Transcription
Go live. I have to do it twice because the technology is not the way it is supposed to be. So, I set everything up. I time it and I go live and it's all gone and I have to do it again. I have to do it every single time. I don't know why, but these are the challenges that cannot keep us away from building Pioneer Lands.
I hope everyone is doing great and is excited for what we will discuss today. We have some, of course, outlook for Tesla for the next week. This is the bread and butter, the meat that everyone is looking for. But we also have some important Pioneer Lens updates where we will discuss the future because we are making good progress here. I know everyone is a little nervous about where is it Joe, when do we launch these updated analytics segments? You see it here, Pioneer Lens daily evolving very, very nicely, but we will have some very cool stuff coming. I'm pretty sure we will actually get there next week with a very comprehensive master plan. I'm going to call it master plan. It's what people are used to. Elon did it nicely. We can do it. I'll present the master plan and then we go from there.
But before we start with Pioneer Lens, we go to Tesla because, as you probably know, I had two videos last week on it. I think June is going to be very, very decisive. It is very important that we are now on top of our game. And before we start, important. There is a psychology, a psychological game that is being played with every investor who is long-term into a stock like Tesla. Will be similar with SpaceX, will be similar even with Nvidia and other key stocks. When you have a thesis and you're waiting for this thesis to unfold and it takes longer because these are transformative technologies, it is not happening when it's supposed to happen and continues to not happen when it's supposed to happen and goes on and on and on. And often when people lose faith and conviction and drop out, that is exactly when it starts to happen in a big way. And I think the odds that the month where we will see real, real movement on robo taxi, the odds that this month is actually now, not now, June, I think are the highest they have ever been. And so I'm putting on a major bet on this whole situation. Of course, we have to be cautious. We might get a little pullback again. You see here the whole situation with the 44, 45 and then the rejection. You see here the long-term trend. We hit this bottom and now are going up. Very nice line, by the way. And you see that going up. Where is the next bottom here? Probably around 430, 425 or something, and then we might go up. That's on the technical level. But I also think there is a lot of things happening on the robo taxi side. So, I covered this in the previous videos, but I just want to repeat that because now we are literally one day away from that potentially very decisive moment and time of June 2026, one year after robo taxi.
Let's see who we have here. Where are my comments? Are the comments on? Oh, yeah. Chat. Who do we have here on the Tesla side of things? Hello everyone from Droid P. Giuliano 9,000 490 coming. And that was my thumbnail today. I'm saying it's the third attempt. I said, said two weeks ago, we're going to 490. Got two little rejections and I am now thinking we are trying a third time. And as you can see on the chart, I think the time is ready. Austin 4 says, "Good morning, probably from Austin." Good morning back. Uh, and Mel Mel Dramir says, "Hi Joe. Would you recommend to buy Tesla or SpaceX at IPO? I have €9,000 to invest." I would, well, I am not a big SpaceX IPO fan to go into the IPO. I think it's just there is just no way it's not overvalued. I think the odds that you buy at IPO and it actually goes up from there short term are high, but there will be a major drop. That is what I think because the index funds, they are going to gobble it up, driving the stock up. So you might get lucky short term, but it's just going to be too high in my opinion, too much risk. And uh, I think Tesla is a better bet in on a nine-month horizon. Um, June looks promising. Exactly. Waiting for Cyber Cap launch. H Andy Peter says, "Do we expect Tesla to drop on the week of SpaceX IPO?" I believe it will be probably 10% of retail which rebalance, which means about 4% will sell their shares on that week. That could mean 30% stock drop. I don't agree with 30% stock drop. I think we, you might see a minor dip, 5% or something, but I don't think so. It's too expected. It's too clear. The markets are too liquid and too deep for that to matter. In my opinion, it's very unlikely that we see a major drop. That is what I think. There are over 20 ETFs for SpaceX ready to be approved. It can be the best way to make money short term. Yes, but it's going to be a wild ride because it will drop later. So, it's going to be a game of chicken. Street Cred Zero says, "At this point, I'm convinced that hedge funds and other institutions do things to deliberately troll Tesla traders, especially on lower volume days." Yes, I think so too. And you all know there was like a major rebalancing situation with Nvidia that crushed my alpha a little bit for this week, but we are still coming out strongly on top. Uh, I'm actually very happy with our performance with Pioneer Alpha here. You know that we had a very decent week. Plus, wait, what is this? Oh, that's AQ comparison. Compare ourselves with Tesla. One of the few weeks where AR outperformed us last week. But 3.88% up. This is a typical Piney Alpha week. So, I'm happy with the trading right now. The previous week was bad, the worst week this year, but this week again, nice alpha 1.58 Tesla. So, this is continuing to be very strong.
