TSLA - Tesla Inc.

Discussed for its Optimus humanoid program. The host argues Tesla keeps missing its own robot production dates (from 'Q1' to mid-year to giving no date at Q2 earnings) because building tens of thousands of precision actuators in-house is a low-volume, high-precision manufacturing challenge Tesla is starting from zero on. Elon himself called the ramp 'agonizingly slow.' Not recommended as the robotics trade — the host prefers the suppliers.

Host mentions Tesla's self-driving app reaching #1 travel app, posing a competitive threat to Uber. He's not invested but sees it as a concern for Uber investors.

Bearish short-term thesis: filled the earnings gap to the upside, tried to break out, then turned hard lower on Friday. Expects a pullback toward the $330-332 area.

Cybercab event disappointed vs hype (no livestream, no $30K model, only 45 cars in Austin); stock down 6.5% at ~300x trailing P/E. Host still likes the long-term robo-taxi vision (lowering transport cost) but says timelines are far off and doesn't expect a near-term re-rating.

Noted up 7% on the day during the market recap; also referenced for Optimus robotics as an AI/labor theme.

Trend line support has held repeatedly; Gareth would be a buyer if the stock pulls back to that support line.

Still overvalued despite robotaxi, Elon, and human robot narratives.

A community member made $400 trading Tesla, and the Surgebot alerted a 259% move. This is a shoutout and past performance, not a forward-looking recommendation.

Farzad believes Tesla is at least a 10x over the next 10 years if robotaxi and Optimus materialize, citing vertical integration, manufacturing scale, and self-driving leadership. Tanner sold on valuation but still believes in the vision.

Mentioned as one of the stocks that Allison's kids chose to invest in. Sam says 'those all sound like great buys' and they 'were great', but it's not a formal investment recommendation, just a casual comment.