Tesla's MASSIVE AI Expansion: $3B Dell and $10B Oracle Orders!

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  • เผยแพร่เมื่อ 20 ก.ย. 2024

ความคิดเห็น • 114

  • @BrighterwithHerbert
    @BrighterwithHerbert  4 หลายเดือนก่อน +3

    I hope this video helped you get brighter about Tesla!
    My website: www.HerbertOng.com
    See the MOST comprehensive resource for the $TSLA Investor
    Join this channel or my Patreon to get free access to 15+ modules of TSLA investor resources
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    Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments.
    Let's get brighter!
    Herbert

    • @OuterSpaceDogs
      @OuterSpaceDogs 4 หลายเดือนก่อน

      I am brighter!!!

  • @BrianLyke
    @BrianLyke 4 หลายเดือนก่อน +52

    From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

    • @MitchHill-ow6ne
      @MitchHill-ow6ne 4 หลายเดือนก่อน

      I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading

    • @RileyWilliams-lq3jh
      @RileyWilliams-lq3jh 4 หลายเดือนก่อน

      Please educate me, i'm willing to make consultations to improve my situation,

    • @BrianLyke
      @BrianLyke 4 หลายเดือนก่อน

      Sonia campbell. understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch

    • @JustinClawson-ix1ic
      @JustinClawson-ix1ic 4 หลายเดือนก่อน

      She's recognized as 'Mrs sonia campbell. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @MarkWills-ro6ep
      @MarkWills-ro6ep 4 หลายเดือนก่อน

      Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Sonia campbell

  • @bru512
    @bru512 4 หลายเดือนก่อน +22

    Thank goodness we didn't waste the $30B on stock buy-backs
    Trust TSLA senior management

    • @codingispower1816
      @codingispower1816 4 หลายเดือนก่อน

      Lol

    • @codingispower1816
      @codingispower1816 4 หลายเดือนก่อน

      @@Wi2Low I have daily thoughts of selling it all even at a slight loss and take the tax break...but then I GET REVERSE FOMO. What if I sell and it moons, phok. IDK what to do. I want to believe Tesla will pull through and silence haters but Elon has been very unreliable in the past.

  • @lilbubbychild
    @lilbubbychild 4 หลายเดือนก่อน +11

    Larry is brilliant! Thank you!!

    • @audreyl704
      @audreyl704 4 หลายเดือนก่อน

      thanks for your info

  • @davidkendall2272
    @davidkendall2272 4 หลายเดือนก่อน +6

    Larry consistently nails it regarding Tesla/Elon fundamentals. Thanks for having him on, both of you are brilliant in my view!

  • @JGerbase
    @JGerbase 4 หลายเดือนก่อน +16

    Larry is truly a brilliant man. I appreciate his insight.

  • @Aapvanikaap
    @Aapvanikaap 4 หลายเดือนก่อน +10

    We are experiencing the greatest innovator and creator of all time. Few minds are capable of grasping the full context of what is happening.

    • @trent_carter
      @trent_carter 4 หลายเดือนก่อน

      Larry or Elon?! 😊

  • @larsnystrom6698
    @larsnystrom6698 4 หลายเดือนก่อน +14

    The Wall Street guys (Gary Black included) who harped about stock buybacks might soon realize that some companies has better things to do with money. But wait 5 years, when Robotaxi and Optimus are up and running. Then maybe, just maybe, stock buybacks might begin.
    That is, if Tesla then haven't come up with yet another high margin business. No idea what that would be, though.
    This company isn't normal!

  • @rwhirsch
    @rwhirsch 4 หลายเดือนก่อน +9

    it's funny how quickly things evolve. 2 years ago people are thinking the "cash pile" might be needed to build out new factories to produce 20million cars/yr. by 2030... Now the cash is needed for computer processing build out. new factories are not on anyone's mind now.

  • @robitmcclain6107
    @robitmcclain6107 4 หลายเดือนก่อน +3

    Dell is about 20 miles north of Giga Texas in Round Rock. The new Samsung plant is about 20 miles east of Dell in Taylor.

