Nvidia & Tesla = This Changes Everything

"means 2024 and 2025 are your huge years of progress and to finish this last 1 to 2% of driving that needs to be finished right and to get to get FSD to the point where literally you don't need a human even in the seat right cuz that's where that's this is the last leg that Nvidia is trying to conquer here this last leg Nvidia needs to get or excuse me Tesla needs to get to the point where they you don't even need a human in that that front seat it is that trusted that's where that's where Tesla is trying to get over this next 2 years okay that's the only way Robo tax is going to take off is if we can get the car to drive so dang good that it's better than a human by far and away and you don't even need a human up in that that front seat you don't even need a steering wheel on the car"

"I'm hoping at some point this year they go ahead and adopt something like that if they don't do it this year I hope next year"

"I told you guys I think margins will bottom in the first half here of 2024 and they'll increase in the second half"

"in the second half of the year I think cyber truck's going to move to being a Tailwind of margins"

"I believe over this next year the progress is going to be tremendous and I wouldn't be surprised if within a year it's driving way way safer than a human driver overall"

"nvidia's revenue train is not stopping this year it's not stopping next year either I think at this point in time if you're thinking about Nvidia going backwards with Revenue I think you've got to push all the way out to 2026 at this point in time and you know if you're bearish on Nvidia you've got to hope maybe in 2026 their revenues start going down in 2027 because looking at this logically I don't see nvidia's Revenue train stopping not this year and probably not next now at this point in time folks"

"Nvidia is going to be making huge money not this year this year even next year you won't see like crazy software money but as you get into 26 27 and future years that money is going to start pouring in"

"years ago I made a prediction that I thought Nvidia would be A10 trillion plus company someday market cap wise and the more I'm looking at it I'm like I can actually see it I can actually see how Nvidia becomes a 10 trillion plus dollar company... I think it's going to pass Microsoft I think it's going to pass Apple in terms of market cap and from there if anything it could accelerate its lead"

"your insurance is about to go up more in a few months"

"2024 and 2025 are your huge years of progress and to finish this last 1 to 2% of driving that needs to be finished right and to get to get FSD to the point where literally you don't need a human even in the seat right cuz that's where that's this is the last leg that Nvidia is trying to conquer here this last leg Nvidia needs to get or excuse me Tesla needs to get to the point where they you don't even need a human in that that front seat it is that trusted that's where that's where Tesla is trying to get over this next 2 years"

"I wouldn't be surprised if within a year it's driving way way safer than a human driver overall"

"I told you guys I think margins will bottom in the first half here of 2024 and they'll increase in the second half"

"in the second half of the year I think cyber truck's going to move to being a Tailwind of margins"

"The bottom line is these new are going to be far more expensive than the old chips"

"nvidia's revenue train is not stopping this year it's not stopping next year either I think at this point in time if you're thinking about Nvidia going backwards with Revenue I think you've got to push all the way out to 2026 at this point in time and you know if you're bearish on Nvidia you've got to hope maybe in 2026 their revenues start going down in 2027 because looking at this logically I don't see nvidia's Revenue train stopping not this year and probably not next now at this point in time folks"

"not this year this year even next year you won't see like crazy software money but as you get into 26 27 and future years that money is going to start pouring in right"

"do I think Nvidia is going to 400 or they think it's going to 1, 1500 I think it's going to 1500"

"years ago I made a prediction that I thought Nvidia would be A10 trillion plus company someday market cap wise and the more I'm looking at it I'm like I can actually see it I can actually see how Nvidia becomes a 10 trillion plus dollar company"

"I think it's going to pass Microsoft I think it's going to pass Apple in terms of market cap and from there if anything it could accelerate its lead"

"your car insurance is going up in a few months okay"