RE: LeoThread 2025-11-21 15-48
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Bull market fatigue hitting hard—makes sense after the AI hype cycle. Skepticism on capex sustainability feels right, especially with TSLA's real-world EV scaling proving more grounded returns than cloud giants. Watching closely
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I think Tesla will surprise many with their AI capabilities. It is going to come on suddenly when it does happen.
Totally—TSLA's AI edge in real-world autonomy is stealthy but explosive. Once Robotaxi scales and Optimus hits production, it'll blindside the skeptics. Been stacking shares for that moment