And um, one of the topics today I wanted to just throw at you guys because this is the Pioneer Academy. You're the elite of Pioneer Lands. You know the most about what is happening here. And I'm going to talk a little bit about the master plan. Uh, give you a quick insight what I'm working on to present probably next Sunday in a very nicely outlined way that will then go into the analytics or analysis part of Pioneer Lens daily and into the Pioneer Academy um where we are talking about the actual plan, the master plan of Pioneer Lens that is now finally coming together. Um, I will give you a quick brief preview. Not very well prepared. This is still raw. That's an insight right into or behind the scenes because you know things are looking pretty good. Everything is going according to plan on Pioneer Alpha on the Tesla trading. But here is what it is. I do it very quickly and get your feedback. So this will be a strategy session on Pioneer Lands. How we actually unite the smartest people in the world who follow Tesla, who follow SpaceX, who follow the AI revolution, who understand the meaning of capital and capital returns, and who think we can do something together here that makes us a little smarter and stronger and more resilient as a civilization that we have to actually build now. So, it's seven steps. I go through the segments very quickly to give you a brief overview. I will do this while I'm also watching. Let's put it down here. The comments in case someone says something smart.
So the first of the seven big insights is that AGI changes the fabric of economics. What does that mean? AGI turns intelligence into compounding infrastructure that so that the return frontier moves upward. Very important. The efficient frontier. A very con important concept in investments. And what that basically means, what's happening is that there is this old 10% kagger assumption, right? The old assumption, and you guys are all investors, you know how it is. The old assumption that you make roughly 10% a year in average in equities. And I think this is fundamentally changing. It is fundamentally changing to a 30% keer. And I'm not saying that you can invest in an index fund or in the NASDAQ and make 30%. But because a lot of that will be legacy, there will be a 20-year transformation period to clean out these markets. But it's going to be very possible for the pioneers to make 30%. And one indication that I'm probably right about this is of course the Pioneer Reserve. Look at since inception, we are up 157% in two years and for five months. Two years and five months. I actually should display the keer here too. So that is over 30%. Um, significantly over 30% because here you see the target and we are already at 131% of our 2026 target. That assumes a 30% keer, right? So we are already nearly 100% at our target for 2027 and that target is a 30% target. So in short, and maybe people say Joe, you just got lucky. It's like, I don't think so. I've done this for quite a while. I know when I'm lucky and when I'm not lucky. I know when it's just happening. So this is something that is very interesting and that is the central assumption here of the thesis. The first thesis, the first piece of the thesis is 30% is the new 10%. Because we will have compounding intelligence with SpaceX. We're going to space. So in theory, it should be possible that we make 30% a year. I'm not saying you or me, we can make much more. I'm saying in average, this is the new normal for capital returns. Okay. If that is true, and it is probably, then we can go into the second big revelation. What's happening? The second big revelation is that all work is gone. Legacy work and legacy jobs are on their way out. Thanks to Tesla, for drivers, thanks to SpaceX for all white collar jobs. Thanks to Enthropic, OpenAI, and SpaceX AI, they will wipe out all white collar jobs before 2030. I'm absolutely convinced that this will happen. It is very clear. And of course, some people say, well, Joe, whatever, there will be more jobs. Well, there won't be more jobs. There will be maybe more to do, but I wouldn't call them jobs. It will be reality engineering. And what I mean with reality engineering, it's very important what I mean with that. Reality engineering is basically a new thing. Here's the big thesis. Everything that we need to do in the future. And I'm talking about the entire population. I'm talking about the new economy. Maybe you think now I'm crazy, but I'm not crazy because I'm doing all of this stuff on purpose. I'm having my YouTube channel on purpose. I'm talking to you guys on purpose. Anything, the only thing that remains in the future to do, and the future is kind of now, is reality engineering. And what does that mean? It means that we have to understand and learn about reality, for example, and mostly through financial modeling, economic modeling, exactly what we do right here. Uh, let's see. Street Catzero says, "I disagree on the detail of your thesis. AI enables a more direct compounding of intelligence, but so many human innovations wait, so many innovations including culture, agric, these also accelerated it." But street zero, I don't understand your point. My point is now we are going into hyper acceleration which lifts the efficient frontier of returns. That's my point. Janice says, "Uh, I'd I'd love to hear some behind the scenes details about the Pine