  • @larsnystrom6698
    @larsnystrom6698 4 หลายเดือนก่อน +8

    Why would Tesla and xAI need Grok service enough to need external AI services?
    My guess is that Grok is going to be included in Robotaxi for talking with customers.

    • @BongoWongoOG
      @BongoWongoOG 4 หลายเดือนก่อน +2

      Tour guide, translator, purchasing assistant, personal assistant, co-pilot, chit-chat, booking agent etc etc

    • @charle-edouardsavoie6634
      @charle-edouardsavoie6634 4 หลายเดือนก่อน

      I agree

  • @acs2777
    @acs2777 4 หลายเดือนก่อน +6

    In sweden with broker Avanza its now possible to vote. I just voted yes.

    • @Cybertruck_69
      @Cybertruck_69 4 หลายเดือนก่อน +1

      Great. will have to delete my previous not so nice comments about Sweden. 😂

    • @acs2777
      @acs2777 4 หลายเดือนก่อน

      @@Cybertruck_69 Always see the light in the dark tunnel 🔌🪔

  • @InspireLifeGoals
    @InspireLifeGoals 4 หลายเดือนก่อน +6

    Hey Herbert, I'm finding I have to search for your videos now. Before they use to come up automatically (I assumed because I was a subscriber). Just thought I'd mention. Cheers.

    • @fractalelf7760
      @fractalelf7760 4 หลายเดือนก่อน +6

      Yes I’ve noticed the same thing for all my subbed Tesla oriented channels YT is actively against them now…

    • @oggyoggy1299
      @oggyoggy1299 4 หลายเดือนก่อน

      @@fractalelf7760
      I’m not subbed and they’re constantly in my recommended.

    • @codingispower1816
      @codingispower1816 4 หลายเดือนก่อน

      @@fractalelf7760is yt trying to shut Tesla related content down?

    • @fractalelf7760
      @fractalelf7760 4 หลายเดือนก่อน

      @@codingispower1816 No just correct it.

  • @el196108
    @el196108 4 หลายเดือนก่อน +3

    Given that AI is the very core of Tesla’s competency and is, hopefully, going to show on the financial statements as well, should Elon still be nurturing xAI alongside FSD and Optimus?
    Does it make sense to ask Elon to injet xAI (back?) into Tesla, perhaps in exchange for Tesla stock ?

  • @anthonylieu9068
    @anthonylieu9068 4 หลายเดือนก่อน +7

    Larry should have said it was a lesson for the sour grape of the year, Ross Berger.

  • @johnmacri7440
    @johnmacri7440 4 หลายเดือนก่อน +2

    And the stock sinks - buy Dell

  • @ExecutiveZombie
    @ExecutiveZombie 4 หลายเดือนก่อน +2

    On point with the Tesla Business Model Goldberg. 🥂🤗

  • @ivangill6597
    @ivangill6597 4 หลายเดือนก่อน +3

    The is a big oversite in Evercore's analysis imo.
    It has taken the statement that Telsa will increase AI compute from 35K H100 equivalent to 85K H100 equivalent by year end and ASSUMED this will all be achieved with Dell and Supermicro servers running Nvidia GPU's
    The omitted Dojo from their calculations which can also be measured in compute units of H100 equivalence.
    The question lost of us would like to know the answer too is what proportion of Tesla's AI Training compute growth will be achieved with Dojo versus Nvidia?

    • @bluetoad2668
      @bluetoad2668 4 หลายเดือนก่อน +1

      They said H100 or equivalent, the equivalent is presumably things like dojo

  • @NrNr-hu1zf
    @NrNr-hu1zf 4 หลายเดือนก่อน

    Awesome 👌 2 companies are in the right thinking 🤔

  • @JohnAlbert209
    @JohnAlbert209 4 หลายเดือนก่อน +45

    I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart.

