7/24/25 :: VROCKSTAR :: 
TSLA
Duh
- ppl focused on ST FCF (all over X!) is 100% of the reason why when you put the pieces together, you realize that while ST this might not behave like anyone expects... LT, TSLA is v likely going to in, elon's own words, be the largest cap in the history of capital markets
- two leading robots with leadership position in IRL AI
- profitable, is all that matters
- have not yet hit the S-curve
was super lucky to trim some of this last week
now i'm back to sizing into a full position, not yet there like on that silly political dump, but i'm nearly 10% (20% is my max size).
V
TSLADuh
- ppl focused on ST FCF (all over X!) is 100% of the reason why when you put the pieces together, you realize that while ST this might not behave like anyone expects... LT, TSLA is v likely going to in, elon's own words, be the largest cap in the history of capital markets
- two leading robots with leadership position in IRL AI
- profitable, is all that matters
- have not yet hit the S-curve
was super lucky to trim some of this last week
now i'm back to sizing into a full position, not yet there like on that silly political dump, but i'm nearly 10% (20% is my max size).
V
Trade active
a comment from s/o the other day (friday i think) asked wtf i did with my tslawas keeping the book trimmer on friday even given my net optimism coming into the week (go read
QQQ post i made then). while unclear what happens next.. i kept thinking about this dang lack of any position on TSLA over the weekend and "when i'd add it back".started re-accumulating, but just small. it's a 2% LEAP that's leveraged ~2-1, so it's still sub 5%. more of a valuation exercise at the moment and keeping a lot of powder dry as opposed to LT conviction - which remains totally unchanged.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.