think people do not pay enough attention to what he says and does.

We've talked about how much people minimize them and how much they don't believe in them.

By the way, if people want to guess which coast I'm on, that's the sun coming up in my face, gradually lighting my eyes up.

So I'm definitely not Miami anymore.

Definitely the sunset is coming, or the sun, the sunset is basically going in my eyes.

I think Elon is the person people want to focus on for these things.

And I think he's saying he needs capital now.

He's in a race for it with everyone else.

And he believes that we are at that intersection point.

I think it's a reason that people should be focused again on Tesla.

I think it'll be the best performing mag seven name this year.

I think it has everything going forward, the robo taxi side, but also anything with SpaceX and XAI is just saying that we're at that point of the let's just say the merge of everything happening at the same time.

yes i i let's put it this way i i don't see how people haven't figured out that waymo can't compete with tesla when it wants to just run he can make cars very quickly uh humanoids how can these smaller companies they may have they might have humanoids that you know work as well maybe they even have one that works better you still have to have the manufacturing and the scaling

that's and the vertical integration you need to have the parts you need to think about it he just has thought about all these things and it's not to say that he won't have shortages because he will but elon musk has thought about these problems he's talked about him for years his first thing was that tesla was not a car company and yet people still chastise him when the car isn't going to make enough money so i do think that uh he's the only place that can scale fast enough

of course uh give people a little preview what's the video this sunday and then anything you want to talk about with the hrv work that you've been doing so on the uh on the video for the week obviously it's the end of the month we went through the first month we've gone through not only microsoft's earnings but we've we've gone through other mag 7 earnings metas was obviously very good apple came out after the close today uh blew away the iphone so all those people that i said i'm buying an iphone

if you are thinking of buying a computer and you're thinking of buying anything from a technical basis to upgrade look now because the cost of that stuff is going to go higher so i'm going to cover the cost side i will go through corning's announcement with meta and just highlight to people that there's a lot of different places to uh to get

to get names out of that that you can invest in going forward i will hopefully be able to highlight to people some of the things on the energy side energy is breaking out i do think this story is uh is in the early innings i do think batteries are in the early innings so i'm going to cover some of that and then on the hrv i didn't send you this but um