Alpha project. Are you managing the whole initiative yourself or are you leading a team in an orchestration role?" Um, well, Pioneer Alpha is a securitization vehicle in Luxembourg. We have a whole team there. There are regulatory reasons why we need that. We have a board. We have some very experienced people helping with the whole thing that we hired. And uh, there is our attorney. There are two board members and together we are managing this, but I'm the actual portfolio manager and also the owner uh of the system, so I have full control over it. Not full control, I'm the owner and I'm a board member. Uh, but uh, there will be some more people. I can show you some details here on the new website. Let's see if you want. Here is the details. So, this is me. Uh, you can, well, it's not live yet, but here's me, Joe Buckley. I'm I'm the uh director and founder of the Pioneer Reserve, which is the actual uh Luxembourg company. We have Emiliano, who is a very experienced uh great guy. He's also with Fundamentals, which is a like a company that helps in Luxembourg to be compliant and do all these things. Another board with Alexandra, also with Fundamentals, and then we have Alexis Taber, who's our uh securities attorneys. And Fundamentals, you can go to fundamentals.lu if you want to learn more about them. So they are actually in charge of making sure everything is compliant under Luxembourg regulations. So that's kind of the background here. But let's go back to the binary lens plan. Uh, legacy work is replaced with reality engineering. So this is very important that in the close future, there won't be any jobs left of any conventional type. Of course, you will have 10% of the people or something still working on these jobs. But the key is that all of us, everyone should now be involved in reality engineering because it's the only remaining way of generating value. And what does it mean? It means we have to understand reality, reimagine reality, and then we have to build or bet on reality, which is either engaging ourselves in building something like Elon does, or investing in transformative companies that we analyze to change the world the most, or the universe at this point. Oh, this is very profound because it means a fundamental transformation of everything, of education, of work, of everything. And I'm not going to reveal all the other thesis, but that's basically the two core thesis that I'm working on right now to explain this with a model. What does it actually mean that we can get to 30% return? And what does it mean that everyone is now a reality engineer? Everyone can now get employed by us, for example, to analyze trends like robotics, like space, like everything Pioneer Alpha does in a much more professionalized way. And the value we can generate from that is so high, just by understanding it and betting on it or getting involved in the engineering of it, that it replaces the entire economy. So it is pretty profound, this whole situation. And I hope to hammer this out a little bit more, and then it goes on, but I'm not going to reveal all the details. So that is why I'm always distracted here and cannot only talk about Tesla and SpaceX. But let's see, we will have a very nice publication on it here on Pioneer Lens Daily. Uh, by the way, Pioneer Lens Daily, uh, you guys have probably heard this, uh, was a little lost between the the news, but Tesla has self-certified Cyber Cap as level four autonomy under new Texas law. So I think that happened on Friday. The new Texas law came out and was actually allowed Tesla to self-certify level four autonomy and that is very important because it might have implications on on the launch of Cyber Cap in June. This is a very important little development. So what else is going on? We also know that here we see a lot of new Cyber Caps. This was a beautiful little art image. But Joe Techm also covered the latest release. Here's a lot of SpaceX, of course, here. But he covered the latest crazy release of the Cyber Caps on Friday. Let's see where we see this is accelerating. W so much SpaceX here. Where's this latest post? What is going on? This is all May 29th. It's a lot of posts. You guys have probably seen this. Wow. Why is there so much space here that post? I covered this before, but this is very, very important that we see basically all these released. And these are all indications when you actually sum this all up. Where are all these Cyber Caps going? They are being deployed all over the place in all kinds of different cities across the United States. They're driving around driverless. And all of this is creating a climactic thing probably in June. And you also saw probably the whole situation with the World Cup coming and that this is probably going to be quite interesting. Mid of June, so in two weeks, is a very important potential inflection point. So you understand how it works. You have to apply probabilistic approaches here to bet on when these things actually go live. But it's really accumulating here. And I do think if it goes live or when it goes live, that this will be a major, or a major soft catalyst. So it's not going to be completely transformative. So just the light. Um, but it's going to be a pretty big deal that day. And I think that's what I'm betting on when you look at the Tesla share price. You know, from here 10% up and you are at 490. It is that simple.
