Brighter with Herbert

Tesla Giga Texas: Joe Tegtmeyer says the plant is adding a night shift to double output. Is it for Cybercab? Hiring also points to chips and Optimus.Brian White is one of our only true Tesla journalists. Check out his YouTube channel FutureAza for exclusive interviews and on the ground factory tours. His channel is one I highly recommend you subscribe to. Brian White @FutureAZA (host of FutureAza on YouTube)https://www.youtube.com/@FutureAza🚨 Are you a serious $TSLA or $SPCX investor? Track Tesla & SpaceX catalysts and odds 👉 https://www.brighterfinance.comKeep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

Tesla stock valuation: ARK models $4,400 a share by 2031 while Wall Street's is about $410. 📈 InvestingPro – Up to 55% OFF + EXTRA 15% with my code!👉 Subscribe here: https://www.investing-referral.com/brighter/💰 Use code BRIGHTER at checkout for the best price!-------------------------------🚨 Are you a serious $TSLA or $SPCX investor? Track Tesla & SpaceX catalysts and odds 👉 https://www.brighterfinance.comKeep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 ARK Invest's Tesla target vs. Wall Street2:41 Wall Street's Tesla price targets5:13 Sum-of-the-parts: Robotaxi and Optimus in a $400 stock7:23 The PE ratio: trailing vs. forward PE12:23 ARK's $4,400 base-case model14:19 Ron Baron's $2,000 to $2,500 target16:31 SpaceX-Tesla merger overhang20:13 The bear caseBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

SpaceX stock: one investor's math values SpaceX's compute alone at $1.84T using Anthropic's IPO multiple, above SpaceX's $1.83T valuation.Jo Bhakdi is an economist, investor and tech entrepreneur. He has a YouTube channel covering both Tesla and AGI. Check out his website and community at pioneerlands.orgFollow Jo on X:@JOBhakdiwww.pioneerlands.org🚨 Are you a serious $TSLA or $SPCX investor? Track Tesla & SpaceX catalysts and odds 👉 https://www.brighterfinance.comKeep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 SpaceX compute priced like Anthropic is worth the whole company4:39 SpaceX earnings argument instead of revenue multiples6:46 Orbital AI and a 40 price earnings ratio pointing to 10 trillion10:28 Tenant and landlord: Anthropic's $120 billion compute deal11:19 Grokbot hits 800,000 paid weekly users15:11 SpaceX has the most data center compute on Earth17:24 AI bubble and the momentum selloff22:47 Financing for data centers has dried up25:49 Brian Wang's dark compute theory27:18 SpaceX as the best construction company in the world29:46 Unlimited demand for intelligenceBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

Tesla robotaxi approvals: Japan plans blanket approval for cars with no steering wheel, Nikkei reports, as FSD passes 17 billion miles.Jo Bhakdi is an economist, investor and tech entrepreneur. He has a YouTube channel covering both Tesla and AGI. Check out his website and community at pioneerlands.orgFollow Jo on X:@JOBhakdiwww.pioneerlands.org🚨 Are you a serious $TSLA or $SPCX investor? Track Tesla & SpaceX catalysts and odds 👉 https://www.brighterfinance.comKeep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 Japan, Australia and FSD 17 billion miles2:38 Tesla confidential treatment and NHTSA rule update5:19 Tesla stock at 400 and long-term outlook7:06 Merger committees and 30-40% premium8:52 Germany approves Tesla assisted driving11:57 Australia AV law could save 800 lives a year13:33 Japan approves steering wheel free autonomous vehicles14:41 BMW navigation guided city assistant18:26 FSD Supervised passes 17 billion miles19:56 Cybercab deployment inflection point24:34 Psychology of the golden CybercabsBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

Grok Bot is acting like an employee: Gavin Baker runs 17 and calls it his firm's most impactful AI product, and bots now make calls and shop.Larry Goldberg is a serial entrepreneur and has been an active Venture Capital investor for the last decade. Check out lumasenti.com Follow Larry on X: @TeslaLarry🚨 Are you a serious $TSLA or $SPCX investor? Track Tesla & SpaceX catalysts and odds 👉 https://www.brighterfinance.comKeep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 Elon's Grokbot isn't what you think2:11 Grokbot support call fixed within minutes4:33 Grokbot creates its own computer in the sky6:15 Telemarketer list and data deletion bots8:12 Gavin Baker: most impactful AI product his firm has ever seen11:09 Assistant bot phone calls while driving15:11 Asking Elon for one Grokbot in the Cybertruck19:22 Grokbot joining Zoom and Teams calls22:26 Letting agents shop on Amazon and Shopify25:16 Meta launches Muse in the agent race29:36 Asking Elon for shared botsBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m