2J·

A few thoughts

If the USA bans exports, as with $NVDA (-3,83 %) then the product is simply too cool ~>strong buy you like to lever the dip

If crime is on the rise, then you also like to have a solution like $PLTR (-3,82 %) - has anyone ever looked at the correlation? strong buy

If you believe in the future of btc - and I do - but have missed the boat, the logical decision is $MSTR (-10,46 %)

ubd ultimately $TSLA (-3,11 %) Tesla- yes guys Elon has a plan that is starting to come out more clearly - disruption - on total line - while Tesla has sold the most vehicles for four years just to collect data, Bobs are following suit - and building eautos 😂 in 5-10 years no one will want to own a car - Tesla has the safest autonomous driver and is uncatchable on data.

that would be my savings plan if I were 16 again

ah yes, and then there's $XRP (-2,02 %) Xrp - highly speculative - but still the biggest position in my portfolio - why? Because a better solution to Swift has been needed for a long time - and it doesn't have to be communist.

peace ✌️ and happy earnings!

15 Commentaires

PaulPK@PaulPK

And @getquin it would be more productive if you still show the current course in a post - but the one since the post

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Wravo@Wravo

Tesla has the safest autonomous driving? Based on what information do you come to that conclusion?

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PaulPK@PaulPK

@Wravo https://electrek.co/2025/07/26/a-chinese-real-world-self-driving-test-36-cars-216-crashes-with-tesla-on-top/

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Wravo@Wravo

@PaulPK I think this is a classic case of confirmation bias. I see here a test of Chinese cars on a highway with level 2 autopilot, that has pretty little to do with autonomous driving in the end, even if some situations were tested here, the stress test is a city center in difficult environmental conditions. I'm pretty sure that Tesla would never be allowed to drive in Europe without a LIDAR sensor. Before I see a single Tesla Robotaxi driving autonomously, I wouldn't believe anything Elon says.

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PaulPK@PaulPK

@Wravo Already driving in Texas

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Wravo@Wravo

In an extremely small area + they are not autonomous when a Tesla employee sits in the car for control

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PaulPK@PaulPK

@Wravo The test is better described here https://t3n.de/news/autonomes-fahren-real-world-test-1699321/

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PaulPK@PaulPK

@Wravo Yes as a watcher - the rollout is just coming slowly

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Wravo@Wravo

@PaulPK That's right, they also talk about inner-city situations, which is interesting, but it's about ADAS (Advanced Driver Assistance System), these were not tests on autonomous cars but only on semi-autonomous level 2 assistance systems. These are still a long way from fully autonomous cars

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PaulPK@PaulPK

@Wravo Yes, but the safety of both systems can still be compared.

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Jakobi@Jakobi

1. the product is cool because it is the only alternative. In the long term, there will be competition from new suppliers. I (opinion) suspect they can't maintain the current margins

2. correlation does not mean causality

3. Why is this the logical decision? From what do you conclude?

4. Tesla's systems are not redundant-> no registration in the EU. At least I would like to own a car for 10 years. I think many people who live in the countryside, for example, would agree with me here. Here, an autonomous cab fleet is not worthwhile because it would only be used at peak times.

It's all up to you. I would just like to point out that your portfolio has an insane drop due to the high multiples.

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PaulPK@PaulPK

@Jakobi The drop height is intentional :D

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PaulPK@PaulPK

@Jakobi 3. because if you believe in a positive development in the next 10-20 years you are simply leveraging with strategy.

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Ben@ben922

Why wouldn't people want to own cars in 5-10 years?

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PaulPK@PaulPK

@ben922 robotaxi

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