Do we have any more chats here? Is the chat frozen again? Let's go directly to YouTube so I can see my chat. So what do you guys think? What is your sentiment out there? What do you think about the situation in June? Are we going into an exponential boost or not? That is the question. Let's see if I see the comments better here. There are over 20 ETFs for SpaceX ready to be approved. It could be the best way to make money short term. Yeah, let's see about that. So, Jenning Jane is GS. What do you think about uh Pioneer Alpha the thesis? Any comments on that? That Frost says, "No, we are still Frost 1349 says, "No, we are still in the slowly part." Well, do do you think this lowly part is over in June or do you think it's going to go on until December? I mean, we had this discussion with Herbert and CERN about potential inflection points and 15,000 Cyber Caps out there. So, I actually think June could be very interesting. It is crucial to actually time these things effectively. Uh, because if you can time it. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think that the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is relevant. We have seen a lot of infrastructure preparation and I think that is all that matters. I trust. I don't think the charges will be in any way uh something to hold us back. You also saw probably all these posts here uh of the, you know, technical analysts. I mean, you can't rely on that on a month-to-month basis, but it's a good long-term point that we see this base forming behavior of Tesla stock. Right? Everyone who's a little bit an experienced investor with Tesla understands how it goes. This was the 2020 transformation. Five years sideways boom. Five years sideways boom. So you know, we know how the stock behaves. The market always doubts it to the very last point and then it transforms. And I know back then in 2020 and 2019, it was exactly the same sentiment that people gave up on it after this immense run back down here. I think 2013 was it? Yeah. 13, 14 and then it went sideways for literally six years and now we have gone sideways for a long time and you know that everything is now converging. So that is kind of the situation. You also see these little critical posts. The PE ratio between the Mac 7. I don't even know if that's still true with Nvidia, probably down. But sure, Tesla looks overvalued on that level. But none of these other guys have something like Tesla coming up. The double whammy of Optimus and Cyber Cap. Frost asks a question, "If robo taxis get delayed for whatever reason, can they hide the expense of the caps as inventory?" I don't think so, to be honest. Uh, that's why I also think it will not be delayed. It, a delay of Cyber Cap operation would clearly be not that amazing for Tesla. That is also why I believe they. Why is there always these uh, that's why I believe that uh, the delay will actually not happen. Uh, because what you see is that turning out these Cyber Caps like crazy. And to your point, no, these are capex items. You cannot remove them because this is clearly not inventory. Uh, you're not going to sell them, so it's not inventory, so it will be capex in my opinion. And there's no way of getting rid of it, so this is inevitable in my opinion. This is inevitable. And uh, here, here is another interesting thesis by the way, that people really try to create some FOMO. SpaceX 6 IPO was a real big storm for markets. This could turn into the biggest insider cash out in market history. Well, that's for sure, but that doesn't mean it's bad. SpaceX expects you to go public on June 12th at a valuation of 1.75 to 2 trillion. That would instantly make it larger than Microsoft. What? What are you talking about? This is stupid. Microsoft? Are you stupid? Micros, these people have no idea. Microsoft market cap. It's definitely more than two trillion. Unless I'm very misinformed. Yeah. 3.3 trillion. So these people clearly don't know what they're talking about. There you have it. Like this would make it bigger than Microsoft. What a loser. What is this stupid? Okay. Insiders currently own 95% of all shares. The public float is only 5%. Is that even true? I think it's a little bit more. And insiders are sitting on 1.66. 66 trillion of paper wealth that cannot currently be sold. Most IPO lock insiders up for 180 days. Blah blah. This is all blah blah blah. Pretty stupid stuff. So there's a lot of FOMO going on. Uh, Alexandra is saying, "Because there's a lot of questions if there will be a lot of selling and SpaceX going down." I think this is all BS. You don't do that as insiders. You're smart. This is not a little scam company. This is very serious for people. So, I would forget all these little tricks. You cannot get ahead of that. I think the market is pretty transparent. I think there is no big distortion happening. But what will be happening is that there is a pretty high, high level of um, how can I have 328 people watching here and here only 250? This is weird. Uh, there um, Oh no, I have an echo. How can I have three out? Um, so I think uh, what is going to happen with the SpaceX IPO, it's very simple. This goes up because the hype is very high. And then there will be no ruck pull, there will be no insider selling. This is all stupid. But what will happen is similar to Tesla in Q1. The catalyst for SpaceX will be diminishing. In the beginning, it's excitement, all kinds of stuff. But can SpaceX deliver enough catalyst to keep the stock up while it's actually building and backfilling the actual cash flows that it's promising? They will take until late 2027 to really become significant, even in the fastest orbital AI buildout scenario. So that is the problem. You have a lot of air gaps between June, June 12th this year and whenever Orbit AI really gets big. And in these situations, different from Tesla, you need to hold up your super high valuation that's speculative and speculating on the future throughout a long period of time, probably 24 months before you see substantive cash flow improvements. Because one thing is also clear, Stink is great, but Stink Link cannot backfill that level of expectations. So, it's going to be interesting. Of course, there will be more AI deals on Colossus, for example, that's 15 billion from Enthropic. There could be another 15 billion, but that's just revenue. And does it really support a $2 trillion valuation? I have my doubts. And that is why I believe there is no way around the fact that SpaceX nine months after IPO will probably be lower or at least in between at some point, which is why I'm waiting. I'm much more happy to hold Tesla shares because I think Tesla is closer to an inflection point and we understand these forcing functions very, very well.
So what else do we have here? Uh, wireless charges we had. So many people who are not investors, says the pervin. So many people who are not investors telling me they will buy SpaceX IPO. It looks very hyped. Convinced Joe's right and that we will get an opportunity to buy lower in six months once lock up, lockups, lockups end. Exactly. That's what I think too. Austin for says, "Cyber Cap finally takes off vertically by June 15th." That's a strong thesis. And we will see you take on the wireless charges and reveal soon relevant. I don't think this is