    • @karenrobinson598
      @karenrobinson598 4 หลายเดือนก่อน

      She is my family's personal broker and also a personal broker in many families in United States, she's a licensed broker and a FINRA AGENT in United states

    • @LiamMason206
      @LiamMason206 4 หลายเดือนก่อน

      You trade with Michelle Stewart too? Wow that woman has been a blessing to me and my family.

    • @DonaldHuge
      @DonaldHuge 4 หลายเดือนก่อน

      I'm new at this, please how can I reach her?

    • @elizabethkarvelas308
      @elizabethkarvelas308 4 หลายเดือนก่อน

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

    • @JohnAlbert209
      @JohnAlbert209 4 หลายเดือนก่อน

      she's mostly on Telegrams, using the user name.

  • @maryannbennett8602
    @maryannbennett8602 4 หลายเดือนก่อน

    "Journey of a lifetime." Well said Larry, I feel the same way about Tesla!

  • @privatename123
    @privatename123 4 หลายเดือนก่อน

    Nathan Lands’ post on X today was epic, in showing humanoid robot progress. The one that you can talk to, and tells you what it’s thinking, was really impressive. Optimus might end up being very successful, but it’s going to have what looks like far more competition than FSD.

  • @privatename123
    @privatename123 4 หลายเดือนก่อน

    The key Q regarding the suppliers is, when does this frenetic order pace slow down?

  • @ReinnerJutjup
    @ReinnerJutjup 4 หลายเดือนก่อน +1

    GPT 4o is heading to AGI as well - just from another direction and with creepier impact

  • @tonyg9519
    @tonyg9519 4 หลายเดือนก่อน +1

    It’s crazy to me how the same guy that is warning everyone of AI, is the one who’s creating it!!🤔🤔🤔 and people are on board like that’s not a problem!! WTF???

  • @SammyC27
    @SammyC27 4 หลายเดือนก่อน

    why don't they place datacenters in cold places like Iceland to lower cooling costs?

  • @19valleydan
    @19valleydan 4 หลายเดือนก่อน

    There's another layer not being talked about: full FSD, whether in a private car or Robotaxi, opens up a whole new world of entertainment possibilities. Bundling FSD w/ Netflix, cable, internet, etc. brings a whole other revenue bonanza if the occupants can all watch.

  • @philipsonefeld9609
    @philipsonefeld9609 4 หลายเดือนก่อน +1

    NO going to the market to raise capital. Continue bankrolling the expenditure with cash flow.

    • @737smartin
      @737smartin 4 หลายเดือนก่อน

      OTOH, IF you’re confident you’ll be rolling out RoboTaxi in 2026 and expect a massive profit from it in 2027, and IF you need $10B more than you have on hand to make it happen… you raise capital NOW, while stock price is pretty reasonable.

  • @Kukaboora
    @Kukaboora 4 หลายเดือนก่อน +1

    XAI is not Tesla. XAI is a separated company that Elon owns.
    Tesla engineers working on AI will benefit XAI but not Tesla.

  • @userwink
    @userwink 4 หลายเดือนก่อน

    Would you discuss the possibility and consequences of shareholders not voting for the compensation plan? Robyn Dunholm said it was difficult to get the ratification of Texas but what about the compensation? Will Elon leave? Will Tesla thrive without him? Will Robotaxi scale without him?

  • @litwah579
    @litwah579 3 หลายเดือนก่อน

    This confirms Tsla’s already an Ai company?

  • @PhilipAndreGjone
    @PhilipAndreGjone 4 หลายเดือนก่อน

    I believe Grok can help Robotaxi in the future , when it’s lost in a situation that it doesn’t understand , the passengers can tell it ex to try another way etc

  • @musicboy2003
    @musicboy2003 4 หลายเดือนก่อน

    Larry, you da man!!

