我赞同他的两点：1. stability FIRST，based upon that, you can explore uncertainty with growth, for large capital management;
2. the biggest advantage of Tesla is also its biggest weakness, i.e. in Elon Musk himself. The company is so Elon Musk and what if he had an accident? Remember the guy was almost killed in a roadster car accident, along with Peter Thiel.
I also agree with his point on looking at Tesla as an energy redistribution company and a real time data integration company. I disagree with the point that Tesla will dominate this sector, though they are in the leading position to get there. Google is not so behind and Goog has Quantum computer in progress. What he hinted, but didnot state explicitely, is that pure car company is not worth investing in the long run because of the profit margin. The robot companies may be just the same if they are viewed as hardware companies.
That said, he is a wise person and stick to his gun. Worth sharing and listening.
IN SHORT: 他看好TSLA,PLTR,MSFT, AAPL. 不那么看好GOOG, AMZN
Keith Fitz-Gerald, 曾经准确预测很多市场的重要事件，是有信誉的市场专家。
真正有本事的，是不会公开自己秘密的， 没有人跟自己的钱过不去。公开的都是用来忽悠韭菜的，不是为了寻找接盘的，就是为了寻找新客户的。
回家也可以，反正革命已经成功了，他不干也是离休干部了，哈哈哈。要我就不干了，回家享福。特斯拉股票涨，前提就是没政治迫害，现在这个危机没有了，他就是不跟老川干了，也是扛过枪，长征老干部？至于公司，具体事情自然有人干，哪个这样级别的大老板还要在第一线忙。
马斯克，茱丽叶安卓。斯诺登，全是巨蟹座的人。挺佩服他们的。他们勇敢揭露世界的黑暗面。
我赞同他的两点：1. stability FIRST，based upon that, you can explore uncertainty with growth, for large capital management;
2. the biggest advantage of Tesla is also its biggest weakness, i.e. in Elon Musk himself. The company is so Elon Musk and what if he had an accident? Remember the guy was almost killed in a roadster car accident, along with Peter Thiel.
https://nypost.com/2022/03/26/how-elon-musk-and-peter-thiel-almost-died-in-a-2000-car-crash/
I also agree with his point on looking at Tesla as an energy redistribution company and a real time data integration company. I disagree with the point that Tesla will dominate this sector, though they are in the leading position to get there. Google is not so behind and Goog has Quantum computer in progress. What he hinted, but didnot state explicitely, is that pure car company is not worth investing in the long run because of the profit margin. The robot companies may be just the same if they are viewed as hardware companies.
That said, he is a wise person and stick to his gun. Worth sharing and listening.