TSLA directional thesis
Robotics is the next big wave and hasn't happened yet, and Tesla is about the only easy way for a regular person to actually bet on it.
“That's a trade that has not happened yet. And it's really, really hard for retail to put on that trade. Like, how do you get long robotics if you think that's going to be a game-changing innovation over the next few years? Like, Tesla is probably the easiest way right now, but generally it's a very hard trade to put on.”104:29claim_id
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