  • @peanutz1943
    @peanutz1943 4 หลายเดือนก่อน

    It doesn’t make any sense to only report on the good “things” how can you build a house when the foundation is sinking, the garden is on fire and the basement is polluted

  • @Jackolivierbo
    @Jackolivierbo 4 หลายเดือนก่อน

    This is why the current share price of Tesla seems to be a nice Christmas present. :)

  • @glennalexon1530
    @glennalexon1530 4 หลายเดือนก่อน +1

    Well, if you can't win at cars, robo-taxis, solar panels, social media, or brain implants.... move onto something trendy!

  • @HoangTran-oc7qg
    @HoangTran-oc7qg 4 หลายเดือนก่อน +2

    I’m not understand why you guys talk good about TSLA every day but I keep seeing TSLA down a lot I started invested TSLA 3 years now I still lost more than 10%?

    • @andrewsaint6581
      @andrewsaint6581 4 หลายเดือนก่อน +5

      Look at the old graph for Apple.
      Look at the huge rise over 15 years.
      Then zoom in on an all time high 2012 then calculate the % fall.
      Then all time high 2015 then calculate the % fall.
      Then look at 2021 and calculate the % fall.
      Then look at where it is now.
      If hold you win imo.
      Your choice, don't pay attention to the interweb.

    • @iainmrodgers9991
      @iainmrodgers9991 4 หลายเดือนก่อน +1

      NVIDIA is the same. It's up a lot right now but it has been very volatile in the past.

    • @Store-ig8uy
      @Store-ig8uy 4 หลายเดือนก่อน +3

      You haven't lost anything if you haven't sold your shares. If you did sell them, you were never really invested in the company rather you are a stock trader who made a bad stock trade. Big difference, if you don't see it, you should stick with term deposits.

    • @Store-ig8uy
      @Store-ig8uy 4 หลายเดือนก่อน

      You haven't lost anything if you haven't sold your shares. If you did sell them, you were never really invested in the company rather you are a stock trader who made a bad stock trade. Big difference, if you don't see it, you should stick with term deposits.

    • @HoangTran-oc7qg
      @HoangTran-oc7qg 4 หลายเดือนก่อน

      @@Store-ig8uy thx

  • @glennalexon1530
    @glennalexon1530 4 หลายเดือนก่อน

    Tesla has a real shot at being #14 in the robotaxi business, at least if Elon runs it as well as his other businesses.

    • @charlesacton9315
      @charlesacton9315 4 หลายเดือนก่อน

      #14?
      Is this a feebil attempt at humour or how did you come up with 14?

  • @MengHiongTan-c5t
    @MengHiongTan-c5t 4 หลายเดือนก่อน +2

    Mr Musk is a genius, he know what he wants❤❤❤❤❤❤

  • @glennalexon1530
    @glennalexon1530 4 หลายเดือนก่อน

    Well, this should certainly solve the quality problems at Tesla; AI will finally move their cars from the bottom of the reliability charts.

  • @vulpo
    @vulpo 4 หลายเดือนก่อน

    Won't Elon have to change the name of "grok," since there was already "groq" which incorporated way back in 2016?

  • @glennalexon1530
    @glennalexon1530 4 หลายเดือนก่อน +1

    Elon knows one thing that "successful" companies like Oracle and Microsoft will never understand; you don't have to be good at anything to get fools to drool over your garbage. Just keep telling the suckers that "you're working on the next big thing".

    • @codingispower1816
      @codingispower1816 4 หลายเดือนก่อน

      Man, could be. Idk what to believe haha

  • @williamwoo866
    @williamwoo866 4 หลายเดือนก่อน

    Tesla is truly going AI, I wonder if investors are happy to see Elon take us to the next chapter. Exciting for sure

  • @musicman53
    @musicman53 4 หลายเดือนก่อน

    Elon has had all this mapped out ages ago, he must have been rolling his eyes at the constant call for share buy backs. I also wonder if share buybacks will be back in play further down the track if the vote goes against restoring Elon's pay package, as a means of getting Elon back to 25%.

