TSLA - Tesla Inc.

Mentioned briefly in the Reddit post as an example of a stock that would inflate proportionally. The host does not give a direct opinion but uses it to illustrate the flawed logic of the Reddit thesis.

Host notes Tesla up 5% and breaking out. Sees Tesla as a winner in humanoid robotics. Would buy a Tesla as his next car. Speculation about SpaceX potentially merging with Tesla.

Mentioned as a comparable for valuation purposes and in the context of a potential future merger with SpaceX. The host suggests the SpaceX investment could pay off over a longer time frame especially if merged with Tesla.

Felix highlights Tesla's past performance and the potential for growth with institutional buying.

Discussed in the context of the 'idiot index' — Musk used raw material cost analysis to identify supplier markups and vertically integrate. Tesla noted as famously not spending on marketing, though this is debated given Musk's Twitter acquisition.

Tesla benefits from EU carbon credit system as European automakers are forced to buy credits from Tesla to avoid fines, effectively transferring European wealth to this American competitor

Tesla is discussed in the context of related-party transactions with SpaceX (Cybertruck purchases, battery sales) and the potential for a SpaceX-Tesla merger. The host notes Tesla has been struggling to sell Cybertrucks and that Musk faces shareholder pushback at Tesla that he doesn't face at SpaceX. No direct buy/sell recommendation is given.

Givens argues Tesla shareholders win biggest from a potential merger with SpaceX, waking up to hold 'the most diversified, vertically integrated technology empire on the planet.' He frames current Tesla ownership as a way to get exposure to the combined entity.

Tom mentions Tesla as part of his broad AI-focused investment basket, grouping it with XAI and Korean memory stocks as plays on the AI economic force

Host mentions Tesla is by far the most expensive on trailing PE. He rotated out of Tesla (held 2018-2025) into Nvidia, believing Nvidia is a much cleaner investment.