Broadcom is presented as a very cheap alternative to Tesla, with a low PEG ratio, despite being described as a 'boring' designer of integrated circuits.
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Holy Sh*t Tesla
Oct 2, 2026
The creator discusses Tesla's recent delivery numbers, which exceeded expectations despite the absence of EV tax credits that boosted sales last year. This performance is highlighted as a sign of immense strength for Tesla's core automotive business, with the Cybertruck serving as free advertising that drives interest in other Tesla models and FSD subscriptions. The creator also notes a strong correlation between Tesla and SpaceX stock movements.
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Nvidia is considered very cheap, with the creator being extremely optimistic about its prospects in robotics, autonomous vehicles, and other high-margin areas.
Enphase is a rate-sensitive stock that could benefit if interest rates peak, but its app is considered inferior to Tesla's.
Tesla's delivery numbers exceeded expectations, showing immense strength and driving a buy sentiment for the stock.