  • @larsnystrom6698
    @larsnystrom6698 4 หลายเดือนก่อน +2

    I would think that xAI might be buying compute from Tesla. They should soon have enough of it to sell that service, intermittently for AI development.
    If they buy from others, it has to be that they are making Grok commercially available, so they need uninterrupted AI service.

  • @MengHiongTan-c5t
    @MengHiongTan-c5t 4 หลายเดือนก่อน +2

    Thank you Mr Musk ❤❤🚀🚀💫💫✨️✨️🚗🚗

  • @chunglee7531
    @chunglee7531 3 หลายเดือนก่อน

    When a company start buying back stocks, it is the first sign this company has run out off ideas to innovate.

  • @992GTS-DC
    @992GTS-DC 4 หลายเดือนก่อน

    AI is like the gold rush all over again…….the most money was made by the companies selling the plant and shovels I.e by selling chips and servers

  • @glennalexon1530
    @glennalexon1530 4 หลายเดือนก่อน

    If I had a nickel for every city in which Tesla had robotaxis, I'd be well on my way to being a nickelaire!

  • @glennalexon1530
    @glennalexon1530 4 หลายเดือนก่อน

    This might be bigger than tulips and ostrich feathers COMBINED!!!!

  • @alancane1482
    @alancane1482 4 หลายเดือนก่อน +1

    Hate all the stupid car ads during this. Not buying anything but a Tesla in the future.

  • @wildcatmahone-md6me
    @wildcatmahone-md6me 4 หลายเดือนก่อน

    The fuse has been lit....now just a matter of time before Tesla explodes into the premier AI company.

  • @HeavenGuy
    @HeavenGuy 4 หลายเดือนก่อน

    The bots will make the bots and the profits will exceed the cars. There will be hundreds of millions of cars, but billions of bots.

  • @glennalexon1530
    @glennalexon1530 4 หลายเดือนก่อน

    People underestimate Elon because they don't know that he has TWO bachelors degrees! TWO!

  • @juliepatterson7130
    @juliepatterson7130 4 หลายเดือนก่อน

    Could you please speak louder or fix your mic for this oldie.......................Thanks!!!!

  • @DihelsonMendonca
    @DihelsonMendonca 4 หลายเดือนก่อน

    Microsoft will invest $100 billion on a new datacenter only for AI. And there's Google too. 😮😮😮

  • @PhilipAndreGjone
    @PhilipAndreGjone 4 หลายเดือนก่อน +1

    How much will this cost Tesla , plus the cost of making a brand new data center in China (FSD ) , and to what extent will this eat of Tesla cash ??
    Please don’t only see the positive sides if you guys want to keep your viewers and more importantly gain new ones .
    We are all investors in Tesla and therefore we need to weight pos vs neg !

  • @codingispower1816
    @codingispower1816 4 หลายเดือนก่อน

    Time for some hopium

  • @gustavgyll3291
    @gustavgyll3291 4 หลายเดือนก่อน

    This will be Elon and Teslas Russia. Just like Napoleon Elon is an absolutely brilliant creator, but just like Napoleon he’s enemies are getting more numerous and stronger. And just like Napoleon one mistake will crush him.
    This might look brilliant but it’s more like his “Russia campaign”…

  • @lourdessilva6442
    @lourdessilva6442 4 หลายเดือนก่อน

    Sem palavras realmente faz a diferença nesse mundo es um gigante e tem pensamentos muito além do nosso incrível ser humano abençoado e faz milhares de milagres que podemos testemunhar Deus o proteja sempre es muito importante é precioso para todos

    • @honkytonk4465
      @honkytonk4465 4 หลายเดือนก่อน

      What happened to you?

  • @sammyzeeda2984
    @sammyzeeda2984 4 หลายเดือนก่อน

    Elon id hedging , xAI is his own private company in case he leaves Tesla ! Tesla bulls have to smart up ! the damage is great cuz of Elon's reckless behavior !

  • @rodmitchell831
    @rodmitchell831 4 หลายเดือนก่อน

    Great discussion you guys......Awesome